Loan Specialist / Team Management

Overview

Looking for part-time work (5 hours/day)

at $8.00/hour ($880.00/month)

Bachelor of Science in Public Administration

Last Active

November 22nd, 2024 (4 days ago)

Member Since

December 6th, 2020

Profile Description

A pro-active, motivated, resourceful, creative, and flexible professional that aims to help business clients/employers in coordinating, planning, supporting daily operational and administrative functions, and managing small projects, and still needs to continue learning to grow. My experience in the corporate financing industry for years I gained helped me to develop and be equipped with basic admin tasks to managerial functions that will be beneficial in delivering the tasks that will help streamline the client's business and drive them to success. I am competent with my Computer skills, Committed to every project, Responsible, Resourceful, Multi-tasker, and a hard-working individual.
My main objective is to meet the qualification of my client and or employers, to work hard, gain more experience, enhance my knowledge, and develop a specialization. To seek and obtain employment, where the challenges can uplift my personal status. To share the skills I obtain, to be acknowledged, and to contribute to the continuing growth of the company which I am connected with.

Below are the other skills and tools used I have acquired and can offer:

-Loan Servicing Specialist; Loan Processor
-Excellent Customer Service

-Excel & Google Sheets Dashboard Report Developer and Google Data Studio Dashboard Report Creation
Excel Reports Analytics | PowerPivots Reporting | Dashboards & Scorecards Creation | Google Data Studio Reporting

-Amazon FBA Product Research
Keepa | BuyBot Pro | FBA Calculator | DS Amazon Quick View | Amazon Assistant

-Lead Generation
Manual Data Scrapping | Instant Data Scrapping | Upgrade to see actual info | Lead Leaper | Email Finder | Apollo | Hunter | Linkedin Sales Navigator

-CRM & Project Management
Hubspot | Airtable | Trello

-Process Documentation

-Database Management

-Data Entry & Web Research

-Basic Knowledge of Email Marketing
Mailchimp | Hubspot

-Basic Graphic Designing
Canva | Pixlr | Adobe Photoshop

-Social Media Posting & Scheduling
Hootsuite | Buffer | Later

-Proficient in using MS Office Application
Word | Excel and Advance Excel | PowerPoint

-Proficient in Google Workspace Application
Google Docs & Sheets, G-Forms, G-Drive | Google Data Studio


Work Experience:

Office Manager (Full time)
Welcome Bank (Rural Bank), Inc. | June 01, 2023 - August 30, 2024
• Responsible for providing sales support and leadership to the branch team ensures that the highest quality of customer service is provided at all of the delivery systems, provides administrative support in areas of compliance, regulations, policies and procedures
• Develop action plans to improve the overall performance and how to increase branch sales production. Ensures effective management of schedules, adherence, notifying and escalating within, and ensures monthly sales targets are met. Analyze trends and competition and formulate strategies that ensure our competitiveness and participates in analyzing problems while providing input for future process improvements
• Performs all duties and responsibilities in a timely and effective manner in accordance with established company policies to achieve the overall objectives. Oversees daily activities and branch flow. Provide guidance, leadership, coaching, and works well with my team.

Office Manager (Full time)
Welcome Finance, Inc. | December 20, 2021 - May 31, 2023
• Attend clients from loan inquiries to the approval process, collects & conduct thorough document screening, carefully validate documents submitted, & very keen on details when updating information to CRM (the company offers Personal Loans & Collateral Loans- CarFinancing & Refinancing, and Real Estate Mortgage services)
• Facilitate market research & planning. Handle product design & development. Prepare marketing materials & flyers. Explore & develop marketing channels. Foster and manage agency relationships.• Analyze, manage, & control loan portfolio data. Administer customer surveys & analyze their results to improve the process.
• Manage direct marketing through happy calls for existing customers. 
• Facilitate Product Knowledge training & other pertinent learning sessions for loan consultants & sales agencies.
• Bring out the best of the branch personnel by providing training, coaching, development, & motivation. Perform other tasks assigned by Department Head or Division Head.
• Abide by & perform to the best of abilities all functions. duties & responsibilities to be assigned by the Company in due course. Comply with the orders & instructions given from time to time by the Company to any authorized representatives.
• Perform any other administrative or non-administrative duties assigned by the representative of the Company from time to time either through direct written order or by oral assignment.• Shall not disclose any confidential information in respect of the affairs of the Company to any unauthorized person.
• Make daily, weekly and monthly reports to be submitted to the Division Haad.
• Maintains a favorable working relationship with all other company employees to foster aid, and promote a cooperative & harmonious working climate that will be conducive to maximum employee morale, productivity, & efficiency/effectiveness

Loan Consultant (Freelance Part-time)
Financial & Bank Institutions | April 2019 - December 2021
• Attend/assist clients from loan inquiries to approval via private message on FB messenger or Whatsapp and text/phone calls (Online Process)
• Do pre-qualification for clients and pre-screen thoroughly the documents submitted before forwarding them to the assigned marketing officer for the account to be processed to the credit department
• Provide proactive communication to clients, Marketing Officers, Account Officers, Credit Approval Team, Loan Processor, and everyone that's involved in the loan transaction process, and make follow-ups regarding the progress of the accounts
• Communicate directly to clients once their loan applications were approved and ready for release, and coordinate with the assigned Loan Release Officer for the schedule of loan release to the client
• Do online promotions through FB pages and groups about how to avail of cash loans, also do text promotions to client's numbers that were collected offering Secured and Unsecured Cash Loan and the cycle goes on and on

