Dynamic professional with extensive experience at ORIX, excelling in novated leases and financial reconciliations. Proven track record in client service delivery and project management, enhancing operational efficiency. Adept at utilizing advanced Excel skills for data analysis while demonstrating exceptional problem-solving abilities to meet specialized client needs.
Overview
32
32
years of professional experience
Work History
Novated Tied-to-Payroll Specialist
ORIX
11.2023 - Current
Managed TTP client inquiries and related matters, ensuring timely resolutions and client satisfaction.
Oversaw allocations of funds and payment requests for accuracy.
Performed deduction adjustments addressing pre-tax, post-tax, and GST requirements.
Executed FBT reporting, ensuring compliance with regulations.
Conducted reconciliations, maintaining outstanding accounts within payment terms to support financial accuracy.
Utilized advanced Excel skills, including Macros and VLOOKUP for data management.
Assisted drivers and employees with deduction adjustments.
Handled specialized client requirements and terminations, coordinating with stakeholders to meet unique client needs.
Managed technical and specialized client requirements by coordinating with stakeholders to ensure satisfaction.
Lease Services Officer
ORIX
07.2020 - 10.2023
Managed all lease options and end of lease matters for novated lease vehicles.
Streamlined lease options process, reducing timing delays for clients.
Provided client support throughout lease terminations and renewals.
Executed contract revisions to ensure alignment with client needs and regulatory requirements.
Facilitated refunds and reimbursements efficiently for clients and employers.
Collaborated with drivers and employers to resolve lease-related inquiries efficiently.
Conveyancer / Paralegal
Bricknell Legal
06.2019 - 07.2020
Managed conveyancing matters, ensuring compliance with regulations and timely completion.
Supported clients through the conveyancing process, addressing legal inquiries and facilitating smooth transactions.
Oversaw electronic registrations and settlements through PEXA platform.
Calculated and processed Stamp Duty for clients, ensuring accurate assessments and timely submissions.
Prepared manual documents required for various conveyancing transactions.