Mark Lor Munar, CPA, MBA

Experience

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  Sycip Gorres Velayo & Co.

  Dec 2009 - Apr 2010

  Associate Auditor

  - perform audit procedures- identify relevant issues- assisting in the preparation of audit findings and documentation for the client- participating in the planning, status and closing meetings with the client

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  Bank of the Philippine Islands (BPI)

  May 2010 - now

  Primarily responsible for managing the overall performance of the branch, its personnel, records and premises and ensuring delivery of smooth branch operations consistent with the Unibank’s basic control. Specifically: Sales / Financials1.Grow branch deposit/business volume.2.Manage profitable growth of the branch.3.Achieve sales targets4.Provide feedback to management on competition5.Synergize with sales counterparts Customer1.Ensure a customer-centric branch culture2.Develop relationship with the top tier customers of the Personal Banking Segment3.Deliver consistent quality customer service including management of lobby traffic. People Management1.Manage the performance of all branch personnel.2.Enroll employee in training.3.Conduct sales and service clinics.4.Promote teamwork among officers and staff.5.Coach and develop people.6.Approve personnel assignments, rotations and leaves as endorsed by the ABM.7.Ensure compliance to all Bank rules and ethical standards Administrative Function1.Effect timely payment of local government taxes and licenses2.Encourage involvement of staff in Total Quality Programs3.Manage expenses / secure approvals for Operating and Capital Budgets4.Approve / endorse requests for system access.5.Conduct regular branch meetings and morning huddles. Operations1.Ensure acceptable audit rating in the branch2.Act as Custodian of branch keys3.Manage and handle complaints and problem resolution4.Assumes ABM duties and responsibilities in the absence of Asst. Branch Manager5.Daily review of priority and critical reports6.Daily review of GL balances and ensure branch managed difference accounts are reconciledRisk Management1.Compliance to Audit, Legal & Regulatory requirements2.Identification of operational risks and implementation of controls to prevent potential losses.3.Management of CIV level of branch4.Monitoring of required monthly proof and verification compliance Show less

  • Area Admin Officer

    Jan 2020 - now

  • Branch Manager

    May 2010 - Jan 2020