Winner Rodriguez
Account Assistant at Producers Savings Bank Corporation- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Producers Savings Bank Corporation
-
Banking
-
200 - 300 Employee
-
Account Assistant
-
Aug 2019 - Present
Acts as a Specialist in evaluating the financial status of a loan applicant. Duties include updating account records and reviewing loan files. Offers and processes new and existing clients' loan products which include Housing, Teacher, Car, and FSME loans. Also offers assistance in opening Time Deposit, Savings, and Checking Accounts. Determines financial eligibility and conducts a feasibility study to help clients grant their loans. Manages almost 400 accounts, monitoring the loan listing. Evaluates and authorize approval of loans. Balances remittance from Regional Payroll Servicing Unit of Department of Education. Analyzes active loan files. Show less
-
-
-
Philippine Health Insurance Corporation
-
Hospitals and Health Care
-
700 & Above Employee
-
PhilHealth Officer
-
Jan 2019 - May 2019
Assisted and responded to client queries/questions regarding PhilHealth requirements and claims. Coordinated with medical records and results to ensure they matched the diagnosis for the completion of claims. Prepared PhilHealth documents for processing. Ensured the accounts are balanced on a weekly, monthly, and quarterly frequency. Acted as an advisor to clients with active and inactive profiles, and provided options to further help with their bills. Show less
-
-
PhilHealth Officer
-
Jan 2019 - May 2019
Assisted and responded to client queries/questions regarding PhilHealth requirements and claims. Coordinated with medical records and results to ensure they matched the diagnosis for the completion of claims. Prepared PhilHealth documents for processing. Ensured the accounts are balanced on a weekly, monthly, and quarterly frequency. Acted as an advisor to clients with active and inactive profiles, and provided options to further help with their bills. Show less
-
-