Jessicaanne Wockner

• Delivering high level personal assistance and administrative support to the Division, handling information with care and confidentiality, aligning with professional and University processes and/or policies
• Acting as the first point of contact for incoming enquiries, ensuring all interactions are positive, customer centric and deliver positive customer experiences
• Delivering informed and timely correspondence updates to senior management to ensure the most accurate, up-to-date information is available
• Managing the diary, scheduling and appointments of senior managers including travel arrangements, utilising proficient judgement to reschedule and highlight matters of urgency for the delivery of quality performance outcomes
• Coordinating divisional office matters including resourcing, expense tracking, and credit card reconciliation within specified timeframes
• Ensuring accurate collation of written correspondence, relevant documentation, reports, confidential information, agendas, meeting minutes, and data to comply with relevant policies, procedures, or legislative standards

• Providing a positive student experience
• Ensuring all student finance activities are achieved in accordance with legislation, policy, procedures, and processes
• Achieving high customer satisfaction results on an ongoing basis by continuously improving service quality and process efficiency
• Ensuring that record keeping and compliance with timelines are in accordance with relevant policies and procedures
• Financial administration task
• Problem-solving skills, ensuring I apply judgment and initiative based on relevant legislation, policies, and procedures
• Providing verbal communication and interpersonal skills
• Effective computer and data entry skills using the Microsoft Office suite and other specialist student and learning-related software
• Assessing applications for withdrawal without financial penalty
• Fee reversals and fee triggerings
• Administration duties
• Large number of CRM inquiries
• Multitasking

• Personal assistant to 6 lenders
• High-level administration service/ Broker lending service
• High level of new leads coming in that needs to be put into the system in a timely manner
• Inputting all the data into the systems
• Monitoring the broker email
• Over 100 emails a day
• Scheduling Appointments
• Arranging all the loan documents and contracts and having them ready to go for the meetings
• High level of incoming/outcoming calls and email inquiries
• Administration duties
• Work unsupervised
• Up selling
• Assisting all the lenders with day-to-day work
• Data input of customer's information into multiple systems
• Sorting through customer's personal information
• Training new employees
• Identifying opportunities
• Ordering valuations
• Personal loans
• Paying invoices and scheduling payments

• High-level customer & administration service
• Scheduling Appointment
• Setting up meetings
• High level of incoming/outcoming calls and email inquiries
• Administration duties
• Opening and closing store
• Work unsupervised
• Cash handling
• Sales and targets
• Assisting all the brokers with day-to-day work
• Data input of customer's information
• Sorting through customer's personal information
• Calculating their borrowing power and deposit they need
• Dealing with over 20 lenders daily to get the deal over the line
• Going through mortgage documents and loan documents with customers
• Training new employees
• Budgeting plans
• Upselling
• Recommendations
• Identifying opportunities
• Ordering valuations

(Casual 16 hours a week) Temp fill in.

• High-level customer service
• Scheduling Appointment
• Setting up meetings/appointments
• High level of incoming/outcoming calls and email inquiries
• Administration duties
• Processing referrals
• Processing patient invoices/Receipts
• Processing Medicare/DVA
• Opening and closing clinic
• Daily banking and reconciliation

(stood down due to Covid-19)

• High level of customer service
• Building quotes
• Travel knowledge
• Insurance
• Attention to detail
• Recommendations
• Looking after my own customers portfolio
• Dealing with Large accounts
• Work unsupervised
• Cash handling
• Sales and targets

part-time (Temporary role)

• High level of customer service
• Opening account
• Insurance
• Credit cards
• Personal loans
• Home loan referrals
• Opening super accounts
• High level of cash handling
• Sales and targets

This was only short because I decided to move back to Townsville.

• Manage candidate and client databases
• High level of calls
• Identifying opportunities
• Contact candidates for work updates and career advice
• Referrals
• Detail/data import
• Reaching targets and sales
• Utilizing LinkedIn, LinkedIn Recruiter, SEEK and Job Adder to create candidate pipelines appropriate for all active and future roles Calculations
• Verifying and sorting through resumes
• Writing Ads

• High level of customer service
• High level of calls
• Identifying opportunities
• Home loans
• Referrals
• Detail/data import
• Reaching targets and sales
• Documentation and administration
• Calculations
• Verifying documents

• High level of customer service
• Opening account
• Insurance
• Credit cards
• Personal loans
• Home loan enquiry
• Opening super accounts
• High level of cash handling
• Sales and targets
• Identifying opportunities
• Referrals
• Detail/data import
• Documentation and administration
• Calculations
• Verifying documents

• High level of customer service
• Opening account
• Insurance
• Credit cards/ personal loans
• Opening super accounts
• High level of cash handling
• Sales and targets
• Identifying opportunities
• Referrals
• Detail/data import
• Documentation and administration
• Calculations
• Verifying documents

• High level of Customer service
• High level of cash handling
• Sales and targets
• Business banking roll
• Treasury roll (managing the money for the branch)
• Identifying opportunities
• Referrals
• Detail/data import

• Documentation and administration
• General store maintenance
• Customer service
• Cash handling, EFTPOS and end of day till reconciliation
• Reaching targets and sales
• Going through contracts daily
• Upselling