Experience

WealthBank

• Philippines
• Banking
• 1 - 100 Employee

• Account Officer

  • Dec 2022 - Present

  Philippines Packages credit facilities suitable for the client's needs and prepares corresponding credit proposals. Manages and monitors accounts to ensure credit quality. Ensures proper documentation of all loan accounts. Conducts client calls, office and business site visits. Responsible for overall relationship of the Bank with the client and cross sell the Bank's products and services.



Philippine National Bank

• Trade Processor



Philippine National Bank

• Philippines
• Banking
• 700 & Above Employee

• Document Examiner

  • May 2011 - Dec 2022

  Cebu, Central Visayas, Philippines Reviews the documentation checklist and tracking of document deficiencies. Ensures that the terms and conditions in approval media have been complied with, and that operational risks are accordingly identified, monitored, and reported as per Bank policies. Maintenance and safekeeping of Credit Folders. Verifies the completeness, proper execution and documentation of security support. Validates all legal and collateral documents. Prepares Documentation Clearance… Show more Reviews the documentation checklist and tracking of document deficiencies. Ensures that the terms and conditions in approval media have been complied with, and that operational risks are accordingly identified, monitored, and reported as per Bank policies. Maintenance and safekeeping of Credit Folders. Verifies the completeness, proper execution and documentation of security support. Validates all legal and collateral documents. Prepares Documentation Clearance Memo. Show less