Sales Coordinator/Secretary
Younes Bros.
Total years of experience :24 years, 6 Months
Provided a level of support to the General Manager in promoting the company products and services such as sales & rental of Cummins DieselGenerators, maintenance & repair and spare parts sale where duties involved:
- Preparing sales, rental and maintenance service quotations
- Preparing material descriptions, submittals and data sheets
- Making sales calls inquiry and sending company profile to prospective clients
- Answering phone calls and inquiries of the clients
- Provides secretarial assistance to the General Manager & the team i.e. checking & sending emails, arranging phone calls, coordinate inquiries with travel agents etc.
Provided a level of support to the Client Credit Manager and the organization in managing the processes of client credit in Baker & McKenzie Australia where duties involved:
- Assist with the operation of client credit and familiarized with the client credit rules, interpretations and procedures.
- Drafted client credit claims/responses/appeals based on rules and lodged on a timely basis through CMIS/Intapp Open database.
- Computed client credit fees or values.
- Monitored progress of client credit claims, assessed all determinations and reviewed to ensure accuracy.
- Coordinates inquiries with partners/attorneys and respond to their queries in a timely manner.
- Oversee all administration related to client credit function dealt by the Client Credit Coordinator.
- Assist with tracking of new client registrations and the assessment of opportunities for client credit claims.
- Maintained tracking and filing database such as CCR and document imaging system.
- Reduced the number of outstanding enquiries in CCR database.
- Prepared monthly client credit fee reports for distribution to partners/attorneys.
- Attended to various reports as requested by Finance Director, Client Credit Liaison partner, attorneys etc.
- Maintained annual swap program for principals by calculating and reviewing the client credit swap values in excel spreadsheet and ensuring accuracy before formula distribution and then coordinate it with the Australian Accounting Team.
- Provided updates to partners/attorneys on their client credit, attend to outstanding enquiries and answered questions.
- Reviewed New Business Report (NBR) forms for accuracy of client credit information before submission to Client Matter Intake.
- Conduct conflict searching for new clients, review and follow up any potential issues with attorneys for client credit claim purposes.
- Reviewed top 200 clients extracted from GDW/Business Objects and making sure that claims have been submitted.
Provided a support to the Employee Benefits, Purchasing and Payroll Supervisor under the Finance Department where duties involved:
- Assist employees with their inquiries on company benefits and any concerns with government agencies such as Social Security System (SSS), Pag-Ibig, Philhealth and Bureau of Internal Revenue (BIR).
- Monitored attendance and leaves (I was the Administrator of Attendance database and the Security System).
- Assist Payroll Supervisor by providing list of salary deductions such as absences, Medicard premiums, parking, SSS and Pag-Ibig loans, lost access cards, car insurance etc.
- Processed overtime claims of employees and prepared overtime report for payroll processing.
- Coordinates with Medicard health insurance on employees query about the health plan.
- Coordinates with the leasing company (BPI & Orix), insurance broker (Aon Philippines) and insurance company (Federal Phoenix) for comprehensive & CTPL insurance coverage, annual LTO registration, request for CR/OR/CTPL, Quitclaim and Deed of Sale, and insurance claims.
- Maintains records and files of company cars, insurance documents and payments.
- Facilitates request for payment for suppliers namely Almer Manpower, ATM Personnel, Sonata Floral, Payroll Service Provider etc.
- Processing data for the monthly payments to SSS, Philhealth and Pag-Ibig (online payment/internet).
- Created Purchase Orders for Office Supplies through SAP and coordinates with the suppliers and also facilitates the payment.
Provided a support to the IT department where duties involved:
- Data entry of prospects records to database, from encoding to proofreading.
- Assist IT Department on some computer-related tasks such as creation of backup for lotus notes and Informix, software installation in PCs and/or Macintoshes, troubleshooting of some printer and network connection problems and handling of user queries on software or hardware concerns.
Provided a support to the Billing department where duties involved:
- Data entry of weekly sales of Singer appliances, from encoding to proofreading & verifying data.
- Checking, sorting, batching airline tickets by agent.
- Coordinates to airline booking agent for questions on their billing report.
SPI provides various IT services to companies in US, Europe and Asia where my duties involved:
- Data entry of U.S. court cases.
- Interpret data from source documents into readable form in accordance with project requirements.
- Verify data in accordance with company productivity
Attended internships in the Philippines where duties involved some computer related and clerical tasks for the following companies: - National Power Corporation, Compensation & Benefits Department in Quezon City from June 1998 - October 1998 - Global Network Freight Phils., Inc. in Manila City from November 1998 - January 1999