Summary
Overview
Work history
Education
Skills
Accomplishments
Interpersonal Attributes
Timeline
Generic

Lisa-Dee Partner

Essex

Summary

Detail-oriented professional with expertise in efficient communication and a strong understanding of GDPR. Proficient in office equipment operation, procurement procedures, and setting priorities to enhance workflow planning.

Demonstrates exceptional customer relations and problem-solving skills, remaining calm under pressure while managing databases and case management software. Committed to leveraging skills in database administration and communication to drive organisational success.


Overview

19
19
years of professional experience

Work history

Data Administrator

Open Road
Basildon
12.2023 - 05.2025
  • Use of Theseus system
  • Inputting reviews and assessments
  • Using SQL to run weekly reports
  • Collating data and forwarding report regarding Recovery Workers percentages
  • Adding and opening clients on system
  • Actioning closures
  • Collating information via Excel spreadsheets
  • Use of Microsoft Teams
  • Expanding knowledge regarding substance misuse

Collections Agent

Fiserv
Basildon
10.2022 - 03.2023
  • Inbound & outbound calls regarding active financial products
  • Providing customers with individual financial advice
  • Helping vulnerable customers by utilising listening skills and empathy
  • Use of Vision system, Microsoft Teams and FICS
  • Ensuring customers records are up to date
  • Processing payments/refunds via Allpay
  • Setting up Direct Debits
  • Working with other departments i.e. Fraud
  • Adhering to GDPR and KPI

Volunteer

Sue Ryder Charity Shop
Wickford
10.2021 - 05.2022
  • Serving customers
  • Window dressing to bring attention to seasonal content
  • Scanning items & money handling via till
  • Stock replenishment
  • Quality control

Central Services Officer

Estuary Housing Association
Southend on Sea
11.2014 - 03.2018
  • Being the first point of contact for all telephone enquiries i.e. repairs, rent arrears, financial advice
  • Working with other departments to ensure best outcome
  • Reception Duties
  • Minute Taking for Governance meetings
  • Procurement Management
  • Checking & Coding Invoices
  • Filing
  • Use of CRM system

Income Officer

Estuary Housing Association
Southend on Sea
08.2015 - 06.2016
  • Telephone Enquiries
  • Working with Benefit Agencies to achieve the best outcome for tenancy holders
  • Taking payments, Setting up payment plans & direct debits
  • Gathering & assessing tenants' income and expenditure

First Contact Adviser

Castle Point Borough Council
Thundersley, Essex
09.2008 - 11.2014
  • First point of contact for all enquiries via telephone including Housing options and Council Tax
  • Reception Duties including assisting customers in completion of forms and scanning documents onto integrated system
  • Data entry
  • Minute taking
  • Use of Civica database daily
  • Liaising with other departments to ensure consistency

Benefits Assessor

Castle Point Borough Council
Thundersley, Essex
10.2011 - 09.2013
  • Assessing Housing Benefit and Council Tax reduction claims by working closely with claimant to ensure all information is accurately recorded
  • Updating claims to reflect any changes during assessment period
  • Data Entry
  • Use of Civica database daily
  • Microsoft Office use
  • Liaising with other Departments/Agencies to clarify information

Team Clerk

Essex County Council
Thundersley, Essex
04.2007 - 09.2008
  • Helping customers both face to face and over the telephone
  • Liaising with other departments
  • Filing
  • Sorting post & Booking meetings
  • Procurement
  • Word processing
  • Use of Social Work Database

Administration Assistant

Essex County Council
Thundersley, Essex
04.2006 - 04.2007
  • Reception duties
  • Filing
  • Use of Social Work database
  • Sorting post
  • Booking meeting rooms
  • Answering the telephone

Education

GCSE - English Literature, English Language, Mathematics, Science, Travel and Tourism, History

De La Salle
Basildon, Essex

NVQ level 2 - Business Administration

Skills

  • Efficient communication
  • Knowledge of GDPR
  • Office equipment operation
  • Procurement procedures
  • Setting priorities
  • Customer relations
  • Database administration
  • Case management software
  • Workflow planning
  • Calm under pressure
  • Communication skills
  • Problem-solving
  • Keen eye for detail
  • Excellent IT proficiency
  • Proactive learner
  • Fast learner
  • Flexible and adaptive
  • Accountability and integrity

Accomplishments

    Two Exceptional Performance Awards

    Leadership Team of the year award with Estuary Housing

Interpersonal Attributes

  • Friendly
  • Team player
  • Empathic
  • Good listener
  • Approachable
  • Mediating
  • Self progressive
  • Intuitive
  • Adaptive

Timeline

Data Administrator

Open Road
12.2023 - 05.2025

Collections Agent

Fiserv
10.2022 - 03.2023

Volunteer

Sue Ryder Charity Shop
10.2021 - 05.2022

Income Officer

Estuary Housing Association
08.2015 - 06.2016

Central Services Officer

Estuary Housing Association
11.2014 - 03.2018

Benefits Assessor

Castle Point Borough Council
10.2011 - 09.2013

First Contact Adviser

Castle Point Borough Council
09.2008 - 11.2014

Team Clerk

Essex County Council
04.2007 - 09.2008

Administration Assistant

Essex County Council
04.2006 - 04.2007

NVQ level 2 - Business Administration

GCSE - English Literature, English Language, Mathematics, Science, Travel and Tourism, History

De La Salle

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