Julie Bautista
Marikina
Summary
Organized Team Leader builds positive rapport, inspire trust and guide teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.
Overview
17
17
years of professional experience
Work History
Payment and Research Representative
Conifer Health Global Solutions, Inc.
08.2021 - Current
- Used various market research tools and techniques to gather, analyze and interpret data.
- Conducted primary and secondary research to better understand customer needs and behaviors.
- Established and managed relationships with external data providers and research vendors.
- Collaborated with cross-functional teams to develop and implement market research strategies.
- Tracked key performance indicators to measure success of campaigns.
- Responsible for performing payment application functions within Reimbursement and Cash Management team and closed 1/3 of Bank RA's UI making our team winning Best Team.
- Research and clear Unapplied Accounts using established Identification function/process
- Ability to interpret remit language and understand payor behavior
- Post payor deposits, payment corrections, payment transfers, inter-facility transfers, CAP payments, payroll deductions
- Reconciles bank and special accounts which may include: research, payment transfer or payment refund
- Resolve variances/unidentified
- Work Special Projects to completion
AIRPORT AND PIONEER CARGO HEAD CASHIER - TREASURY
PAL EXPRESS
05.2006 - 03.2021
- Supervises and leads day-to-day activities of 15+ treasury staff onsite and around 50+ more remotely; Hires, trains, schedules, monitors staff including performance evaluation process.
- Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
- Assisted customers by answering questions and fulfilling requests.
- Resolved escalated customer disputes with special actions such as discounts.
- Set and updated employee schedules to fulfill gaps based on expected customer demands.
- Helped management develop employee improvement plans and motivate team members to continually improve.
- Reconciled daily totals to maintain balanced and compliant ledgers.
- Effectively maintains work environment which stimulates and motivates growth of subordinates
- Daily/weekly/monthly meetings with staff as needed
- Performs quality review of staff work efforts at account level
- Prepare cash receipts for bank deposit; prepare daily cash reports and balance cash drawer; reconcile cash, check, and credit card receipts daily, and investigate and resolve any out-of-balance problems
- Monitored checkout stations to ensure that they have adequate cash available and livestock accountable
- Ensure safety of deposit box of ticket office
- Provide direct financial support to all departments at Head Office through efficient disbursement, control and replenishment of Revolving Fund in Station
Education
Bachelor of Banking and Finance -
Polytechnic University of The Philippines
Sta. Mesa, Metro Manila04.2004
Skills
- Process Documentation
- Cash Application
- Customer Service
- Complaint Response
- Quantitative Research
- Microsoft Office
- Computer Proficiency
Volunteering
* Christmas Gift Giving ( Personal Project )
* Team Malasakit ( Company Project )
* Great Place To Work With Team ( Department Project )
Accomplishments
- Supervised team of more than 20 staff members.
- Collaborated with team 10 in the development of Great Place To Work Team.
- Employee of the Month, January 2023
- Employee of the Month, February 2023
- Employee of the Month, May 2023
- Employee of the Month, June 2023
- Director's Club Awardee, October 2022
- Employee of the Month, October 2022
- PBAR Mountain Mover Award, July 2022
- PBAR Mountain Mover Award, March 2022
- * Best in Q1 2022 Productivity
- ( RA/EFT/Lockbox/CID ) PBAR Market, March 2022
- Project Power Award, December 2021
SUBJECT: COMMENDATION
FROM: AVP - Treasury
DATE: 14 August 2012
SUBJECT: COMMENDATION
FROM: Sr. Manager – Luzon & Metro-Manila Sales
DATE: 02 October 2006
THUMBS UP
A certificate given for exceptional contribution and exemplifying the PAL Express Corporate Values awarded by the PAL Express President
PERFECT ATTENDANCE
Plaque given to employees who have no late, no under time and no sick leave for a whole year. Awarded last February 02, 2009 for 2008 Perfect Attendance by Air Philippines Corporation.
Additional Information
- Plaque given to employees who have no late, no under time and no sick leave for a whole year. Awarded last February 02, 2009 for 2008 Perfect Attendance by Air Philippines Corporation.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
What you do not want done to yourself, do not do to others.
Confucius
Timeline
Payment and Research Representative
Conifer Health Global Solutions, Inc.
08.2021 - Current
AIRPORT AND PIONEER CARGO HEAD CASHIER - TREASURY
PAL EXPRESS
05.2006 - 03.2021
Bachelor of Banking and Finance -
Polytechnic University of The Philippines
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