Melinda Williams

Lutheran Aged Care — January 2021 – Present
Location (if applicable)

• Oversee accounts receivable for a large, complex portfolio, ensuring timely invoicing, receipts, and debt recovery processes.
• Manage Estates: Liaise with clients, solicitors, and external stakeholders to ensure accurate billing, fee application, and direct debit management.
• Process and reconcile payments, including refunds and fee adjustments, ensuring accuracy and compliance with organizational policies and financial regulations.
• Reconciliation of various accounts, ensuring alignment between financial records and physical transactions.
• Coordinate the admission and discharge processes, ensuring accurate financial records are maintained throughout client life cycles.
• Provide accurate exit statements and ensure all outstanding debts are managed and cleared prior to discharge.
• Work closely with Services Australia to ensure correct application of government funding and billing procedures.
• Regularly liaise with clients to address queries, ensure smooth processing of bills, and maintain client satisfaction.
• Identify and implement process improvements to streamline administrative and financial workflows.

• Assisted customers with account inquiries and banking transactions.
• Provided product information to help clients make informed decisions.
• Processed loan applications and gathered necessary documentation.
• Maintained accurate records of customer interactions and transactions.
• Educated clients on digital banking tools and services available.
• Resolved customer complaints effectively and efficiently in a timely manner.
• Helped customers open and close accounts, apply for loans and make sound financial decisions.
• Educated customers on variety of retail products and digital solutions, enhancing customer experience.
• Provided customer service to clients, including answering questions and resolving issues.
• Analyzed financial documents provided by customers to determine their needs.
• Used product knowledge and abilities to execute consumer loans and other services.

• Recorded financial transactions in accounting software for accurate bookkeeping.
• Reconciled bank statements with internal records to ensure consistency.
• Managed accounts payable and receivable to maintain cash flow.
• Processed accounts payable and receivable transactions.
• Performed basic accounting, payroll and bookkeeping services to manage business operations.