James Faustino
Client Service and Sales Associate
Hire this person
Send a job offer directly to this candidate
About
Motivated and detail-oriented finance professional in financial services, with a focus on corporate and individual lending. Eager to apply my understanding of financial statements, analytical skills, and strong organizational abilities to support sound lending decisions. Committed to contributing effectively within a team-driven environment while continuously developing expertise and delivering value through resourcefulness and enthusiasm.
Experience
Client Service and Sales Associate - Bank of the Philippine Islands (BPI) - Sta. Clara, Bulacan
(2019-08)
- Maintain in-depth knowledge of bank products, services, lending and policies.
- Deliver high-quality customer service ensuring confidentiality, and professionalism.
- Handle diverse financial transactions including deposits, withdrawals and Forex
- Manage branch accounts inventory, and serve as vault property custodian.
- Reviewed and evaluated client profiles to assess eligibility for loan applications ensuring compliance with internal policies and financial regulations.
- Analyzed clients' financial information, including income, credit history and supporting documents to support lending decisions.
- Maintained organized records of client data and loan documentation for tracking and reporting purposes.
Stock Transfer Order (Planner) - Fast Logistics (NutriAsia, Inc.) - Marilao, Bulacan
(2018-10 - 2019-04)
- Coordinated the transfer of goods and materials between warehouse and other plant locations, ensuring timely and accurate deliveries.
- Maintained accurate inventory records by tracking stock movements, updating databases, and conducting regular stock checks.
- Verified incoming and outgoing shipments to ensure correctness and prevent discrepancies.
- Ensured compliance with safety standards and proper handling procedures for all materials.
Education
Bachelor of Science - Business Administration - Major in Financial Management - Dr. Yanga's Colleges Inc. (2014 - 2018)
