Sharmaine De Ocampo

Institutional Reporting Specialist at PH&N Institutional
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Credentials

  • Verified International Academic Qualifications
    World Education Services
    Feb, 2023
    - Nov, 2024
  • Microsoft Teams Essential Training
    LinkedIn
    Jan, 2021
    - Nov, 2024
  • CELPIP-General English Proficiency
    Paragon Testing Services
    Apr, 2023
    - Nov, 2024

Experience

    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Institutional Reporting Specialist
      • Jul 2023 - Present

    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Processing Administrator
      • Nov 2022 - Jul 2023

      • Conduct analyses and oversee administrative operations related to new or existing personal loan accounts. • Assemble financial data using specialized software to generate documents and/or banking information. • Facilitate the assessment of personal credit applications by coordinating the flow of information. • Provide a high level of customer service to various stakeholders by coordinating office administrative procedures and supporting all other processing departments. • Conduct analyses and oversee administrative operations related to new or existing personal loan accounts. • Assemble financial data using specialized software to generate documents and/or banking information. • Facilitate the assessment of personal credit applications by coordinating the flow of information. • Provide a high level of customer service to various stakeholders by coordinating office administrative procedures and supporting all other processing departments.

    • Philippines
    • Banking
    • 700 & Above Employee
    • Investment Specialist
      • Feb 2016 - Nov 2020

      • Built and grew customer relationship with over 100 clients to help them attain their financial goal. • Organized and processed documentary requirements of investment clients. • Worked in team and liaised with nine bank branches to support them with their investment-related needs. • Built and grew customer relationship with over 100 clients to help them attain their financial goal. • Organized and processed documentary requirements of investment clients. • Worked in team and liaised with nine bank branches to support them with their investment-related needs.

Education

  • Seneca College
    International Business, Grade Point Average: 4 (High Honors)
    2021 - 2022
  • University of the Philippines
    Bachelor of Arts in Business Economics, Business/Managerial Economics
    2010 - 2014

Community

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