Julie Mar Yanson, Loan Processor

Julie Mar Yanson

Loan Processor

Mr. Yu Finance Corporation

Location
United Arab Emirates - Abu Dhabi
Education
Bachelor's degree, Financial Management
Experience
5 years, 0 Months

Share My Profile

Block User


Work Experience

Total years of experience :5 years, 0 Months

Loan Processor at Mr. Yu Finance Corporation
  • Philippines
  • December 2014 to December 2016

Duties and Responsibilities:

• Interview applicants to determine their loan needs, earnings, and financial condition to decide if a loan is an acceptable risk
• Obtains credit information from investigations
• Mail loan applications and/or information to members and prospective members
• Type all necessary loan documents for approved loans
• Type denial forms for all loans that are declined
• Ensure that each loan is processed accurately by making sure that each one is properly documented, closed, disbursed, coordinated and filed
• Review all loan files where a loan has recently been disbursed by checking for all necessary paper work, signatures, notices, and computer information such as interest rates, loan type, collateral, payment, etc.
• Disburse checks, drafts and vouchers on approved loans. Making sure the member is familiar with all terms, conditions, and collateral held on the note and disclosure
• Maintain lending department files, including purging of outdated information
• Recommends changes to lending policies and procedures
• Requests loan forms and maintain all supplies for the lending area
• Demonstrates the ability to work effectively with other team members

Sales Clerk at SM Mall - Mandurriao Star Inc
  • Philippines
  • May 2014 to November 2014

Duties and Responsibilities

• Greet and entertain customers
• Obtains or receives merchandise
• Arranges merchandise on counters or tables to promote sales.
• Stamps, marks, or tags price on merchandise.
• Obtains merchandise requested by customer or receives merchandise selected by customer.
• Answers customer's questions concerning location, price, and use of merchandise.
• Accepts payment and makes change.
• Wraps or bags merchandise for customers.
• Cleans shelves, counters, or tables.
• Removes and records amount of cash in register at end of shift.
• May calculate sales discount to determine price.
• May keep record of sales, prepare inventory of stock, or order merchandise.
• May be designated according to product sold or type of store.

Student Trainee at Philippine Health Insurance - Passi Branch
  • Philippines
  • December 2013 to March 2014

Duties and Responsibilities

• Data Encoding
• Greet and welcome visitors
• Photocopying, filing, scanning, and record keeping

Waiter at Midway Restaurant
  • Philippines
  • April 2009 to March 2011

Duties and Responsibilities

• Greeted customers and escorted them to their tables
• Presented menus and answered questions about the cuisine, making recommendations upon request
• Wrote customer’s orders and conveyed to the kitchen staff
• Took orders from customers and served food, drinks and deserts
• Served specialty dishes to customers at tables as required
• Serve customers in a friendly and helpful manner
• Collect bill/receipts from counter and collect payment from customers
• Prepares and tidies up the tables or counters; makes sure there are enough salt, sugar, pepper, cream, other condiments and napkins in every table or counter
• Accepted calls for delivery and other inquiries
• Assisted in the kitchen when needed
• Cleaned tables and other areas as needed, after customers departed.

Education

Bachelor's degree, Financial Management
  • at Passi City College
  • April 2014

S.Y. 2013 – 2014 Coursework includes: Management, Marketing, Accounting, Finance, Financial Analys

Specialties & Skills

Administration
Finance
Customer Service
Accounting
Inventory Management
CUSTOMER SERVICE ORIENTED
MANAGEMENT
COMPUTER LITERATE
GOOD COMUNICATOR
IMAGING
INVENTORY MANAGEMENT
RAPPORT

Languages

English
Expert
Tagalog
Expert

Training and Certifications

Product Presentations and Marketing Seminar (Training)
Training Institute:
Mr. Yu Finance Corporation
Date Attended:
August 2015
Duration:
8 hours
Service Excellence Seminar (Training)
Training Institute:
Mr. Yu Finance Corporation
Date Attended:
June 2015
Duration:
8 hours

Hobbies

  • Playing basketball, exercise and Watching Movies