Ana Preciosa Rocafor
@anapreciosarocafor
Client-focused field manager candidate with finance, administration, and team leadership experience.
PhilippinesWhat I'm looking for
I am a client-focused field manager candidate with a background in financial services, government administration, and team leadership. I have managed client portfolios, trained and coached advisors, and consistently met performance targets while ensuring compliance with regulatory and company policies.
I bring strong document review, time management, and communication skills, with experience in process improvement, reporting, and digital tools to maintain productivity and client engagement. I seek roles where I can apply my financial advisory and administrative expertise to drive results and support team growth.
Experience
Work history, roles, and key accomplishments
Field Manager Candidate
Sun Life Philippines
Mar 2022 - Present (3 years 11 months)
Managed a client portfolio by delivering tailored financial solutions, trained and coached advisor team to meet KPIs, and streamlined policy, renewal, and claim processing while leveraging digital tools to maintain client engagement.
Admin Assistant
City Government of Makati
Sep 2021 - Nov 2025 (4 years 2 months)
Prepared and monitored financial reports and reviewed documents for compliance, coordinated training schedules and managed departmental communications while supporting process improvement and audit activities.
Sales and Service Associate
Philippine National Bank
Aug 2016 - Aug 2021 (5 years)
Assisted clients with account openings and daily transactions ensuring KYC/AML compliance, performed document verification and initial credit assessments, and contributed to branch sales through cross-selling of financial products.
Education
Degrees, certifications, and relevant coursework
Cavite State University
Master in Business Management, Business Management
2022 - 2023
Completed coursework for a Masters in Business Management between 2022 and 2023.
Far Eastern University
Bachelor of Science, Business Management (Legal Management)
2012 - 2016
Completed a Bachelor-level program in Business Management with a major in Legal Management from 2012 to 2016.
Tech stack
Software and tools used professionally
Availability
Location
PhilippinesAuthorized to work in
Job categories
Skills
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