Transaction Coordinator | RE Legal Assistant | Contract to Close
Davao del Sur, Davao City, Philippines
Transaction Coordinator with a strong background in real estate law and compliance. I handle contract-to-close processes, draft legal riders and deeds, review inspection reports, and manage daily inbox communications. My focus is keeping transactions organized and moving smoothly to a successful closing.
The Alberto Brothers Law Firm, full_time
Apr 2022 to May 2026
1. Managed the "contract-to-close" workflow by opening new files and monitored 10+ active real estate files simultaneously while coordinating timelines, multi-party communications, inspections, and payoff requests. 2. Draft legal riders and deeds, ensuring all documents are accurately prepared for client signature and notarization. 3. Reviewed inspections, tracked escrow-related matters, and maintained organized file records. 4. Managed inbox communications and responded to client and transaction-related emails.
The Global Beauty Group, full_time
Dec 2019 to Dec 2021
1. Accounts receivable: daily bank reconciliation of incoming payments, creation and issuance of outstanding rebate invoices 2. New sale: issue client order confirmation, follow up on new sales with introductory phone call, collect relevant supportive documentation from clients 3. Settlement: conduct daily follow ups to clients to expedite settlement, ensure all documents are complete before settlement
Bank of the Philippine Islands - Business Banking Group, full_time
Jan 2019 to Jun 2019
1. Gather and analyze financial data about loan applicants, including their paying habits or history, earnings, savings information and purchase activities with suppliers and customers 2. Assess a loan applicant's credit worthiness and determine the ability of a business to repay loans 3. Request various verification to process loan application, such as appraisal, title verification, business, employment, and personal verification
Bank of the Philippine Islands - Business Banking Group, full_time
Apr 2018 to Dec 2018
1. Meet applicants or interview clients to gather information and counsels them on business loan application processes 2. Evaluate business loan applications and ensures loan requirements are complete and correct before submitting them to our credit team for verification and recommendation 3. Confer with credit analysts and underwriters to aid in approval of loan application 4. Prepare reports on accounts that are in-process, approved and rejected
BPI Family Savings Bank, Inc. - Retail Loans, full_time
May 2016 to Apr 2018
1. Meet applicants/borrowers to obtain information about their loan application and answer their queries about the process and types of loans 2. Evaluate and recommend approval of commercial loan applications as well as line renewals, increase and loan conversion by preparing Credit Offering (CO) 3. Analyze applicant's or borrower's financial status, credit worthiness and proper evaluation to grant their loan 4. Compute payment schedules for term loans and line of existing borrowers 5. Supervise loan personnel or Marketing Assistant 6. Monitor lines and its maturing Promissory Note/s, short term loans due for renewal or for closure 7. Do call outs and collect payments from clients whose loan accounts are delinquent for 30 to 60 days and forward irreconcilable accounts (over 90 days past due) for extra judicial filing
BPI Family Savings Bank, Inc. - Retail Loans, full_time
Feb 2010 to Oct 2015
1. Performs specific tasks assigned by the Accounts Officer 2. Markets and promotes the bank's products i.e. business loan, fire insurance 3. Counsels the clients on the loan application processes 4. Responsible for the timely processing of approved loan applications 5. Prepare and review all account documentation pertinent to loans 6. Properly prepare documents to process release of loan funds to client 7. Attending to after sales needs of clients and ensure that their needs and demands are fulfilled 8. Monitoring of existing client's credit lines 9. Responsible for the processing of loan renewals/extensions/availments of lines by clients