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Cherrie Francisco Documentation Assistant

Manila, Philippines

CHERRIE A. FRANCISCO
#5 Marikina St. Maypajo, Caloocan City, Metro Manila, Philippines
+639178679562
[email protected]

CAREER SUMMARY
Detailed and focused professional with 10 years’ experience of handling confidential and multiple tasks as efficient as possible. Well-developed interpersonal communication skills to work effectively and proactively with people from diverse professionals. Flexible, team player and fast learner who can absorb new ideas and proven record of organizing wide range of administrative duties.
PROFESSIONAL EXPERIENCE
Senior Documentation Assistant
China Banking Corporation (October 2014 – present)
CMG – Credit Documentation and Control – Securities Custodianship
– Processes requests for partial/full release of collateral documents such as but not limited to Certificate of Registration of Motor Vehicle, Transfer Certificate of Title, Stocks Certificates, Deposit Accounts, Life Insurance and etc.
– Prepare collateral documents for releasing in accordance with the terms and conditions of the Credit Approval, standard operating procedures, approved bank policies and guidelines within the set service levels agreed.
– Provide documentation support and coordinates with Mid-Senior Officers and staffs of different groups of the bank particularly in Institutional Banking Group, Consumer Banking Group, Acquired Assets, Legal and Collection Division and Branches regarding to release of collaterals.
– Prepare the monthly registration renewal of bank’s car assigned or lease to all officers of branches and head office to be submitted in Adminisration Dept and requests for Insurance renewal of bank’s car to Insurance Department.
– Handles the release of documents to clients and/or authorized representative and/or concerned bank employees
– Verifies the signature of the client before releasing of collateral
– Answers inquries of internal clients thru email and phone

Credit Records Custodian
China Banking Corporation (February 2011 – October 2014)
CMG – Credit Information Management – Credit Records Section
– Received credit files from different lending units of the Bank and ensured that documents encoded in the business units’ transmittal are on hand
– Reviewed and refiled credit folders ensuring standardized categorization and file integrity
– Maintained a database of all credit files and credit folders of all borrowing accounts
– Encoded instantaneously all credit files received, credit folders borrowed, and returned in their respective databases for monitoring and tagging purposes
– Periodically performed culling of old credit files based on policy regarding appropriate retention period of each document
– Attended to requirements of internal audit and regulators, as part of their audit exercise review of the credit folders

Administrative Staff
China Banking Corporation (November 2009 – January 2011)
CMG – Credit Documentation and Control – Documentation Management System
– Pulled-out documents from credit and collateral folders assigned for scanning in the Document Management System
– Handled the relevant documents for scanning to be included in the Document Management System
– Sorted and filed documents in their corresponding credit and collateral folder tabs
– Encoded the appropriate index fields for each document in the Document Capture Program
– Performed other related functions as may be assigned

Corporate Planning Staff
Europlay Distributor Company, Inc. (February – July 2009)/Richwell Trading Corporation (September 2008 – February 2009)
– Encoded daily sales report submitted by the Concession Department on a timely manner
– Followed-up daily sales report of outlets to the coordinators who do not submit their documents on time
– Reported to the department head every day the encoded daily sales report of outlets
– Filed daily sales report in an orderly manner
– Aided in encoding physical inventory during year-end

SEMINARS
7 Habits of Highly Effective People – July 2019

Signature Verification – October 2018

Loan Documentation – February 2018

Data Privacy Course – January 2018

Anti-Money Laundering Act – January 2017

EDUCATION

Bachelor of Science in Banking and Finance (2002-2008)
Polytechnic University of the Philippines

Other Relevant Data
Birthdate: November 10, 1985
Civil Status: Single
Citizenship: Filipino
Religion: Roman Catholic
Language Spoken: Filipino and English

CHARACTER REFERENCE
Laveen T. Caballero
Supervisor
Credit Documentation and Control – Securities Custodianship
8745 Paseo De Roxas corner Villar St. Makati City
Contact No. 885-5285

Caren Joy A. Turingan
Manager
Credit Documentation & Control – Documentation Review Unit, China Banking Corporation
8745 Paseo De Roxas corner Villar St. Makati City
Contact No. 885-5589