Experience

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  Ucpb savings bank

  Jan 2011 - Jan 2016

  Account officer/oic department head

  • Responsible for the smooth and synchronized operation of the Real Estate Lending Department to ensure efficient delivery of service to clients, attainment of goals in terms of loan bookings, and address concerns of associates• Set objectives for growth, profitability, sales/marketing activities, and strategies for the Department in support of the goals and objectives of the REL Department in particular and the Bank, in general• Devised/created sales/marketing plans for the Department to ensure the attainment of goalswith regard to Profitability & Customer satisfaction• Administratively supervised officers & staff in the department• Marketed the bank’s Real Estate and Personal Loan products• Processed and evaluated housing loan / personal loan applications Show less

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  Asia united bank (aub)

  May 2011 - Jul 2011

  Account officer

  • Solicited new loan accounts and managed a designated portfolio• Established and nurtured business relationships with high-level contacts, leveraging networking skills to generate valuable sales leads and expand market presence.• Conducted thorough processing and evaluation of housing loan applications, ensuring accurate assessment and timely decision-making.

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  Bank of commerce (philippines)

  Apr 2016 - Dec 2021

  Channel manager

  • Managed the assigned sales distribution channel.• Established and maintained strong relationships with partner developers, existing clients, and prospective clients through cold calls and email, regular client calls and planned visits, gaining valuable insights into their needs and challenges. • Processed and evaluated mortgage loan applications, conducted audits and due diligence to ensure compliance with the bank's regulations.• Conducted thorough market research and analysis to understand buyer behaviors, industry trends, and competitive landscape.• Conducted compelling and informative product presentations to brokers, agents, and developers, utilizing a tailored approach to address each client’s unique needs. Show less

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  Cgs (computer generated solutions)

  Jun 2023 - Dec 2023

  Inside channel account manager

  • Delivered proactive assistance to clients' partners, ensured smooth access to development software and addressed complex program queries, ultimately boosting partner satisfaction and engagement.• Oversaw administrative functions and reporting, including precise partner onboarding tracking, key accomplishment documentation, and actionable issue resolution, resulting in streamlined operations and enhanced partner experiences.• Contributed to partner success by guiding them through effective account mapping and lead generation strategies, empowering them to excel and meet their goals. Show less

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  Td insurance

  Feb 2024 - now

  Insurance advisor

  • Delivers legendary customer experience by simplifying processes, creating value, offering trusted advice, and effectively resolving customer needs.• Maintains comprehensive knowledge of company products and services to deliver accurate information and recommendations.• Ensures performance objectives are met, including customer experience metrics, compliance with regulations, and productivity targets.