Anne R.
Mid-Level Banking Loans Operations Manager
Open to offersNew to PlatformAbout
Anne R. is an experienced banking professional currently serving as Loans Booking Unit Head at China Bank Savings, Inc., where she leads comprehensive loan operations for personal, auto, housing, SME, and employee loan products. With over a decade in financial services, Anne manages a team focused on accuracy and regulatory compliance, including AMLA reporting. She has initiated process automation projects that have increased operational efficiency and reduced errors. In concurrent roles as Insurance and Securities Officer, Anne oversees collateral management, insurance renewals, and claim assistance, as well as enhancements to post-booking and data monitoring systems. Her earlier tenure at South Asialink Credit Corporation involved product management, developing marketing strategies, and leading market research for loan services. Anne also has experience in the software industry as a Software Specialist, providing system support and client training. She is recognized for her process improvement, cross-functional coordination, and strict adherence to compliance standards in the banking and financial sectors.
Experience
Securities Officer (Concurrent Role)
China Bank Savings, Inc. · 2026 — PresentEnhance collateral management processes to reinforce controls and accountability. Create improved monitoring systems to diminish manual data entry and ensure accuracy.Insurance Officer (Concurrent Role)
China Bank Savings, Inc. · 2022 — PresentGuarantee proper insurance for all loan accounts by verifying collateral coverage. Manage the annual renewal of insurance policies and oversee payment processing. Support clients with the insurance claims process.Loans Booking Unit Head
China Bank Savings, Inc. · 2017 — PresentOversee the entire loan booking process for various products, ensuring adherence to accuracy and compliance within established turnaround times. Develop team capabilities through coaching, performance assessments, and training guidance. Implement process automation strategies to enhance efficiency and minimize errors.Product Manager (Promotion)
South Asialink Credit Corporation · 2015 — 2017Formulate and implement marketing strategies aimed at boosting loan acquisition and achieving unit objectives. Mentor Product Specialists to elevate team performance and sales results. Develop marketing initiatives and present them to senior management.Market Research & Coordinator Officer (Promotion)
South Asialink Credit Corporation · 2014 — 2015Perform market research and competitor analysis to inform business strategies. Create surveys and analyze them to discover trends and market opportunities. Evaluate the effectiveness of branch marketing efforts and report insights to management.Marketing Assistant
South Asialink Credit Corporation · 2013 — 2014Facilitate loan processing by preparing documentation and conducting application pre-screening. Liaise between clients and internal teams to secure complete submission of requirements.Software Specialist
Green Cloud Softwarez, Inc. · 2012 — 2013Deliver product demonstrations and manage relationships with clients. Assist in system testing and documentation, as well as support implementation efforts. Provide user training and technical solutions, working closely with developers to address system issues.Customer Service Representative
Philweb Corporation · 2009 — 2010Address customer inquiries and resolve issues while maintaining reporting accuracy. Analyze customer interaction trends and recommend improvements to processes.Store Supervisor
Suyen Corporation · 2009 — 2009Supervise daily operations, manage inventory, and track sales performance in the store. Coordinate staff scheduling and ensure sales targets are met.
Skills & Expertise
Education
- Bachelor’s DegreePamantasan ng Lungsod ng Maynila · 2004 — 2008
Interested in this professional?
Sign in as an employer to save this profile or invite Anne R. to a job.
Sign in as an employer