Kara Lee Mitchell Email & Phone Number

Melbourne, Victoria, Australia

As a Portfolio Analyst/PMO at Sensei Project Solutions, I oversee comprehensive governance, compliance audits, and program/portfolio management for diverse client portfolios. With expertise in risk management, quality assurance, and strategic planning, I drive operational efficiencies and client satisfaction. I am adept at implementing governance frameworks, conducting trend analysis, and leading continuous improvement initiatives. My background includes certifications in Management of Portfolios (MoP) and Agile Project Management, complemented by a proven ability to foster stakeholder relationships and deliver exceptional results.

Melbourne, Australia

A fixed term contract role as the Team Manager overseeing the Superannuation legacy jurisdiction (July 2019 - June 2020) for complaints which fell outside the predecessor schemes jurisdiction. I managed 10 Case workers in complaint investigation, including critical analysis and weighting of legal and medical documents and other contemporaneous evidence. In addition to standard leadership functions (managing KPIs, performance reviews, team meetings, coaching and mentoring) my role required editing and auditing of written recommendations, testing decisions for unconscious bias and fairness, ensuring decisions were correct against prevailing legislation, and diffusing escalations including trauma informed case handling.

Southbank, Melbourne

CPA Australia is a Membership organisation for the Accounting industry supporting all career stages from Associate to Fellow Membership; and Public Practice. Requiring in-depth knowledge of an extensive range of offerings from designation programs, skilled migration, training and events and continuous professional development. Working as part of a nation wide leadership team; individually overseeing up to 14 direct reports within the Melbourne Member Experience (MX) Centre; overseeing all forms of correspondence and all tier one administration.

South Melbourne

The sole manager of the Investor Services team within the Funds Management business. A dynamic, multi-faceted and diverse role, leading and coaching a team of six consultants to successfully meet the needs of complex customer enquiries across three separate streams of Investment Products concurrently (Australian Unity, Lifeplan and Funeral Plan Management), encompassing over 80 active and legacy products. Undertaking all forms of customer contact, and all non-transactional based administration workflows.

A professional frontline sales and service role, utilising a “customer focus” model to identify financial needs and goals, and identify appropriate referral opportunities across the suite of products and services, including accounts, loans, investments, superannuation and financial planning.

Melbourne, Australia

Effectively overseeing and motivating a team of 13-16 consultants; ranging from new trainees to experienced senior consultants, to maximise staff potential and achieve excellent KPI and service result, with a strong focus on member education, exemplary customer service standards and a positive work culture.

Melbourne, Australia

The Department Manager, overseeing 8-12 direct reports in various administrative duties, whilst independently maintaining Client, Peer and Supplier Relationships; varied Operational responsibilities and working within strict process and production deadlines.

Melbourne, Australia

Effectively managing a team of up to 13 direct reports to process ad-hoc bookings, tracking of misplaced consignments, and premium next flight services.

Melbourne, Australia

the leading Sales Team Leader of 3; exceeding sales targets from the first month within the role. Proven performance which lead to the successful promotion to Customer Service Team Leader position within 4 months.

Graduate Certificate Of Business Administration, Business Administration And Management, General

The Graduate Certificate of Business Administration is the first four units of study towards the Master of Business Administration (12.

Diploma Of Project Management, Project Management, Completed

The Diploma Qualification for Project Management is based on the PMBoK guide (6e). The qualification includes a thorough understanding.

Accidental Counsellor

Trauma informed handling skills, including survivors of domestic and financial abuse, mental health conditions and threats to life.

Editing For Managers

Mediation Skills For Conciliators

Leading With Emotional Intelligence

Six Sigma Yellow Belt

Certificate 111 In Financial Services - Banking

Train The Trainer

Disc Profiling Training

Senior First Aid

Ps 146, Financial Services (Superannuation)

Presentation Skills Program

Management Development Program

Future Leader Program

Certificate 111 Call Centre Customer Service

Associate Diploma Of Graphic Art

Certificate 3 Art And Design

Education record