Ma Angelica Cabra

• Administration of the mortgage process (KYC Verification, Review of client documentation for accuracy, completeness and compliance of mortgage applications) for clients purchasing real estate.

• Liaising with clients, financial institutions, and internal teams to ensure smooth and efficient mortgage transactions.

• Maintain accurate records of all mortgage applications and their status. Ensure alignment and timely completion of tasks/stages from Preapproval till loan disbursement.

• Responsible for providing quality education to BSBA major in Finance students taking Banking and Finance subject.

• Responsible for providing quality education to BSBA major in Marketing students taking Strategic Management subject.

• Develop an Outcome Based Teaching Learning Plan (OBTLP) that is up-to-date and reflective of current trends in the field.

• Prepare and deliver lectures and other instructional materials in alignment with the curriculum and course objectives

• Primary point of contact on all Middle Office Services concerns.

• Manages and authorizes the activities of the Middle Office team and supervises the Middle Office Analysts and messengers.

• Oversees the reconciliation, reporting, and monitoring of resolution of all discrepancies/deficiencies with counterparties.

• Ensures that all placements are correctly recorded to the system and Client's SOA is delivered in a timely manner.

• Checks correctness of bank certifications / balance confirmations as requested by clients.

• Prepares and submits department's annual budget. Highlights: Introduced a rotation schedule and monitoring for the messengers. This is to familiarize both one's route and client's addresses. Created a process operation manual for the approving officer. This includes process flow diagram for future reference in trainings and for time and motion analysis Identified the discrepancies in the reports of the previous year's audit result. Worked with the IT department for the current system enhancement and part of the team proposing system design for the new Wealth Management ordering system.