Grace Lagrana
Aintree,VIC
Summary
Experienced and dedicated Administration Officer with a strong background in administration and account management and over a decade of professional work experience. Known for thoroughness, stroing attention to detail, and a remarkable ability to quickly grasp new concepts. Adept at handling complex tasks and ensuring accuracy in all administrative processes. Committed to delivering exceptional results and contributing to the overall success of the organisation.
Overview
14
14
years of professional experience
Work History
Administration Officer
Clear Lease Pty Ltd
08.2023 - Current
- Daily issuance of invoices
- Setting up and updating of clients' profile and account in Catche-system ensuring that all information are accurately entered
- Daily allocation of payments to the Catch-e system
- Termination and reconciliation of novated lease contracts and processing refund of surplus funds to the client's bank account
- Setting up payment plans for when the account falls into a deficit following reconciliation
- Managing the debt collection process for overdue accounts
- End-of-month- reconciliation of fuel card transactions and insurance premium and processing payment to the respective suppliers
- Organising temporary additional payments for when the client request
- Responding to clients' enquiries relating to invoices, account statements, payment schedules, receipts report
- Manages the novated contracts for the duration of the lease from ordering of fuel cards, registration and insurance payments, approval of client reimbursements, and making the finance payments
Settlement Officer
Clear Lease Pty Ltd
08.2023 - Current
- Managing the novated leasing finance application process from submission, documentation, and settlement across a number of lenders
- Credit checking and evaluating financials to ensure that the application meets servicing requirements
- Collaborating with sales team to effectively manage client inquiries and provide timely updates on application status until finance settlement
Special Accounts Management Officer
Metropolitan Bank and Trust Co.
09.2021 - 12.2022
- Managing a commercial and housing loan portfolio consisting of existing borrowers who are considered delinquent and need special handling (both secured and unsecured)
- Evaluating borrowers' creditworthiness and recommending loan repayment plans aligned with their capacity to pay
- Ensuring that all payment dues for both housing and commercial loans are duly collected
- Conducting client calls and plant visits to assess business status regularly
Team Leader
Metropolitan Bank and Trust Co.
06.2018 - 08.2021
- Mentoring and collaborating with the Relationship Managers as well as the Relationship Associates to ensure proper handling of all existing and prospective borrowing accounts
- Spearheading efforts to ensure individual Relationship Manager’s achievement of all metrics in the Performance Appraisal
- Directing the team towards shared goals and outcomes in line with the higher management’s vision.
Relationship Manager
Metropolitan Bank and Trust Co.
04.2014 - 08.2021
- Evaluating credit worthiness of new and existing borrowers belonging to the SME market by conducting financial and risk analysis and recommends a loan package suitable for their needs (both secured and unsecured)
- Generating collateral business through deposits, international and domestic trade transactions, remittances and foreign exchange transactions
- Conducting client calls and plant visits to help analyse clients’ needs and provide sound financial advice
- Proper documentation of all loan accounts and that all loan releases comply with the bank policies and Central Bank regulations
- Closely monitoring of all accounts to be able to detect early warning signals and undertake remedial measures to avoid possible losses to the Bank
- Conducting annual account review to ensure a healthy loan portfolio
Relationship Manager
China Bank Savings (formerly Planters Development Bank)
01.2011 - 03.2014
- Same duties and responsibilities as Metropolitan Bank and Trust Co.
Education
BS in Business Administration (Cum Laude) -
University of The Philippines – Diliman
Philippines04.2010
Skills
- Quick-learner
- Critical thinking
- Detail-oriented
- Ability to work in a fast-paced environment
- Organisational skills
- Proficient verbal and writing skills
- Account management
- Team player
- Time management
- Microsoft suite including Microsoft 365
References
Available upon request
Timeline
Settlement Officer
Clear Lease Pty Ltd
08.2023 - Current
Administration Officer
Clear Lease Pty Ltd
08.2023 - Current
Special Accounts Management Officer
Metropolitan Bank and Trust Co.
09.2021 - 12.2022
Team Leader
Metropolitan Bank and Trust Co.
06.2018 - 08.2021
Relationship Manager
Metropolitan Bank and Trust Co.
04.2014 - 08.2021
Relationship Manager
China Bank Savings (formerly Planters Development Bank)
01.2011 - 03.2014
BS in Business Administration (Cum Laude) -
University of The Philippines – Diliman
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