JOY P. ACOSTA-SIMON
Camaal, Quirino, Isabela
3321 Philippines
E-mail:--
OBJECTIVE
Seeks an achievement-driven opportunity to create and maintain profitable
relationships with clients while maximizing investment strategies designed to
achieve the
financial goals.
TECHNICAL PROFICIENCY
Good explanation skills, Convincing skills, good verbal and written communication skills
Enthusiastic and hardworking, Human Relation, Customer Service Handling, Interpersonal Skills
COMPUTER SKILLS
PMe, Inspection Express, Inspect Real Estate, MS Word, MS Excel, MS Power Point and Surfing the Net,
other CRM tool (Finess)
WORK EXPERIENCE
Property Manager Virtual Assistant
A/REAL Property Management
Suite 3,4, Level 3,990 Whitehorse
Road Box Hill VIC 3128
www.areal.com.au- Ext 2023
February 9,2023 to present
Job Description
-VA to DRAFT internet listing in PropertyMe and PM to publish and book photography as require
-Prepare Management Authorities and Owners Instructions for PM to send to Clients.
Application .
-Prepare New leases – tenancies (VA to enter data and then PM to check accuracy of data).
-Book new photography (via suppliers portal), order new council bins (for new builds), organise
utility connections (via IRE / Vic Water Connections) .
-Order key and fobs and follow up invoice from OC.
-VA to send Rental Provider Disclosure Statement to Landlord to sign and a signed copy to be
sent to Tenant BEFORE a lease is prepared and sent to the tenant. (IE and Pandadoc)
-Lease renewals/ Market value – (VA to draft lease contract)
-Chase unreturned condition reports from tenants
-Unreturned Condition report follow up
-Once returned, VA briefly review and ping PM for any Tenants comments if there is.
-Send all daily rent arrears emails and alert PM’s which TNT’s to call /chase up etc (once tenant
is more than 3 days in arrears. PM to call/email LLD's and TNT's. VA to put in calendar and invite
PM for follow up. Check with Each portfolio if automatic arrears has been working fine.
-Automatics emails are not working properly at times, 8 days and above rent arrears are
manually being sent by PM VA.
-Prepare any documents for LOST Managements on behalf of PM (PM to provide
instructions/checklist and check everything has been collated before sending to new agent).
-VA – to update rental listings excel spreadsheet (in sharepoint) every Monday morning in
preparation for leasing meeting.
Transaction Processing
ACCENTURE
Associate/Data Analyst
14th Floor Cybergate Tower2
Mandaluyong Metro Manila
www.accenture.com
Job Description
-Perform core business process transactions including data entry, data capture, and data
verification according to standard delivery solutions
-Respond to information requests by searching, compiling and summarizing
results in requested format
Financial Advisor
PHILAM LIFE INSURANCE COMPANY
VUL and Traditional Licensed acquired
Isabela –Domingo Agency
Roxas, Isabela
March 2013- December2015
Job Description
-Provide financial advice to clients in their short or long term financial goals. -Respond to
prospective customer queries about financial planning
CSS-Senior Teller
SECURITY BANK CORPORATION
Santiago Branch
G/f Flora Sy Building, Maharlika Hi-way
Santiago City
Date Assigned: August 1, 2011 –March 6, 2013
Other Branch Assigned: Quirino Hi-way Branch
360 Quirino Highway Sangandaan,Quezon City
Date Assigned: January 16, 2008 to July 31, 2011
Job Description
-Serves customers by completing account transactions such as deposits, withdrawals, or
payments, resolving complaints or account discrepancies, and
answering questions
-Following all bank financial and security regulations and procedures
Teller
ASIATRUST BANK
Leyba Building #349
Roosevelt Avenue
Quezon City
Tel Nos-/-
Other Branch Assigned:Del Monte Branch
Del Monte Avenue, Banawe
Quezon City
Date Assigned February 1 2007- January 15, 2008
Branch Secretary
Nova Motors Corporation
Roxas Branch
Bantug, Roxas, Isabela
3320 Philippines
Tel Nos-
Date assigned:July 4, 2005 – December 31, 2006
EDUCATIONAL ATTAINMENT
Collegiate Studies Bachelor of Science in Business Administration
Major in Management
Central Luzon State University
Science City of Muñoz, Nueva Ecija Philippines
Study Undertaken
A Case Study: United Coconut Life Assurance Corporation
COCOLIFE Baguio City
Harrison Road, Baguio City, Philippines
TECHNICAL PROFICIENCY
Enthusiastic and hardworking, Human Relation, Customer Service Handling, Interpersonal Skills
HOBBIES
Reading Books/ Spreadsheets, Browsing the Net, Collecting souvenir
Exploring new places, Reading magazines, Watching TV
SPORTS
Playing Badminton, Basketball
MEMBERSHIP AFFILIATION
Junior Finance Executives of the Philippines – JFINEX (2002 – present)
Student in Free Enterprise – SIFE (2002 – present)
CHARACTER REFERENCES
Ms.Ellen Joyce . Tan
Ms. Catherine Atienza
Ms. Sheena Marie Chavez
CSR-Project Greek
Accenture--
Team Leader
Verizon Project-Accenture
-/-
Mandaluyong, Phils,
Team Leader
Areal Property Management- Ext 2040
Suite 3.4, Level 3, 990 Whitehorse Road,
Box Hill VIC 3128
