Benjo Estacio, Mba Email & Phone Number

Concord, Ontario, Canada

Key responsibilities include resolving overdue accounts through collection reports and customer communication, sending monthly statements, planning recovery actions, and investigating invoices over 30 days old. Building strong customer relationships, updating account status weekly, and resolving discrepancies are essential. Tasks also involve issuing credit memos, preparing documentation for project invoices per CCDC guidelines, checking invoices for errors, scanning and submitting invoices, maintaining records for WSIB certificates, and ensuring confidentiality of information.

Toronto, Ontario, Canada

Assist customers by providing solutions to their financial concerns. Manage multiple delinquent accounts for debt collection efforts. Negotiate payments and manage payment plans.

Isabela, Cagayan Valley, Philippines

Facilitated credit processing and performed internal checks for secured consumer loan applications. Responsible for reviewing applicant information, calculating financial risk, and analyzing loan documents to determine loan approval. Additionally, maintained comprehensive client records for future transactions, collected accrued interest receivable, and posted loan payments for accurate bank records. Also conducted systematic bank transactions and prepared credit/debit advice. Furthermore, generated daily monitoring reports for approved loan applications and prepared monthly loan release reports for reconciliation with the front-end system, contributing to the efficient and accurate financial operations of the organization.

Baguio City, Cordillera Admin Region, Philippines

Played a pivotal role in maintaining accurate financial records by conducting basic bank reconciliation. Also contributed to the efficiency of financial reporting through daily report generation. With a keen eye for detail, skillfully organized financial documents for systematic review and evaluation, ensuring precision in financial record-keeping. Furthermore, expertly matched sales orders with receipts, further enhancing the accuracy of sales records. Responsibilities extended to the consolidation of monthly transactions from different branches, based on branch codes, which significantly streamlined financial data analysis, ultimately contributing to the overall effectiveness of financial operations.

Postgraduate Certificate, Strategic Management

Master Of Business Administration - Mba, Accounting And Business/Management

Bachelor Of Science - Bs, Accounting

Bachelor Of Science - Bs, Management Accounting

Associate'S Degree, Accounting Technology/Technician And Bookkeeping