Mona Lisa Monserate

Mona Lisa Monserate

$6/hr
Virtual Assistance, Bookkeeping, Customer Service, Collections, Banking
Reply rate:
-
Availability:
Full-time (40 hrs/wk)
Age:
39 years old
Location:
Lagonoy, Camarines Sur, Philippines
Experience:
12 years
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.
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