PLACED WITH CLIENT

PERSONAL DETAILS

Name: Jan Isabeau David

Date of BirthGenderMarital Status
11 January, 1987FemaleSingle

Interview with Jan

SUITABLE ROLE/S

Jan is suitable for an administrative assistant role.

Education

Bachelor of Science in Nursing

Experience

  • Log-in Administrator – 4 years & 3 months
  • Customer Service Representative – 3 years & 3 months
  • Private Tutor – 2 years & 1 month
  • Junior Reports Analyst – 8 months
  • Mortgage Broking Administration Assistant – 7 months
  • Transcriptionist – 4 months
  • Volunteer Nurse – 3 months
  • Owner | Stylist – 3 months

Strengths

Isabeau, who prefers to be called Beau, is intelligent, polite, and friendly. She has over 11 years of work experience in various fields, before joining Affordable Staff. She has good verbal and written English communication skills.

Right after she got her nursing license, Beau volunteered at a hospital in the city. She provided nursing care, educated patients, and ensured the safe delivery of treatments and medication.

After volunteering, she ventured into the call center industry. Beau has been with several accounts throughout her career. She has been with a number of telco accounts where she assisted her customers with all their queries and concerns. She helped them troubleshoot their phone, Internet, and cable issues and created tickets for them for further resolution. She also assisted them with cable, network, and software installations.

In her next call center company, she was with a computer software account, where she assisted her customers in installing software, walked the customers through the basics of the software, and helped them with repairs and troubleshooting the software. She also maintained databases and performed updates as necessary to ensure accuracy. She was also responsible for the accurate daily, weekly, and monthly reports of all the team members. In her last position in the account, she was responsible for all the team members’ tools, log-ins, and access. She handled roster creation and maintenance and managed tools access.

In her last call center stint, she provided email and chat support for client services and software applications. She advised customers with technical inquiries and concerns. She also assisted customers with installations and activations of the software.

Beau also ventured into the freelancing industry and first started with transcription services. She transcribed raw audio and video files from interviews, podcasts, and videos. She then edited and proofread the transcripts.

She also ventured into the teaching industry and became a private tutor for a student based in NZ. She assisted the student with homework and projects and introduced grade-level-based topics. Lastly, she worked closely with the student to help him understand key concepts better.

Beau also owned an event styling business that catered to venue decorations. She created invitations, banners, and displays for the event. She also designed backdrops, displays, and the overall venue.

Presently, she’s an administration assistant for a mortgage and financial services firm based in Queensland. She’s adept at industry-specific tools and applications, such as BrokerEngine, lender broker portals, and Microsoft Outlook and Excel.

With her experiences, she did not only develop her eye for detail, multitasking, organisational skills, but she also honed her creativity, time management abilities, and rapport-building skills. Her extensive work and life experiences molded her into what she is right now. She is smart, approachable, and speaks with enthusiasm. She will make a great addition to any team as an admin assistant.

Other Information

Beau is a creative gal. She enjoys making art in different kinds of mediums. She would make loot bags, giveaways, and invitations. She would also create backdrops and decorate venues for special events.

She used to be a part of the volleyball and swimming teams back in her youth. In her free time, she likes to read novels and play with her dogs.

EMPLOYMENT HISTORY

Company: Affordable Staff

Position: Mortgage Broking Administration Assistant

Date of Employment: September 2022 – present

Duties & Responsibilities:

  • Checking, replying to, and managing emails from lenders and client
  • Creating new leads
  • Receiving settlement notifications and
  • Following up on outstanding documents
  • Getting details from lenders over the phone or via email
  • Reviewing settlement details, customer deals, rates comparisons, and valuation
  • Requesting pricing through lender tools
  • Saving and filing documents received
  • Running through deals, leads, and construction updates
  • Sending progress payment requests and follow-up letters of commencement

Position: Private Tutor

Date of Employment: November 2019 – December 2021

Business Name: Lamalle Media Services

Position: Transcriptionist

Date of Employment: June 2019 – October 2019

Business Name: Storybook Events

Position: Owner | Stylist

Date of Employment: October 2018 – January 2019

Business Name: SRB Digital

Position: Customer Service Representative

Date of Employment: October 2016 – January 2018

Business Name: Teleperformance

Position: Customer Service Representative | Junior Reports Analyst | Log-in Administrator

Date of Employment: December 2010 – July 2016

Business Name: Teletech

Position: Customer Service Representative

Date of Employment: June 2007 – March 2008 | August 2009 – May 2010

Business Name: Our Lady of Mercy Specialty Hospital

Position: Volunteer Nurse

Date of Employment: March 2009 – June 2009

Skill Set Summary

English Listening

English Composition