Summary
Overview
Work History
Education
Skills
References
Hobbies and Interests
Timeline
Generic

Peta Tarlinton

LEETON,NSW

Summary

I am a dedicated and enthusiastic employee who learns quickly and has strong attention to detail. I am highly organised with excellent relationship building and communication skills. Personable and dedicated Customer Service Representative with extensive experience in the Financial and Sales Support industries. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Overview

36
36
years of professional experience

Work History

Dataspace Team Leader/Sales Support Administration

RWW GROUP Pty Ltd
Leeton
05.2018 - Current
  • Participate in New Business Implementation meetings to identify the needs and wants of customers uniform requirements & spending restrictions. Advise how we can best suit the customers needs with customised configuration for online ordering.
  • Discover Training needs and provide coaching to the Customer Service Team & Remote Dataspace Support staff in Philippines to improve customer understanding, awareness and advantages surrounding our Online Uniform Management Platform known as Dataspace.
  • Create and upload all customer specific pricing policies and uniform ranges to our Inhouse Sytem and Dataspace.
  • Provide an exceptional level of Customer Service by assisting and responding to customers enquiries regarding Dataspace and Sales Support.
  • Update and maintain customer records over multiple databases, including budgets and uniform allocations to control employee spending.
  • Attend regular Teams Meetings with Sales Managers and Customers with an overview of providing support and exchanging feedback on the Online Platform.
  • Created training materials (How to Guides) and conduct training sessions for new and existing customers on how to use and best utilise Dataspace.
  • Monitor daily workflow to ensure adherence to established policies and procedures and delegate as required.
  • Maintain a positive work environment that promotes collaboration between team members.

Administration Support - Debt Agreements and Insolvencies

DCS GROUP AUSTRALIA
Brisbane, QLD
04.2017 - 04.2018
  • Provide administrative support to Client manager Team by investigating and preparing the official required documentation for Debt Agreement lodgement with the regulating bodies, including communicating with both clients and creditors.
  • Process applications and requests for information, responding to telephone and email enquiries providing a superb level of customer care whilst adhering to service level agreement standards.
  • Data Entry - maintaining client records accurately and efficiently whilst navigating multiple inhouse systems.
  • Completing other administrative tasks and duties as reasonable assigned by Operations Manager.
  • Sorted, filed and retrieved documents as required in preparation for Debt Agreements. Proofread prior to submission to ASFA.

Customer Service Officer - Superannuation

AUSTRALIAN ADMINISTRATION SERVICES
Brisbane, QLD
10.2006 - 04.2017
  • Investigate unallocated Financial Transactions by communicating with Employers via email and telephone on a regular basis to allocate monies to employees within Service Level Agreement timeframes.
  • Process and balance Employer contributions with accuracy on inhouse system.
  • Identify and reconcile errors, processing financial adjustments where necessary to client accounts
  • Respond to email correspondence from Members and Employers within specific timeframes.
  • Evaluate and initiate full and partial Rollovers to other superannuation funds.
  • Review and process Financial Hardship and DASP (Departing Australia Superannuation Payment) claims for members.
  • Answer incoming telephone enquiries from Members and Employers, providing exceptional customer service in a courteous and professional manner.
  • Educate customers on product range and identifying needs that may benefit the customer as well as obligations associated with Superannuation compliance.

Customer Service Officer

NATIONAL AUSTRALIA BANK
Wagga Wagga
10.1993 - 09.2006
  • Customer Service and enquiries, identifying customer needs and referring to appropriate staff for follow up and adhering to KPI requirements.
  • Educated customers on products and services offered by the company.
  • Answered customer inquiries via telephone, email and face-to-face contact.
  • Cash Handling, process all financial transaction for Personal and Business accounts with accuracy and privacy.
  • Balance cash book and ATM on a daily basis and attend to ATM breakdowns callouts on a rotational basis
  • Assist Armed Guards in Branch cash deliveries.
  • Process all inward and outward dishonours, including correspondence to all involved parties.

Loan Administration Support

ADVANCE BANK CANBERRA
Canberra, ACT
07.1988 - 04.1993
  • Client Correspondence - Investment loan and fixed loan rollovers and documentation.
  • Data entry - setting up new loan accounts in Database and filing correspondence upon completion.
  • Resolved customer inquiries regarding loan terms, payments, balances, interest rates.
  • Managed paper or electronic filing systems by recording information, updating paperwork and maintaining documents.
  • Generate and distribute financial reports to various staff for action.
  • Reviewed and monitored loan documentation to ensure accuracy and compliance with established policies and procedures.
  • Conducted monthly reviews of existing loan portfolios to identify any discrepancies or errors in loan documents.

Education

Leeton High School

Skills

  • Customer Service
  • Attention to Detail & Time Management
  • Data Entry and Records Management
  • Correspondence and Documentation compilation
  • Financial Transactions - reconciliation and problem solving
  • Microsoft Office
  • Documentation and Reporting
  • Cash Handling
  • Onboarding and Orientation

References

  • Ben Mitchell, New Business Development Manager (QLD), RWW Group Pty Ltd 0459 519 854
  • Natasha Moretti, Sales Support Specialist, RWW Group Pty Ltd, 0435 829 107
  • Michelle Chapman, Director, Chapman & Co Agencies, 0404 220 296

Hobbies and Interests

  • Equine - Competitive Dressage & Trail riding
  • Dog Obedience & Animal Behaviour
  • Gym & Fitness

Timeline

Dataspace Team Leader/Sales Support Administration

RWW GROUP Pty Ltd
05.2018 - Current

Administration Support - Debt Agreements and Insolvencies

DCS GROUP AUSTRALIA
04.2017 - 04.2018

Customer Service Officer - Superannuation

AUSTRALIAN ADMINISTRATION SERVICES
10.2006 - 04.2017

Customer Service Officer

NATIONAL AUSTRALIA BANK
10.1993 - 09.2006

Loan Administration Support

ADVANCE BANK CANBERRA
07.1988 - 04.1993

Leeton High School

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Peta Tarlinton