Executive III
Demonstrated experience with Teamwork.
Demonstrated experience with Time Management.
Demonstrated experience with Work ethic.
Demonstrated experience with Critical Thinking.
Demonstrated experience with Microsoft office.
Executive III open to new opportunities
Prepared and reconciled Lapse Reports by using VLOOKUP to cross-reference large-scale datasets, ensuring high accurate data tracking and error reduction.. Conducted Customer Satisfaction Surveys (CSAT) to evaluate feedback and drive retention initiatives.. Calculated and compiled monthly contribution data for all members, ensuring high data accuracy and complete record reconciliation.. Prepared and designed monthly Lapse Policy Follow-up presentations using PowerPoint and Excel to present key retention insights to management.
Assisted with daily accounting, cash collection handling, income/expense entries, and account reconciliations.. Maintained and verified client loan files and credit records with high accuracy and confidentiality.. Generated routine financial and collection reports to support management in delinquency tracking and audits.. Handled daily office administration, customer inquiries, and cross-departmental coordination to ensure smooth branch operations.
Worked in the MS office package training procurement section of the NSBS project of the Ministry of Education.