VIRTUAL OFFICE MANAGER / ASSISTANT TO THE CEO – FEB 2024
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<!--[endif]-->Performs administrative tasks. Assist CEO with
business processes and management. Prepares contracts, memos, emails, SOP, and business presentations assigned by the CEO. Research on licensing and compliance of different states.
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<!--[endif]-->Assist in recruiting staff and hiring process.
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<!--[endif]-->Identify and address problems and opportunities for the business.
Reviews and invoices Team Payroll and it is within budget.
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<!--[endif]-->Organize potential deal entry data via CRM, uploading photos and
related documents.
VIRTUAL ACCOUNTING ASSISTANT
- June 2023 - February 2024
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<!--[endif]-->Reviews and analyzes internal documents (payroll reports,941
files, gross receipts, and loan documents) and taxpayer returns, to amend and
complete records, and refers questionable returns and documents to appropriate
areas to determine corrective action.
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<!--[endif]-->Prepare coded entries, reconcile client's payroll, and prepare
revenue analysis.
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<!--[endif]-->Entry of accounts and tasks in ASANA , Monitor tasks for
accounting assistant preparation and review.
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<!--[endif]-->Track daily KPIs of completed work and submit an EOD report
BANK MANAGER - Chinabanking Corporation - October 2019 - June 2023
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<!--[endif]-->Overseeing the day-to-day operation of the branch so that it is
within compliance with regulations and policies and implementing security
measures to safeguard assets
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<!--[endif]-->Managing and supervising the staff including hiring candidates,
training, and conducting performance reviews.
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<!--[endif]-->Managing the branch's financial performance, monitoring budgets
and expenses.
RELATIONSHIP OFFICER - EASTWEST Bank - September 2016 - October
2019
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<!--[endif]-->Check and analyze documents submitted for loan application account
opening and other related documents for AMLA requisite.
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<!--[endif]-->Identify and generate leads to acquire and attract new clients.
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<!--[endif]-->Analyze customer feedback to improve products and services, and conduct
market research to identify new trends, competitor activities, and
opportunities.
SERVICE OFFICER - Rizal Commercial Banking Corporation
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<!--[endif]-->Maintain and organize customer records, and prepare and process
documentation necessary for various transactions.
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<!--[endif]-->Provide support in processing loan applications and documentation
and answer customer questions related to loan products.
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<!--[endif]-->Investigate and resolve discrepancies relating to customer
accounts, loans, and credit cards and collaborate with other departments to
address complex problems.
