日本と海外をつなぐクラウドソーシング

Clear Corporate Solutions

Paraplanner

2014/04～ 2014/10

 Conducts research on superannuation funds, risk products, investments, and other financial products invaluable in developing sound financial strategies for Australian clients.
 Evaluates clients' financial statements, asset portfolios, and other supporting documents.
 Formulates strategies and ensures that the Statement of Advice (SOA) prepared and submitted are compliant and adheres to Australia's current financial planning legislation.
 Knowledgeable in the use of the following financial software, viz:
a).COIN;
b).Charter Software; and
c).XPlan (i.e. Generation of Projections using XTools)

IPraxis Pty Ltd

Paraplanner

2014/11～ 2014/04

 Conducted research on superannuation funds, risk products, investments, and other financial products invaluable in developing sound financial strategies for Australian clients.
 Evaluated clients' financial statements, asset portfolios, and other supporting documents.
 Formulated strategies and ensures that the Statement of Advice (SOA) prepared and submitted are compliant and adheres to Australia's current financial planning legislation.
 Utilized the following financial software in the preparation of Statement of Advices (SOAs), viz:
a).COIN;
b).Draft Online;
c). Disclosure Calculator; and
d).XPlan (i.e. Generation of Projections using XTools)

Chailease Finance Ltd.

Account Officer

2001/01～ 2001/11

 Solicited medium to large scale corporate accounts for the company.
 Responsible in evaluating and analyzing the financial capability of prospective clients through the financial data and credit reports furnished by the Credit Management Associations of the Philippines (CMAP) and the Credit information Bureau, Inc. (CIBI).
 Made financial projections and feasibility studies.
 Made credit presentations and recommendations before the Credit Committee.
 Monitored the accounts status of clients.
 Assisted the Legal and Sales Division in the collection of delinquent accounts, as well as in the restructuring of accounts and in the disposal of foreclosed real estate properties of the Corporation

Bank of Tokyo Lease

Account Officer

1996/03～ 2000/05

 Solicited medium to large scale corporate accounts for the company.
 Responsible in evaluating and analyzing the financial capability of prospective clients.
 Made appropriate credit and background investigations on prospective clients and applied appropriate risk management in the consolidation of credit reports.
 Made financial projections and feasibility studies.
 Monitored the accounts status of clients.

Manila Bank

Account Officer

2000/05～ 2000/12

 Solicited medium to large scale corporate accounts for the company.
 Responsible in evaluating and analyzing the financial capability of prospective clients.
 Made appropriate credit and background investigations on prospective clients and applied appropriate risk management in the consolidation of credit reports.
 Made financial projections and feasibility studies.
 Monitored the accounts status of clients.
 Assisted the Legal and Sales Division in the collection of delinquent accounts, as well as in the restructuring of accounts and in the disposal of foreclosed real estate properties of the Corporation