Admin Assistant – Buyer/Purchaser
Kareila management corp
Total des années d'expérience :10 years, 9 Mois
• Ensure the Right quality and right quantity ofthe product.
• Respond to all urgent request from other department and also request from all stores ifwe need to have an additional purchase order before we ran out of stock.
• Oversaw the item on hand from Distribution center (Warehouse) and S&R store to avoid overstock and out of stock.
• Secure weekly inventory ofthe products to have a correct and accurate orders for the coming week.
• Monitoring of orders to be fulfill by the supplier, and once received provide to the other department to allocate the right quantity per store.
Consult with clients to determine financial needs and goals and develop growth plans.
Help client to have an investment and life protection for their future.
Oversaw investment and proactively managed client funds.
Marketed and presented appropriate investment solutions, financial and wealth management services to clients.
Worked closely with key bank personnel on the development and success of the investment program and its integration with other services provided to bank clients.
Promptly resolve customer service issues and answer financial questions.
Functioned as the primary trusted advisor to clients.
Reviewing of collateral documents such as Titles, Tax Declaration and Tax Clearance and Other documents for accounts under Deed of Undertaking Housing Loan.
Read and analyze incoming memos, submissions and reports regarding DOU for Housing Loan.
Coordinate with sales regarding the records of all accounts that are unsubmitted by developer for proper handling and for proper follow up for the compliance of DOU.
Coordinate with Registration Unit regarding all titles submitted that for annotation and for safekeeping.
Coordinate directly with the developer to do updates and providing status of all accounts listed under DOU.
Preparing report database of all total DOU submitted and unsubmitted titles. And preparing of all unsubmitted title reports that are for extension with the developer.
Preparing spreadsheet of total DOU monitoring loan amount of total accounts per developer.
Preparing of Clearance for all fully settled accounts and regarding released of the collateral documents.
Keeping database updated and monitored all accounts that will be expire monthly that needing a follow up to the developer for compliance of DOU.
Maintained up-to-date knowledge regarding housing loan services.
Answer customer calls regarding credit card and ATM concerns.
Providing clients needs by helping to resolve issues and providing better option on payments and offer other products and services.
Maintained up-to-date knowledge regarding products and services and bank policies for me to answer all questions and inquiry in real time.
Assisting clients over the phone regarding opening an account and payments and other bank charges.
Excelled in exceeding daily credit card and ATM received issues.
Developed highly empathetic client relationship and earned reputation for delivering exceptional customer service.