Marianne Lescano
$5/hr
I worked as a Loans Documentation Specialist in a commercial bank for almost 9 years.
EMPLOYMENT HISTORY:
PART TIME TUTOR - BASIC READING
AUGUST 2021 - PRESENT
LOANS DOCUMENTATION SPECIALIST (ANALYST)
AUGUST 2008 - AUGUST 2016
RCBC Savings Bank
ROLES AND SYSTEMS USED
Customer Service:
Releasing of manager's check as payment to car dealers real
MARIANNE G.
LESCANO
estate developer (SAMS)
Releasing of certifications for fully paid clients (ICBS)
Data Entry:
Encoding of collateral details for booking (LOS and WF)
Encoding of insurance policies for all loan types (IMS)
CONTACT INFORMATION:
Encoding of post dated checks (ICBS)
Encoding of loan document deficiencies (DTS)
-
Affixing of documentary stamps (EDST)
-
Preparing of petty cash fund (ORACLE)
130A Pansol, Padre Garcia,
Preparing of loan documents for signature of client prior to loan
Batangas 4224
approval and booking (MS EXCEL)
Preparing of documents for loans registration; daily and
OBJECTIVE:
monthly booking reports; and bank accountable forms
To be a part of a good company where I
can
apply
my
acquired
skills
and
knowledge in document management
and in customer service from being a
banker (Loans Documentation Specialist)
inventory records (MS EXCEL)
Chat and Email Support:
Responding to different queries of both internal and external
clients (IP MESSENGER AND MS OUTLOOK)
Document Management:
for more than 8 years and also where I
Safekeeping of bank documents such as insurance policies,
client's needs by being a
loan folders
can provide solution to the different
post dated and manager's checks, collateral documents, and
Assistant.
Updating of accreditation records of various car dealers,
good Virtual
CAPABILITIES / TASKS AND
TOOLS FAMILIAR WITH (THRU
TUTORIALS) :
General Virtual Assistance
insurance companies, and real estate developers
Performing of annual inventories for auditing purposes
Quality Assurance:
Reviewing document details of loan folders, insurance policies,
and checks prior to encoding in the system
Customer Service (Zoho CRM)
LOANS DOCUMENTATION STAFF
Chat and Email Support (Comm100;
Bank of Makati
Data Entry (Google Sheet; Zoho Form)
Gmail; Microsoft Outlook)
Document Management (Google Office
Apps; Trello)
Calendar Management (Calendly)
Lead Generation (LinkedIn Sales
Navigator; Zero Bounce)
Quality Assurance
SEPTEMBER 2007 - FEBRUARY 2008
Checking of SOA reports
Monitoring of bank’s branches daily report
Processing of salary loan documents
Safekeeping of promissory notes and other loan
documents
Uploading of loan information into the systems
database
ACHIEVEMENTS:
RCBC Savings Bank - Perfect Attendance
(April 2015)
RCBC Savings Bank - CMG Star Award
(February 2015)
RCBC Savings Bank - CMG Star Award
(January 2015)
RCBC Savings Bank - CMG Star Award
(September 2014)
RCBC Savings Bank - CMG Star Award
(July 2014)
Graduated from college with Distinction
Award
Became a college scholar of STI FLITE
TRAININGS / SEMINARS
ATTENDED:
Online:
Apps and Tools for Online Jobs, April 2023
Basic Virtual Assistance, March 2022
Introduction to Content Creation, February 2022
Introduction to Social Media, February 2022
Canva: Become a Graphic Designer in One Hour or Less, January 2022
Administrative and Office Management, December 2021
Email Etiquette: Professionally Write Business Emails, December 2021
Essential Leadership and Workplace Skills, February 2021
Practical Time Management, January 2021
Growth Mindset for Business and Self-Improvement, January 2021
Business Communication Skills, January 2021
Participating in Workplace Communication, May 2020
RCBC Savings Bank:
Fraud Detection and Prevention, July 2013
PLC LDO and LDA Proficiency, April 2013
Foundations of Effective Customer Service, March 2012
Security Awareness Program, October 2011
Integrating Governance, Risk and Compliance Towards Greater
Effectiveness, November 2010
Signature Identification Seminar, January 2010
Counterfeit Detection Seminar, December 2009
Comprehensive Seminar on Compliance, AMLA, Risk and Security
Awareness, September 2009
