First Impression Officer
Biz Group
Total years of experience :13 years, 10 Months
Key Responsibilities
Provide administrative and business operations support to staff and users, including answering phone calls and responding to emails.
Responsible for ensuring a safe journey and a positive experience for all guests.
Manage room reservation requests and space allocation.
Key Achievements
Maintain the high standard of call log ratings
Outline
Performs a variety of professional level accounting duties involved in preparing, maintaining, analyzing, verifying, and reconciling complex financial transactions, statements, records, and reports; maintains the accuracy of the ledgers and subsidiary financial systems; assists in the preparation of year end closing; and provides highly responsible staff assistance to assigned management staff. Direct reporting line to Head of HR and Finance Department.
Key Responsibilities
❖Perform a variety of professional accounting functions supporting wide operations; maintain accuracy of general, revenue, and expenditure ledgers and subsidiary financial systems.
❖Reconcile financial ledgers and records;prepare financial statements and reports, general and subsidiary ledgers and supporting schedules; research and resolve discrepancies.
❖Review and audit all bank statement, accounts payable & receivable, purchase orders, invoices, cash receipts, business licenses, payroll, utility billing, and other accounting records and transactions; ensure money is posted to correct accounts and that all accounts balance.
❖Preparing and sending financial documents such as invoices, bills, and accounts payable and receivable.
❖Managing the complete recruitment life-cycle for sourcing the best talent from diverse sources, after identification of company’s requirements. Supporting the Heads of Department through the entire recruitment process & responsible of recruitment from job posting on the websites, telephonic interviews scheduling and references checking.
Outline
Dedicated support to Chairman, Senior Associates, Project Manager, and Staff Engineers, conducting research, crafting presentation materials, and collaborating with multiple department in improving overall quality and efficiency. Communicated regularly with the Chairman, clients, vendors, and contractors, scheduling meetings and addressing concerns. Praised for multi-tasking abilities and timely issue resolution. Direct reporting to Chairman.
Key Responsibilities
❖Addressed client queries and offered recommendations. Generated client invoices and reported delinquent accounts. Bolstered efficiency through organizing records and maintaining extensive client database.
❖Streamlined office operations for marked productivity gains, creating standardized documentation, highly accessible filing system, and detailed Outlook database storing client/vendor information.
❖Excelled within demanding environment, successfully balancing staff and client needs, and utilizing technical skills spanning MS excel, as well as MS Power Point.
❖Optimized billing processes, resolved delinquent accounts, and utilized Quickbooks expertise in tracking AR/AP, profits, preparing estimates for site work, negotiating and finalizing contracts, overseeing project teams to ensure on time completion.
Key Achievements
❖Provided an extra-mile customer service to the clients to maintained the good rapport of the company and retained the accounts.
❖Maximized productivity of engineering teams through tracking hours worked and level of completion, ensuring resource availability, and providing status reports to Chairman and Project Manager.
❖Recognized for financial acumen, successfully managing AP/AR, invoicing and vendor accounts, conducting due diligence and reconciliation, and creating targeted report.
UCPB SAVINGS BANK
Banc Assurance Loan Officer - Real Estate & Personal Loan
Outline
Market bank products to individuals and firms, develop and manage customers to meet their needs and achieve the objectives of the bank in line with the required standards, Identify and act on new sales leads and relationship development opportunities with cross sell, upsell and retention to contribute to the improvement of market and customer share of wallet with the bank. Direct reporting to President.
Key Responsibilities
❖Responsible for growing revenue though loans, deposits, investments and other banking products. Analyzed balance and sales trends to predict future performance and ensure progress.
❖Analyze applicant’s financial status, credit, and property evaluations to determine the feasibility of granting loans.
❖Review & audit the bank charges and amortization computation, insurances, collateral documents prior and after annotation to ensure, secure and meet the Bank and Central Bank policy.
❖Prepare Credit Recommendation and Approval Memorandum (CRAM) Perform adequate care and due diligence in day to day conduct to protect the bank from financial and non-financial loss.
Key Achievements
❖Developed a system for loan release statement to fast track the daily, weekly, monthly reports of real estate.
❖Achieved assigned monthly target by driving sales across all customers segments.
Loans Accounting Department:
(Accounts Payable & Receivable Executive / Loans Accounts & Reconciliation Bookkeeper)
Key Responsibilities
❖Manage accounting functions including maintenance of general ledger, bank statement, accounts payable & receivable, and project accounting; ensures accuracy, timeliness and resolved discrepancies.
❖Develop implement and maintain systems, procedures, and policies, including accounts payable functions to ensure adherence to company guidelines.
❖Manage monthly closing of financial records and posting of month end information; ensure the accuracy of financial statements.
❖Provide accounting assistance to management and operations staff; respond to financial questions/concerns to meet business needs.
Key Achievements
❖Reconciled 10years unidentified loan account payments, by coordinating to Loans Acctg Dept., General Accounting, Treasury, Audit, Operations Division and branch Banking Managers, .
Information Technology Department: Automation System Analyst
Key Responsibilities
❖Implement new Core Banking System on branches and departments.
❖Provide technical support to the branch
❖Work with business analysts, developers, and content department to resolve issues
❖Hands-on knowledge of systems applications running the branches and Head Office, such as:
✓Deposit System
✓Current and Savings Account/Time Deposit Loan System
❖General Ledger balancing and posting
Key Achievements
❖Automation Team, converted Loans, Time Deposit, Current & Savings Account
Conduct seminars/orientation on some associates of the bank to discuss and implement the new system.
Key Responsibilities
❖Monitoring of Post-Dated Cheque, returned cheques and the informed Collection Department
❖Responsible for balancing of Items held for safekeeping of cheques against the general ledger daily, weekly and monthly.
❖Handles & monitor the inspection and appraisal report of all United Coconut Planters Bank & UCPB Savings branches and Real Estate properties.
Key Achievements
❖Accomplished the inventory of Post Dated Cheques and input into the inventory system and create a database to fast track the incoming and out-going cheques.