Joemar Mendoza

Responded to and resolved customer inquiries and requests through email in a timely and professional manner. Provided accurate information regarding company products and services and collaborated with other departments to resolve customer issues.

Processed 50–60 policy renewal requests daily while maintaining accuracy and timely completion. Communicated with customers via email regarding upcoming policy expirations and renewal requirements, and escalated complex cases to appropriate stakeholders.

Provided personalized financial planning and advisory support to clients based on their financial goals. Conducted financial needs analyses and performed annual policy reviews to ensure coverage aligned with changing needs.

Conducted credit investigations and assessed customers' financial capacity and loan eligibility. Gathered and processed loan documents, explained loan terms, managed weekly payment collections, and assisted with petty cash management.

Provided administrative and clerical support, including answering calls, managing files, responding to emails, and assisting visitors. Assisted with scheduling, document preparation, records management, and daily office operations.

Processed data transactions with accuracy and adherence to established procedures.

Performed data analysis and transaction processing while maintaining accuracy and adherence to established procedures. Managed high-volume data and ensured timely completion of assigned tasks.

Bachelor of Science in Business Administration degree from Lyceum of the Philippines University Batangas from 2002 to 2006.