Lisa Swart
Rolleston
Summary
As you can see in my resume, ive worn many different hats. From customer service, client support, documentation, administration, reception duties, accounts and payroll. With my skill set and knowledge of customer service and finance i will provide excellent service and support, and do not give up easily attitude, ill be ready to add value quickly.
I am self motivated and highly organized. I have an ability to grow in any job given to me. I have the ability to really listen to people. I enjoy the feeling of turning someone's fristrations of complications into a sigh of relief. To let them know i got you.
Overview
21
21
years of professional experience
Work History
Better
Customer Support & Administrator
Smart Energy Solutions
06.2016 - Current
- Financial Administration
- Process and manage required documentation for quotations, invoicing, credit notes, wages and commissions liaising with regional administration team/s
- Check for daily job completion and ensure all documentation is provided complete and matches original quotation and record any variations
- Check installation paperwork for accuracy ensuring Post Installation Audits and Job Sheets Match and reporting any discrepancies to the Team Captain for the region
- Administer daily invoicing and credit notes in the finance system in accordance with company processes
- Prepare information to submit claims and troubleshoot and issues as they arise
- Submit timely and accurate claims for funding contracts as per defined procedures i.e
- HNZ, EECA, and Regional Councils
- Send Invoices and supporting documentation to customers on a daily basis
- Enter invoice and payment claim information into online web portals (Ostendo)
- Monitor all completed jobs to ensure daily closure and invoicing and claims submitted
- Raise Purchase Orders as required & Receipting in of Invoices for payment for AP to pay
- Payroll
- Prepare, process and upload all the worked hours and meters the boys complete daily
- Process commissions for respective area following company procedures to ensure that information is collated so that employees are paid in an accurate and timely manner
- Ensure required approval is gained in accordance with company policy prior to submitting to payroll to process wages
- Responsible for getting all contracts back from the employees signed and completed with all the documentation needed by HR for processing, Responsibilities
- Attend to all customer queries, answering telephone and email enquiries and providing reception duties
- Respond to customer complaints in a timely manner and assist the appropriate staff representative/manager to resolve
- Ensuring all visitors sign in/out and are aware of the site specific hazards directing them to the appropriate staff member
- Assist Operations Manager with coordinating installations for Adjacencies
- Process all accepted quotations in the job tracking system, allocate proceed numbers and ensure all accepted quotes have relevant customer authority to proceed
- Load the Proceed Jobs into install Team Calendars
- Ensure relevant documentations is available for the installation teams ready for install
- Check Post Installation Audits and Job Sheets match
- Check assessments are correct and the Health and Safety Assessment is completed
- Ensure adequate filing system for all current and completed jobs in respective areas
- Ostendo Data entry & Sales Force
- Reference: Michelle Harder Regional Manager: 0224971124 & National Operations Manager: Gareth Hayward 021 446 191
Customer Service Manager
CSD
- Freightmore Air and Road Specialist, Taxi Trucks
- Handing of ICU customers
- Updating, Exceptional Report
- Reporting damages
- Processing of claims
- Overseeing the CSA’s ensuring daily duties is performed and assist where needed
- Handling complaints, investigation, corrective action and preventative action
- Quotes
- Printing Specialist – Project Management, Freightmore Air and Road Specialist
- Handling of accident claims
- Handling of Cross Broder goods
- Payroll
- Invoicing
- Freight Pak t/a Value Logistics, Taxi Trucks Parcel Express
Collections Clerk
- Capturing of pod’s
- Filing
- Placing collections
- Quotes
- Costing of each Line haul
- Route Controller
- Raising credits
- Running reports on a daily basis
- Creating Trip sheets or Delivery sheets
- Printing of Waybills
- Returns
- Company
National Admin Support/Customer Service/ Financial Admin
Smart Energy Solutions
06.2016 - Current
Air & Freight Specialist, Customer Service Manager
Freightmore, Immigrated to New Zealand, Taxi Trucks Parcel Express
02.2013 - 12.2015
Customer Service Manager
Liquidated
04.2006 - 12.2012
Freight
Pak t/a Value Logistics
Route Controller
12.2002 - 03.2006
Claims Team Leader
Brightr
08.2019 - Current
- Communicated with staff, leaders and peers to coordinate successful collaboration with other departments.
- Maintained regulatory compliance in team file outcomes.
- Submitted timely and accurate assessments of team performance to leadership with identification of areas of opportunity and outlined steps required to improve outcomes.
- Assisted with field appraiser training to verify process and skill consistency.
- Delivered exceptional customer service to policyholders by communicating important information and patiently listening to issues.
- Conducted day-to-day administrative tasks to maintain information files and process paperwork.
- Maintained claims data in Type systems.
- Documented information gathered in field and uploaded data to company database for efficient processing using Software.
Education
Grade 12 -
JOHN VOSTER HIGH SCHOOL
Customer Service Manager Road & Airfreight specialists provide transport services throughout -
Parcel
Collections Controller / Customer Service Clerk / -
Skills
- Result driven, detail-orientated and highly organized woman that wears many different hats Able to work independently and in a team environment I am professional with over 10 years’ experience in different fields, namely financial admin, payroll, administration, data entry, customer service and reception duties Fast learner with good communication skills verbally and written Multi tasker, initiative and ability to manage workloads and deadlines effectively
- MS Word, Excel, and Outlook
- Ostendo Software & CRM Software Salesforce
- Training & Leading new and junior staff
Languages
English
Professional Working
Afrikaans
Full Professional
Timeline
Claims Team Leader
Brightr
08.2019 - Current
Customer Support & Administrator
Smart Energy Solutions
06.2016 - Current
National Admin Support/Customer Service/ Financial Admin
Smart Energy Solutions
06.2016 - Current
Air & Freight Specialist, Customer Service Manager
Freightmore, Immigrated to New Zealand, Taxi Trucks Parcel Express
02.2013 - 12.2015
Customer Service Manager
Liquidated
04.2006 - 12.2012
Route Controller
12.2002 - 03.2006
Better
Customer Service Manager
CSD
Collections Clerk
Freight
Pak t/a Value Logistics
Grade 12 -
JOHN VOSTER HIGH SCHOOL
Customer Service Manager Road & Airfreight specialists provide transport services throughout -
Parcel
Collections Controller / Customer Service Clerk / -
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