Maribeth Pangilinan

Maribeth Pangilinan Professional Goal Secure a responsible career opportunity to fully utilize my training and skills while making a significant contribution to the success of the company Get in touch! Work Experience Mobile: Bookkeeper/Admin Executive Whitestone Branding - NY (Grow My Team) | Feb 2019 - Mar 2020 - Email:- Skype: live:Maribeth.Pangilinan Reconcile bank accounts and manage bank feeds. Monitor and update aging of Accounts Receivable. Prepare and send invoices to clients. Follow up clients for overdue accounts. Verify, schedule, and process bills for payment. Classify, record, and summarize the financial data. Prepare monthly financial statements. Perform administrative tasks and other ad hoc duties requested. Address: Lancaster, Imus City, Cavite Philippines Customer Relations / Admin Executive Stakks Finance - AU (Grow My Team) | May 2018 - Jan 2019 Set and manage appointments for the Financial Adviser and their clients. Communicate with clients for requirements and updates regarding their insurances. Maintain and update client database in Xplan CRM. Prepare insurance quotes, renewals, alterations, and applications. Attend to customer concerns and ensure they are satisfied with the company’s service. Loan Process Manager Yellow Brick Road - AU (Magnetic Alliance) | May 2018 - Oct 2018 Temp Role Collate and verify requirements from clients for their loan applications. Enter client information in Mercury System. Process and submit loan applications. Monitor status of loan applications through online portals or bank websites and constantly updating clients, agents, conveyancers, and builders from submission to settlement. Customer Relations / Admin Assistant First Capital - AU (Grow My Team) | Nov. 2017 - May 2018 Assist clients with general inquiries as well as uphold compliance procedures within the financial services practice. Liaise directly with insurance, superannuation and investment companies to perform research and obtain information on client’s specific products; compare costs, fees and limitations on products held by clients. Maintain client database in Xplan and compile documents in cloud storage. Paraplanner Capital & Finance - AU | Oct 2016 - Dec 2017 Setting up and managing client meetings with the Financial Advisor. Communicate with clients regarding supporting documents required in the preparation of their Statement of advice. Enter client information in Xplan CRM and maintain complete and updated records. Prefill application forms and or member data forms in preparation for the client’s signature before submission to government agencies or providers. Research for clients’ existing fund summaries, investment performance, and insurance details. Obtain Risk Quotes from product providers and Investment Proposals. Prepare Analyses to demonstrate the value of advice. Proofread Statement of Advice and inform Financial Advisor for any issues. Assist in the implementation of strategies outlined in the Statement of Advice. Ensure clients are constantly informed of any updates regarding their insurances or investments. Internal Sales Executive Biopak Pty Ltd - AU (Remotestaff) | Oct 2013 - June 2016 Process and file Sales Orders in Netsuite. Ensure accurate delivery and billing addresses are noted per order. Communicate with clients any issues regarding their orders and provide alternatives or solutions when needed. Verify availability of stocks in warehouses. Encode new customer account applications and update the existing databases. Send marketing emails to current clients and prospects. Credit Analyst Philsteel Holdings Corp. | Aug 2005 - March 2008 Analyze credit investigator’s report and clients’ documents and then recommend the appropriate credit terms and line for the client. Monitor Aging of accounts receivable. Coordinate with the sales department to ensure that client accounts are being properly attended for prompt payment. Handle account analyses for major clients. Prepare a statement of account for past due clients. Academic History QuickBooks Online Certificate of Completion | QuickBooks ProAdvisor June 2020 Kaplan Professional Education Certificate of Completion | Foundations of Financial Planning July 2013 Wesleyan University Philippines Bachelor of Science in Accountancy April 2003 Core Strengths Character Reference - Communication - Analyses - Data entry and maintenance - Research - File Management - Problem Solving Ms. Anne Kirby Manager -Capital & Finance --Mr. Andrew Mudie Branch Principal and Wealth Manager --