Rachel M.
Mid-Level Records Management Assistant
Open to offersNew to PlatformAbout
Rachel M. is a seasoned professional with diverse experience across the banking and non-profit sectors. As a Virtual Assistant, she honed her skills in administrative support, records management, and financial documentation. Her tenure as a Loans Officer in a prominent Philippine bank involved preparing loan proposals with precision and maintaining confidentiality. Rachel also excelled as a Records Management Assistant at Watch Tower Bible and Tract Society of the Philippines, where she led digital and physical file organization and ensured regulatory compliance. Her linguistic abilities are reflected in her role as a translator for nearly 13 years, adeptly translating English content into Ibanag. She also served as a Cash Custodian, managing financial transactions and overseeing department budgets. Rachel's academic credentials include a BS in Business Economics from UP Diliman, equipping her with a solid foundation for roles in finance and economics, complemented by proficiency in English, Filipino, Ibanag, and Ilocano.
Experience
Records Management Assistant
Watch Tower Bible and Tract Society of the Philippines, Inc. · 2024 — 2026Acted as the Records Management Contact for the department, ensuring the maintenance of organized digital and physical filing systems to facilitate efficient document retrieval and compliance. Performed regular records reviews to identify files eligible for deletion according to retention schedules and managed the timely disposal of records while preparing and submitting necessary destruction documentation. Monitored files consistently to support data accuracy, confidentiality, and audit readiness in line with records management policies.Translator
Watch Tower Bible and Tract Society of the Philippines, Inc. · 2014 — 2026Contributed as a volunteer translator for nearly 13 years, translating various written publications, video content, and online articles for public distribution from English to Ibanag. Focused on accuracy, clarity, tone consistency, and appropriateness for the intended audience, backed by a strong command of oral and written English. Additionally, conducted mechanical checking, proofreading, and quality control for publications, ensuring adherence to linguistic standards and publication guidelines while supporting departmental records management.Cash Custodian
Watch Tower and Bible Tract Society of the Philippines, Inc. · 2020 — 2022Fulfilled the role of Cash Custodian for almost three years, documenting weekly cash-in and cash-out transactions with accurate journal entries and overseeing departmental expenditure within the approved budget. Regularly generated cash replenishment reports and maintained the department’s bank balance by preparing checks and managing disbursements, ensuring compliance with weekly budget requirements. Ensured the accuracy and accountability of all cash transactions through thorough documentation.Account Coordinator
Metropolitan Bank and Trust Company · 2008 — 2010Provided support as an Account Coordinator within the Branch Lending Group Department at a prominent banking institution in the Philippines. Assisted Loans Officers by managing corporate and commercial loan accounts, preparing project and credit proposals, drafting and processing promissory notes, and creating accurate monthly amortization and loan payment schedules. Ensured all loan documentation met internal bank policies, credit guidelines, and regulatory requirements while actively monitoring client accounts and coordinating with borrowers to facilitate timely payments.
Skills & Expertise
Education
- Bachelor of Science in Business EconomicsUniversity of the Philippines - Diliman · — — 2008
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