Available to hire
Seasoned banking professional with over 7 years of experience in retail and corporate banking. Experienced in managing high-value client portfolios, driving revenue growth, and leading operational improvements. Skilled in financial analysis, risk management, and team leadership with a proven track record of exceeding targets and enhancing customer satisfaction.
Known for strong knowledge of banking regulations and internal controls, ensuring full compliance with financial and regulatory standards. Proficient in credit assessment, documentation, reporting, vault/custody controls, and after-sales transaction processing—delivering timely, accurate, and high-quality customer service under pressure.
Experience Level
Language
English
Advanced
Work Experience
Loans Department Account Administration Specialist at Security Bank Corporation - Loans Department
October 1, 2022 - PresentServed as an account administration specialist handling after-sales transactions and ensuring secure custody of loan collaterals. Ensured accuracy, completeness, and compliance of loan and documentation according to internal policies and regulatory requirements. Monitored customer accounts and prepared detailed financial and account reports to support management review and decision-making. Delivered high-quality customer service by responding to client inquiries and providing clear guidance on banking products and services, while maintaining strict security controls and safeguarding sensitive assets.
Account Administration Specialist (Loan & Credit Processing) at Security Bank Corporation - Loans Department
October 1, 2022 - PresentManaged after-sale loan and document-related transactions, ensuring secure keeping of loan collaterals. Ensured accuracy, completeness, and compliance of loan and document requirements with internal policies and regulatory standards. Monitored customer accounts and prepared detailed financial and account reports to support management review and decision-making. Delivered high-quality customer service by responding to client inquiries and providing clear guidance on banking products and services. Acted as a vault custodian while maintaining strict security controls and safeguarding sensitive assets to ensure full regulatory and policy compliance.
New Accounts Officer at Security Bank Corporation - Davao Toril Branch
October 1, 2022 - PresentFacilitated account openings, loan applications, and telegraphic transfers with high efficiency and attention to detail. Delivered exceptional customer service while managing time deposits and investment products, actively supporting cross-selling and revenue-generation initiatives. Ensured complete and accurate documentation (KYCs and account maintenance requirements) and compliance with internal policies. Assessed customer creditworthiness and managed client portfolios to minimize risk exposure and support sound lending decisions. Prepared daily operational and financial reports for management monitoring and decision-making. Handled general administrative duties to ensure smooth and efficient office operations, including accounts payable/receivable management with accuracy, timely payment processing, and proper documentation.
Office Clerk (New Accounts / Operations Support) at Nolleg Foods and Beverages (Office Clerk)
August 1, 2019 - September 30, 2022Managed administrative and accounting-related tasks including accounts payable and receivable processing with high accuracy. Conducted follow-ups on collections to support healthy cash flow and maintained organized, up-to-date financial records. Ensured timely payment processing and proper documentation for transactions.
New Accounts Officer / Account Administration Specialist at Security Bank Corporation - Davao Toril Branch
June 1, 2018 - May 31, 2019Facilitated account openings, loan applications, and telegraphic transfers with high efficiency and attention to detail. Delivered exceptional customer service while managing time deposits and investment products, supporting cross-selling and revenue-generation initiatives. Ensured complete and accurate documentation, including KYC and account maintenance requirements, complying with internal policies. Assessed customer creditworthiness and managed client portfolios to minimize risk exposure and support sound lending decisions. Prepared daily operational and financial reports for management monitoring and decision-making, and performed general administrative duties to ensure smooth office operations.
Education
Bachelor of Science in Business Administration major in Financial Management at University of Mindanao
January 11, 2030 - August 24, 2026Master of Business Administration major in Corporate Management at University of Mindanao
January 11, 2030 - August 24, 2026Bachelor of Science in Business Administration major in Financial Management at University of Southeastern Philippines
January 11, 2030 - August 24, 2026Master of Business Administration major in Corporate Management at University of Southeastern Philippines
January 11, 2030 - August 24, 2026Bachelor of Science in Business Administration (Financial Management) at University of Mindanao
January 11, 2030 - August 24, 2026Master of Business Administration (Corporate Management) at University of Southeastern Philippines
January 11, 2030 - August 24, 2026Qualifications
Mobile Number Verification / Seminars & Trainings
January 11, 2030 - August 24, 2026Banking Compliance & Security-related Seminars/Trainings (multiple Security Bank Corporation sessions)
July 2, 2021 - August 24, 2026Money Laundering and Terrorist Financing Prevention Program (MTPP) Learning Caravan
September 2, 2025 - August 24, 2026Industry Experience
Financial Services, Retail
Experience Level
Hire a Data Analyst
We have the best data analyst experts on Twine. Hire a data analyst in Davao City today.