Julie McGrath
Drouin,Australia
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
36
36
years of professional experience
Work History
Finance Officer
Australian Securities and Investment Commission/Australian Taxation Office
04.2009 - Current
- Customer service
- Debt Management
- Reconciliation of Accounts
- Tracing Customer Payments
- Amending Refund Cheques
- Transfer funds
- Remove/ Apply Fees
- Reinstatement of Companies
- Deregister Companies
- Write-Offs
- Customer Enquiries / External and Internal
- Fee Waivers
- ASIC 3
- Refunds
- Payment in Advances
- Special Purpose Companies
- October 09 to Current 2023- 14 Years
Customer Call Centre
Australian Securities and Investment Commission
04.2009 - 10.2009
- Customer service
- Phone enquires
- Referring to relevant Legislation in Corporations Act 2001
- Advising of Fees
- Balance of Accounts
- Referrals to Other Departments
Administration/ Cashier
The Good Guys, Traralgon
05.2008 - 08.2008
- Customer service
- Cash handling
- Ordering
- Layby/ EFTPOS
Collections Officer/ Insurance Officer/ Credit & Acceptance Officer
Australian Motor Finance Ltd.
11.2005 - 02.2008
- Customer service
- Incoming/ Outgoing phone enquiries
- Making payment arrangements
- Insurance enquiries
- Payout figures
- Deferring payments, changing payment schedule
- Settlements
- Ensuring correct documents are received
- Employment checks
- Reference checks
- Sending contracts, payment schedules in mail
- Borrower checks etc.
Bank Teller
National Australia Bank
03.1996 - 01.2005
- Answering phones
- Maintaining and ordering stationary
- Filing, balancing and cash holdings
- Dealing with customer complaints
- Balancing Cash
- General Administration duties
- Provide quality service by ensuring compliance with external legislation, bank standards, policies, and procedures
- Process other the counter transactions
- Recognize and refer sales opportunities
- Advising customers of product and services
- Create customer awareness of remote channels i.e internet banking and telephone banking
- Assisting staff
- Data entry, storage, and retrieval
- Overseas transactions
Accounts Officer
National Australia Bank
09.1991 - 06.1995
- Balancing reports
- Looking up reports for branch staff
- Searching for missing value (money)
- Telephone enquires
- Filing
- Locating files
- Sending fraudulent cheques to the police
- Tracing vouchers
- Sending and archiving old documents
Bank Teller
National Australia Bank
05.1991 - 09.1991
- Answering phones
- Maintaining and ordering stationary
- Filing, balancing and cash holdings
- Dealing with customer complaints
- Balancing Cash
- General Administration duties
- Provide quality service by ensuring compliance with external legislation, bank standards, policies, and procedures
- Process other the counter transactions
- Recognize and refer sales opportunities
- Advising customers of product and services
- Create customer awareness of remote channels i.e., internet banking and telephone banking
- Assisting staff
- Data entry, storage, and retrieval
- Overseas transactions
Clerk
National Australia Bank
12.1990 - 05.1991
- Answering Phones
- Filing
- Data Entry
- Customer Service
- Sales
Customer Service Officer
National Australia Bank
11.1990 - 12.1990
- Working in the staff shop
- Stocking taking
- Balancing the register
- Packing and stocking Shelves
- Pricing, orders, and general cleaning
Terminal Operator
National Australia Bank
04.1990 - 11.1990
- Data entry
- Stock taking invoices
- Ordering stationary for branches
- Accounts
- Telephone enquires
- Filing
Skills
- Debt management
- Ledger reconciliation
- Customer service
- Attention to detail
- Willing to learn
- Relationship building
- Decision-making
- Financial information systems
- Collections actions
Personal Attributes
- Honest
- Punctual
- Loyal
- Hardworking
Timeline
Finance Officer
Australian Securities and Investment Commission/Australian Taxation Office
04.2009 - Current
Customer Call Centre
Australian Securities and Investment Commission
04.2009 - 10.2009
Administration/ Cashier
The Good Guys, Traralgon
05.2008 - 08.2008
Collections Officer/ Insurance Officer/ Credit & Acceptance Officer
Australian Motor Finance Ltd.
11.2005 - 02.2008
Bank Teller
National Australia Bank
03.1996 - 01.2005
Accounts Officer
National Australia Bank
09.1991 - 06.1995
Bank Teller
National Australia Bank
05.1991 - 09.1991
Clerk
National Australia Bank
12.1990 - 05.1991
Customer Service Officer
National Australia Bank
11.1990 - 12.1990
Terminal Operator
National Australia Bank
04.1990 - 11.1990
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