GENEVIEVE E.

CAALIM

LOAN OFFICER

I have a friendly and conscientious personality.

In addition, I demonstrate passion,

commitment, and great problem-solving

abilities in order to obtain the position that is

open at your company. With excellent

analytical capabilities, as well as effective

communication, planning, and organizing skills.

WORK EXPERIENCES

Loans and Settlement officer with

Plenti/Ratesetter in Probe Group 2019 to

present

Coordinate customer's loan process from

application to settlement(8 to 10 applications

per hour)

Provide customers with information on loan

products to enable them to make an informed

decision in relation to the selection of their

loan and the requirements.(Via email or

through automated response system)

Updating bank account information for

customers.

I am also our clients' go-to person for special

tasks

Point of contact in the team if my TL and

support is not available.

Life Insurance sales agent for

PrulifeUK(Part time 2019 to 2022)

Implement strategies and initiatives to ensure

that personal monthly sales targets are met.

Manage existing and new clients' financial

portfolios.

Evaluating their current insurance policy and

recommending additional coverage where

necessary.

PERSONAL DETAILS

22 Providencia Street,

Central Signal Taguig City

096********

genevieve080194@gmail.c

om

STI College Alaminos

City Pangasinan

Diploma in Hospitality

and restaurant Services

2011-2014

EDUCATION

Customer Care Executive of Alinta Energy

Finals in Probe Group 2017 to 2019

Responsible for contacting customers to

collect payment for past-due invoices.

Monitor accounts receivable balances in order

to reduce delinquency.

Consistently handling more than 1000

accounts per month.

Assisting coworkers in the absence of my team

lead (in a meeting or she's out of the office).

Collections Finance Solutions, Representative

of Sprint in Valor Global 2014 to 2017

Handled both incoming and outgoing calls in

order to collect overdue accounts.

Handling customer complaints. (Billing disputes

and devise issues)

Set up a payment plan to keep customers from

experiencing service issues.

Negotiated the finest terms for the customer in

order to collect the balance in full.

Can do 50 to 100 calls per day(Combined

Inbound and Outbound calls)

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

SEO

Microsoft Word

Citrix system

Web collect

Hubspot

Orion

Zoho CRM

Zendesk

Guru

Text expander

Slack

Skype

Spark

Zoom

TECHNICAL SKILLS

Time Management

Communication

Adaptability

Problem-solving

Teamwork

Creativity

Leadership

Interpersonal Skills

Work Ethic

Attention to Detail

SOFT SKILLS

Controlled incoming and outgoing calls and

emails with the aim of reclaiming debt

accounts.

Monitor payments to make sure debtor

payments were received.

Assisting coworkers when my team leader

is unavailable (in a meeting or out of the

office).

Optus collections from March 2019 to

June 2019

Contact this candidate