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Pepito A. Torralba
Etobicoke,STATE_CA
Work Preference
Summary
Detail-oriented banking coordinator known for effective communication and decision-making skills. Successfully streamlined processes and improved client satisfaction metrics through cross-functional collaboration and strategic planning.
Dynamic professional with over 20 years in banking and insurance. Known for exceptional decision-making, strategic planning, and fostering collaboration. Ready to leverage expertise to optimize workflows and improve service delivery.
Overview
52
52
years of professional experience
Work History
Life and A & D Insurance Licence
Ontario East Insurance
12.1989 - 03.2026
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
Banking Co-ordinator
Montreal Trust
Montreal, QC
08.1979 - 06.1994
- Coordinated project timelines and deliverables, ensuring alignment with organizational goals.
- Developed and implemented process improvements to enhance operational efficiency and team collaboration.
- Facilitated communication between departments, streamlining workflows and reducing response times.
- Managed scheduling for team meetings and training sessions, optimizing resource allocation.
- Led cross-functional initiatives to improve service delivery and client satisfaction metrics.
- Analyzed data trends to identify areas for operational enhancements and strategic planning.
Mortgage Co-ordinator
Montreal Trust
Montreal, QC
08.1974 - 06.1989
- Coordinated mortgage application processes to ensure timely approvals and compliance with industry regulations.
- Streamlined document collection procedures, enhancing efficiency and minimizing errors in client submissions.
- Collaborated with underwriting teams to clarify requirements and expedite decision-making on loan applications.
- Mentored junior staff on best practices for customer service and case management within mortgage processing.
- Explained very technical financial information to applicants in easy to understand language.
Education
Bachelor of Commerce - Banking & Finance
University of The East
Manila, Philippines04-1974
Skills
- Multitasking and organization
- Customer service
- Data entry
- Decision-making
- Strategic planning
Languages
Tagalog
Full Professional
Timeline
Life and A & D Insurance Licence
Ontario East Insurance
12.1989 - 03.2026
Banking Co-ordinator
Montreal Trust
08.1979 - 06.1994
Mortgage Co-ordinator
Montreal Trust
08.1974 - 06.1989
Bachelor of Commerce - Banking & Finance
University of The East