Travel Associate (Self-employed / Homebased)
Homebased Ticketing Services | April 2019 to December 2021
• Managed customer inquiries, send rate quotations, booked reservations for local & international flights, tour packages, and hotel accommodations
• Provided personalized customer care on all requests.
• Process booking and confirm travel arrangements and send out copies of itineraries via email or hand them the hard copy & make sure to review their booking details and also remind them of the terms and conditions stated
• Do online promotions and campaigns via social media platforms and text campaigns for sale alerts for any airlines and hotels that run special offers over a period of time and other travel updates

Office Manager (Full time)
Welcome Finance Inc. |December 18, 2017 - March 2019
• Responsible for providing sales support and leadership to the branch team ensuring that the highest quality of customer service is provided at all of the delivery systems, and providing administrative support in areas of compliance, regulations, policies, and procedures
• Develop action plans to improve the overall performance and how to increase branch sales production. Ensures effective management of schedules, adherence, notifying, and escalating within, and ensures monthly sales targets are met. Analyze trends and competition and formulate strategies that ensure our competitiveness and participate in analyzing problems while providing input for future process improvements. Delegate tasks to subordinates
• Perform all duties and responsibilities in a timely and effective manner in accordance with established company policies to achieve the overall objectives. Oversees daily activities and branch flow. Provide guidance, leadership, and coaching, and works well with my team
• Communicates changes in regulations and procedures with the client and agency partners and relays them to them. Maintain good relationships with clients, and agency partners and ensure win-win transactions to have a long-term business with them
• Also attend to clients from loan query to approval process, conduct thorough screening, carefully validate documents submitted, & very keen on details when uploading/updating information to CRM
• Provide proactive communication to Customers, Account Officers, Credit Approval Team, Loan Processor, Loan Consultants, Agency partners, and everyone that's involved in the loan transaction process
• Maintains a favorable working relationship with all other company employees to foster aid, and promote a cooperative and harmonious working climate that will be conducive to maximum employee morale, productivity, and efficiency/effectiveness
• Checks office supplies and other related kinds of stuff regularly. Do weekly and monthly reports and send-outs to agency partners for updates• Company offers Personal Loan (Salary; Business Loan) and collateral Loan Services (Car/Truck Financing; Car/Truck Re-financing; Real Estate Mortgage-Condo)

Loan Marketing Officer / Roving OIC (Full time)
Asialink Finance Corp. | May 2009 - December 2017
• Attend client/s from loan query to approval process, conduct thorough screening, carefully validate documents submitted, & very keen on details when uploading/updating information to CRM
• Provide proactive communication to customers, Account Officers, Credit Approval Team, Loan Processor, Loan Consultants, and everyone that's involved in the loan transaction process
• Assist in training & developing a highly motivated and effective team of sales consultants/agents
• In charge of continuously making new strategies on how to expand branch production and increase sales and do monthly reports
• Enacts contingency plans as needed, escalates, and directs activities during system problems, and other related jobs. Identifies potential problems, troubleshoots, escalates issues to local and network management, and participates in analyzing problems while providing input for future process improvements
• Performs all duties and responsibilities in a timely and effective manner in accordance with established company policies to achieve the overall objectives. Do LC monthly reports
• Company offers Personal Loan (OFW & Seaman's Loan, Salary & Business Loans) and Collateral Loans Services (Car/Truck Financing, Car/Truck Re-financing, and Real Estate Mortgage)

Merchant Specialist for Citibank (Full time)
MR Serve Trade & Industry |March 2007 - June 2008
•  Do field sales call weekly- Attend merchant concerns- Set schedules and conduct merchant orientations regarding fraud cards and Citibank POS procedure
•  Affiliate new merchants
•  Conducts regular orientation regarding fraud credit cards and POS procedure- Accredit/ affiliate new merchants and set appointments to merchants who liked to be affiliated with Citibank
•  Facilitate merchant affiliation/accreditation & documentation- Conducts orientation upon installation of Citibank POS
•  Monitor & update sales produced by merchants regularly- Do daily, weekly, and monthly & accomplishments reports

Membership Consultant (Full time)
Fitness First (Cebu) Phils. | October 2006 - March 2007
•  Do multitasking functions- Generate leads & calls every day
- Conduct phone calls and make invitations, set appointments with prospective clients to be a member of the club
•  Do brief discussions about the club and make presentations regarding membership, gym tours to appointments, and walk-in clients
• Assist/facilitate membership accreditation to clients who would like to join the FF family
•  Prepares reports of all the activity made on that day

Telemarketer (Full time)
Citifinancial Cebu | August 2006 - October 2006
•  Conducts telesales every day and generates a number of calls to clients
•  Offers proposals regarding cash loans from CITIFINANCIAL with minimum requirements
•  Offers fast approval and flexible terms to choose from
•  Collects and screened thoroughly the requirements submitted by clients before forwarding them to the processing department

Lane-In-Charge (Full time)
Nabunturan Central Warehouse Club | July 2003 - May 2006
•  Assigned as the department head of the Children/Infant section- Overall in charge of the department’s concerns
•  Supervised, directs, and instructs staff under my jurisdiction
•  The one who gives briefing and orientation regarding the company’s policies and trains those newly hired that will be assigned under my section
•  Prepares request/s and makes repeat orders report that is saleable, make reports on those items non-saleable
• Assist/ attend to customers' concerns for them to feel comfortable and enjoy shopping in the store. Handles problems whenever there are customer complaints
•  Ensure customer service satisfaction- Prepares weekly and monthly reports to the purchase officer
• Do an inventory of all the items/stocks quarterly