Ma.

AU Mortgage Broker Assistant|Former Banker with 9 years of Experience in Clien

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Overview

Looking for full-time work (8 hours/day)

at $8.27/hour ($1,600.00/month)

Bachelors degree

Last Active

July 20th, 2026 (4 days ago)

Member Since

January 11th, 2024

Profile Description

Experienced banker with 8 years in the industry. Skilled in cash handling, customer service, and promoting banking products. Committed to accuracy, compliance, and delivering exceptional service. Proficient in banking software and CRM. Ready to contribute to your project's success.

Top Skills

Marketing » CRM

Experience: 5 - 10 years

Office and Administration » Attention to Detail

Experience: Less than 6 months

Accounting » Banking

Experience: 5 - 10 years

- Financial analysis (Trust investment, Time deposit) - Customer relationship management - Sales and marketing - Regulatory compliance - CRM - Technology proficiency - Team collaboration - Collecting and analyzing documentation for account opening -Assessing the risk level of customers during the account opening process. -Conducting thorough Know Your Customer (KYC) procedures to gather necessary information for account openings.

Customer Support » Customer Relationship Management

Experience: 5 - 10 years

Other Skills

Office and Administration » Analytical

Experience: Less than 6 months

Office and Administration » Admin Data Processing

Experience: Less than 6 months

Basic Information

Age: 34

Gender: Female

Website: Sign Up with Pro Account to View

Address: San Fernando, Pampanga

Tests Taken: None

Government ID: Sign Up with Pro Account to View

“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”