2013
Business Administration Major in Marketing Management
Our Lady of Fatima University
The VA You Can Trust!
Hi! I'm Roxanne, a dedicated and experienced virtual assistant with a passion for helping clients achieve their goals. With nearly 10 years of experience in marketing, sales, and executive assistance, I possess a unique blend of skills to support businesses in achieving success. Currently, I work as a Marketing Assistant for a finance company in the Philippines, specializing in affordable auto and truck loans.
My objective is to achieve outstanding results, developing collaborative partnerships and sustaining business growth.
Let's work together to achieve your business goals. Please feel free to reach out to me directly to discuss how I can support you.
My Skills and Competencies
Microsoft applications
Emaling
Google Calendar
Customer Service
Social Media Management
Data Entry
Certificates
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My Experience and Education
2024
-
2025
CHAILEASE BERJAYA FINANCE CORPORATION
(MARKETING ASSISTANT)
⭕ Loan Processing & Documentation
Encode new accounts/cases into the Financial Accounting System (FAS) accurately and efficiently. Check commencement documents to verify completeness and compliance with company policies. Prepare Electronic Proposals for loan applications. Assist clients with the contract signing of loan documents, ensuring all necessary paperwork is completed. Prepare loan documents for commencement and ensure timely submission. Apply pre-term for refinance accounts as needed.
Resubmit, amend accounts, and upload any lacking requirements to FAS.
⭕ Financial Transactions & Payment Processing
Prepare and process pull-out and replacement cheques for clients. Print and organize Post-Dated Cheques (PDCs) for record-keeping. Process loan disbursements and coordinate special funding requests. Retrieve and deposit dealer’s checks, ensuring timely transactions. Assist clients regarding lump sum replacements and financial adjustments.
⭕ Monitoring & Reporting
Regularly update and track website-submitted accounts, ensuring accurate reporting on account statuses. Conduct GPS provider monitoring and send email requests for GPS installations.
⭕ Dealer & Client Coordination
Send email requests for dealer activation, accreditation, and extension. Request and validate Vehicle Registration Forms (VRF) and Payment Request Forms (PRF).
⭕ Administrative & Meeting Support
Send minutes of meetings, ensuring proper documentation and follow-ups. Prepare the meeting room for scheduled meetings and conferences. Perform other tasks assigned by superiors to support business operations.
2017
-
2024
Tejas, Inc.
(Sales Administrative Assistant)
⭕ Executive Assistance:
Provide direct support to the company president, assisting with scheduling, document management, and communication. Offer administrative support to sales agents, helping them stay organized and focused on key tasks. *
⭕Document Preparation for Importation:
Prepare the necessary documentation for the importation process, ensuring all paperwork is complete and accurate. Work closely with freight forwarders to ensure smooth and timely transactions and deliveries.
⭕Purchase Order Management:
Generate purchase orders for both local and foreign suppliers to meet the company’s procurement needs. Ensure accuracy in purchase orders, track orders, and resolve any discrepancies promptly.
⭕Sales Agent Support:
Assist sales agents by handling client interactions when they are in the field, ensuring seamless communication and service. Manage customer inquiries and provide timely follow-up to maintain a positive client experience.
⭕ Daily Reports and Collection Tracking:
Prepare daily sales reports, ensuring all collections are accurately recorded and tracked. Monitor and report any discrepancies or issues in the daily financial operations.
⭕ Business Transaction Documentation:
Handle the preparation of various transaction documents, including sales invoices, delivery receipts, official receipts, and other important business documentation. Ensure all documentation is accurate, properly formatted, and complies with company policies.
⭕Payment Handling:
Oversee cash and check payments from walk-in clients, ensuring all transactions are recorded accurately. Maintain a high level of accuracy in managing cash flow and balancing daily payments.
⭕Document Filing and Organization
Responsible for maintaining the completeness and organization of the company’s documents. Implement effective filing systems to ensure easy retrieval and secure storage of records.
⭕ Sales Reporting
Prepare monthly sales reports, consolidating sales data, analyzing performance, and providing actionable insights.
2015
-
2017
Qualiplus Internatiional Trading
(Administrative Assistant)
⭕ Financial Transactions & Accounting Support
Perform daily financial transactions, including computing, posting, and recording accounts receivables. Prepare and process financial documents such as Sales Invoices, Delivery Receipts (DRs), Official Receipts (ORs), transmittals, vouchers, check payments, and bank deposits. Process utility bills and other account payables, ensuring timely and accurate payments. Prepare monthly reports on sales & collections, purchases, and expenses for financial tracking and decision-making. Conduct daily follow-ups with clients for collection, ensuring timely payments and reducing outstanding balances.
⭕ Inventory & Procurement Monitoring
Assist in monitoring product inventory lists, ensuring accurate stock levels and timely replenishment. Coordinate with relevant departments to track purchases and expenses for better inventory control.
⭕ Administrative & Client Support
Respond to telephone and email inquiries in a professional and timely manner. Answer and transfer phone calls to the appropriate person, ensuring effective communication within the organization.
2013
-
2014
BCKK GENERAL MERCHANDISING
(Executive Assistant)
⭕ Order Management & Sales Reporting
Organize and dispatch daily customer orders, ensuring timely and accurate deliveries. Prepare and maintain monthly sales reports to track business performance and revenue trends.
⭕ Customer Service & Sales Support
Respond to telephone and email inquiries, providing prompt and professional customer support. Demonstrate product varieties, explain pricing information, and promote ongoing sales and special offers. Assist customers in making purchasing decisions by providing detailed product recommendations and solutions tailored to their needs.
⭕ Product & Website Management
Regularly update product information on the company website to reflect pricing, availability, and new arrivals. Maintain accurate product descriptions, images, and promotional content to enhance customer engagement.
⭕ Showroom/Store Maintenance
Ensure the showroom/store is clean, organized, and visually appealing to enhance the customer experience. Arrange product displays and promotional materials to optimize sales opportunities.
My Services
Financial & Bookkeeping Assistance
Managing invoices, tracking expenses, processing payments, and keeping financial records accurate.
Administrative Support
Organizing and maintaining client databases, spreadsheets, and records with accuracy.
Email & Calendar Management
Handling emails, scheduling appointments, and sending reminders.
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry
Accurate and efficient data entry to keep business records organized, up to date, and easily accessible.