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  • Rosal

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    Hamdani Bahali
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    The document reports on the daily activities of an employee for the months of July and August 2023. In July, the employee assisted members by filling out forms, arranging documents, computing account balances, and uploading signature cards. In August, similar tasks were performed including arranging cash documents, assisting with applications, collecting loan payments, and helping members with withdrawals. The employee's report demonstrates organizing files and providing customer service to members through the loan and account processes.

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    The document reports on the daily activities of an employee for the months of July and August 2023. In July, the employee assisted members by filling out forms, arranging documents, computing account balances, and uploading signature cards. In August, similar tasks were performed including arranging cash documents, assisting with applications, collecting loan payments, and helping members with withdrawals. The employee's report demonstrates organizing files and providing customer service to members through the loan and account processes.

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    © All Rights Reserved
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    3 views2 pages

    Rosal

    Uploaded by

    Hamdani Bahali
    The document reports on the daily activities of an employee for the months of July and August 2023. In July, the employee assisted members by filling out forms, arranging documents, computing account balances, and uploading signature cards. In August, similar tasks were performed including arranging cash documents, assisting with applications, collecting loan payments, and helping members with withdrawals. The employee's report demonstrates organizing files and providing customer service to members through the loan and account processes.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    ACCOMPLISHMENT RFPORT

    For the month of July


    Date Daily Activities
    July 12, 2023 First day, orientation, knowing officemates.
    July 15, 2023 Arranged load documents and attachments in their respective folder inside
    the file storage room.
    July 17, 2023 Assisted some members in fill-outing their withdrawal forms.
    July 18, 2023 Assisted new members in fill-outing their application forms.
    July 19, 2023 Put members application/documents to their designated folder and
    arranged them by their CID No.
    July 20, 2023 Computed and filled out members account cash balance and account
    interest.
    July 21, 2023 Arranged loan documents/attachments in their respective folder inside the
    file storage room.
    July 24, 2023 Assisted new applicants in fill-outing their application forms.
    July 25, 2023 Assisted members in fill-outing their emergency loan forms.
    July 26, 2023 Arranged signature cards by their CID No. in ascending order.
    July 28, 2023 Took a photo of signature cards and uploaded them to the GDRIVE and
    changed its filename.
    July 29, 2023 Checked the signature cards and segregated those not yet checked and
    approved.
    July 31, 2023 Assisted new/old members to fill out their application forms, re-loan,
    business loans, salary loans and even emergency loans. Also, assisted
    members with their withdrawal requirements by photocopying their valid
    id and authorized claimants valid ID.

    ACCOMPLISHMENT REPORT
    For the month of August
    Date Daily Activities
    August 01, 2023 Arranged the Cash/Disbursement, Journal Voucher and Loan Voucher in
    ascending order.
    August 02, 2023 Inserted the Cash/Disbursement, Journal Voucher and Loan Voucher in
    ascending order by their CID No, LV No, and CV No.
    August 03, 2023 Checked the inserted new documents (Cash/Disbursement, Journal
    Voucher and Loan Voucher) if some papers our not yet signed, checked
    and approved by the branch manager, bookkeeper and account officer.
    August 04, 2023 Assisted new members in fill-outing their forms.
    August 05, 2023 Done general cleaning in the office for better environment and workplace.
    August 07, 2023 Checked the Signature Cards and took out those that do not have id
    picture.
    August 08, 2023 Put members application/documents to their designated folder and
    arranged them by their CID No.
    August 09, 2023 Assisted our Branch manager and Account Officer to Brgy. Small
    Margus, where we conducted a meeting about their group loan to change
    it into individual for better benefits.
    August 11, 2023 Arranged members application forms and documents to their designated
    folders inside the file storage room.
    August 12, 2023 Checked if some papers and documents in application forms and
    attachments if they are good to go or not yet checked and approved.
    August 14, 2023 Assisted some new members in fill-outing their application forms.
    August 15, 2023 Assisted our Account Officer and went to different BCS members to
    collect loan payments. The following are the barangays in Glan Sarangani
    that we went to : Brgy. Small Margus Brgy. Big Margus Brgy. Rio Del
    Pilar Brgy.
    August 16, 2023 Took a picture of BCS members signature card, uploaded it to GDRIVE
    and changed its filename.
    August 17, 2023 Arranged the signature cards by their card identification number in
    ascending order. Printed CID No. paste it on the folder, and arrange their
    application forms to their designated folder, one by one.
    August 18, 2023 Assisted new/old members to fill out their application forms, re-loan,
    business loans, salary loans and even emergency loans. Also, assisted
    members with their withdrawal requirements by photocopying their valid
    id and authorized claimant’s valid id.

    Prepared by:
    Rosal C. Array

    Noted by:
    Maricris Falsario
    Branch Manager

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