CRISNA MAE SAGUN
Bookkeeper, Payroll Administrator, Appointment Setter, Cold-Caller, Lead Generation, Profiler, Etc
Pasig,Metro Manila
Summary
Professional and industrious Appointment Setter bringing exceptional administrative experience. Organizes and manages simultaneous tasks to support customers and accomplish business goals. Organized scheduler well-versed in all aspects of administrative support.
Overview
15
15
years of professional experience
Work History
Administrative Bookkeeper, Payroll Clerk
CBC Fencing LLC
Austin, Texas
04.2024 - Current
- Posted daily receipts and payments in accordance with corporate protocols.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Provided support during audits by supplying requested documentation promptly and accurately.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Maintained strict confidentiality of all payroll information and records.
- Managed payroll data entry and processing for [Number] employees to comply with predetermined company guidelines.
- Reduced payroll errors by conducting thorough audits and resolving discrepancies in a timely manner.
Appointment Setter, Asst Team Leader
PMHOA.PRO
04.2023 - 09.2024
- Set appointments with salespeople and potential customers.
- Enhanced customer relationships through timely and professional follow-ups with prospective clients.
- Acted as first point of contact and set appointments for prospective clients.
- Developed strong rapport-building skills through daily interaction with diverse clientele over the phone.
- Reduced appointment cancellations by consistently confirming dates and times with clients via phone calls and emails.
- Scheduled follow up calls with potential customers to gain interest in scheduling appointments.
- Received in-bound calls and initiated out-bound daily calls to introduce customers to products and services offered.
- Increased appointment setting success by developing targeted call lists based on potential client needs.
Fronter/Cold Caller
Morgan Fidelity Associates
7 2022 - 03.2023
- Responsible for screening and checking qualifications of the leads and transferring them to the Lead Agents with a proper handshake
- Adhering to the action plan and scripts agreed upon
- Maintaining the team spirit by making your presence known and sending kudos to big and small wins.
Customer Care Professional
American Express Intl NA
02.2018 - 04.2022
- Responsible for providing customer care and excellent service for Card Members and Non-cardmember
- Assisting Cardmembers in logging in on our website and mobile app including resetting their passwords, troubleshooting their browser, downloading transactions online, and online/app navigation
- Disputing/re-disputing charges and identifying if the card charge may fraud related
- General Inquiry about products and services
- Upgrading products or adding companion cards that will benefit and enhance the rewards and benefits of Card Member
- Using our best judgment in assessing and waiving possible fee waiver on Card Members' account
- Collating and submitting complaints issue about acquisition bonuses, customer services, 3rd party service, etc.
Business Online Technical Support/Team Leader
JPMorgan and Chase Bank NA
09.2009 - 12.2017
- Escalated calls for technical issues customers are experiencing on the website such as logging issues, browser troubleshooting, checking anti-virus software settings for compatibility, downloading charges from the website to their Quicken or Quickbooks Software, creating a ticket for unresolved issues and making follow-up with the IT and reporting daily trends/common errors
- Receives overflow queue for escalated calls from supervisor requests for servicing concerns like fees, balance reconciliation, complaints, etc
- Tagging charges for disputes and fraud cases with customer education and card replacement
- 2nd Half of my shift is for TL functions such as 2nd level of escalations, Coaching for Call Review of the Telephone Banker, QA monitoring, sending EOD Reports for STATS and progress of the team, meeting with co-TLs and Division Leader, one one-on-one coaching with agents for monthly goal setting, etc
Education
Bachelor of Science in Nursing -
City College of Manila
Skills
Setting appointments
Customer Service
Positive Attitude
Incoming Call Reception
Telephone Etiquette
Empathy and patience
Overcoming Objections
Outbound Calling
Meeting Sales Goals
Attention to Detail
Cold-calling
Goal-Oriented
Relationship Building
Time Management
Work Planning and Prioritization
Lead Generation
Teamwork and Collaboration
Awards
- Maintained an EXCELLENT RATING of G1 L2 for 2021, 2020, and 2019
- TOP 5 CCP with the highest PP100 for March 2022
- Most Improved CCP for HV Servicing Feb 2022
- PLUM CARD Awardee for 2019 4th Quarter for Business to Business
- Certifirst for WAVE 4 B2B
- TOP 3 CCP in our CLASS
- Awarded as Best Team Leader for Escalation DEC 2009 and JAN 2010
Timeline
Administrative Bookkeeper, Payroll Clerk
CBC Fencing LLC
04.2024 - Current
Appointment Setter, Asst Team Leader
PMHOA.PRO
04.2023 - 09.2024
Customer Care Professional
American Express Intl NA
02.2018 - 04.2022
Business Online Technical Support/Team Leader
JPMorgan and Chase Bank NA
09.2009 - 12.2017
Bachelor of Science in Nursing -
City College of Manila
Fronter/Cold Caller
Morgan Fidelity Associates
7 2022 - 03.2023