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Esperanza Alvarez, Admin Assistant

Esperanza Alvarez

Admin Assistant·K&L Gates LLP

Qatar

Bachelor's degree, Mass Communication

Work experience

Total years of experience: 22 years, 6 months

Admin Assistant

September 2020 - Present

K&L Gates LLP

Doha, Qatar

I found this job using Bayt.com

September 2020 - Present

• Performs various secretarial and administrative duties to support lawyer’s requirements on a daily basis.
• Provides business documentation support including presentation creation in response to RFP in coordination with the Business Development Manager based in Dubai.
• Manages, coordinates, organizes and maintains calendar of appointments, travel arrangements, company events, correspondences, and office facilities on a daily basis.
• Coordinates with internal resources and third party vendors/suppliers in creation of purchase order.
• Provides IT support with coordination with Dubai and Pittsburg IT.
• Establishes, maintains and updates a confidential filing system of KYC/CDD files of existing and new clients in compliance to Combatting Anti Money Laundering and Terrorism Financing.
• Prepares, distributes and monitors monthly invoices and payment of clients.
Company industry:
Law Firm
Job role:
Administration

Personal Banking Officer

January 2019 - June 2020

Dukhan Bank

Doha, Qatar

January 2019 - June 2020

• Deals with retail customers to offer banking facilities such as Personal Finance, Home Finance, Credit Cards, Savings Account and SUKUK Investments.
• Calculates customer’s financial eligibility based on bank’s credit standard policy on debt burden ratio and exposure.
• Collects and submit documents supporting the Know Your Client (KYC) and Anti Money Laundering (AML) policies in compliance with regulations and guidance of Qatar Central Bank, especially for SUKUK Investment customers, which source of income and identity of customer must be well established.
Company industry:
Islamic Banking
Job role:
Banking

Relationship Officer

July 2015 - August 2018

MASHREQ BANK

Doha, Qatar

July 2015 - August 2018

· Generates new to bank pipeline through fieldwork marketing and gathering referrals to offer banking facilities to retail and SME prospective clients.
· Maintains bank existing client portfolio and provides quality customer service and good relation to existing bank clients.
· Offers Insurance products provided by the bank in partnership with Metlife.
· Evaluates client’s financial eligibility, recommend for approval based on bank’s policies and credit standards. Ensure and comply with AML and KYC requirement.
· Process Revolving Overdraft Remediation.
· Process Credit card cancellation retention.
· Process Small Business Loan Retention and Balance Confirmation.
· Maintains daily, weekly and monthly portfolio management team’s MIS.
Company industry:
Banking
Job role:
Banking

Property Sales Specialist

February 2007 - May 2015

Bahay Financial Services

Philippines

February 2007 - May 2015

Generate leads and maintaining database by entertaining walk in clients, phone inquiries, broker referrals,
previous buyer referrals and caretaker referrals. Answering email inquiries within turnaround time of 1-2
hours from the receipt of mail inquiry.
Coordinated with housing related websites such as Foreclosure Philippines and Lamudi to generate overseas
leads.
Negotiates and sell foreclosed properties acquired from National Home Mortgage Finance Corporation
(NHMFC) by recommending the appropriate financial resolutions based on the paying capacity of the buyers.
Discuss with prospective clients foreclosure process to fully understand purchasing foreclosed properties.
Handles and Manage Broker referred clients in acquiring BFS pre owned properties.
Prepares Portfolio Management Report, Monthly Forecast, Daily Capacity Report and Lead Gen Reports.
Conducts and manage fieldwork activities for accredited Brokers monthly.
Handles customer’s after sale concern, complaints and other issues whenever necessary.
Handles broker’s concern and monitor broker’s performance. Keep brokers updated with the company
policies, process, promotions and pricing.
Company industry:
Real Estate
Job role:
Sales

Financial Consultant

April 2005 - February 2007

SUNLIFE FINANCIAL (PHILS) INC

Philippines

April 2005 - February 2007

Licensed to Sell Life Insurance, Preneed Plans and Mutual Fund
Company industry:
Insurance & TPA
Job role:
Finance and Investment

Data Analyst

September 2003 - February 2005

ACCENTURE HEALTHCARE PROCESSING INC

Philippines

September 2003 - February 2005

Company industry:
IT Services
Job role:
Information Technology

Marketing Supervisor

September 2002 - January 2003

CARLSON TRADING

Philippines

September 2002 - January 2003

Company industry:
Sales Outsourcing
Job role:
Marketing and PR

Sales Executive

-

Prudentialife Inc

United Arab Emirates

-

Company industry:
Insurance & TPA
Job role:
Sales

Education

Siena College of Quezon City

March 2002

March 2002

Bachelor's degree, Mass Communication

Philippines

View attachment

Skills

ANALYSIS
Expert
ANALYSIS
Expert
CLOSING
Expert
CLOSING
Expert
COUNCIL
Expert
COUNCIL
Expert
CREDIT
Expert
CREDIT
Expert
CUSTOMER RELATIONS
Expert
CUSTOMER RELATIONS
Expert
EDICIÓN
Expert
EDICIÓN
Expert
FINANCE
Expert
FINANCE
Expert
FINANCIAL
Expert
FINANCIAL
Expert
MANAGEMENT
Expert
MANAGEMENT
Expert
MARKETING
Expert
MARKETING
Expert

Languages

English
Intermediate
Filipino
Intermediate