Financial Technology - Sales Manager

• Jan 2023 - Present

Total Output: 1 Account for Product Analytics. 1 Account for Business Information. - Build and Maintain a portfolio of clients for the following products: Credit Bureau Access, Business Information, Solutions & Analytics. Total Output: 1 Account for Product Analytics. 1 Account for Business Information. - Build and Maintain a portfolio of clients for the following products: Credit Bureau Access, Business Information, Solutions & Analytics.

Insurance Technology - Referral Partner

• Aug 2022 - Present

Total Output: 5 Business Account sign-ups for Benefits and Insurance Package. - Built and maintained good relationships with new and existing clients - Recommended and created strategies for better prospecting, lead generation, and conversion (Both for Inbound and Outbound) - Provided ideas and insights for product and process improvement (e.g. MIS Insights for ABL Promos) Total Output: 5 Business Account sign-ups for Benefits and Insurance Package. - Built and maintained good relationships with new and existing clients - Recommended and created strategies for better prospecting, lead generation, and conversion (Both for Inbound and Outbound) - Provided ideas and insights for product and process improvement (e.g. MIS Insights for ABL Promos)

Financial Technology - Lending and Revenue Partner, Relationship Manager & Retail Investor

• Aug 2021 - Jan 2023

Total Output: 6 Accounts with Php 22M worth of business loans approved and disbursed. - Tapped Third Party Loan Agencies to endorse business financing applications to SeedIn. - Generated Sales MIS and Executive Reports on Application Rate and Status, Source Codes, and Industry Types. - Built a Facebook Business Page as a source funnel of business owners inquiring about purchase orders and invoice financing. - Made use of Facebook Ads, Google Forms, and Google Sheets to better track the performance of the Seedin Business Page. Show less

HR Technology - Project Coordinator & SME Consultant

• Aug 2019 - Aug 2020

Total Output: Average of 80 SMEs onboarded per month (Sprout Labs) Total Output: 3 projects (Sprout Payroll for SMEs, Sprout Health, Sprout Pulse) - Planned and arranged meetings with internal departments and individuals, enabling all parties to meet and discuss project progress. - Kept projects on schedule by managing deadlines and adjusting workflows as needed. - Oversaw onboarding and mentorship, planned and executed meetings, and developed project documentation. - Gathered, organized, and analyzed data, resolved discrepancies, and modeled information. - Directed customer leads to the connections department for further assistance. - Prospected 500 potential customers per week through calls and emails and maintained a solid 20% conversion rate. - Partnered with DTI Mimaropa for local MSME and SME event. Show less

Consumer Finance - Relationship Manager

• Jan 2015 - Jun 2015

Output: 6 Mortgage Loan Accounts under RLC and DMCI - Met with and interviewed potential and current clients to understand their lending needs including first-time mortgages and refinance of existing loans. - Explained the differences between and approval requirements of various types of mortgages; prepared and presented a lending package based on client specifications. - Assisted clients with completing mortgage applications, and inspecting completed documents for accuracy and thoroughness. Show less

Consumer Finance - Analytics Officer & Mobile Personal Banker

• Sep 2011 - Jan 2015

Total Output: 11 Credit Cards approved per month, Php 1M Personal Loans, and Php 1M Deposit Products. Total Output: 3 MIS Projects Completed. - In-depth analysis of trends and key opportunities to increase the revenue from Credit Cards sales of the Bank in providing a Management Information System to support as a basis of strategies and sales tactics of the Management. - Responsible for effectively retailing the bank products (Cards, Loans, and Investment Products) by holding marketing promos at companies and in our partner and non-partner locations. Show less

Consumer Finance - Marketing Assistant

• Sep 2010 - Sep 2011

- In charge of the initial screening process to clients if they are capable of availing of a housing loan by checking if the client's initial requirements, computing the Gross Monthly Family Income (GMFI) of the clients if they are appropriate for the required Debt Service Credit Ratio (DSCR) and endorsing the account to the Credit Management Unit and Appraisal Unit for further process - In charge of the initial screening process to clients if they are capable of availing of a housing loan by checking if the client's initial requirements, computing the Gross Monthly Family Income (GMFI) of the clients if they are appropriate for the required Debt Service Credit Ratio (DSCR) and endorsing the account to the Credit Management Unit and Appraisal Unit for further process

Summer Intern

• Apr 2008 - May 2008