Virtual Assistant / Bookkeeper / Data Entry Specialist

Bank of the Philippine Islands | 2016 - 2023 Customer Service Associate (Bank Teller) -Focuses on efficient customer servicing and transaction processing -Monitors all upcoming peso and dollar time deposit maturities of the branch -Processes auxiliary transactions such as purchase and sale of Foreign Exchange, sale of Manager’s Check, telegraphic transfer, and direct remittance -Processes requests for ATM replacement and enrollments -Manages the processes of opening bank accounts and updating customer information. -Scans and files all transaction documents in order -Prepares accounting entries for end-of-day balancing transactions -Processes over-the-counter bank tellering transactions when designated as New Accounts -Prepares transmittals for outgoing mails and pouch -Processes account openings in accordance with KYC, AMLA/MLPP requirements -Conducts enhanced due diligence (EDD) on all high-risk clients -Performs designated custodianship functions -Calls clients that are pre-qualified on different products of the company -Manages and tracks investment-related transactions and inquiries

-Used DataTree for property research, extracting details, and ownership history. -Organized listings, client communication, and campaigns efficiently with Trello. -Conducted detailed property comparisons on Xome, Zillow, and Land.com. -Executed targeted marketing campaigns, sending neighbor letters via Click2Mail and PebbleREI, using skip-tracing for accurate details. -Edited property images for enhanced visual appeal and optimal presentation. -Minimally edited the website to update property listings for accuracy. -Listing properties on various platforms including Facebook Marketplace, MLS, Land.com, and more. -Regularly monitored and analyzed listing performance on different platforms.