Summary
Overview
Work History
Education
Skillset
References
Timeline
Generic
MITZ CALIMLIM

MITZ CALIMLIM

Financial Service Representative / AR Collection
Quezon City

Summary

Experienced financial services professional with a strong background in accounting, banking practices, and client-focused service. Proficient in managing client accounts receivable, providing billing services, and effectively communicating with clients to ensure timely payments. Skilled in SAP navigation and intermediate-level Microsoft Excel usage. Possess analytical abilities, interpersonal skills, and a detail-oriented approach to work. Able to work independently and collaboratively within a team environment to achieve departmental goals and maintain high standards of service delivery. Proven track record of customer service excellence, integrity, and effective communication.

Overview

8
8
years of professional experience

Work History

Financial Services Representative I

Insight Direct Philippines LLC
06.2022 - Current
  • Manage an assigned portfolio of client AR
  • Mail/E-Mail system generated form letters to clients to encourage payment of delinquent accounts
  • Provide required billing for assigned portfolio
  • Contact delinquent accounts by phone, fax or email
  • Confer with clients by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service or credit contract
  • Keep detailed record/status of their ongoing collection efforts
  • Receive payment information from clients and record amounts promised to be paid into client's account
  • Notify Sales Rep if they experience any difficulties in contacting the client or securing payment on the past due amounts
  • Provide Accounts Receivable with check/wire/ACH application information
  • Update Collections Management with status reports on top delinquent accounts
  • Sort and file correspondence
  • Able to effectively communicate with clients and fellow Insight teammates
  • Meet SLA's (Service Level Agreements) with sales and clients
  • Maintain portfolio goals aligned to departmental standards
  • Other duties as assigned.

Sales Associate

United Coconut Planters Bank
6 2019 - 3 2021
  • Provide customer service by assisting client's request and concerns
  • Notify and inform clients thru phone call or email for their dues, payments (e.g
  • Pay-off balance of loans) and maturing investments (e.g., Time Deposits)
  • Coordinating instructions from Head Office to clients vise versa.

Bank Teller

United Coconut Planters Bank
08.2017 - 06.2019
  • Processing customer transactions, e.g
  • Withdrawals, deposits, payments, money transfers
  • Maintaining working cash drawer and ATM machines
  • Providing customer assistance for bank products and services
  • Performing back office administrative and accounting duties
  • Performing document inquiries and resolving disputed transactions
  • Performing general duties in support of bank operations
  • Processing local checks by scanning it thru Check Image Clearing System
  • Account opening
  • KYC documents, risk profiling and due diligence of client's
  • Encodes client inform to Client Information Maintenance System (CIMS)
  • Request Debit Cards thru Card Management System (CMS)
  • Daily printing of reports and informing the Branch Manager or any Officer in the branch for all necessary information
  • Proper documentation of Branch Reports and Client's information
  • Proper handling of branch accountable.

Intern

Eagle Broadcasting Corporation
11.2016 - 03.2017
  • Prepared costing merchandise for movie events and company merchandise
  • Prepared a power point presentation for company's merchandise
  • Contact SMEs for sponsorship of a TV Program
  • Marketing and Promotions
  • Route memos or documents to other departments
  • Assist officers for their personal needs.

Education

Bachelor of Science - Business Ad Major in Financial Management

New Era University
Philippines
05.2001 -

Skillset

  • Knowledge of accounting and bank practices and techniques
  • Analytical skills
  • Interpersonal skills and client-focused mentality
  • Able to work with minimal or no supervision
  • Accuracy and discretion
  • Ability to work as part of a team
  • Customer service skills
  • Attention to detail
  • Verbal communication
  • Integrity
  • Selling to customer needs
  • Documentation Skills
  • Microsoft excel: Intermediate
  • Proficient in navigating SAP systems

References

  • Atty. Christian Mei Gonzales, MScM., 02-8711-4770 / 0995-961-5959
  • Dr. Norbie Casabal, Managing Director, The Nobleminds, 0917-613-6822
  • Ms. Jelennie Francisco, Sales Officer, LANDBANK (former UCPB), 0942-575-4486
  • Ms. May Bellini, Customer Service Manager, Agco Corporation Australia, +614-2187-2475
  • Ms. Angelica Ornada, Supervisor Insight Direct Philippines LLC, 0927-738-8350
  • Sir John David Viado, Financial Service Manager Insight Direct Philippines LLC, 0942-247-9669

Timeline

Financial Services Representative I

Insight Direct Philippines LLC
06.2022 - Current

Bank Teller

United Coconut Planters Bank
08.2017 - 06.2019

Intern

Eagle Broadcasting Corporation
11.2016 - 03.2017

Bachelor of Science - Business Ad Major in Financial Management

New Era University
05.2001 -

Sales Associate

United Coconut Planters Bank
6 2019 - 3 2021

Similar Profiles

CREATE PROFILE
MITZ CALIMLIMFinancial Service Representative / AR Collection