Jennifer Matthews
Golden Grove,SA
Summary
Highly organized and detail-oriented Personal Assistant with extensive experience in diary management, document preparation, and office management. Proficient in managing conflicting deadlines and adept at providing exceptional administrative support to senior management. Excellent communication skills and a proven track record of problem-solving in fast-paced environments. Strong technical skills with proficiency in Microsoft Office suite, Zoom, and various company-specific software.
Overview
18
18
years of professional experience
Work History
Personal Assistant and Team Leader
Jacob Borg Trust (Aussie Home Loans Franchise)
02.2021 - Current
- Prepared and organized documents for manager meetings
- Conducted accurate data entry and cross-referencing
- Improved time management of the broker through effective prioritization and organization of tasks.
- Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
- Contributed to a positive work environment through professional demeanour and strong interpersonal skills.
- Facilitated smooth office operations by managing supplies inventory and overseeing maintenance requests.
- Collaborated with other support staff in covering workload during absences.
- Participated in team meetings and staff training sessions.
- Prepared documents for mortgage lodgement
- Liaised with third parties and clients for document collection and verification
- Led a team, providing guidance and support to ensure efficient operations.
- Maintained appropriate filing of personal and professional documentation.
- Oversaw personal and professional calendars and coordinated appointments for future events.
Settlement Preparation Officer
First Mortgage Services
01.2020 - 04.2020
- Managed settlement disbursement and funding processes
- Coordinated with third parties and clients for settlements and home loan applications
- Handled the discharge of Certificates of Title
- Created and managed client files
- Conducted accurate data entry and cross-referencing.
- Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
Varied roles including Customer Service Officer, Senior Customer Service Officer, Customer Service Specialist, Branch Manager, and Customer Service Advisor
BankSA
08.2006 - 08.2017
- Managed team schedules, performance, and payroll
- Conducted data entry and managed client relationships
- Coordinated with local businesses to establish and maintain relationships
- Provided exceptional customer service and handled audit and compliance tasks.
- Enhanced customer satisfaction by addressing and resolving issues in a timely manner.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Responded to customer calls and emails to answer questions about products and services.
- Responded to customer needs through competent customer service and prompt problem-solving.
- Developed rapport with customers, fostering long-term relationships and repeat business.
- Leveraged CRM tools to track customer interactions, ensuring seamless communication across multiple channels.
- Promoted strong customer satisfaction by diagnosing and troubleshooting product issues without need for escalated support.
- Contributed to team meetings with valuable input, fostering a collaborative work environment.
- Continuously sought opportunities for personal development through ongoing training programs.
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Boosted sales revenue with upselling techniques and comprehensive product knowledge.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
Education
Diploma - Business Management
Esset Australia
Sydney, NSW01.2010
Skills
- Diary Management: Confident in scheduling and organizing appointments and meetings
- Administrative Support: Skilled in preparing documents and resources for manager meetings
- Deadline Management: Effective in managing and meeting conflicting deadlines
- Communication: Exceptional written and verbal communication abilities
- Presentation Skills: Proficient in creating and operating PowerPoint presentations
- Adaptability: Quick learner with a proactive approach to new challenges
- Team Collaboration: Strong team player with the ability to work independently
- Record Keeping: Accurate and thorough documentation and record management
- Problem Solving: Proficient in complex problem-solving scenarios
- Client Onboarding: Experienced in onboarding clients and managing personal data
- Time Management: Highly organized with excellent time management skills
- Technical Proficiency: Advanced user of Microsoft Office suite, Zoom, and various software
References
- Tracey Stevens, Westpac Banking Corporation, 0402 169 107
- Hayley Beinke, Department of Finance and Treasury, 0432 009 003
- Emily Baker, Penny Finance, 0402 690 556
Hobbies and Interests
- Reading
- Supporting Adelaide United and Adelaide 36ers
- Gym and keeping fit
- Healthy lifestyle
- Fashion
- Musical theatre and performance
- Personal growth
Timeline
Personal Assistant and Team Leader
Jacob Borg Trust (Aussie Home Loans Franchise)
02.2021 - Current
Settlement Preparation Officer
First Mortgage Services
01.2020 - 04.2020
Varied roles including Customer Service Officer, Senior Customer Service Officer, Customer Service Specialist, Branch Manager, and Customer Service Advisor
BankSA
08.2006 - 08.2017
Diploma - Business Management
Esset Australia
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