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Maria I. — Mid-Level Loans and Investment Manager from Philippines

Maria I.

Mid-Level Loans and Investment Manager

Philippines 6+ years
Open to offersNew to Platform
Languages
TagalogEnglish
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About

Maria I. is a seasoned Loans and Investment Manager primarily based in Manila, Philippines. She has a proven track record in the financial services industry, with extensive experience at MAGCOOP from 2016 to 2026. During her tenure, she successfully marketed new members and investment opportunities while conducting financial literacy sessions to enhance understanding and engagement. Her expertise in financial analysis and risk assessment enabled her to assess loan applications and manage client portfolios effectively. Moreover, Maria's earlier roles at Peopleserve and Jollibee honed her skills in analytical thinking and customer service, including processing billing, compiling financial reports, and managing customer relations. Maria holds a Bachelor of Business Administration with a major in Banking and Finance from Pamantasan ng Lungsod ng Maynila, underlining her foundational knowledge in finance and accounting.

Experience

  • Loans and Investment Manager

    MAGCOOP · 2016 — 2026
    Marketed new members and investment opportunities for the cooperative. Conducted financial literacy sessions for both existing and new members. Evaluated loan applications and determined suitable options for members. Analyzed financial statements and market trends to facilitate informed investment decisions. Managed client investment portfolios according to individual needs and goals. Assessed risk utilizing financial forecasting techniques and knowledge of market dynamics.

  • AR/AP Accounting

    PEOPLESERVE · 2013 — 2016
    Processed billing for select clients. Compiled weekly accounts receivable reports and submitted summary reports at the end of each week.

  • Counter Manager

    Jollibee · 2010 — 2013
    Addressed customer disputes and complaints by providing solutions that adhered to company best practices. Conducted end-of-shift cross-checks of financial transactions, reconciling cash and card payments against shift transactions to identify discrepancies.

Skills & Expertise

Finance and ManagementDrug DevelopmentCustomer ServiceAccounts ReceivableFinancial Accounting AnalysisRetention Specialist

Education

  • Bachelor of Business Administration B.S. Banking and Finance
    Pamantasan ng Lungsod ng Maynila · 2004 — Present
  • Diploma of Higher Education Secondary
    Adamson University · 2000 — Present
  • Diploma of Higher Education Elementary
    Adamson University · 1996 — Present