Yvette Rivera Email & Phone Number

7F Bpi Buendia Center, Sen. Gil Puyat Avenue, Makati City

• Statement Rendition – generates and sends client financial statements/ transaction advice thru printing/delivery; email channels; online viewing. Monitors deliveries/ returns.• Client Online Access – handles client enrollments and maintenance to online viewing of financial statements.• Data Management – oversees data extraction, generation and archiving of reports, Financial Statements and Transaction Advice.

Asset Management & Trust Group, 18F Bpi Head Office Ayala

Receipts/Disbursements/Investments – Ensures proper booking of contributions/withdrawals, income/expenses, loan availments/payments, placements/interest payments/preterminations, dividends, rental payments, payables/ receivables, benefit payments and other instructions relating to IMA/Trust Accounts;

Makati

• Receipts/Disbursements – Ensures proper booking of contributions, withdrawals, expenses, loans, dividends, investments, payables/receivables, benefit payments and other instructions relating to IMA/Trust Accounts;• Accounts Maintenance - Handles Account Openings, Account Maintenance (ensure proper management, update and monitoring of client records;• Investments – Process Placements, Maturities, and Interest Payments of clients’ investments transactions;• Tax qualification - Handles application of BIR / BTR / BSP tax qualifications and accreditations for tax-exempt accounts;• Real Property - Coordinates with Third Party Providers on the periodic appraisals, real estate tax payments, insurance, transfers, registration of mortgage and annotation on TCTs of Trust Accounts’ Real Property Investments; • OPEX/CAPEX - Monitors and Processes Operating Expenses and Capital Expense budgets;• Reporting – Prepares Trustee’s Reports for Mortgage Trust Indenture;• Compliance - Conducts Accounts Review on various accounts’ compliance to the documentation requirements, policies and regulations set by regulatory authorities (BSP, SEC, IC, etc.);

Makati

• Account Management - Manages portfolio of various Trusteed/ Investment Management Accounts for Retirement/ Provident Funds, Corporate/ Foundation/ School Funds.• Retirement Fund accounts - Interpret Plan Rules Specifications; checks Benefit Payment computations;• Fund Performance – Prepares Fund Performance Reports and give client presentations;• Compliance - Ensures clients’ submission/ compliance to documentary requirements and policies/ regulations of regulatory authorities (BSP, SEC, IC, etc.);

Makati

• Housing Loans – handles processing of housing loan applications; requests for appraisals, determines validity of collateral, computes for loanable amounts, prepares housing loan documents (such as Real Estate Mortgage, Promissory Notes, Disclosure Statement, etc.), releases loan proceeds, ensures updated real estate tax payments and insurance on properties, and prepares Cancellation of Mortgages.

Makati

Supervises activities of Court Trust and Agencies Unit• Stock Transfer – records Stock Transfer transactions in the Stock & Transfer Books and ledgers; computes dividends; prepares regulatory reports to SEC, BSP, PDIC and PSE (SEC Forms, Disclosures); issues and signs on stock certificates. • Property Administration – Prepare contracts such as Real Property Management Agreements and Lease Contracts; ensures that properties are preserved by instituting repairs, covered with insurance and updated in taxes; maintains tenant ledgers; ensures that rental collections are up to date and refers delinquent tenants to legal counsel for collection; assists in ejectment proceedings• Escrow Agency - prepares Escrow Agreements; ensures that the terms and conditions of the escrow are satisfied; on POEA escrow, acts on Garnishments and Orders from the National Labor Relations Commission (NLRC)• Mortgage Trust Indenture - prepares Mortgage Trust Indentures, issues Mortgage Participation Certificates (MPCs) and Trustee’s Reports to creditor banks; monitors loan to collateral ratio; ensures properties are appraised, insured and updated in tax payments; safekeeps Land Titles and Certificates of Registrations of Collaterals under MTI; • Guardianship – ensures disbursements are reasonable and meritorious for the benefit of the ward; prepare various Court Petitions for disbursements; sees to it that disbursements are covered by Court Orders; prepares Annual Accounting Reports to US Veterans Affairs; • Administrator/ Executor – ensures that terms of the Wills and Testaments are met; sees to it that disbursements are covered by Court Orders; prepares Annual Accounting Reports to Court; • Receiver - preserves property under Receivership by performing duties of that of a Property Administrator• Custodian - ensures safety of documents/securities held under custodianship

Makati

• Maintains Stock & Transfer Books, Subsidiary Ledger, Journal and Stockholders Individual Ledger; Pledgee banks• Handles Issuance/ cancellation of Stock Certificates;• Prepares Regulatory/ Disclosure Reports to Securities & Exchange Commission (SEC) & Philippine Stock Exchange (PSE), Bangko Sentral ng Pilipinas (BSP) and Philippine Deposit Insurance Company (PDIC). • Computes cash/ stock dividends for submission to BSP for approval; prepares check-cutting of cash dividends/ issuance of stock dividends, and distributes them to various stockholders;

Bachelor Of Science (Bs), Statistics

Activities and Societies: UPLB Statistical Society

High School

Activities and Societies: Arts Club