إرفين فالبوينا, Senior Finance Administrator - Debt Collection

إرفين فالبوينا

Senior Finance Administrator - Debt Collection

Ejadah Asset Management Group

البلد
الفلبين
التعليم
بكالوريوس, Business Management - Entrepreneurship
الخبرات
14 years, 3 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :14 years, 3 أشهر

Senior Finance Administrator - Debt Collection في Ejadah Asset Management Group
  • الإمارات العربية المتحدة - دبي
  • أشغل هذه الوظيفة منذ أكتوبر 2013

. Managing the service charge collections for major Dubai and Abu Dhabi developments.

. Daily monitoring of reports to ensure that service charges are being collected on a timely basis.

. Proper follow thru on overdue accounts for efficient and effective service charge collection.

. Daily calls to customers to update the contact details for effective dissemination of service charge updates.

. Provides extensive assistance to customers for the service charge calculations and inquiries.

. Short lead time on resolving customer inquiries and queries.

. Creating and maintaining rapport to ensure that good customer-company relationship is achieved for effective collection of service charges.

. Providing assistance and promoting inter departmental cooperation to achieve maximum work efficiency.

Collections Specialist في Century Properties Group Philippines
  • الفلبين
  • نوفمبر 2012 إلى يوليو 2013

- Preparation of Projection-Collection report for the Knightsbridge Project to ensure efficiency of collections per month.

- Preparation of Management Information System (MIS) report to monitor cancellations and sales for the current month.

- Preparation of weekly past due reports to monitor past due accounts.

- Preparation of weekly Management Executive Report to be submitted to the CEO Group for weekly monitoring of collections to ensure that the team exceeds the projected target for the week.

- Preparation of loan reports for monitoring of loan applications and to ensure that loans are processed based on target lead time.

- Providing customer service regarding collection issues, process customer refunds, and account adjustments.

- Effective communication with banks and proper follow thru to ensure that loans applied are processed accordingly within approved timeline.

- Maintaining constant communication with the sales department to accelerate the collection process.

Financial Advisor / Mutual Fund Representative (Commission-based) في Sun Life Asset Management Company, Inc
  • الفلبين
  • فبراير 2012 إلى يوليو 2013

- Conducting in-depth reviews of client’s financial circumstances, and future financial goals.

- Analyzing information provided by the clients and formulating the most effective investment plan appropriate for their perusal.

- Evaluation of risks involved when securing a personal insurance and recommending the proper insurance based on the current risks.

- Daily monitoring of fluctuations in the stock market and interpreting them accordingly to the investors.

- Timely response on the client’s inquiry with regards to status of their investments.

Jr. Product Representative في Chemrez Technologies Inc.
  • الفلبين
  • يونيو 2011 إلى فبراير 2012

- Servicing existing accounts, getting orders, and getting new accounts by planning and organizing daily work schedule to call on existing or potential sales outlets.

- Building camaraderie with customers to strengthen relationship in order to maintain continuous sales for the benefit of the company.

- Formulating marketing strategies effectively to increase market share and to further hit forecasted targets.

- Keeping the management informed by submitting daily activity and results report (daily call reports, weekly work plans and monthly territory analysis).

- Monitoring competition by gathering current information regarding products, pricing, innovative products, and delivery schedules.

- Resolving customer complaints by investigating problems, developing solutions and making recommendations to the management.

Accounts Management Specialist في Robinsons Land Corporation
  • الفلبين
  • يناير 2010 إلى يوليو 2011

- Ensures quality service delivery by meeting the Customer Service efficiency indicators (standard waiting time, transaction time and processing time) at all times.

- Efficient dissemination of information to all unit owners with regards to the company update regarding the respective projects of Robinsons Land.

- Maintaining an updated monitoring record to maintain efficiency.

- Processing of clients’ loans within approved time frame to be able to deliver their unit without any delays.

- Making appropriate notices to buyers regarding their past due accounts to be able to collect effectively to meet the team’s target of collection of past due.

- Effective communication with banks to ensure fast processing of the loans.

- Monitoring of maturing post-dated checks.

- Also tasked to temporarily handle the leasing operations of all the unit owners to ensure that said units are leased out at the soonest possible time.

الخلفية التعليمية

بكالوريوس, Business Management - Entrepreneurship
  • في San Beda College Alabang
  • أبريل 2009

Bachelor of Science in Business Management 2005 - 2009 Major in Entrepreneurship San Beda College Alabang, Philippines

Specialties & Skills

Problem Analysis
Problem Solving
Customer Interactions
Analytic Thinking
Microsoft Office
Planning, Organization, Coordination and Presentation Skills
Verbal and Written Communication Skills

اللغات

الانجليزية
متمرّس
الفيلبينية
متمرّس

التدريب و الشهادات

Laws on Investment / Government Regulations (تدريب)
معهد التدريب:
Sunlife Asset Management Company Inc.
تاريخ الدورة:
May 2012
Setting up your Small Scale Business (تدريب)
معهد التدريب:
San Beda College Alabang
تاريخ الدورة:
August 2006
Advanced Microsoft Excel (Formulas) (تدريب)
معهد التدريب:
Informatics Libis Quezon City
تاريخ الدورة:
August 2011
Stress Handling (تدريب)
معهد التدريب:
Century Properties Group Inc.
تاريخ الدورة:
May 2013
2nd Conference of Aspiring Marketing Professionals (تدريب)
معهد التدريب:
CAMP
تاريخ الدورة:
February 2007
Food Industry Symposium (تدريب)
معهد التدريب:
San Beda College Alabang
تاريخ الدورة:
September 2006
Corporate Social Responsibility (تدريب)
معهد التدريب:
San Beda College Alabang
تاريخ الدورة:
January 2008
Understanding Market Conditions / Market Analysis (تدريب)
معهد التدريب:
Sunlife Asset Management Company Inc.
تاريخ الدورة:
June 2012