LORINA O. SALVACION
Jacksonville,USA
Summary
Dedicated Banking and Financial Services Professional with over 30 years of experience in banking, customer relations, financial advisory support, and administrative operations. Extensive background in client relationship management, housing loans marketing, financial education, and customer service gained through banking and financial services roles in the Philippines. Skilled in building strong client relationships, handling administrative processes, and providing personalized financial guidance based on client needs. Seeking to contribute strong organizational, communication, and customer-focused skills in financial services, administrative support, or client-facing roles.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Financial Advisor
Sun Life of Canada Philippines Inc.
Makati, Philippines
03.2020 - 02.2025
- Developed tailored financial plans to meet diverse client needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Guided clients through complex financial decisions with strategic advice.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term account
Senior Service Associate
Bank of the Philippine Islands
Philippines
01.2013 - 03.2020
- Processed broker commission payouts for housing loans and maintained accurate tracking databases.
- Created monthly referral reports submitted to Division Head for General Assemblies.
- Supported housing loan operations with a focus on accuracy, timeliness, and documentation.
Senior Administrative Assistant
Bank of the Philippine Islands
Philippines
09.2010 - 12.2013
- Handled incoming calls and emails, demonstrating strong communication and client service.
- Managed capital and operational expenses for the unit.
- Maintained broker payout records and produced detailed referral reports.
Housing Loans Marketing Assistant
Bank of the Philippine Islands
Philippines
04.2003 - 08.2010
- Assisted Account Officers in sourcing and managing housing loan applications.
- Managed client loan portfolios and ensured document completeness for approvals.
- Provided frontline support to housing loan clients and referral partners.
Administrative Positions
Bank of the Philippine Islands
Philippines
05.1989 - 03.2003
- Held various administrative roles, building strong skills in documentation, reporting, and internal coordination.
Education
Bachelor of Science - Computer Science
AMA Computer College
Makati City01-1988
Skills
- Computer Skills: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Google Workspace
- Soft Skills (Interpersonal Skills): Communication Skills, Interpersonal Skills, Organizational Skills
- Relationship building and management
- Analytical thinking
- Retirement planning
- Attention to detail
- Client relations
- Verbal and written communication
Accomplishments
- Supervised team of 3 staff members.
- Used Microsoft Excel to develop database of broker's referrals.
- Collaborated with team of 7 in the development of Rediscounting Vs Government Securities.
- Collaborated with team of 5 in the development of Broker's Payout Process.
Certification
• Real Estate Virtual Assistance Training | August 2024
• Amazon Online Arbitrage Training | June 2024
• Legal Virtual Assistance Training | September 2024
• Financial Virtual Assistance Training | February 2025
Virtual Assistance Training
- Real Estate Virtual Assistance Training – August 2024
- Amazon Online Arbitrage Training – June 2024
- Legal Virtual Assistance Training – September 2024
- Financial Virtual Assistance Training – February 2025
Languages
English
Professional Working
Timeline
Financial Advisor
Sun Life of Canada Philippines Inc.
03.2020 - 02.2025
Senior Service Associate
Bank of the Philippine Islands
01.2013 - 03.2020
Senior Administrative Assistant
Bank of the Philippine Islands
09.2010 - 12.2013
Housing Loans Marketing Assistant
Bank of the Philippine Islands
04.2003 - 08.2010
Administrative Positions
Bank of the Philippine Islands
05.1989 - 03.2003
Bachelor of Science - Computer Science
AMA Computer College