Reliable Finance Operations VA w/ Banking Entrepreneurial Exp
Leyte
Experienced banking and finance professional with a background in credit analysis, loan processing, customer service, and business operations. Former entrepreneur with 16 years of experience managing operations and financial transactions, combined with solid banking experience at EastWest Bank. Skilled in handling financial records, client relations, administrative support, and detail-oriented tasks. Currently seeking remote opportunities in finance, bookkeeping, loans processing, mortgage support, and virtual assistance, with familiarity in Xero, Microsoft Office, and online collaboration tools.
EASTWEST BANK, full_time
Dec 2019 to Feb 2026
Responsible for the profitability of the branch. Makes sure all loan, deposit and bancassurance targets are met. Sees to it that all reports are accurate and submitted on time to internal and external customers. Ensures the profitability of the branch. Over-all in charge of the branch.
WEALTH BANK, full_time
Jun 2017 to Dec 2019
Responsible for the profitability of the branch. Makes sure all loan and deposit targets are met. Sees to it that all reports are accurate and submitted on time to internal and external customers. Solicits deposits from high-networth individuals. Over-all in charge of the branch.
FOTON MOTORS TACLOBAN INC, full_time
Apr 2014 to Jun 2017
Oversees the whole operation of the dealership. Ensures that monthly sales and service targets are met or exceeded. Also acts as service manager, parts manager and after sales manager. Coordinates with Foton Phils with regards to marketing concerns. Addresses all customers complaints and sees to it that attainment of the corporate objectives are met.
ISUZU LEYTE, full_time
Nov 2012 to Nov 2013
Over all in charge of marketing and administrative aspects. Sees to it that all customer complaints are addressed. Responsible for the branch’s target attainment. Provides marketing strategies to further improve Isuzu’s presence in the region.
PHILIPPINE FARMERS BANK, full_time
Feb 2005 to Feb 2006
Responsible for the overall performance of the branch, specially the marketing of funds. Oversaw the adherence to BSP rules and other government standard regulations. Responsible for promoting company products to meet the satisfaction of the bank’s clients.
JULIOS BUFFET AND JAZZ JOINT, full_time
Feb 2004 to Mar 2020
Responsible for all aspects of operations including but not limited to human resource management, promotions and marketing, including the catering business and the nightly acoustic performances. Plays jazz guitar on scheduled nights.
GOLDSTAR DISTRIBUTORS INC, full_time
Apr 2001 to Jan 2004
This company was engaged in the distribution of FMCG(fast moving consumer goods). Some of the principals handled were Kimberly-Clark Phils Inc., Phillip Morris, Virginia Foods Inc., Green Cross, Sarah Lee, Wrigley’s Phils. Inc., and others. Responsible for the attainment of sales targets set by the principals. Also responsible for human resource management and overall performance of the sales team as well as warehousing.
PRIME BANK, full_time
Mar 1997 to Jan 2000
Responsible for the smooth implementation of all loan products of the bank, and all cashiering functions. Was also required to do marketing of funds to attain the branch’s deposit goals.
RIZAL COMMERCIAL BANKING CORPORATION, full_time
Jan 1994 to Apr 1997
Responsible for all aspects of the loan process from appraisal, Credit Investigation, evaluation up to recommending approval. Was responsible for the appraisal of collateral offered by borrowers and to package loan documents for approval by the Branch Head, Regional Office or Head Office.