Bachelor of Science in Business Administration Major in Financial Management
UNIVERSITY OF CAMARINES NORTE
Hi! I'm Veronica, and I am an experienced customer service supervisor which has provided me with the skills necessary to excel in the administrative field. I have over 5 years of experience in office administration, customer service and data entry. I am an organized, detail-oriented individual with excellent communication skills and a great work ethic.
I am passionate about providing exceptional support to my clients and helping them achieve their goals. As a Virtual Assistant, I see myself as an extension of your team, dedicated in providing top-notch administrative support and contributing to your success.
UNIVERSITY OF CAMARINES NORTE
1. Operations Support
•Handles loan inquiries. Receives, evaluates and conducts initial interview of walk-in customers/clients
•Ensures completeness of all the information appearing in the personal information sheet
•Records and encodes customer record in PIS Register and Web Application System
Submits records to the branch manager for dispatching to CCI
•Conducts verification with CMAP as part of initial investigation of loan applicant
•Assists the branch manager in monitoring the status of the record assigned to the CCI
•Prepares contracts and other precautionary papers needed for processing loan applications
•Requests for quotation necessary insurance coverage
•Computes for monthly installment, prepares and issues direct loan receipt
•Prepares notice of credit decisions and relays to the branch managers who communicate approval/disapproval of loan application to client
•Issues and encodes post-dated check acknowledgement receipt for those with PDC's and coordinates with the branch manager
2. Documentation
•Facilitates and ensures completeness of loan contracts and other necessary documents
•Issues and encodes daily loan receipts in the web
•Sets up the account and prepares the customer visit card for assignment to the CCI
•Prepares Check Voucher to disburse processing due. Sets up envelope jacket for every processing due disbursed for proper safekeeping and monitoring
•Transmits complete set of loan documents for loan proceeds
•Maintains accurate and systematic records management for easy retrieval
Assists in preparation of clients file folders
3. Administrative
•Assists in the recruitment of at least four coordinators in a week
•Establishes and maintains good relationship with clients and agents
•Assist in the training and orientation of newly hired loans clerk
•Assist in the replenishment of branch accountable and non-accountable form
• Responds to emails and other digital queries and correspondence.
•Drafts and edits letters, reports, and other documents.
•Inputs and updates information in databases and spreadsheets.
•Prepares meeting agendas and takes meeting minutes.
•Uses word processing and presentation software to create and edit documents.
•Operates and maintains office equipment, including printers, copiers, and fax machines.
•Works with maintenance staff and outside vendors to ensure office equipment is in good working order and office supplies are always on hand.
•Researches as requested and compiles and summarizes information for reports or presentations.
•Works closely with other administrative staff and supports other colleagues as needed.
•Works with sensitive information with discretion to maintain confidentiality and security and ensure compliance with privacy policies and regulations.
•Ensures that deadlines are met and adapts to changing priorities.
•Presents a positive and professional image for the organization.
Answer questions, and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.
Tasks that support business function- clerical, secretarial and managerial.
Overseeing a company's interactions with the public by implementing social media platforms' content strategies.
Preempting your wants and need by performing necessary duties and tasks without having to be asked.