Marie Fatima S. Cataluna
Address: 15 Hilario St. Ligtasan, Tarlac City
Mobile No:-
Birth date: 13 October 1987
Civil Status: Married
Email:-Skype: Bea Cataluna
Educational Attainment
St. Paul University Quezon City
AB Mass Communication Major in Broadcast Journalism
2004 to 2008
Employment History
BDO UNIBANK INC.
2/f BDO Tarlac Luisita Branch
McArthur Highway, San Miguel
Tarlac City
Consumer Loans Compliance Checker (Jr. Asst. Manager 1) – October 2016 to present
Review completeness of loan and collateral documents for Auto and Home loans submitted by the Consumer Loans Group – Sales Unit
Issue Documents in Order (DIO) Certification for loan accounts
Perform the post booking and maintenance for all approved loan accounts such as but not limited to validating loan details, maintain documentary deficiencies, collate and segregate loan and collateral documents for distribution to concerned units
Prepare Check Request Forms to loan proceeds and Release Forms for Fully Paid accounts
IBG Documentation Officer / Securities Custodian (Jr. Asst. Manager 1) – June 2015 to October 2016
Review completeness of loan and collateral documents for Business Loans submitted by the Institutional Banking Group – Sales Unit
Process Registered Collaterals / Accounts billed from third party service provider
Monitors and encode details on Promissory Notes submitted by Clients
Receive, file, maintain and encode Securities, original actionable and other bank documents
Handle post-dated check warehousing for subsequent deposit to co-located branches as they fall due
Facilitate temporary / permanent release of collaterals subject to appropriate approval
MSCI HONGKONG LTD.
29/f Zuellig Bldg., Makati Ave. cor Paseo de Roxas
Makati City
Sales Operations Analyst – November 2013 to March 2015
Caters day-to-day support to Sales Coverage (US based) in connection with the preparation and booking of licensed agreements
Prepare, review and approve legal documents across business units
Provides Sales Coverage with Opportunity Management support based on signed contracts (cancellation, renewal and opportunity entry)
Act as a point of control to ensure correct booking of Sales revenue in Salesforce.com
Permission and set delivery of products, software and data
Liasing with Vendor Management, Legal and the Business Analysts to provide efficient turnaround time and accuracy of work
Engage in interface dialogue in travel opportunities to visit and build relationships with Sales Coverage and colleagues from other business departments
AUSTRALIA AND NEW ZEALAND BANKING GROUP (ANZ)
MDC 100 Bldg., E. Rodriguez Jr. Ave. cor Eastwood Ave.
Quezon City
Collections Officer – January 2012 to January 2013
Responsible for minimizing credit losses on credit/debit cards of ANZ customers (ANZ based)
Maximizing of recovery debts through effective communication with delinquent customers
Negotiation and management of customer response to design payment schemes/options that would accommodate both the customer and the Bank
Educate customers on their future payment behaviour to avoid added interests on debts
Follow up accounts in a timely manner and urgently escalate high risk accounts if needed
METROPOLITAN BANK AND TRUST COMPANY (METROBANK)
G/F Sklyand Plaza Branch
Skyland Plaza Condominium, Sen. Gil Puyat Ave.,
Makati City
CSR Teller / New Accounts – September 2008 to March 2011
Receive cash or check deposits, verify proper identification for issued receipts of deposits or endorsements based on AML requirements and counterfeit policies
Complying with disclosure requirements, regulations and consumer privacy policies
Answer customer inquiries regarding interest rates, service charges, and account histories
Cross sell bank products and services
Balance and update customer accounts for accuracy on records (time deposits, passbooks, Client information and dormant accounts)
Face-to-face interaction with branch Clients to build lasting relationships
** Personal references to be submitted upon request