Strategic Product Research
Task Oriented
Highly discipline
Dependable and truthful
Critical Thinking
AMAZON VA:
My goal is simple, help clients achieve their goals.
As a driven motivated individuals. I deliver high-quality work
and communicate effectively with my team.
WORK EXPERIENCES:
FINANCIAL ADVISOR
>Responsible for offering product solutions on financial needs.
LOAN WRITER/ BROKER ASSISTANT
> Process loan application supplied by Mortgage Broker
> Review all the necessary supporting documents
> Undertaking preliminary Assessment
> Conduct title search and ABN checks
> Data Entry
ONBOARDING SPECIALIST
> Send welcome email
> Introduce tea-----------mbers
> Create account for members portal and other system
> Enroll brokers for accreditation to different lenders
EASTWEST BANKING CORPORATION:
SALES & CUSTOMER SERVICES ASSOCIATE
> Contributes to the over-all sales acquisition/retention/management and customer service strategy of the store focused on efficient account opening and selling of relevant products services suitable for the existing qualified clients. > Vault custodian, monitoring the movement of items in and out of the vault. MAINSTREAM BUSINESS INC. ACCOUNTING ASSISTANT > Audit daily pre-paid, show tickets, remittance and bills payment transaction. > Preparation of related Daily, weekly, month end Reports.
Verified
