Danielle Gerdtz Email & Phone Number

Carlton, Victoria, Australia

• Assist the Business Manager with invoicing clients, maintenance of billing software, reconciling monthly accounts, supporting reception and directors with administrative tasks.Responsibilities
• Assist Business Manager with invoicing clients, tasks include: entering staff time and expenses into billing software; creating draft invoices in Word; typing invoices; final checking of invoice totals; converting.
• Manage Accounts Department call and email communications
• Reception duties, including - answering phones, responding to call queries, booking couriers, clear meeting rooms/kitchen/dishwasher
• Locating archived files on databases, typing, formatting reports, other assistance as required.

South Melbourne, Victoria

• Works to ensure the smooth running of the office, monitoring all administrative tasks for new and existing clients, invoice processes, and social media and marketing communications. Responsibilities
• Reception and administration duties, including - managing all staff calendars; preparing meeting room; printing timesheets; ordering stationery
• Monitor administrative staff tasks
• Creation of social media and website images
• Manage call and email communications, including bulk emails through Mailchimp
• Process on-boarding procedures for new clients, including adding details to Tax portal, processing engagement contracts, registering with ASIC, and creating files.

9/440 Collins Street, Melbourne

• Working with the company owner, progresses home loan applications through the entire application, assessment and settlement process. Also works to ensure the smooth running of the office, completing all administrative.
• Co-ordinate client application details and documentation for Connective Mercury 5 applications and Apply Online
• Handle all client account maintenance
• Filing and auditing reconciliation for mentees within the mentoring program
• Posting of all blog and social media updates to website and Facebook
• Creation of social media and website images

Melbourne, Australia

• Working within a small assessment and funding team ensured completion of settlement of retailer invoices, enabled registration of security, and maintain data accuracy. Liaised with retailers, salespeople, and customers.
• Document and co-ordinate settlements for retailer invoices
• Registration of security documentation
• Filing and data reconciliation
• Account maintenance
• Answer all incoming calls and handle caller’s inquiries from customers and salespeople

Melbourne, Australia

• Whilst working within the bank has experience working in the Loans Processing Centre, Third Party Banking and Business Lending Support. Within these departments worked in multiple roles, being certification.
• File preparation and document creation
• Stamping and registration of security documentation
• Document and co-ordinate the settlements for commercial and consumer purchase requests
• Analysis of, and progressive payments for, construction properties
• Ensure security details are correctly loaded and recorded on the collateral management system

Melbourne, Australia

• Whilst working at AGC worked as a data entry clerk, before moving into the verification team. This team was amalgamated into the assessment and verification team, where the assessment of personal loan applications and.
• Assessment of personal and motor vehicle loans
• Verification of application details
• Data entry Achievements
• Instigated the amalgamation of the verification and assessment teams. This streamlined the process, enabling staff to process files faster with fewer hand overs and less double handling, ensuring customers had a.
• Trained and inducted new team members and acted as a reference point for both own and other departments.

Certificate Iv, Finance And Mortgage Broking

High School