Pearl S. Email & Phone Number

• Training Paraplanners and Associates on policy calls, phone handling, annual review preparation and file management• Ensuring quality of output for Data Entries, Research and Annual Review Tasks• Workflow management.

New South Wales, Australia

• Ensure the smooth running of the business operations• Provide Client service in accordance with the company strategy, segmentation and service officer, policies and procedures.• Implementation of new strategies, processes and procedures• Conducts the final interview for new candidates.• Operational Decision Making• Designed the overall workflow of the organization.• Ensure staff all staff meets the compliance requirements of the company particular to their roles.• Handles day to day operations such as answering client queries, sends newsletters for ongoing clients.• Audit SMSF clients transactions to submit to a third party administration ensuring ATO tax payment is paid on time.

Makati, National Capital Region, Philippines

• Coordinate and execute service activities such as onboarding new clients.• Manage the team's adherence to SLAs, processes, and procedures in completing the tasks.• Conducts final interview for Financial Planning Assistant candidates.• Provide timely feedback, set targets, review and track the performance of each team member.• Submit monthly report and total billings to the Operations Manager.• Liaise with Australian Financial Advisers, Senior Credit Advisors, Mortgage Advisors and with different Australian Financial Institutions to fulfill clients’ needs.• Oversee and delegate daily tasks relating to both Mortgage Broking and Financial Planning• Handle day-to-day client requests.

Makati City

Financial Planning• Ensuring files and documentation are prepared for Financial Planners prior to member/client meetings e.g advice spreadsheet, Advice Documents and research documents.• Coordinating and carrying out daily administration and data entry, ensuring these tasks are completed in a timely manner.• Ensuring our CRM remains updated and accurate.• Conduct research on clients' existing super funds/investments/insurance policies• Prepare insurance quotes, generate product comparison reports, request and collate responses relating to insurance pre-assessments.• Prepare documents for rollover requests, insurance applications, cancellations of previous policies, etc.Mortgage Broking• Experience in working as a Broker Support Officer, working closely with different brokers and different lenders.• Experience in Data Entry with Vownet & Fact Find 360.• Generating and forwarding of Compliance Documents• Preparing and Lodging home loan applications• Admin tasks such as email monitoring, chasing lenders for updates on applications, and communicating with various lenders.

Mandaluyong, National Capital Region, Philippines

• Delivered exceptional customer service on all calls while maintaining calm and professional demeanor in challenging circumstances• Applied training and persuasive communication strategies to overcome objections• Assisted debtors in setting up payment plans to recover overdue balances• Located and monitored overdue accounts by using automated systems• Initiated negotiations for debt recovery through email, telephone and mail contact• Used skip tracing and other techniques to locate debtors• Advised customers of necessary actions and strategies for debt repayment• Monitored accounts for compliance with established payment plans and flagged those in violation• Prepared detailed weekly on updates on performance progress and identified conflicts

Ncr - National Capital Region, Philippines

Pilar,Sorsogon

• Instrumental in balancing all teller cash draws to ensure accuracy each day and minimize losses.• Consolidated and balanced daily transactions, using adding machine and computer.• Monitored and reviewed financial institution's security procedures and controlled access to the vaults to protect bank from fraud.

• Responsible for encoding all the data, both loan implementation and loan administration in the system• Credits loan proceeds, as well as the debiting of loan payments, charges, and fees from the deposit account of the clients, maintained with the bank. Prepares various reports required by various units of the bank and other reports required by the management, and preparation of individual production summary.

• Process all company payables, from initial entry through payment and filing• Maintained timely reconciliation of all credit and banking accounts• Prepared financial reports and carrier commissions, utilizing excel on a daily and weekly basis• Demonstrated strong analytical skills• Performed month end journal entries and maintained general ledger