Rosalie Gonzales

Organize and maintain updated files and databases of projects in the Eastern Region;
Schedule appointments, maintain and keep calendars and process Travel Request Authorization of the department;
Prepare and draft memo replies and emails and type variety of correspondence as required;
Ensure systematic handling of incoming and outgoing mails and communications for easy tracking purposes and re-route mails as needed;
Attend and take minutes of the meeting;
Prepare and monitor the requisition of office supplies;
Assist the department in financial and budgetary-related matters;
Proficient with MS Office Suite particularly Word, Excel and Powerpoint.

Market & sell various life insurance products based on client's needs;
Monitor & track client's due dates to ascertain that policies remain in-forced;
Able to generate strong leads through cold canvassing, referrals and face-to-face meetings;
Able to close sales by addressing client's concerns.

Delivered efficient output in every aspect of task assigned thereby promoted as Specialist;
Provided secretarial support and administrative assistance to the Group Head and three Division Heads;
Answered and received calls and direct it to the proper chanel;
Received, logged and distributed incoming and outgoing memoranda, correspondence and documents;
Responsible for the systematic filing, proper clasification and safekeeping of accountable and confidential records and documents;
Handled, prepared and monitored attendance reports and assisted in the preparation of annual budget and other reportorial requirements;
Assigned and supervised work of messengers.

Reported to the FVP/Division Head of Commercial Banking Group Metro Manila 1;
Prepared reports, presentation materials for all the credit committee meetings;
Assisted in the monitoring and tracking of documents up to the approval of the President & CEO;
Maintained and monitored the inventory and procurement of office supplies;
Typed, proofread and edited documents such as Loan Approval Memoranda, Offering Tickets and other bank documents; Handled calls professionally;
Prepared correspondence.

Reported directly to the President;
Acted as secretary pro temp in preparing of Board minutes of CIPI and its subsidiary;
Reviewed, prepared and typed legal documents such as motions and manifestations and other various correspondences as instructed;
Screened calls and office visitors;
Prepared other related duties such as monitoring and inventory of office supplies, scheduling of appointments and arranging travel accommodations.

Ascertained that every assigned task is done efficiently and within deadline thus promoted twice from being the division secretary to being processor then deal assistant;
Provided clerical support to four deal managers in the execution of deals being arranged;
Ensured proper upkeep of division premises, equipment and supplies;
Monitored release and receipt of documents;
Coordinated with various bank divisions.