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Claire Angelic Urmatan

Claire Angelic Urmatan

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Skills: Virtual Assistant

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Experience: Client Evaluation Data Entry Loan Processing Documentation Client relations Presentation Customer Service Email and Calendar Management

I was a credit personnel for 7 years and spent a few months as an Implementation Consultant. I believe that the skills I gained from these roles will be beneficial in a Virtual Assistant position. As a Credit Assistant, I consolidate the bank's total loan portfolio, releases, and past dues. The operating branches regularly send me their weekly and monthly reports, which I then consolidate using Microsoft Excel. After consolidating the data, I create a summary of these reports in Microsoft Word. I also present the final reports to the board of directors using a PowerPoint presentation. Keeping both monthly and weekly reports has helped me develop my attention to detail, organizational skills, resourcefulness, and communication abilities. I need to be attentive to discrepancies in the branch reports, identify which branch provided incorrect information, and communicate the errors effectively so they can make the necessary corrections. I am also responsible for answering the operating branches' questions regarding the bank's loan policies and procedures. As a Credit Officer, I process loan applications. I evaluate clients through personal visits or phone calls. I review the reports provided by the servicing branch and cross-check all the information included in their reports by interviewing the clients. If there are discrepancies between my interview results and the servicing branch's report, I clarify these discrepancies with the branch. After the evaluation, I create reports using Microsoft Excel, which include the Balance Sheet, Projected Income Statement, Projected Cash Flow Statement, Borrowers Risk Rating, Validation Report, and Credit Approval Memorandum. I also maintain a record of all the loans I processed throughout the year. This role has helped me develop my strong interpersonal skills, resourcefulness, attention to detail, patience, and understanding—qualities I believe will be beneficial in a Virtual Assistant role. As an Implementation Consultant, I am the primary contact person for clients encountering issues with our mobile application. I assist them step-by-step in resolving their issues to ensure that the app runs smoothly and does not cause problems for their clients. I am also responsible for the necessary configurations to enable certain features of the app to function properly. In addition to these tasks, I handle documentation. Most of my work involves creating manuals for two of our mobile applications. I also document step-by-step procedures for downloading our app from Firebase, compile FAQs for common issues and concerns, and create feature guides, among other materials. I use Google Sheets, Docs, and Slides for these documentation tasks. I also assist my project manager with his tasks when he is on leave or needs to attend to urgent matters. My background in client relations, client evaluation, documentation, data entry, presentation, and combined with my skills in managing expectations and providing support, align closely with the core competencies required for a Virtual Assistant. I am eager to bring my dedication and positive attitude to your company and contribute to your team’s success.
$/hr

Work History

Implementation Consultant
NXTBK Inc.
03/25/2024 - 09/30/2024

I am the primary contact person for clients encountering issues with our mobile application. I assist them step-by-step in resolving their issues to ensure that the app runs smoothly and does not cause problems for their clients. I am also responsible for the necessary configurations to enable certain features of the app to function properly. In addition to these tasks, I handle documentation. Most of my work involves creating manuals for two of our mobile applications. I also document step-by-step procedures for downloading our app from Firebase, compile FAQs for common issues and concerns, and create feature guides, among other materials. I use Google Sheets, Docs, and Slides for these documentation tasks. I also assist my project manager with his tasks when he is on leave or needs to attend to urgent matters.

Credit Officer
First Isabela Cooperative Bank
04/15/2020 - 03/31/2022

One of my main responsibilities is to process loan applications. I evaluate clients through personal visits or phone calls. I review the reports provided by the servicing branch and cross-check all the information included in their reports by interviewing the clients. If there are discrepancies between my interview results and the servicing branch's report, I clarify these discrepancies with the branch. After the evaluation, I create reports using Microsoft Excel, which include the Balance Sheet, Projected Income Statement, Projected Cash Flow Statement, Borrowers Risk Rating, Validation Report, and Credit Approval Memorandum. Before the loan application can be recommended by my unit head, I must first defend my recommendation for the loan. I also maintain a record of all the loans I processed throughout the year.

Credit Assistant
First Isabela Cooperative Bank
05/25/2024 - 04/14/2020