Leah Z. Lopena **********@*****.***
*** *****, ********** **** ● Mobile number: 091******** ● Home: (02) 8429890
* ***** ******* ********** ** Asset Management, Basic knowledge on the fundamentals of computer operation, Excellent interpersonal skills, A team player, Works independently with minimum supervision.
CORE COMPETENCIES:
Account Management
Portfolio Management
Documentation Management
Stakeholder Management
Fieldwork Management
WORK EXPERIENCE:
Admin Assistant/Absorption Analyst April 22, 2013-May 16, 2014
Service Sales Coordinator/ Application
Concepcion-Carrier Air Conditioning Company Alabang, Muntinlupa City
Serialized/input, encode the man hours of technicians in Baan System for monitoring and
tracking of service done by technicians, Prepares absorption/man hours daily report/ analysis for Cost Control and Finance Department.
Supports Sales Engineer- preparation and calculations of client quotations, identification of recommended parts, Scope of Works (Technical for HVAC/R firm).
Offering after sales services- preventive maintenance for HVAC/R, repair work, monitoring and track of all ongoing projects, coordinates with accounting & credit-collections, provides update for Sales Monthly forecast, handling customer’s inquiries and complaints.
Processing of customer’s Purchase Orders- includes monitoring of deliveries and mobilization works
Coordinate with internal/external correspondence regarding meetings, presentations, projects and performs other administrative functions as required.
Mortgage Account Specialist/ Account Officer September, 2010 - June 15, 2012
BFS, Inc. (Bahay Financial Services Inc.) Buendia, Makati City
Manage individual portfolio for possible financial or non financial resolutions.
Handle the inquiries of clients, both initial and succeeding visits.
Request Valuation and Credit and Investigation Department (VCID) for appraisal, table appraisal of the property.
Secure Authority to Transact for the transacting party from Legal Department.
Ensure submission of mandatory requirements (personal and financial requirements) documents from the transacting party based on prescribed guidelines.
Negotiate for the best financial resolution for all accounts under his/ her portfolio.
Ensure the capacity, capability of client for possible resolution.
Prepare the proposal and underwriting based on approved policies, procedures and guidelines and submit the same to the management for review.
Request Legal Department to draft accounts that have been approved and cleared for closing.
Handle the processing of release and drafting of Transfer Certificate of Title (TCT) for accounts that have been fully paid.
Endorse for handling to Property Acquisition Department (PAD), through the Area Head, non-financial accounts within the prescribed timelines.
Follow up payments to borrowers thru phone calls, email, letter, text message and personal visit.
Customer Service Representative September, 2008- September, 2010
BFS, Inc. (Bahay Financial Services Inc.) BPI Buendia Center, Makati City
Administrative Assistant December, 2006 - September, 2008
BFS, Inc. (Bahay Financial Services Inc.) BPI Buendia Center, Makati City
Administrative Assistant/ Collection Assistant July 4, 2005- March 10, 2006
Architectural Centre Club, Inc. (Membership Club of Architects and Engineer)
Rockwell, Makati City Receptionist/Telephone Operator (9months) Collection Asst (6 months) Aug,2002- Nov, 2003 Intellicare/ Asalus Corporation (HMO Company)Rufino St., Makati City
EDUCATIONAL BACKGROUND:
Tertiary
1996- 2000
Philippine Women’s University
Taft Ave., Manila
Bachelor of Science in Hotel and Restaurant Management
REFERENCE:
Atty. Gerrard Anthony M. Paez (Former Department Head in BFS, Inc.) - Public Affairs Director
Pfizer, Philippines Inc.
Contact #: 091*-*******
Ruzielle Retoria (FormerTeam Leader-BFS Inc.)
Sun life Philippines
Contact #: 091*-*******
Engr. John Paul Ignacio - Sales Engineer
Concepcion-Carrier Air Conditioning Company
Contact #: 091*-*******