Meridelle T. Mulo

MERIDELLE TIBAY MULO PROFESSIONAL EXPERIENCE - Analytical, detail- oriented professional with 5+ years of extensive experience in providing exceptional customer service. Focused on maintaining high levels of accuracy and efficiency. Ability to perform multiple task. Quick to learn and apply knowledge efficiently. Organized and focused, demonstrating an outstanding aptitude to manage and balance a variety of transactions in a fastpaced environment. - WORK EXPERIENCE 968 Halili St. Sampaloc, Manila SKILLS Lead Generation Data Entry Data Analysis Customer Needs Analysis KYC Operations Business Budgeting Compliance Management Customer Focus Detail-Oriented EDUCATION Universidad De Manila- Bachelor of Science in Business Administration Major in Economics LANGUAGE • English • Tagalog Chinabank Savings Inc. | Bank Employee March 2022 - June 2024 Assisting customers with processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions. Informing customers about bank products and services. Tracking, recording, reporting, and storing information related to transactions, bank supplies, and customers, ensuring all information is accurate and complete. Maintaining and balancing cash drawers and reconciling discrepancies. Packaging cash and rolling coins to be stored in drawers or the bank vault. Keeping a clean, organized work area and a professional appearance. Handling currency, transactions, and confidential information in a responsible manner. Using software to track bank information and generate reports. Following all bank financial and security regulations and procedures. Responsible for interviewing and engaging prospective customers inquiring about opening new accounts, such as savings or checking accounts. Gathers all appropriate information to open account and educate account holders on company or bank policies. Keeps accurate records on all accounts. REFERENCES Grace Ann Gonzales-Caso Flatplanet- graceann.gonzales@flatplan et.com.au Jhoie Macalalad-Zarzuela Freelancer-- Ethelyn Joy Valenzuela Manulife Chinabank- ethelyn_joy_valenzuela@ma nulife-chinabank.com.ph Mary France Zape-Siguenza Gethooked360 General Accounting Analyst- BPI AIA Life Assurance Corporation | Bancassurance Sales Executive May 2021- Feb 2022 • Responsible for offering financial planning services to clients. Handle the reporting, planning, and administration of the plans purchased by the client. Finding new clients as well as offering other products to an existing customer base. Make recommendations based on clients objectives. Helps clients to understand their financial position overall and how they can achieve their financial goals over time. Carfinity Marketing | Accounting Staff Jan 2021- May 2021 • Maintaining financial records and reports, performing account reconciliations, regarding clients payment for their insurances. Informing client before depositing their check payment to avoid charges and to make sure that they have sufficient funds for payment. Contacting client for the late payment. Checking clients records to make sure that the client pay their car insurances on time. Intralead Services Inc. | Marketing Executive June 2018 -November 2020 • Initiating contact with potential client. Usually from European Countries, We are gathering their contact informations in the purpose of some newsletter that includes some financial subjects, products and services that the company clients provides. And the more information that we have the better the sales leads we could get. People's General Insurance Corporation | Accounting Staff July 2016 -June 2018 Prepare and maintain accurate records of all transactions, including policy changes, new business, renewals, cancellations, and claims.Process payments and refunds in a timely manner.Investigate and resolve customer inquiries and complaints.Reconcile accounts receivable and payable. Ocwen Business Solutions Inc. | Imaging associate June 2015- December 2015 Classifying, analyzing and sorting mortgage loan documents according to its label. Every day we receive batches of documents and we identify it based on their type and characteristics.