Sales Progression Manager, Customer Service
Premier Property Finance
Total years of experience :17 years, 9 Months
Progression Officer, Asst to the Managing Director, Administrative Manager
Premier Property Finance MORTGAGE BROKER, Dubai
June 2015 to present
As Progression Officer
• Responsible for the conveyance process, from submission of documents to the banks, down to approval and property transfer
• Attentively and accurately checks all documents prior to submitting to the banks, otherwise, calls the adviser’s attention
• Maintains, keeps and owns all documents and files of all - though not limited to - clients, keeping them organized but user-friendly to those authorized to access
• Coordinates with the clients and bank’s representative on the necessary paper works for smooth processing of mortgage
• First point of contact by the parties - banks, agents and clients as to the conveyance process
As an Asst to the Managing Director & Admin Manager
• Responsibly and proactively organizes and coordinates day to day office operations
• Maintains all aspects of office administration - supplies inventory, machines & other device’s monitoring, telephone lines working properly, attendance, vacation leaves monitoring; maintains comprehensive filing system
• Screens incoming phone calls and emails, able to properly and professionally draft emails, answers first hand client queries, or refer to the concerned staff as the needs arise
• Sends out monthly flyers and campaigns
• Manages reception area
• Prepares and liaises with the PRO the staff visa applications
• Prepares Invoices & receipts for both banks and clients, coordinates & reconciles accounts with the concerned department
• AD HOC duties assigned by the Managing Director
Executive Assistant, Administration Supervisor, Sales Support & Customer Service
Independent Finance (a Better Homes subsidiary), Dubai, UAE
September 19, 2013 to May 12, 2015
Looks after and administers the day to day business operation including Salesforce.com, and makes sure all the support the Sales neAs Executive Assistant Provides assistance to the Managing Director & Operations Manager in managing mortgage cases & day to day operations
Plans meetings of the Managing Director and the whole team Handles sensitive and confidential correspondence and information Responsible for monthly & weekly mortgage reports Point of contact internally and externally, among and between the banks, agents, clients and third parties as needed
AD HOC duties assigned by the Managing Director
As Office and Administrative Supervisor Responsible for organizing and coordinating all of the office operations and procedures in order to ensure the smooth day-to- day running of the office Maintains all aspects of office administration which includes but not limited to supplies inventory, office machines’ and devices’ monitoring, cleanliness and orderliness are always observed, making sure office is well organized Maintains an efficient filing and record keeping system of clients, as well as office employees’ records Handles incoming and outgoing correspondences, including drafting replies, answering queries, and or referring the same to the concerned staff Follows-up and liaise with various individuals, both internally and externally, at all levels of the organization Liaise with the company PRO on Visa processing and renewal of business license
As Sales Support and Customer Service
Manages customers conveyance process from submission to the bank, making sure all requirements are in place for mortgage-in-principle issuance down final approval going to property transfer
Managing the banks’, agents’ and customers’ concerns for smooth flowing of mortgage process, escalating to the Operations Manager or Managing Director as needed.eds are met.
Assists the General Manager and Operations Manager in managing the whole team; runs and takes care of the office administration
Assists the HR and Accounts Manager when needed
Liaise and coordinates with the bank officers, clients and agents on a daily basis as a means of managing the company's services given to clients; looking after the client's loan portfolio from submission to the bank, down to pre-approvals, final approvals and transfers.
Personal Assistant / Office Assistant / Business Unit Secretary
Degremont Middle East LLC, Dubai, UAE
March 3, 2013 upto September 13, 2013 (6months only) - temporary
As Personal Assistant / Secretary to the Project Director
With strong coordination skills, serves as a point of contact, gathers and prepares documents for application of Visa
Books and coordinates hotels and itineraries
Manages and coordinates with other divisions anything that concerns the director’s meeting and outside business trips; personal and business trip expenses; booking of tickets and itineraries
Supports and provides coordination with the project engineers and proposal engineers locally and internationally
Helps & supports in making and handling weekly project report submitted
AD HOC duties assigned
As Office Assistant of the Business Unit
Supports and coordinates day-to-day activities concerning office administration and management.
