Ruth Majesty Jose Email & Phone Number

Niagara Falls, Ontario, Canada

Makati, National Capital Region, Philippines

• Responsible in ensuring accurate and timely processing of UITF (Unit Investment Trust Fund) that operational procedures are followed and account openings and transactions are completed in a timely manner to.
• Administered daily operations for distribution channels management team. Ensuring approvals are within agreed timeline and tight controls are implemented to prevent operational losses by establishing methods and… Show.
• Administered daily operations for distribution channels management team. Ensuring approvals are within agreed timeline and tight controls are implemented to prevent operational losses by establishing methods and.
• Manage and delegate task to the team. Smoothen the impact of erratic workflows and volumes through effective capacity planning, leave management and process prioritazion by allocating/ reallocating task among team.
• Ensuring procedural changes and new initiatives are fully communicated to and implemented by the team.
• Assisted internal and external customers for UITF related concerns and resolves problems quickly and efficiently.

Makati, National Capital Region, Philippines

• Operations Accounting Analyst
• Ensures that production is performed and executed within SLA to maintain customer satisfaction
• Performs quality control and ensures timely and accurate processing of vendor invoices
• Decides on rejection of invoices for non-adherence policies and inadequate documentation, therefore deferring processing until the appropriate level of approval or proper documentation is obtained
• Ensures that agreed control processes and procedures are implemented… Show more Operations Accounting Analyst
• Ensures that agreed control processes and procedures are implemented to identify and mitigate risks in his/her area of responsibility

Makati, National Capital Region, Philippines

• Issuance and sending out of reminder letters, notices, billing statement and statement of accounts to clients.
• Preparation of Projection-Collection report for the Azure (Boracay Tower) to ensure efficiency of collections per month.
• Preparation of weekly past due reports to monitor past due accounts
• Preparation of loan reports for monitoring of loan applications and to ensure that loans are processed based on target lead time.
• Providing customer service regarding… Show more
• Providing customer service regarding collection issues, process customer refunds, and account adjustments.

Ortigas, Manila

• banking transactions – processing of loan availments, monitoring of loan amortization and payments
• Answers inquiries regarding Commercial Loans
• Prepares Statement of Loan Account for Clients
• Analyzes delinquent loans and negotiate payment arrangements with customers. Checking loan documents
• Assist in the daily operations of credit application
• Analyze financial statements for Small Medium Enterprise clients.

International Business, Business Administration And Management, General, President’S Honour Roll

Bachelor Of Business Administration - Bba, Economics