Karen Balbuena
Burlington,Ontario
Summary
Skilled Care Provider assisting elderly and children convalescents, or persons with disabilities with daily living activities in-home or within care facility. Keep house by making beds, doing laundry, washing dishes and preparing meals. Advise families regarding health concerns, nutrition, cleanliness and household activities.
Overview
24
24
years of professional experience
1
1
Certification
Work History
PSW
Jessica Fournier
Burlington, Ontario
11.2023 - Current
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
- Built strong relationships with clients to deliver emotional support and companionship.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
Property Administrator
Palmer Place ( Senior Home )
Burlington, Ontario
09.2022 - Current
- Handled resident complaints and expedited maintenance requests
- Inspected properties regularly to identify deficiencies and schedule repairs
- Collected monthly assessments, rental fees, deposits and payments
- Met with prospective tenants to show property and assess applications or sign leases
- Completed lease applications and verifications, notifying prospects of results
- Coordinated with maintenance and contractors to promote timely turnovers after move-outs
- Developed and maintained strong working relationships with owners and tenants to minimize hassle for both parties
- Investigated and resolved property complaints and violations to foster pleasant living environment for residents
- Issued non-payment notices to delinquent tenants in accordance with lease, county and state regulations
- Built relationships with service vendors and submitted associated billing statements
- Implemented rental payment policies and pursued delinquent accounts via phone calls and personal visits.
Bookkeeper
THD, Accounting Consulting Inc
02.2022 - 08.2023
- Bookkeepers complete data entry, collect transactions, track debits and maintain and monitor financial records Pay invoices, file tax returns
- Entered deposits, credit card charges and sales entries to facilitate cash management.
Business Center Head
Robinsons Bank
01.2021 - 12.2021
- Connected with clients and developed strategies to achieve sales and customer service goals
- Managed and inspired team members to perform to full potential, driving branch profitability
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Increased efficiency and drove branch revenue by optimizing daily operations
- Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions
- Analyzed competitors and market trends to facilitate business growth.
Branch Head
PSBank
04.2013 - 09.2018
- Managed and inspired team members to perform to full potential, driving branch profitability
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Disciplined employees to encourage compliance with company policies and procedures
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives
- Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers
- Established and deepened relationships with new and existing corporate and retail customers by formulating a sound, aggressive and deliberate program of account acquisition and consolidation to meet target volume profit objectives.
Marketing Officer
BDO UNIBANK INC
08.2006 - 04.2013
- Created a positive customer experience through effective branch management and timely processing of customer transactions and account servicing
- Prepared and formulated marketing and business plans that included marketing strategies geared towards the achievement of the short-term and long-term volume and income objectives of the branch
- Ensured branch's compliance and implementation of the bank's policies and procedures.
Assistant Manager
ASIA UNITED BANK
01.2003 - 01.2004
- Identified market opportunities and consumer needs
- Implemented branch marketing activities
- Marketed the various consumer and corporate banking products and services with the emphasis on account solicitation and expansion within the branch target market.
Marketing Officer
MAYBANK PHILIPPINES INC
01.2000 - 01.2003
- Promoted good customer relations
- Sourced new customers through self-initiative
- Conducted product presentations of the bank's products and services
- Recommended product changes to enhance customer interest and maximize sales
- Mentored marketing personnel on best practices and protocols to maximize productivity.
Education
Post Graduate Certificate Program - Business Management
FANSHAWE COLLEGE
London, ON08.2023
Bachelor of Science - Administration Management with Computer Applications
ST. SCHOLASTICA'S COLLEGE
Manila, Philippines08.1997
Skills
- Customer Relations
- Relationship Building
- Attention to Detail
- Financial Calculation and Analysis
- Time Management
- Accounting and Bookkeeping
- Loan and Account Monitoring
Certification
Basic Life Support (BLS) CPR
Accomplishments
- Created strategies to develop and expand existing customer sales, resulting in a 150% increase in annual sales.
- Processed 5 loan applications per month for 60 months in a row.
- Consistently maintained high customer satisfaction ratings.
- 2017 – Exceeded CASA Target (PSBank)
- 2014 – No. 1 in number of acquired New to the Bank Customers (PSBank)
- 2013 – No. 1 in number of acquired New to the Bank Customers (PSBank)
- 2012 – Biggest Winner in Auto Loan for the Quarter of April to June 2012 (BDO UNIBANK INC.)
- 2012 – Biggest Winner in Auto Loan for the Quarter of July to September 2012 (BDO UNIBANK INC.)
- 2012 – Highest APE for bancassurance for the month of October 2012 (BDO UNIBANK INC.)
- 2011 – 1st place Top Marketing Officer – Credit Card Referrals for the year 2011 (BDO UNIBANK INC.)
- 2011 – 3rd Place Top Marketing Officer – US Dollar Placement for the year 2011 (BDO UNIBANK INC.)
- 2004 – Achieved 150% of CASA Volume (ASIA UNITED BANK)
- 2001-2002 – Achieving 200% CASA/MPA Volume Target for the 4th quarter of FY 2001-2002 (MAYBANK PHILS INC )
- 2001 - Achieving 200% CASA/MPA Volume Target for the 3RD quarter of FY 2001 (MAYBANK PHILS INC )
Languages
English
Full Professional
Timeline
PSW
Jessica Fournier
11.2023 - Current
Property Administrator
Palmer Place ( Senior Home )
09.2022 - Current
Bookkeeper
THD, Accounting Consulting Inc
02.2022 - 08.2023
Business Center Head
Robinsons Bank
01.2021 - 12.2021
Branch Head
PSBank
04.2013 - 09.2018
Marketing Officer
BDO UNIBANK INC
08.2006 - 04.2013
Assistant Manager
ASIA UNITED BANK
01.2003 - 01.2004
Marketing Officer
MAYBANK PHILIPPINES INC
01.2000 - 01.2003
Post Graduate Certificate Program - Business Management
FANSHAWE COLLEGE
Bachelor of Science - Administration Management with Computer Applications
ST. SCHOLASTICA'S COLLEGE
Basic Life Support (BLS) CPR
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