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Emma Rose Bausas

@emmarosebausas

Banking operations professional at BPI FAMILY SAVINGS BANK who reviewed loan documents, supported loan booking, and coordinated lending accounts.

Philippines

Message

What I'm looking for

I’m seeking a return to corporate work in a work-from-home setup, where I can apply my banking and financial operations experience alongside my recent training in mortgage processing and cloud accounting.

At BPI FAMILY SAVINGS BANK, I reviewed loan applications and supporting documents, coordinated lending workflows, and helped move approved loans through settlement. As External Sales Support Head, I conducted final document reviews before Bank Guaranties were issued and served as an authorized signatory for loan documents.

Earlier, I supported clients and institutional accounts from inquiry through settlement, checked documentation against lending guidelines, and coordinated mortgage registration with the Registry of Deeds. As Marketing Associate, I maintained digital client and loan records and responded to client inquiries by phone and email.

Since March 2019, I’ve managed family household responsibilities while undertaking professional upskilling. I completed training as a Virtual Assistant for Mortgage Brokers in the Australian market and earned credentials in Xero, QuickBooks Online, and bookkeeping.

Experience

Work history, roles, and key accomplishments

External Sales Support Head

BPI Family Savings Bank

May 2017 - Feb 2019 (1 year 9 months)

Led a high-performing operations support team, ensuring adherence to banking compliance frameworks and internal auditing standards. Coordinated with External Sales Officers servicing high-volume referral accounts from Brokers, Agents, and Developers, resolving missing documentation and account discrepancies swiftly.

Banking Compliance Internal Auditing Loan Documentation Account Management Team Leadership Customer Service

Internal Sales Support Head

BPI Family Savings Bank

Jan 2016 - Apr 2017 (1 year 3 months)

Performed second-level underwriting reviews of high-volume loan accounts and supporting documents, ensuring absolute completeness, accuracy, and policy compliance before loan approval and booking. Coordinated branch-originated referrals and internal department workflows to eliminate bottlenecks and streamline the loan pipeline.

Underwriting Loan Processing Policy Compliance Workflow Coordination Audit Trails

Sales and Marketing Officer

BPI Family Savings Bank

Jan 2014 - Dec 2015 (1 year 11 months)

Managed loan and institutional account portfolios, ensuring timely and accurate processing of client applications from inquiry to settlement and KYC protocols. Guided clients through pre-approval and post-approval documentation and coordinated with liaison personnel for mortgage registration.

Loan Processing KYC Customer Relationship Management Document Verification Property Finance and Land Charges (Mortgage Registration)

Management Trainee

BPI Head Office

Feb 2014 - May 2014 (3 months)

Completed intensive corporate training focused on institutional accounting policies, financial management, credit analysis, and auditing procedures.

Accounting Financial Management Credit Analysis Audit

Marketing Associate

BPI Family Savings Bank

Jun 2008 - Jan 2014 (5 years 7 months)

Maintained structured digital databases of client records, loan schedules, and financial transaction logs within the bank’s secure database. Handled high-volume client inquiries via phone and email, providing clear instructions on loan requirements and documentation guidelines.

Database Management Customer Service Loan Documentation Record keeping