Ticket & hotel booking for travels and meetings.
Prepares purchase orders, petty cash replenishments and inbound & outbound mails and emails Serves as a Receptionist of the Business Unit (receiving customers / visitors, handling courier deliveries and handovers, etc.) Files & organizes important and relevant documents of the BU (AWBs, Vendor / Purchase Orders and Invoices, Quotations, Miscellaneous files)
Liaise internally and externally between colleagues, third parties and suppliers
Coordinates meetings and events internally and externally
As Business Unit Secretary
Point of person, supports and assists other Middle East Branches
Coordinates with Head office in Paris all the general things and issues concerning BU office
Book hotels and itineraries of guests coming from different branches all over the globe
AD HOC duties assigned by the Office Manager
Accounting Asst Cum, Admin Asst, Cum Exec Secretary
Gulfax Group - Satwa, Dubai, UAE
February 21, 2010 - Present
As Accounting Assistant
• Assists the Chief Accountant in day-to-day accounting activities these includes, raising and preparing invoices and receipts, makes purchase orders, reconciles bank statements and consolidates / monitors daily transactions in the system Assists the accountant in preparation and computation of monthly salaries
• Assists the controller / accountant in establishing the standard operating procedures including the development and maintenance of a system to the internal controls
As Admin Assistant
• Assists and relieves all Administrative works on behalf of Admin Officer such as office support in admin aspects on coordinating the Management, Sales and Accounts Department
• Organizes and accommodates the Administrative aspects with less or minimal supervisions
• Supports and assists in the marketing on advertising aspects
• Provides pro active support and assistance for HR Department on creative designs work flow systems, to eliminate duplication of work and increase proficiency and productivity of employees
• Receives and responds to clients’ queries via telephonic conversation or emails and coordinates the team thru phone, email and or personal
• Any AD HOC duties assigned by the Admin Manager
As Secretary
• Locates files or reports as requested by Managers and Director; processes, photocopies, and files documents and records as required for record keeping; purges files and records according to established procedures
• Does telephonic follow ups of clients’ credit
• Maintains and updates files of all the employees
• Files and keeps confidential related matters or document for the Chairman and all clients’ files in relation to company’s transactions
• Assists the Director, Managers and Sales Executive in their daily sales and marketing jobs as per request
Scope of Work :
Receives and Performs pre-screening steps in accordance to the bank’s policies in order to start processing of auto / home loans.
Gathers concrete / relevant / comprehensive information on the client’s financial status / character check / emotional maturity in accordance to the policies / laws governing to be used for credit evaluation and approval.
In cases where necessary, does Credit Investigation via phone calls to create rapport among clients; build confidence on sharing of information among other financial institution.
Duties and Responsibilities:
1. New Accounts Processing Unit (NAPU)
Performs pre-screening steps in accordance with the bank's policy on loans and checks other related loans processes.
Responsible for checking the minimum information on the applications from the sales dep't required by the credit dep't for credit investigation purposes and credit evaluation as well.
Does 'Negative File Information System' via on-line check
Checks the application beforehand if to be processed for credit evaluation or to be rejected right away.
Responsible for making / sending reports of all the accomplished tasks done throughout the day to the respective recipients for data collation in the head office.
Does the monitoring of quarterly office supplies sent by the Head office department.
See the overall set-up of business especially in banking
Does market research regarding the product once / twice a year
2. Credit Investigator for Auto & Home Loans: Aug 06 - Oct07
Responsible for gathering concrete / credible information via phone patched(eg: bank check and trade check) on the subject matter - individual / entity/ (sole proprietorship / corporation) to be used by the Credit Officer on his / her evaluation
Does ocular inspection on the client's business (s); Employment; Personal Data check (house inspection)
Deals with the different individuals / personalities / characters with utmost care
Academic Scholar; Feasibility studies achieved with flying colors