Bachelor of Science in Commerce Major in Management Accounting
Saint Paul School of Professional Studies
Dedicated and detail-oriented professional with 10 years of corporate experience in financial services, administrative support, customer service, and accounting. I have 5 years of experience as a Loan Account Officer/Member Service Associate, 4 years as an Administrative Assistant, and 1 year as an Accounting Analyst. Skilled in client relations, loan processing, account management, administrative support, documentation, and financial data analysis. I am highly organized, detail-oriented, adaptable, and committed to delivering accurate and quality results. I am now looking to bring my corporate experience and transferable skills to a new professional opportunity, including remote work.
Saint Paul School of Professional Studies
Assist members with account inquiries, product information, and service requests.
Process account opening, membership application, member’s information update, and issuance of passbooks, ID and ATM.
Resolves customer concerns by coordinating with the appropriate units to ensure timely action.
Ensures compliance with bank policies, KYC requirements, and regulatory guidelines.
Conduct info-drive about the association’s products and services to all units of PNP and BFP within my area and invite personnel to become members of the Association as well as avail loan facilities and other services.
Computes, assesses, encodes, and process loan applications.
Organizes and manages specific marketing itineraries. campaigns, and promotional strategies from conception to completion in line with the direction of Management.
Performs sales activities, from leads generation through closing deals on my assigned area.
Provides guidance, coaching and mentoring to the staff for them to be motivated and organized to exceed performance targets.
Handles all customer inquiries on loan applications as well as other services and products provided by the Association to make sure that clients are well informed.
Maintains and develops positive relationships with PNP and BFP units and offices to help achieve company targets on deposits, loans and membership generation.
Performs other tasks that may be assigned from time to time.
Prepare vouchers, cheques, and advice of checks issued or cancelled.
Process payroll information, wages, and employee pay slips.
Handle cash withdrawals and bank deposits.
Reconcile financial records with bank statements.
Maintain subsidiary ledgers and cash books.
Coordinate with banks or treasury departments.
Organize and file official receipts, vouchers, and financial documents.
Submits reports to Commission on Audit (COA)
Performs other tasks that may be assigned from time to time.
Regularly generate and analyze inventory reports.
Compare physical warehouse counts with ledger balances to spot missing items or errors.
Diagnose the cause of inventory variance.
Lead physical inventory counts for clients.
Measure the value of goods currently moving through the factory production line.
Post inventory adjustments, scrap losses, and month-end cost accruals into the accounting system
Update item master data, bill of materials (BOM), and routing costs in software like Oracle
Spot audit to the different Offices in Region VIII of PEPSI.
Partnering with other departments to ensure full compliance with company policy.
Fix inventory workflow problems to stop theft, waste, or data entry mistakes.
Work with procurement and warehouse teams to plan physical cycle counts
Assigned as a reliever Branch Sales Manager in Catbalogan City and Maasin Southern Leyte.
Assigned as a teller reliever.
Conduct audits to Satellite Offices of the whole region of PEPSI.
Performs data entry and analysis.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.