Katricia Simon

Conducted meticulous Quality Check Payroll Reviews to ensure Loan Officer documentation adhered to compliance standards for State Examinations, guaranteeing loan completion prior to disbursement.

Performed State Examination

Audits, rigorously reviewing files to maintain compliance with state regulatory laws.

Implemented Fraud

Review processes to scrutinize documents and establish protocols for fraud prevention within the organization.

Virtual Assistant - Compliance Specialist - Virtual Freelancer Asia - Client: Nexa Mortgage - Antipolo, Rizal - Phoenix, Arizona

(2021-06)

• Conducted meticulous Quality Check Payroll Reviews to ensure Loan Officer documentation adhered to compliance standards for State Examinations, guaranteeing loan completion prior to disbursement.
• Performed State Examination Audits, rigorously reviewing files to maintain compliance with state regulatory laws.
• Implemented Fraud Review processes to scrutinize documents and establish protocols for fraud prevention within the organization.
• Managed Compliance Clean-Up operations, systematically reviewing and updating files to reflect current status.
• Provided critical support to the Operations Director and Manager, overseeing team functions and stepping in during their absence.
• Coordinated Compliance team schedules, monitoring lunch and break times to optimize workflow.
• Delivered essential compliance guidance to Loan Officers and team members, enhancing organizational knowledge and adherence to regulations.
• Facilitated Compliance training sessions, educating staff on best practices and regulatory requirements.

Secretary - Data Privacy, Security and Transportation Services Office - La Salle College - Antipolo - Antipolo

(2017-10 - 2019-07)

• Facilitated and monitored the implementation of data privacy policies as an assistant to the Data Protection Officer.
• Managed communication, including taking messages and returning calls for bus drivers, parents, and students.
• Performed receptionist duties, ensuring a professional greeting and meeting experience for customers.
• Organized and maintained daily, weekly, and monthly agendas, coordinating new meetings and appointments.
• Ensured the confidentiality of student information through encryption in the data privacy system.
• Composed and circulated memos, forms, and letters to support office communication.
• Conducted annual inspections of vehicles to uphold transportation safety standards.
• Monitored expenses, prepared financial reports, and maintained budgetary discipline.
• Maintained systematic filing of documents for efficient record-keeping.
• Oversaw office supply inventory and placed orders to ensure resource availability.
• Handled payment requests for gasoline and vehicle maintenance expenses.

On-the-Job Training After Sales Department - The Covenant Car Company of the Philippines, Chevrolet Philippines - Manila

(2014-11 - 2015-02)

• Efficiently distributed meeting agendas, reports, and ratified minutes to relevant stakeholders.
• Compiled detailed reports and minutes with a focus on accuracy and clarity.
• Managed and maintained comprehensive documentation of office operations, ensuring organizational efficiency.

Bachelor of Science - Business Administration Major in Marketing Management - University of Rizal System (2015 - 2015)

High School Diploma - Binangonan Catholic College (2010 - 2010)

Binangonan Elementary School (2006 - 2006)