Summary
Overview
Work history
Education
Timeline
Generic

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Summary

As an NHS Band 4 Medical Secretary within the National Health Service, I have developed strong organisational, analytical and communication skills that closely align with the requirements of a Casework Officer at HM Revenue & Customs. My role requires accuracy, sound judgement, confidentiality, and the ability to manage complex workloads while delivering high-quality outcomes within strict regulatory frameworks.

I am experienced in managing complex caseloads and prioritising competing demands. I coordinate consultant clinics, manage RTT pathways, and monitor waiting lists to ensure compliance with national targets and patient safety standards. For example, when a clinically urgent patient had not been allocated an appointment due to capacity pressures, I conducted a full review of the waiting list, assessed priority codes, and identified appointments that could be safely rearranged without breaching guidance. I liaised with clinicians, communicated clearly and sensitively with patients, updated electronic systems accurately, and ensured all actions were documented. As a result, the urgent patient was seen within the required timeframe while all other patients remained within target. This demonstrates my ability to assess information, make balanced decisions, and deliver outcomes under pressure—skills directly transferable to tax and compliance casework.

My role requires high levels of accuracy and attention to detail when handling confidential patient information, processing referrals, preparing clinical correspondence, and updating patient administration systems. Errors can have significant consequences, so I consistently apply careful checking processes and follow data protection policies. This aligns with HMRC’s requirement to handle sensitive financial information securely and make evidence-based decisions.

I regularly interpret and apply policies, including RTT rules and clinical prioritisation guidance, to ensure fair and consistent decision-making. Where guidance is unclear, I seek clarification and escalate appropriately. This experience mirrors the need within HMRC to apply legislation and departmental guidance accurately while exercising professional judgement.

Communication is central to my role. I engage with consultants, multidisciplinary teams, managers and patients, often explaining complex information in a clear and professional manner. I manage challenging conversations when rearranging appointments or responding to concerns, remaining calm and solution-focused. These skills are directly relevant to engaging with taxpayers and colleagues in a casework environment.

I am confident using multiple IT systems simultaneously, maintaining accurate records and tracking actions to completion. I organise my workload independently, monitor progress against deadlines, and adapt quickly when priorities change. During periods of high demand, I reorganise tasks to ensure urgent issues are addressed without compromising quality.

Overall, my experience demonstrates resilience, integrity, and a strong commitment to public service. I am motivated by roles that require fairness, accountability and delivering outcomes that protect both individuals and public resources. I am confident that my transferable skills, attention to detail, and ability to make well-reasoned decisions under pressure make me well suited to the role of HMRC Casework Officer.

Overview

35
35
years of professional experience

Work history

Medical secretary

NHS Greater Glasgow and Clyde
Glasgow
2013.10 - Current
  • Apply structured decision-making within established governance frameworks and GDPR requirements, reviewing and analysing sensitive information to ensure accuracy, compliance and risk mitigation. Regularly assess referrals, safeguarding concerns and complex documentation to identify discrepancies, escalate potential risks and ensure appropriate action is taken.
  • Collate and analyse information from multiple sources, including clinical records, referral data, diagnostic reports and correspondence, to support informed decisions. Where inconsistencies or risks are identified, investigate further, seek clarification and document outcomes clearly to maintain audit trails and accountability.
  • Work collaboratively with multidisciplinary teams, consultants, safeguarding leads and management to resolve complex cases and meet service performance targets. Maintain clear communication across teams to ensure timely progression of urgent and routine cases, contributing to collective objectives within high-demand environments.
  • Prioritise and manage a high-volume caseload by assessing risk, urgency and statutory timeframes, ensuring time-critical matters are progressed first. Regularly review workflows to identify opportunities to streamline processes, improve efficiency and reduce delays, while maintaining quality and compliance standards.
  • Take ownership of professional development by keeping up to date with policy changes, governance updates and data protection requirements. Share knowledge with colleagues, provide informal guidance on administrative processes, and support new team members to build capability and maintain consistent standards of work.
  • Maintain accurate, confidential and auditable records across electronic systems, ensuring data integrity and supporting performance reporting. Compile statistics and reports to assist management oversight and service improvement initiatives.

Team secretary

NHS Greater Glasgow and Clyde
Glasgow
2007.01 - 2013.10
  • Provided administrative and secretarial support to multidisciplinary crisis service.
  • Accurately entered data into patient management systems to ensure precision.
  • Typed various documents including correspondence, reports, and assessments from different sources with attention to detail.
  • Supported the admin team across NHS admin service through cross-cover.
  • Maintained and updated electronic database systems for smooth service operation.

Administrative officer

Department of Work and Pensions
North Lanarkshire
1991.05 - 2006.12
  • Assisted in assessing and processing new benefit applications.
  • Maintained customer benefit accounts to ensure timely payments each week/month.
  • Handled telephone and face-to-face enquiries, including conflict management.
  • Processed changes to customer accounts, including appeals and adjudication officer decisions, and calculated overpayments requiring recovery.

Supported day-to-day team management and operations by compiling statistical reports and conducting risk assessments.

Education

Certificate of Higher Education - English

St Patrick's High School
Coatbridge, North Lanarkshire

Certificate of Higher Education - Secretarial Studies

St Patrick's High School
Coatbridge

Certificate of Higher Education - Modern Studies

St Patrick's High School
Coatbridge, North Lanarkshire

GCSEs - Biology

St Patrick's High School

Timeline

Medical secretary

NHS Greater Glasgow and Clyde
2013.10 - Current

Team secretary

NHS Greater Glasgow and Clyde
2007.01 - 2013.10

Administrative officer

Department of Work and Pensions
1991.05 - 2006.12

Certificate of Higher Education - English

St Patrick's High School

Certificate of Higher Education - Secretarial Studies

St Patrick's High School

Certificate of Higher Education - Modern Studies

St Patrick's High School

GCSEs - Biology

St Patrick's High School
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