MOISES RHOU CUERDO DELOS SANTOS-||
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https://www.linkedin.com/in/moisesrhou
SYSTEM AND SKILLS
❖ MyCRM
❖ MS Office
❖ Salesforce
❖ Google
❖ ApplyOnline
❖ SAP
❖ ASANA
❖ CANVA
WORK HISTORY
➢ LOAN APPLICATION & DISCHARGE OFFICER
Oct 2021 to Aug 2023
ColCap Servicing Pty Ltd
Taguig City, Philippines
Monitoring and assisting existing portfolios through the discharge process and loan application. (Australia Account)
•Assist broker with lodgment, prepare files, and follow up on missing information for portfolio application and settlement.
•Documentation and data processing discharge requests.
•Preparation of the solicitor’s instructions on full discharge.
•Provide an indicative and final payout figure.
•Customer Service Representative
•Appointment Settler
➢ SALES - LEAD GENERATION
May 2021 to Aug 2021
N.Rich (Project-Based)
Mandaluyong City, Philippines
Hunting prospects via various social media platforms- to explore and identify the needs and provide the best
solutions.
• Engage with customers on social media to handle incoming inquiries and create leads for the Sales Team.
• Manage leads in the MyCRM (CRM tool) accurately and efficiently, ensuring the right level of follow-up.
• Develop and maintain relationships with existing and potential clients.
• Identify and assess potential markets and sales opportunities.
• Monitor and report the client's needs and progress.
• Handle customer questions and review business operations.
➢ MORTGAGE PROCESSOR
Tata Consultancy Services
Processing mortgage payoff requests and loan modifications. (US Account)
Aug 2018 to Jul 2021
Taguig City, Philippines
•Reviewing and verifying loan applications and filling borrower information with the lending bank.
•Tracking the mortgage status and payment
•Responsible for processing mortgage loan payoff requests.
•Maintain and update account records
•Audit and Reporting
•Train new members of the team.
•Broker’s Assistant
•Customer Service Representative
SYSTEMS
SKILLS
➢ FINANCE OFFICER & EXECUTIVE ASSISTANT
Apr 2016 to Jul 2018
Resources Consolidated International Trading, Inc.
Makati City, Philippines
Responsible for processing employee payroll, company expense monitoring, financial reporting, clearance completion,
documentation, and assisting outsourced Human Resources.
•Payroll process (including government contributions).
•Prepare recruitment materials and post jobs to appropriate job boards/newspapers/colleges etc.
•Conducting initial interviews and filtering candidates for open positions.
•Recording, monitoring, and reporting of company expenses
•Monitoring, processing, and collecting international billing and purchase invoices.
•Responsible for collection and accounts receivable
•Processes accounts payable
•Assist outsourced human resources.
