Phoebe Woodrow
Ipswich
Summary
Personable and organized, with strong focus on exceptional client relations and efficient service delivery. Possesses in-depth understanding of client needs and excels in communication and problem-solving. Committed to achieving high client satisfaction and fostering long-term relationships.
Overview
16
16
years of professional experience
Work History
Client Service Manager
Loan Market Ignite
01.2018 - Current
- Managing incoming phone calls, approx
- Transferring calls both internally and externally
- Managing phone systems - Dialpad
- Managing brokers emails - Google
- Managing client appointments and broker calendars
- Accurate data entry in multiple computer platforms, including CRM, AOL and lender platforms
- Loan submission through AOL
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Maintained personnel records and updated internal databases to support document management.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
- Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
- Liaising with lenders and solicitors tp provide clients with accurate timeframes and current updates
- Managing client’s expectations with effective communications with clients and all interested parties
- General administration duties
- Established an organized filing system that streamlined document retrieval and reduced misplaced files.
- Enhanced client satisfaction by addressing concerns and providing timely solutions.
- Reduced turnaround times on client requests by streamlining work processes.
- Nurtured long-term relationships with clients, fostering loyalty and business growth opportunities.
- Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
- Documents collection from clients
- Created and maintained compliant work environment.
Administration and Accounts
Symbio Australia, Heathwood
01.2011 - 01.2018
- Answering phones
- Data / order entry
- Customer service
- Deliveries / Invoicing of customer orders
- Account reconciliations
- Keying supplier invoices
- Entering customer payment
- Emailing supplier remittances
- Emailing customer statements
- Managing Cashflow
- Process EFT payments
- Pick service equipment orders
- Contact customers with account issues
- Process credits / returns
- Update customer price book
- Managing the warehouse statistics
- Stock take
- Duties:
Administration
Australian Warehouse Solutions
01.2010 - 01.2011
- Answering phones
- Data entry
- Taking customer orders
- Filing
- Customer sales
- Duties:
Administration
Sample and Partners
01.2009 - 01.2010
- Dada entry
- Stationary and printer supply orders
- Stock take
- Answering phones
- Transferring calls
- Taking and emailing detailed messages
- Sending general letters
- Filing
- Scanning
- Preparing the office room before meetings and interviews
- Archiving
- Receptionist for the national account manager
- Duties:
Education
Certificate IV - Finance and Mortgage Broking
Farsta
Toowong, QLD2020
Certificate of course completion - XERO Accounting, XERO Payroll
Brisbane, QLD2021
Certificate III - Business Administration
Institute of TAFE
Brisbane, QLD2009
Certificate III - Children Services
My Other Mum Institute
Brisbane, QLD2009
Certificate IV - Massage Therapy
Q Academy
Newstead, QLD2021
Grades10-12 -
San Sisto College
Carina, QLD12.2009
Skills
- Ability to work independently and within a team environment
- Familiar with Xero
- Accurate data entry and quality control
- Database management
- High attention to detail
- Ability to prioritise daily tasks and manage deadlines
- Client relationship building
- Exceptional communication
- Schedule management
- Proficient in CRM, AOL, Dialpad
- Time management
- Microsoft outlook, word, and Excel
- Verbal and written communication
- Recordkeeping and file management
Timeline
Client Service Manager
Loan Market Ignite
01.2018 - Current
Administration and Accounts
Symbio Australia, Heathwood
01.2011 - 01.2018
Administration
Australian Warehouse Solutions
01.2010 - 01.2011
Administration
Sample and Partners
01.2009 - 01.2010
Certificate IV - Finance and Mortgage Broking
Farsta
Certificate of course completion - XERO Accounting, XERO Payroll
Certificate III - Business Administration
Institute of TAFE
Certificate III - Children Services
My Other Mum Institute
Certificate IV - Massage Therapy
Q Academy
Grades10-12 -
San Sisto College
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