📋Image 1 : Typing Speed: 40 Words Per Minute (WPM) with high accuracy

Maintains a typing speed of 40 WPM with high accuracy, supporting efficient data processing, timely report preparation, and accurate encoding of financial and customer records.

📋Image 2: Internal Audit Summary Report (Account Status Monitoring)

This is my sample task as a Loan Processor / New Accounts In-Charge, showcasing my work in preparing and maintaining internal audit reports. This document categorizes client accounts into Reactivated, Closed, Dormant, and Newly Opened Accounts for accurate monitoring and reporting.

I was responsible for organizing account data, validating account status, and ensuring all records were updated and compliant with internal banking procedures. This report supports audit requirements by providing a clear overview of account activity and helps management track movements and identify accounts that require action.

Here's the link below:

KYC INTERNAL AUDIT.xlsx

📋Image 3: KYC Account Opening Inventory (Compliance Monitoring under Rule 9.1.c)

This is my sample task as a Loan Processor / New Accounts In-Charge, demonstrating my experience in handling KYC (Know Your Customer) documentation and compliance checking for newly opened accounts every quarter.

In this task, I ensured that all required customer information—such as personal details, employment, source of funds, and submitted documents—were complete, accurate, and properly recorded. I also verified supporting documents like valid IDs, signatures, and photos, and flagged any missing or incomplete requirements.

This process ensures full compliance with regulatory standards and anti-money laundering (AML) policies while maintaining high data accuracy and attention to detail.

Here's the link below;

K18 KYC OPEN ACCOUNT INVENTORIES 3rd QUARTER (1).xls

📋Image 4: Insurance Processing & Administrative Support Experience

I handle insurance processing tasks related to disbursement and release, ensuring all documentation and eligibility requirements are properly reviewed before approval. My role focuses on accuracy, compliance, and timely submission of records to the main office.

Here's the link below;

K18 Aglayan Branch_CBLIC Transmittal.xlsx