Katrina A.
Junior Loan Associate
Open to offersNew to PlatformAbout
Katrina Ann J. is a proficient Customer Service Assistant - Loans Associate with extensive experience working at RCBC Microbank, a thrift bank. From 2022 to 2026, she effectively assisted clients with loan inquiries, explained amortization schedules, and managed interest rates and charges. Her role involved collecting, reviewing, and authenticating borrower documents, and she excelled in creating spreadsheets to monitor client portfolios. Katrina prepared loan contracts, facilitated the release of loan proceeds, and maintained accurate transaction records, crucial for ensuring a healthy loan portfolio and minimizing defaults. Recognized as Best CSA - Loans Associate in both 2024 and 2025, she guided applicants through the application process, assessed financial backgrounds, and recommended appropriate loan options. Adept in Google Workspace, Microsoft 365, Notion, and AI & Automation tools like Chat GPT, Katrina is ready for remote work across various global time zones, supported by a dedicated home office equipped for productivity and communication.
Experience
CUSTOMER SERVICE ASSISTANT - LOANS ASSOCIATE
RCBC MICROBANK - A THRIFT BANK INC. · 2022 — 2026Assisted clients with loan inquiries, provided explanations of amortization schedules, interest rates, and loan charges. Collected and reviewed essential borrower documents for authenticity. Developed spreadsheets to monitor loan processes and prepared loan contracts while facilitating the release of loan proceeds. Maintained accurate transaction records and tracked payment schedules to ensure loan portfolio health, minimizing defaults. Guided applicants through the application process, clarified terms and conditions, and addressed client inquiries. Evaluated client financial backgrounds and calculated debt ratios to assess creditworthiness and suggest suitable loan options.