jeevan miranda

Responsible for engaging customers over the phone to answer general enquiries regarding Work and Income products and liaising with frontline staff to ensure efficient processing of client information. - Obtaining and processing data regarding client income and circumstantial details to ensure that client’s receive their full and correct entitlement. - Participate in team engagements and take minutes at team meetings.

* Responsible for accounts payable functions, entering invoices and performing reconciliations on Xero software. * Assisted in filing and archiving duties for end of year accounts. * Assisted in day to day building management and tenant issues when requested.

* Actively engaged in the process of vetting loan applications to assess customer needs and eliminate unsuccessful applications before processing to improve time management of internal customers and overall profitability. * Obtained, recorded and processed relevant personal and financial information from external customers daily. * Assessed customer needs to match suitable financial products, while cross selling products when necessary. * Completed all administrative duties and tasks while working in line with business requirements and policies. * Responsible for providing support and assistance to internal customers and sales teams. * Assisted and trained new team members and supported cross training initiatives. * Undertook any individual tasks assigned by my team leader.

Activities and Societies: Edmund Rice Portfolio Member Special Character Group Member