Marichu Roxas

* Worked closely with the CEO by attending and providing comprehensive personal and administrative support and managing calendars, scheduling meetings, and coordinating travel arrangements efficiently.
* Organized and updated the CEOs calendar as needed.
* Served as the primary point of contact for internal and external communications, ensuring timely and professional information exchange.
* Drafted, edited, and formated correspondence, reports, and presentations to maintain a high standard of professionalism and accuracy.
* Organized and facilitated meetings, including preparing agendas, distributing materials, and documenting minutes to track action items.
* Managed daily office functions, ensuring a well-organized and efficient working environment, and maintaining office supplies.
* Maintained and updated electronic and physical filing systems, ensuring easy access to information while protecting confidentiality.
* Assisted in budget preparation and monitor expenses, process invoices, and manage expense reports to ensure compliance with financial policies.
* Coordinated with recruitment by scheduling interviews, processing onboarding documents, and maintaining employee records.
* Supported project managers by tracking progress, preparing documentation, and ensuring deadlines are met.
* Ensured adherence to company policies and procedures, assisting with audits and preparing compliance documentation as necessary.
* Utilized office software (e.g., Microsoft Office Suite, Google Workspace) for document creation, data analysis, and presentations.
* Addressed administrative challenges proactively, proposing solutions to enhance operational efficiency.

* Oversees daily office operations, ensuring a smooth workflow and efficient resource allocation.
* Maintained a comprehensive filing systems, both digital and physical, to ensure easy access to documents and records.
* Inputed and managed data in various databases, ensuring accuracy and confidentiality.
* Acted as the primary point of contact between departments, clients, and external stakeholders to facilitate communication and collaboration.
* Organized and scheduled meetings, prepared agendas, and document discussions and action items through minutes of meetings.
* Assisted in the preparation of budgets and monitor expenditures to ensure compliance with financial policies.
* Handled invoice submissions, tracked payments, and maintained financial records.
* Organized company events, workshops, and training sessions, managing logistics, materials, and participant coordination.
* Supported project managers by providing administrative assistance, tracking project timelines, and preparing reports.
* Assisted with the recruitment process by scheduling interviews, organizing candidate assessments, and maintaining applicant databases.
* Facilitated the onboarding process for newly hires, including orientation, booking air tickets/hotel accommodations, and training coordination.
* Assisted in the implementation and enforcement of company policies and procedures to ensure compliance.
* Prepared regular reports on administrative functions, highlighting key metrics and areas for improvement.
* Utilized various office software (e.g., Microsoft Office Suite, Google Workspace) for document creation, spreadsheets, and presentations.
* Maintained and updated databases, ensuring data integrity and accessibility.
* Addressed administrative issues and conflicts, proposing solutions to enhance operational efficiency.

* Reviewed and verified loan applications and supporting documents for completeness and accuracy from Application unti Disbursement of the approved loan application.
* Assessed applicants credit worthiness through analysis of credit reports, income statements, and financial history (AECB generated reports).
* Served as the primary point of contact for applicants throughout the loan process, addressing inquiries and providing updates on application status.
* Maintained clear and professional communication with clients to ensure a positive loan experience.
* Collected, organized, and managed all necessary documentation required for loan processing, ensuring compliance with regulatory guidelines.

* Ensured timely submission of loan files to underwriters for decision-making.

* Identified potential risks and recommends appropriate actions to mitigate issues related to loan approvals.

* Collaborated with underwriters to resolve discrepancies and clarify any outstanding information.

* Utilized loan processing software and databases to track application statuses and maintain accurate records.

* Ensured data integrity by regularly updating and monitoring loan application systems.

* Stayed informed about relevant laws and regulations governing loan processing and ensure compliance in all transactions.

* Assisted in the preparation of required documents for audits and regulatory reviews.

* Worked closely with other departments, including underwriting, sales, and customer service, to streamline the loan processing workflow.

* Participated in team meetings to discuss process improvements and share best practices.

* Assisted with training for new staff on loan processing procedures and software utilization.

* Stayed updated on industry trends and changes in lending practices to enhance personal knowledge and skills.

* Processed a variety of financial and non-financial transactions, (deposits, withdrawals, cheques, loan payments, credit card payments, fund transfers, foreign exchange, Vault and ATM operations and remittances) with 100% accuracy in a timely manner.
* Maintained accurate cash drawer balances, perform cash reconciliations, and manage currency inventory to ensure compliance with bank policies.
* Provided exceptional service to customers, addressing inquiries and resolving issues to enhance customer satisfaction and loyalty.
* Assisted in training and onboarding new tellers, sharing best practices and ensuring adherence to operational procedures.
* Monitored transactions for unusual activity, identifying potential fraud and escalating concerns to management as necessary.
* Promoted bank products and services to customers, identifying opportunities for cross-selling and enhancing overall branch performance.
* Ensured compliance with banking regulations and internal policies, including anti-money laundering (AML) and Know Your Customer (KYC) guidelines.
* Maintained accurate records of transactions, prepare daily reports, and assist in branch audits as required.
* Worked closely with branch staff to achieve operational goals and enhance overall branch efficiency.
* Addressed customer complaints and concerns effectively, providing solutions to enhance the banking experience.

• Managed daily teller operations, cash
transactions, vault handling, ATM balancing, and
foreign exchange.
• Ensured strict adherence to compliance,
KYC/AML, and Central Bank regulations.

• Processed high-volume teller transactions with
100% accuracy and zero audit findings.
• Assisted in account openings, cheque processing, customer
• Played a key role in branch cash management end-of-day balancing.
• Flexible, proactive, and goal driven approach
to HR operations.