Laura Equizi

- Assisting members with information regarding our products and services.

- Assist members with their existing home loan and personal loan enquiries.

- Identify opportunities to assist the member with any home loans, personal loans, financial planning and insurance. Refer members to home loan and personal loan specialists and financial planners

- Provide members with Insurance quotes and take them to policy.

- Assist members with any digital solutions.

- Prioritising and completing tasks with efficiency and accuracy.

- Meet KPI's and targets set out by management.

- Complete training modules to their due date.

• Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
• Organised and carried out proactive month-end, quarterly and year-end processes.
• Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits and managing statements.
• Reviewed and processed employee expense reports and vendor invoices for payment.
• Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
• Investigated daily variances and corrected errors to resolve discrepancies.
• Supported operations by communicating with customers, filing documents and managing data.
• Diminished financial discrepancies and managed monetary transactions.
• Completed payroll for employees and maintained detailed records of procedures.
• Increased customer satisfaction by filing taxes on time and promptly resolving issues.
• Identified accounting errors by developing cross-referencing databases.
• Calculated deductions and processed payroll for employees.
• Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
• Maintained and processed invoices, deposits and money logs.
• Created plans to remedy financial discrepancies and reconcile issues with records.
• Tracked expenses and income for businesses while organising and maintaining bank statements for checking accounts.
• Verified accurate recordkeeping processes, reducing financial inconsistencies.

• Assessed supplier quality to maintain tight cost controls and maximize business operational performance.
• Managed purchasing, sales, marketing and customer account operations efficiently.
• Launched new, robust point of sale and accounting software system, resulting in improved operational insight and planning.
• Developed effective business plans to align strategic decisions with long-term objectives.
• Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
• Boosted productivity by consolidating material planning, data collecting, payroll and accounting programs into one main system.
• Developed and maintained relationships with customers and suppliers within Australia and overseas.
• Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
• Reduced costs, managed delivery schedules and performed risk analysis to improve overall profitability.
• Scheduling shipping and orders on a large scale for overseas distributors.
• Co-Ordinate suppliers and third party contractors to meet deadlines.
• Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organisation.
• Negotiated price and service with customers and vendors to decrease expenses and increase profit.

• Oversaw product delivery and shipping operations to reduce shipment turnaround times and streamline warehouse workflows.
• Trained new employees on proper protocols and customer service standards.
• Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
• Managed purchasing, sales, marketing and customer account operations efficiently.
• Processed vital documentation, completed forms and obtained appropriate insurance verification and authorisation for services.
• Coordinated team schedules to keep shifts properly staffed during busy periods.
• Communicated with customers and vendors positively with particular attention to problem resolution.
• Supported business management projects by monitoring and tracking risks, issues and action items.