Virtual Assistant I Bookkeeper I Admin Support
Rizal, Cainta, Philippines
I have over 27 years of experience in the banking industry, with strong skills in administrative support, loan processing, records management and customer service. I am proficient in Microsoft Office, Google Workspace and QuickBooks and I comfortable learning new tools to support business needs. What makes me stand out is my attention to detail, reliability and strong work ethic. I am highly organized, able to manage multiple tasks and committed to delivering accurate and high-quality work. I bring value to clients by helping them stay organized, improving processes and provided dependable support that contributes to their business growth.
Philippine Bank of Communications, full_time
Feb 2020 to Jul 2024
*Compiled and maintained comprehensive loan account details within the bank's system, ensuring accuracy in customer information, credit facilities, and collateral records. *Evaluated and earmarked loan transactions, aligning approvals with the appropriate credit facility requirements. *Managed garnishment orders, collateral releases, and clearance processes for resigning employees diligently. *Encoded approved credit facilities and collateral details meticulously into the database. *Reviewed and issued clearances for proposed loan availments, ensuring compliance with policy standards. *Monitored Know-Your- Customer (KYC) and Anti-Money Laundering (AML) alerts, escalating concerns to the relevant business units as required. *Served as an alternate to the Securities Custodian during periods of leave, demonstrating versatility in fulfilling organizational needs.
Philippine Bank of Communications, full_time
Jan 2016 to Jan 2020
*Established, maintained, and organized credit documents systematically for optimal accessibility. *Monitored the flow of incoming and outgoing credit folders, ensuring restricted access to authorized personnel only. *Addressed queries regarding credit documents from various business units, including collaboration with internal and external auditors. *Coordinated with other business and support units on cross-functional projects, enhancing interdepartmental collaboration. *Designed and implemented a report tracking system to ensure compliance with TurnAround-Time (TAT) commitments
Philippine Bank of Communications, full_time
Oct 1996 to Dec 2015
*Ensured the proper setup and maintenance of security folders in accordance with best practices. *Safeguarded original loan and collateral documents according to established credit policies and procedures. *Issued certified true copies of documents securely stored in the vault for filing in credit folders. *Reviewed and prepared essential documents to facilitate the release of collateral following existing policies. *Monitored and tracked the flow of all borrowed collateral documents to maintain compliance and record accuracy. *Collaborated with business and support units on cross-functional projects, enhancing operational efficiency. *Facilitated the lending and borrowing of collateral documents, ensuring the complete return of borrowed items. *Issued certifications confirming that documents are retained securely by the bank as collateral. * Maintained all loan collateral documents in a fireproof vault under dual control to enhance security. *Ensured an orderly and systematic filing structure for all security files, promoting easy reference and security. *Accounted for all collateral and related documents meticulously to ensure financial integrity. *Updated the record of accounts receivable consistently, aiding financial oversight. *Monitored the flow of merchandise accurately to assist in inventory management. *Handled customer orders and inquiries professionally, supporting customer satisfaction. *Provided administrative support to enhance operational workflow.
Eris Trading, full_time
Aug 1995 to Aug 1996
*Maintained and updated the record of accounts receivable. *Monitored the outgoing and incoming merchandise. *Received and handled customers' orders and inquiries