MARIE JOY BALILA-DAVID
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Address: 163 San Diego St.Grace Park Caloocan City
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PROFESSIONAL EXPERIENCE
PROFESSIONAL PROPERTY ADMINISTRATOR (FIRMA,CERTIFIED)
MEMBER, FILIPINO INSTITUTE OF REAL PROPERTY MANAGERS &
ADMINISTRATORS(FIRMA)
PRC LICENSED & ACCREDITED SALES PERSON
HURLRB ACCREDITED SALES PERSON
JUNE 2020 to PRESENT
INTERNATIONAL ASSOCIATE SALES DIRECTOR
SMDC INTERNATIONAL
High performing Associate Sales Director, to meet customer acquisition and
revenue growth targets by keeping a group team ,competitive and innovative.
Responsible for maximizing a sales team potential and crafting sales plan.
Manages,sell and promotes inventories of all SMDC projects ,find effective strategies
to gain leads and convert to prospect clients .
Establishes and manages a strong network locally or overseas and maintains sales
quota. Ensures quality of accounts ,requirements,documents etc. and renders overall
service.
July 2017 to March 2020
REAL ESTATE SALES MANAGER
HUMAN SHELTER REALTY & BROKERAGE CORPORATION
Directly reporting to Lead Brokers, and to Sales Director, responsible in managing and
leading property consultants, and the whole sales team.Providing leadership.training
coaching and innovate sales strategies also includes assigning sales territories,setting
quotas ,mentoring members and builds sales plan for greater productivity for the team.
March 28, 2017 to February 1, 2021
WEALTH PORTFOLIO MANAGER ,Licensed by INSURANCE COMMISSION
PHILAMLIFE and REGAN FINANCIALS
A licensed financial advisor authorized to solicit,procure and transmit insurance applications
for life,general insurance,personal accident, and other financial products .
December 21, 2016 – March 2,2017
BRANCH OPERATIONS OFFICER/ASSISTANT MANAGER
Bank of Commerce-Manila Cetral Area
( Juan Luna Binondo Branch,Tutuban
Branch,Sto.Cristo Binondo Branch,Grace Park –Caloocan Branch,Caloocan
8th Avenue Branch,Ermita Manila Brach,United Nations Branch)
In charge with the over-all branch operations ;
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Handles RCOCI and booking of GL Accounts
Handles outgoing checks for clearing
In charge with the cash flow of the branch and its CIV
Verifies, approve all over the counter transactions
In charge with all the daily and month-end reports including AMLA
Supervises new accounts clerk and tellers
Handles all matured and pre –terminated placements
In charge with the replenishment and balancing of atm machines
Market prospective clients to increase fund level of the branch
Approved all account openings
Answers banks confirmation of accounts and other client complaints
January 2012-December 18,2016
Branch Marketing Officer/Assistant Manager
Bank of Commerce-Juan Luna Binondo Branch
Handles 30% of the Branch’s budget.Assistant to the Branch Manager, to maintain
profitability of individual and Corporate accounts of the branch by ensuring compliance with
prescribed compensating business requirements.
Interviews new clients and ensures completeness of required documentary
requirements for account openings
✓ Manages both individual and
Corporate portfolios e.g. Monitors maturing
placements,calls respective clients,and ensure compliance with profitability
benchmark.
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December 2009-January 2012
Associate Business Manager for MarketingSales Officer/Assistant Manager
Bank of Commerce-Juan Luna Binondo Branch
Handles 10% of the Branch’s budget. Maintains profitability of individual and
Corporate accounts by ensuring compliance with prescribed compensating business
requirements
✓ Interviews new clients and ensures completeness of required documentary
requirements for account openings
✓ Manages both individual and
Corporate portfolios e.g. Monitors maturing
placements,calls respective clients,and ensure compliance with profitability
benchmark.
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June 2009-December 2009
Jr. Assistant Manager/Risk Control & MIS Analyst
(SDA/RRP/Government Securities-Forex & Peso)
Treasury Operations Division)
Security Bank Corporation
✓ Directly supervises the universal processors in processing of Fixed Income
✓ Securities & other Treasury products like FX, Money Market and Fixed Income Securities
in Peso & USD.
✓ Responsible for maintaining the acceptable level of practice of service to both internal
and external customers and maintaining acceptable levels of operations quality through
strict adherence to applicable policies & procedures including Audit Ratings both internal
& external Auditors.
✓ Ensures that all deals done by the Traders were settled accordingly per instruction as to
prescribe Bank's Policies.
