Marie Emmie Bosquet

I have only been working for Hewison Private Wealth for a short period of time as a Records management Clerk, but I have become exposed to an entirely new industry pertaining to investment portfolios, super funds, trusts, foundations and tax reports. I am still training and have somewhat limited duties at present but the skills and knowledge I've been given the opportunity to develop will definitely expand the scope of future career trajectories.

My duties at present include:

• Sorting and filing of documentation,
• Scanning, uploading and validating all incoming mail into appropriate accounts.
• Downloading annual reports, annual tax statements, super funds statements and dividends statements (computershare) and uploading/validating into appropriate accounts.
• Using systems such as Salesforce, CLASS, Computershare, Mfiles

• Uploaded physician progress notes, history, and physicals into electronic medical records.
• Scanned and uploaded medical records into electronic medical records system.
• Delivered charts to assigned areas of hospital by following established routing procedures.
• Processed medical records requests from outside providers according to facility, state, and federal law.
• Followed exact procedures for handling transfers and other releases of medical records.
• Maintained accuracy, completeness, and security for medical records and health information.
• Sorted and distributed incoming and outgoing medical records.

• Collected and processed incoming mail (executed ANZ mortgage documents) consisting of approximately 100-200 individual envelopes daily.
• Processed documents dropped off by clients, bankers, brokers or conveyancers.
• Prepared documentation for scanning.
• Scanned all documentation prepared, managing to scan 500 individual sets of documentation in single shift.
• Validated scanned documents, ensuring that all files belong to appropriate file and were not erroneously mixed up, that documentation was completed correctly by client. Once all errors are addressed, each document is addressed under its appropriate code.
• Received amendment requests from ANZ banking group Ltd for any required change to physical documentation.
• Created new case files for new ANZ mortgage clients.
• Performed duties such as filing, file retrieval, sorting and storage of physical documentation.
• Logged in errors on documents or missing pages so ANZ can liaise with clients to fix issue.

• Acted in capacity of first point of contact for internal and external stakeholders and assisted callers with all relevant information pertaining to mortgage applications that has progressed from credit assessment to settlements.
• Met expected KPIs in terms of call duration. Received two $900 bonuses for going above and beyond as first point of contact and for escalating files to appropriate authority & following up to ensure escalations did not go unnoticed.
• Liaised with conveyancers and ANZ’s settlement agents (SAI Global, now known as Dye & Durham) to book settlement.

• Provided primary customer support to internal and external customers.
• Updated account information to maintain customer records.
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Responded to customer requests for products, services, and company information.
• Answered customer telephone calls promptly to avoid on-hold wait times.
• Answered constant flow of customer calls with minimal wait times (approximately 250 calls per day).
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.

• Greeted customers promptly and took orders to keep flow of traffic moving.
• Wiped counters and sanitized equipment to maintain clean food prep and dining areas.
• Performed shift change tasks each day to keep store neat and running smoothly.
• Followed food safety procedures outlined in company policies and health and sanitation regulations to prevent food borne illness.
• Performed food preparation responsibilities to meet franchise standards for quantities, speed, and packaging.
• Processed orders on POS system and accepted cash and charge payments.
• Suggested complementary items to orders to boost sales.
• Trained newly hired employees on routine tasks and customer service.
• Promptly resolved customer complaints, escalating major issues to supervisor.
• Maintained effective supply levels by monitoring and reordering food stock and dry goods.
• Properly labeled and stored food and fresh ingredients in cooler or freezer to optimize freshness.
• Reconciled receipt totals, cash and credit payments to address shortages.