Aimee Howan
Sharjah
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the administrative, banking and finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
14
14
years of professional experience
Work History
Finance and Insurance Manager
Ingham Taupo Limited
03.2023 - 07.2024
- Strengthened client relationships through exceptional customer service, leading to increased retention rates.
- Implemented innovative financing solutions to secure favourable funding terms for clients.
- Negotiated favourable contract terms with vendors, securing cost savings for the company's bottom line.
- Collaborated with team leaders to define standards, policies and procedures to meet company revenue goals.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
- Negotiated loan terms and conditions with customers to secure best deal.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Streamlined insurance processes for increased efficiency and customer satisfaction.
Trust Account Administrator
Cargill Stent Clarke Law Limited
08.2020 - 03.2023
- Daily reconciliation of the firms accounting software and the daily Trust Account and MDS Statements.
- Full Trust Account payment preparation, including set up, processing and reporting.
- Monitoring all Trust and Investment balances.
- Client invoice preparation and posting.
- Trust account statement preparation.
- Assisting debtor and other Trust account enquiries.
- Completing the end of month balancing and preparation of all required reporting.
- Assistance with Anti Money Laundering (AML) matters.
- Monitoring and ensuring compliance in accordance with New Zealand Law Society Rules and Regulations.
- Greeting customers and incoming telephone enquiries.
- Creation of client files, processing completed files for archiving.
- Improved operations through consistent hard work and dedication.
- Maintained energy and enthusiasm in fast-paced environment.
- Participated in team-building activities to enhance working relationships.
- Streamlined trust account administration processes for increased efficiency and accuracy in managing transactions.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to trust accounts.
Customer Service Representative
Westpac Bank Casual
07.2018 - 03.2020
- Worked with customers to understand needs and provide the best service.
- Educated customers on promotions to enhance sales.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Provided primary customer support to internal and external customers in fast-paced environment.
- Responded to customer requests for products, services and company information.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Harcourts Taupo Office Manager
Harcourts
11.2017 - 05.2018
- Compilation of Financial and Operational reporting.
- Processing of debtors, creditors, and invoicing using MYOB software .
- Administering payroll and commissions Bank reconciliations Trust Account Management.
- Formulating sales and purchase agreements.
- Assist and support Sales Team Customer engagement and enquiries.
- Performed billing, collection and reporting functions.
- Handled new-hire orientation and basic recruiting tasks.
- Prepared vendor invoices and processed incoming payments.
- General adhoc administrative duties Contractors and Directors support.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Customer Banking Consultant
Westpac Bank
05.2015 - 11.2017
- Expanding customer relationships by maintaining a regular follow-up process and building rapport with each customer.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Worked with clients and finance companies to find optimal solutions for financing.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Personal Lending, Credit Cards, Insurances, Investments, Basic Home Lending.
Office Manager
Taupo Audiology
01.2012 - 01.2015
- Running the office and reception.
- Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Liaised with patients and addressed inquiries, appointment requests and billing questions.
- Accounts for the business, MYOB, cash handling, typing, ACC paperwork and appointments, banking, marketing, invoicing.
- PA to the audiologist.
- Managed office operations while scheduling appointments for department managers.
Massage Therapist
Self
01.2011 - 01.2013
- Performed massage for clients with wide range of therapeutic methods, including Swedish, deep tissue, sports and pregnancy.
- Provided safe, effective and appropriate massage therapy techniques with professionalism and enthusiastic attitude to maintain customer satisfaction.
- Worked with various customers to understand needs and provide the best service.
- Used essential oils to add aromatherapy element to massage sessions, maximizing stress relief and relaxation effect.
- Provided safe, effective, and appropriate massage therapy techniques during customer appointments.
- Increased client satisfaction by providing exceptional service and maintaining a clean, comfortable environment.
- Enhanced client relaxation by utilizing a variety of massage techniques tailored to individual needs.
Education
Certificate in Relaxation Massage, Level 4 Comprehensive First Aid Certificate Certificate to acknowledge a high standard of diligence, integrity, and attendance. -
BOP Polytechnic
2011
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Tauranga Girls College
1999
Skills
- Administrative support
- Financial Statements
- Bank Reconciliation
- Loan Feasibility Assessment
- Loan Processing Coordination
- Application Review
- Good listening skills
- Credit and collections
- Payroll and budgeting
- Scheduling
- Report preparation
- Account management
- Money handling abilities
- Documentation and control
- Business administration
- Relationship building
- Excellent multi-tasking ability
- Teamwork
- Organization and Time management
- Financial Administration
Timeline
Finance and Insurance Manager
Ingham Taupo Limited
03.2023 - 07.2024
Trust Account Administrator
Cargill Stent Clarke Law Limited
08.2020 - 03.2023
Customer Service Representative
Westpac Bank Casual
07.2018 - 03.2020
Harcourts Taupo Office Manager
Harcourts
11.2017 - 05.2018
Customer Banking Consultant
Westpac Bank
05.2015 - 11.2017
Office Manager
Taupo Audiology
01.2012 - 01.2015
Massage Therapist
Self
01.2011 - 01.2013
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Tauranga Girls College
Certificate in Relaxation Massage, Level 4 Comprehensive First Aid Certificate Certificate to acknowledge a high standard of diligence, integrity, and attendance. -
BOP Polytechnic
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