✓ Assist Head of Risk Control and Management Information System in implementing
controls for Treasury.
✓ Prepares various internal and external reports required by Treasury Department &
Senior Management.
✓ Monitors & reports on Treasury's Compliance with the Bank's KYC policy and Treasury
document deferment Forms.
✓ Monitors and prepares Credit Exposure and Outstanding Reports both for Fixed Income
and Foreign Exchange for Credit Dept.
✓ Responsible in monitoring/Earmarking of Treasury transactions against approved
Counterparty Credit Lines and assist in the implementation of various Treasury
Operations system enhancement and streamlining projects.
March 2008-up to June 2009
Availment Officer/ Accreditation Officer –Corporate Loans
Retail Lending &Accounts Management Sector
Asiatrust Development Bank
Availment Officer
✓ Secure bank's business profitability and sustainability by generating new accounts in
accordance with target/niche
✓ Coordinates with Legal Services Group and Loans Administration and Monitoring Unit on
documentation of approved Financial Package ensuring submission of the complete
documents prior to loan availments
✓ Conducts orientation of Salary Loans features with employees of accredited companies
with approved Salary Loan Lines
✓ Screens application forms and requirements of loan borrowers for endorsement to
Salary Loans Operations for Processing
Accreditation Officer
✓ Identifies every business opportunity from clients and designs appropriate package in
order to capture business ahead of competition
✓ Conducts client visits, conducts phone clients, prepares and packages proposal offers to
target clients in accordance with guidelines of the bank, BSP and other regulatory
agencies.
✓ Draws up Financial Package, prepares Credit Reports in coordination with Credit
Investigation and Appraisal Unit for negative checking, bank checking, and trade
checking.
✓ Presents and secures approval of Financial Package of Accounts to the Bank’s Credit
Committee
✓ Drafts Memorandum of Agreement and other related documents upon approval of
Financial Package, seeks for legal review on MOA and other loan documents
✓ Assist in the collection of account receivables from clients and helps out Account OfficerAvailment on the follow-up of lacking documents to be submitted by the Companies.
May 2005-October 2007
Training/ Documentations Officer
U.S. Visa Section
Able Maritime Seafarer’s, Incorporated (Agent for Imperial Ocean
Services, Ltd.; Miami, USA)
✓ Empowers crewmembers by providing training and support in both Hotel and ship
operation segments and protocols for US ports entry. Facilitates designed training
programs on personality development, team building, continual improvement,
communication skills and other soft skills for international cruise.
✓ Prepares training modules, coordinates with Government bodies for documents needed
by crewmembers prior to US Embassy appointments, pre-departure guidelines of
crewmembers prior to joining international ships.
October 2003-May 2005
Liaison Officer II –Crewing and Operations
Atlantic Marine Services, Inc. (Agent for Celebration World Cruises,
Ltd.; Miami,USA)
✓ Exposed in all aspects of documentation and processing and requirements with
different agencies (POEA,DFA,US Embassy & DOLE) and other government agencies
connected with deployment of seafarers overseas also performs multi-tasking
functions in crew selection, hiring, accreditation of international principal agents,
ticketing and deployment function.
June 2002-December 2002
Accounting Associate
Billing and Collections Department
CARRIER Linde Refrigeration Philippines, Inc.
✓ Performs general accounting functions, compiling, calculating and audit of daily
reports and data also inventory from all branches.
✓ Process credit and billing invoices, participates in audit and inventories of all
refrigeration facilities for all clients
✓ Assist and support to the billing Department and handles personnel files for all
refrigeration technicians for payroll preparation.
December 2000-June 2002
Administrative Assistant and Training Officer for
Interlink Manpower and General Services, Inc. /
Personnel Supervisor for Westin Philippine Plaza( Sofitel )
Tiara Oriental Hotel-Makati
✓ Performs duties in the supervision of all Hotel staffs designated in the Housekeeping,
Food and Beverage Department, including Cashiers and Casino manpower.
✓ Performs administrative functions including interviews , hiring and hotel trainings of
new hotel personnel ,coordinates with client hotels for workforce endorsement and
supervision
EDUCATION
Bachelor of Science in Accountancy-) BACHELOR OF SCIENCE IN ACCOUNTANCY- MAJOR IN ACCOUNTING
Technological Institute of the Philippines
Four Years Recipient Scholar – Pres. Demetrio Quirino Scholarship Organization
Graduate with Certificate for Total Quality Management Course
Center for Training and Development in Asia University of the Philippines Diliman
