95%
MONA LISA MONSERATE
VIRTUAL ASSISTANT. BOOKKEEPER. LEARNER SUPPORT OFFICER.
CUSTOMER CARE AND COLLECTION SPECIALIST
EDUCATION
Partido State University
June 2003 – April 2007
Bachelor’s Degree Graduate in
Accountancy
Service Awardee, University
Journalist, Academic Scholar, Dean
Lister
PROFILE
Reliable and detail-oriented Virtual
Assistant, Bookkeeper, Learner Support
Officer and Accounting Specialist with a
stellar record of good financial
management and customer service.
Adept at managing multiple account
assignments and queries in a courteous and
professional manner.
Knowledgeable and experienced
Customer Care and Collection Specialist.
WORK EXPERIENCE
UPWORK - Learner Support Officer
September 2019 – January 2021
Communicate to all interested learners to discuss information and processes
of all government-funded and self-funded beauty courses, and to enroll
them on to the academy.
Transmedd Medical Services - Bookkeeper/VA
July 2017 – March 2019
Set-up and maintain QuickBooks account. Handle client’s daily finances and
bank accounts. Make calls for client’s request and financial engagement.
Research. Handle AP/AR. Prepare bank reconciliations. Work with client’s US
Accountant. Other Adhoc.
CONTACT
PHONE:
-
EMAIL:-
Sykeas Asic, Inc Team Manager, Macquarie Bank
March 2012 – July 2017
Manage teams of Deposits, Bank Reconciliations and International Banking
composed of 9- 15 members. Assist on hiring process and support training.
Communicate directly to Macquarie counterpart in Australia. Act as the first
point of escalation for any banking transactions. Coach members to maintain
goals. Prepare all necessary reports and assessments.
SKILLS
MS Office
80%
Bookkeeping
80%
Customer Service
90%
Management
90%
Communication
Partido State University
June 1999 – April 2003
High School Graduate
Honor Student
80%
Sykeas Asic, Inc Loss and Collections Product Trainer and Specialist, Ally Bank
(Formerly GMAC)
July 2009 – February 2012
Develop and organize training materials, audiovisual, documentation and training
procedures. Conduct classroom trainings and State Compliance Trainings.
Communicate with clients for weekly updates, calibrations and any productrelated issues. Create reports and monitoring sessions. Support internal
operations with training needs.
Sykeas Asic, Inc Customer Care Specialist, Ally Bank (Formerly GMAC)
October 2007 – July 2009
Take inbound and outbound calls to provide professional and efficient customer
service to the consume for their retail and lease car loan accounts.