Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kathleen (Katie) Morgan

North Perth

Summary

Experienced customer service professional with a diverse background spanning childcare, catering and financial services. Skilled in people management, complaint resolution, administration, and client relations. Passionate about delivering exceptional service and eager to re-enter the workforce full-time with a focus on roles that leverage my extensive customer service and administration experience.

Overview

31
31
years of professional experience

Work History

Canteen Manager

North Perth Primary School
North Perth, Australia
03.2019 - 06.2023

Sole paid employee managing the school canteen, including:

  • Menu creation adhering to the "Traffic Light" nutrition system.
  • Order and manage stock and liaise with school for event meal planning.
  • Organise and motivate volunteers, ensuring a positive working environment.
  • Count and bank daily takings accurately.

House Mother

Home
Perth
11.2011 - Current
  • Caring for our two children.

Platinum Client Liaison

BT Financial Group
Sydney, NSW
01.2008 - 11.2011
  • Assist Platinum level Financial Advisers in beginning to end process of life insurance applications.
  • Liaise between Underwriters and Financial Advisers to receive the necessary medical and financial requirements for assessment of applications.

Administration Assistant and Quality Control

TAL
Sydney, NSW
01.2005 - 01.2008
  • Reviewed archived policy documents and monitored peer phone calls providing feedback.
  • Handled customer inquiries skillfully and resolved complaints while adhering to privacy policies.
  • Assisted in training new staff members.

Childcare

Family Daycare
Sydney, NSW
01.2004 - 01.2005
  • Provided nurturing care for children of various ages in a home setting.
  • Prepared nutritious meals and organised developmentally appropriate activities.

Customer Service and Data Entry

Integral Energy
Sydney, NSW
01.2003 - 11.2003
  • Administered client accounts and handled incoming customer inquiries.

Service Manager

TAL
04.2002 - 01.2003
  • Led a team of 13 staff across five specialist units, reporting to the National Manager.
  • Oversaw work progress, ensured target achievement, and managed budget costs.
  • Contributed to efficient outsourcing transition while maintaining service quality.

Call Center Representative

TAL
Sydney, NSW
03.2001 - 04.2002
  • Managed high call volumes while providing exceptional customer support and maintaining professional composure.
  • Mastered multiple software systems to easily handle customer inquiries.

Catering Assistant & Barista

Eurest Catering - Reserve Bank of Australia
Sydney, NSW
01.2000 - 01.2001
  • Prepared and served breakfast and lunch meals.

Nanny/ Pre-school Assistant

Various Families and Day Care Centres
01.1994 - 12.1999
  • Assisted with childcare duties including meal preparation and educational activities

Education

Certificate - Child Studies

North Coast Institute of TAFE
Port Macquarie, NSW

Higher School Certificate -

Walcha Central School
Walcha, NSW

Skills

  • Customer Service Excellence
  • Complaint Resolution
  • Leadership and People Management
  • Administration and Data Entry
  • Microsoft Office Suite
  • Call Centre Experience
  • Training and Staff Development

Timeline

Canteen Manager

North Perth Primary School
03.2019 - 06.2023

House Mother

Home
11.2011 - Current

Platinum Client Liaison

BT Financial Group
01.2008 - 11.2011

Administration Assistant and Quality Control

TAL
01.2005 - 01.2008

Childcare

Family Daycare
01.2004 - 01.2005

Customer Service and Data Entry

Integral Energy
01.2003 - 11.2003

Service Manager

TAL
04.2002 - 01.2003

Call Center Representative

TAL
03.2001 - 04.2002

Catering Assistant & Barista

Eurest Catering - Reserve Bank of Australia
01.2000 - 01.2001

Nanny/ Pre-school Assistant

Various Families and Day Care Centres
01.1994 - 12.1999

Certificate - Child Studies

North Coast Institute of TAFE

Higher School Certificate -

Walcha Central School
Kathleen (Katie) Morgan