Professional Summary
In my 16 years of experience with Philippine Savings Bank as a Customer Service Associate, I have a proven track record of delivering exceptional results being a bank Teller, New Accounts Clerk and as a Loans processor. It is an industry where I was taught of being proactive in serving customers, people oriented in our dealings both internal and external customers, performance-driven and be a professional to the highest standards and all respect by carrying the vision of " to be the country's consumer and retail bank of choice". Now as Detail - Oriented Online Bookkeeper, I am now eager to bring my expertise and passion to a new opportunity where I can continue to make a positive impact.
Personal Summary:
As a dedicated professional, I bring not only my skills and experience as a Freelance Online Bookkeeper but also the values and discipline I've honed as a married individual and father of two. Balancing work and family life has strengthened my time management, organizational abilities, and adaptability. I understand the importance of reliability, patience, and multitasking—qualities that I apply to both my professional and personal life. My family-oriented perspective drives my commitment to delivering high-quality work while maintaining a healthy work-life balance.
Centro Escolar University Malolos
+ Launched and managed The Grow Out, an online retail business specializing
in high-quality products.
+ Oversaw inventory management, product listings, customer service, and order
fulfillment.
+ Managed all aspects of bookkeeping, maintaining accurate financial
records and supporting smooth business operations.
+ Developed marketing strategies to increase visibility and sales on the Shopee
platform.
+ Provided a seamless shopping experience, ensuring timely deliveries and high
customer satisfaction.
+ Processing financial transactions: Recording deposits, withdrawals, and
transfers accurately while ensuring exceptional customer service.
+ Cash balancing and reconciliation: Ensuring cash drawer balances and
resolving discrepancies with attention to detail.
+ Data entry and record maintenance: Accurately entering customer
transactions and account details, maintaining confidentiality.
+ Preparing financial reports: Assisting in generating daily cash flow and
transaction reports with accuracy.
+ Ensuring compliance: Adhering to banking policies, maintaining accurate
records, and ensuring confidentiality of sensitive customer data.
+ Operated and managed Mango HeyHey, a popular local business specializing
in refreshing mango shakes.
+ Oversaw day-to-day operations, including product development, customer
service, inventory management, and marketing.
+ Handled all bookkeeping tasks, ensuring accurate financial records and
efficient operations.
+ Built a strong online presence through social media, growing a loyal customer
base.
+ Ensured quality control and maintained high standards for customer
satisfaction.
+ Account setup and data entry: Accurately inputting customer information
for new accounts while ensuring all details are correct.
+ Ensuring compliance: Verifying that account openings comply with bank
policies and regulations, maintaining accurate records.
+ Providing exceptional customer service: Assisting clients in understanding
the account opening process and answering any related questions.
+ Documentation management: Collecting and organizing necessary
documents for new accounts, ensuring confidentiality and accuracy.
+ Maintaining accurate records: Ensuring all account details are properly
recorded and securely stored.
+ Loan application management: Collecting and accurately entering customer
information for loan applications, ensuring all details are complete.
+ Ensuring compliance: Verifying that loan applications follow bank policies
and regulatory guidelines, maintaining accurate records.
+ Exceptional customer service: Assisting customers throughout the loan
process, answering questions, and ensuring a smooth experience.
+ Documentation and record maintenance: Organizing and securely storing
loan application documents, ensuring confidentiality.
+ Preparing loan reports: Assisting in the creation of loan-related reports,
ensuring accuracy and timely processing.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Inputting and organizing financial records, maintaining accurate databases, and updating necessary information.
Tracking outstanding invoices, sending payment reminders, and ensuring timely collections.
Processing vendor invoices, ensuring timely payments, and maintaining accurate records.
Prepare income statements, balance sheets, and cash flow statements in timely manner.
Ensuring all transactions were accurately matched and discrepancies resolved.
I highly recommend Omar Capule for a General Virtual Assistant position. He consistently excelled in various administrative tasks during his training, demonstrating strong technical skills, professionalism, and a proactive work ethic. I am confident he will be a valuable asset to any team.
