Laila Diaz

Dynamic banking professional with 9 years of experience in the financial industry, specializing in salary loan processing, credit documentation, and MSME telesales. Experienced in client relationship management, lead generation, and credit support. Proven ability to handle high-volume accounts, maintain accurate records, and connect business owners with appropriate financial solutions.

Skilled in communication, customer service, and achieving performance targets while ensuring compliance with banking standards.

Telesales Specialist - BDO Network Bank

(2024-01)

• Generate leads from company databases, websites and marketing campaigns
• Conduct cold calls to MSME Business owners to introduce Bank products and financing solutions.
• Maintain accurate records of calls, client responses, and lead status.
• Achieve daily call targets, lead generation goals, and monthly sales performance.

Credit Assistant - BDO Network Bank

(2017-01 - 2024-12)

• Ensuring loan requirements are complete prior to loan release/booking.
• Provides regular MIS, reports and forms according to standard process. Assists the Loan
• Responsible for the tasks such as but not limited to scheduling of loan releases, filing and warehousing applications and documents, organizing loan folders, encoding of necessary data and results into the loans system/s, and the like.

Bachelor of Science - Entrepreneurship (Business Administration) - Eastern Visayas State University (2014-01 - 2015-12)