Nilusha Motay

• Establish and maintain current client and potential client relationships by providing exceptional customer service

• Present sound knowledge of all company products and services to successfully deliver clients.

• Comply with all the cash and related valuables managing policy.

• Maintain accurate reconciliation of cash, bank transactions and inventory items.

• Assess loan applications in line with responsible lending guide.

• Maintain accurate customer and transactional records in all systems.

• Conduct effective collections activity. o Assist in ensuring that the branch is compliant with laws and regulations set forth by regulatory agencies.

• Maintain daily tasks and procedures.

• Exceed and meet team/departmental objectives, including targets.

• Strive for new ways to continually increase the opportunities for customers.

• conduct company promotional and marketing activities.

• Assist in providing training to inexperienced staff.

• Follow all WHS procedures to eliminate all risks of injury or illness.

• Use training, personal protective equipment or tools provided in accordance with work health and safety.

• Participate in company meetings and stay updated with company weekly communications.

• Maintained accurate records, ensuring timely processing of invoices, payments, and financial reports.
• Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.
• Updated reports, managed accounts, and generated reports for company database.
• Enhanced overall office productivity through effective staff management and coordination of daily tasks.
• Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
• Rostering staff, Coordinated appointments, meetings, and conferences.
• Maintained accurate department and customer records.

• Coordinated patient scheduling, check-in, check-out and payments for billing.
• Checked patient insurance, demographic, and health history to keep information current.
• Helped patients complete necessary medical forms and documentation.
• Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.