Maribeth Pangilinan
Professional Goal
Secure a responsible career opportunity to fully utilize my
training and skills while making a significant contribution to
the success of the company
Get in touch!
Work Experience
Mobile:
Bookkeeper/Admin Executive
Whitestone Branding - NY (Grow My Team) | Feb 2019 - Mar 2020
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Email:-
Skype:
live:Maribeth.Pangilinan
Reconcile bank accounts and manage bank feeds.
Monitor and update aging of Accounts Receivable.
Prepare and send invoices to clients.
Follow up clients for overdue accounts.
Verify, schedule, and process bills for payment.
Classify, record, and summarize the financial data.
Prepare monthly financial statements.
Perform administrative tasks and other ad hoc duties requested.
Address:
Lancaster, Imus City, Cavite
Philippines
Customer Relations / Admin Executive
Stakks Finance - AU (Grow My Team) | May 2018 - Jan 2019
Set and manage appointments for the Financial Adviser and their clients.
Communicate with clients for requirements and updates regarding their insurances.
Maintain and update client database in Xplan CRM.
Prepare insurance quotes, renewals, alterations, and applications.
Attend to customer concerns and ensure they are satisfied with the company’s service.
Loan Process Manager
Yellow Brick Road - AU (Magnetic Alliance) | May 2018 - Oct 2018 Temp Role
Collate and verify requirements from clients for their loan applications.
Enter client information in Mercury System.
Process and submit loan applications.
Monitor status of loan applications through online portals or bank websites and
constantly updating clients, agents, conveyancers, and builders from submission to
settlement.
Customer Relations / Admin Assistant
First Capital - AU (Grow My Team) | Nov. 2017 - May 2018
Assist clients with general inquiries as well as uphold compliance procedures within the
financial services practice.
Liaise directly with insurance, superannuation and investment companies to perform
research and obtain information on client’s specific products; compare costs, fees and
limitations on products held by clients.
Maintain client database in Xplan and compile documents in cloud storage.
Paraplanner
Capital & Finance - AU | Oct 2016 - Dec 2017
Setting up and managing client meetings with the Financial Advisor.
Communicate with clients regarding supporting documents required in the preparation
of their Statement of advice.
Enter client information in Xplan CRM and maintain complete and updated records.
Prefill application forms and or member data forms in preparation for the client’s
signature before submission to government agencies or providers.
Research for clients’ existing fund summaries, investment performance, and insurance
details.
Obtain Risk Quotes from product providers and Investment Proposals.
Prepare Analyses to demonstrate the value of advice.
Proofread Statement of Advice and inform Financial Advisor for any issues.
Assist in the implementation of strategies outlined in the Statement of Advice.
Ensure clients are constantly informed of any updates regarding their insurances or
investments.
Internal Sales Executive
Biopak Pty Ltd - AU (Remotestaff) | Oct 2013 - June 2016
Process and file Sales Orders in Netsuite.
Ensure accurate delivery and billing addresses are noted per order.
Communicate with clients any issues regarding their orders and provide alternatives or
solutions when needed.
Verify availability of stocks in warehouses.
Encode new customer account applications and update the existing databases.
Send marketing emails to current clients and prospects.
Credit Analyst
Philsteel Holdings Corp. | Aug 2005 - March 2008
Analyze credit investigator’s report and clients’ documents and then recommend the
appropriate credit terms and line for the client.
Monitor Aging of accounts receivable.
Coordinate with the sales department to ensure that client accounts are being properly
attended for prompt payment.
Handle account analyses for major clients.
Prepare a statement of account for past due clients.
Academic History
QuickBooks Online
Certificate of Completion | QuickBooks ProAdvisor June 2020
Kaplan Professional Education
Certificate of Completion | Foundations of Financial Planning July 2013
Wesleyan University Philippines
Bachelor of Science in Accountancy April 2003
Core Strengths
Character Reference
- Communication
- Analyses
- Data entry and maintenance
- Research
- File Management
- Problem Solving
Ms. Anne Kirby Manager -Capital & Finance
--Mr. Andrew Mudie
Branch Principal and Wealth Manager
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