Airize Roxanne C. Legaspi

Meycauayan, Bulacan, Bulacan, Philippines

Yearly Stats: $1,979 Earned |

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Airize Roxanne C. Legaspi

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Position : Account Specialist
Manages individual portfolio and ensures processing of accounts within the prescribed timelines.
Proposes negotiated terms to approving heads, performs credit underwriting, prepares documentation and secures necessary clearances from relevant departments required in closing the account.
Endorses accounts for foreclosure, appraisal, credit investigation, legal assessment and refund, withdrawal and certification request.
Handles delinquent accounts and responsible for converting these accounts to performing loans.
Achieves monthly individual resolution target based on Business Plan.
Negotiates for the best financial resolution for all accounts based on prescribed settlement guidelines.
Directly coordinates and interacts with clients, formulates and analyzes account strategies.
Handles the processing of release of Transfer Certificate of Title (TCT) for accounts that have been fully paid.
Endorses for handling non-financial accounts within the prescribed timelines.
Regularly updates the status of accounts in the Account Management Worksheet.
Submits Daily Capacity and Account Management Reports as well as Monthly Targets and Production.

Position : Administrative Assistant/Documentation Specialist
Checks and reviews the accuracy, validity, and authenticity of clients’ submitted documents both in the physical folder and in the Account Management System (AMS).
Communicates with account specialists & supervisors for compliance and submission of clients’ lacking documents.
Coordinates daily with Legal department for review & clearance of accounts’ transacting party.
Coordinates with Loan Servicing department for submission of required documents for full payment confirmation of newly booked accounts.
Coordinates with Credit and Underwriting department for transmittal of all closed accounts.
Sends daily, weekly, and monthly departmental and interdepartmental reports on closed accounts.