Karleen Bersano

US Bookkeeper - Quickbooks
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Contact Information
  • Tagum City, Davao Del Norte, Philippines
  • +63 976 205 5747
  • bersanokarleen@gmail.com
  • bersanokarleen
WORK EXPERIENCE
JUNE 2024 - PRESENT

JPMORGAN CHASE, Investment Professional

● Receives calls from clients and bankers about brokerage accounts -
e.g. general inquiry about new accounts, walkthrough on the website,
account transfers, document inquiries and money transfers

JANUARY 2020 - JUNE 2024

Client Specialist / Quality Assurance Specialist

• Conducts quality audit in every phone or non-phone worked applications by the specialists
• Assisted new-hired specialists during their nesting period to assess their work performances
• Assisted team members on their daily tasks to ensure quality on their tasks
• Assisted clients and bankers on their credit card applications through phone calls

SEPTEMBER 2022 - PRESENT

SOIGNÉ MNL, Social Media Manager & Owner

• Managing business page by posting product contents thru Facebook Ads and replying to inquiries
• Did data entry such as product listings and list of inventories and sales monthly

SEPTEMBER 2019 - NOVEMBER 2019

VILLAR GROUP OF COMPANIES: PALM HAVEN MEMORIAL PARK, Commissioner

• Computed and processed monthly commissions of property brokers and agents
• Filed monthly reports and submitted it to accountants

JANUARY 2019 - JANUARY 2020

ONLINEJOBS.PH CLIENT - ATPERRY’S HEALING CRYSTALS, General Virtual Assistant

• Provided great customer service to customers thru email, live chats and phone calls
• Handled Shopify store (drop shipping) by doing stock inventory, product listing, adding new products into the store and updating suppliers through Aliexpress
• Managed Facebook page by posting new products and contents,
• Replying to inquiries on Facebook page comment section and to page inbox

OCTOBER 2017 - JANUARY 2019

AWESOME OS (FORMER - OFFSOURCING PHILIPPINES), Customer Service Specialist

• Assisted customer inquiry through inbound call, live chat and email tickets - order placing, product damage, product customization, subscription inquiries (charges and cancellations)

FEBRUARY 2016 - OCTOBER 2017

ECOM BOOKING CENTER (HOME-BASED OFFSOURCING TEAM), Virtual Assistant

• Managed Facebook page and group by responding to comment section in each product post
• Did data entry tasks such as collating customer’s name that is interested to order on Facebook
• Assisted a (Shopify) drop shipping store by responding to email tickets

FEBRUARY 2016 - APRIL 2016

CABAHUG-SOO ACCOUNTING FIRM, On-The-Job Trainee

• Filed tax forms submitted by clients then sent to Bureau of Internal Revenue Office
• Did data entry tasks on every client’s daily transactions



SKILLS

Customer Service
Bookkeeping
Social Media Management
Coaching
Teamwork
Analytical Thinking
Decision making
Graphic Designing
Data Entry
E-commerce: Shopify
handling
Quality Assurance
Problem Solver
Culture Flexible



EDUCATION
JUNE 2012 - APRIL 2016

University of Mindanao, BS in Accounting Technology