Sharmaine De Ocampo
Institutional Reporting Specialist at PH&N Institutional- Claim this Profile
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Bio
Credentials
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Verified International Academic Qualifications
World Education ServicesFeb, 2023- Nov, 2024 -
Microsoft Teams Essential Training
LinkedInJan, 2021- Nov, 2024 -
CELPIP-General English Proficiency
Paragon Testing ServicesApr, 2023- Nov, 2024
Experience
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PH&N Institutional
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Canada
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Investment Management
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100 - 200 Employee
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Institutional Reporting Specialist
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Jul 2023 - Present
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LendCare
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Canada
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Financial Services
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100 - 200 Employee
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Processing Administrator
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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.
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Metrobank
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Philippines
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Banking
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700 & Above Employee
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Investment Specialist
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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.
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Education
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Seneca College
International Business, Grade Point Average: 4 (High Honors) -
University of the Philippines
Bachelor of Arts in Business Economics, Business/Managerial Economics