Daryl Jane Casilan

DARYL JANE A. CASILAN B15 L14 Firmville Executive Homes Pahanocoy, Bacolod City, Philippines 6100 Mobile number: - Email address:- Work Experiences: Company Name: Grammar Electrical Ltd. Duration: November 2017 – July 2019 Position Title: Team Leader (May 2018-Jul 2019), Virtual Assistant (Nov 2017-May 2018) Team Lead Role:   Manage a team of 6 Virtual Assistants. Manage HubStaff to check VA’s productivity & timesheet, update schedule, and invoices.  Manage ASANA for all task that needs to be completed and done in a timely manner.  Zoho Admin to check all processes are updated and uploaded.  Check reports are done correctly.  Check Simpro and ensure all Completed Jobs are processed.  Update customer profile, check invoices, extract reports, and other related task in Simpro.  Create, update and manage debtor’s list using google sheet.  Assign task to the team.  Use slack for internal communication, zoom for meetings and give out karma points.  Use 3CX for inbound and outbound calls.  Do the end to end process in hiring new staff (VA).  Training newly hired VA’s.  Review and check call recordings to ensure the quality of the call.  Email, send reports using an excel file/google sheet and calendar management. VA Role:          Call customers/clients to collect past due invoices using HubSpot. Manage disputes and billing inquiry. Clear completed Jobs and call them to do a quick survey. Create, call and send new Job quotes to customers. Use google sheets to manage customer’s accounts. Update customer details in SIMPRO and HubSpot. Research and collect data for new prospects/customers. Adding and managing disputes in ASANA. Data Entry, typing documents and other admin tasks. Company Name: Signature Notary Ink Duration: October 2016 – December 2017 Position Title: General Virtual Assistant/Customer Service (home base)           Email Management using go.daddy webmail. Administrator of Zenefits, organize new hires and payroll. Update and Maintain customer’s record in CRM (Zoho). Use Trello for daily task to work on. Use Zendesk Chat to answer live inquiries from customers. Update office address and contact details in Yelp. Use Ring Central to receive calls and do follow ups. Research and data entry. Calendar Management Jot down minutes of the meeting. Company Name: Embassy Source (Pulse Real Estate) Duration: October 2016 – October 2017 Position Title: Virtual Assistant (home base)      Call Apartment Renters to see if they want to purchase a new home. Circle Prospecting Appointment Setter Use CRM (Vulcan7) to dial out leads Send EOD report Company Name: Accenture Philippines Inc. (Origin Energy Ltd) Duration: April 2015 - May 2016 Position Title: Collections Specialist/Customer Service (office base)       Phone Handling Collect Payment from delinquent accounts. Assess customer for Hardship Email Management Send EOD report Update and Maintain customer’s record in CRM (SAP) Company Name: Acquire Asia Pacific (Flexirent Capital Pty Ltd) Duration: March 2013 - February 2015 Position Title: Collections Specialist/Customer Service (office base)  Phone Handling  Collect Payment from delinquent accounts.      Assess customer for Hardship Skip trace using white pages & Veda Search Generate data, scrub and upload it to the system to be used in the Dialer. Email Management Maintain records and send daily reports in an excel file. Company Name: WNS Global Services Phils. (NYK Line) Duration: February 2012 - March 2013 Position Title: Financial Associate (A/R Collections) (office base)      Sending of SOA (Statement of Account) to top 500 fortune companies in the U.S Reconciliation of invoices. Sending & Editing Invoices. Do Detention & Demurrage billing and disputes. Calendar Management to send out invites for meetings with CEO’s, managers and A/P’s.  Email Management and make sure deadlines are met Company Name: APAC Customer Services Inc. (Sirius XM Radio Inc.) Duration : July 2009 - April 201 Position Title: Listener Care Representative- Retention (office base)       Phone handling Input data into the system for new accounts. Upsell radios Assist minor troubleshooting Answer billing and general inquiries Save customers who wants to cancel their subscriptions. EDUCATION BS Accountancy | Asian Development Foundation-