James I.

Experience

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  Optus

  Mar 2005 - May 2007

  Assistant Store Manager

  · Daily cash and EFTPOS reconciliation of the Point of Sale· Transportation of cash to the bank· Instigation and follow up of provider services to ensure above average standard delivering positive end results· Professional and dignified response to customer concerns and/or complaint issues· Management of employee concerns and issues· Daily maintenance and updating Optus database· Ad-hoc verbal and computerised reporting to the franchisee· Analyse and determine inefficient practices at Rhodes store and instigate new policies and procedures ensuring a more positive return for follow up staff Show less

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  ORIX Australia Corporation Limited

  May 2007 - Sept 2017

  · Reduced overall costs on behalf of QBE Insurance and Youi Insurance ranging between 10% to 15% per vehicle· Implemented the consolidation of 3 ad-hoc reports into one easy to read monthly report with the addition of commentary· Issuing of purchase orders to the dealer network and to third-party suppliers· Coordinated the replacement vehicle between the insurance provider, the end-user and supplying dealer· Centralised contact for QBE and Youi Insurance for the total loss teams· Orchestrated with individual car dealers to secure vehicles when in short supply for a short delivery timeframe Show less · Launched the first Vendor Automated Tender process reducing the processing time by 40% · Established an Online Supplier Management System reducing processing times by 15%· Established and implemented an automated WHS Compliance workflow· Managed new contracts and re-negotiations with top 200 customers· Coordinated and managed contract compliance for over 800 major vendors, suppliers, and customers across Australia and New Zealand· Drafted the first standardised Trans-Tasman customer agreements· Formulated and communicated company policies, procedures and framework in accordance with the Australian Privacy Principals, ACCC and ASIC regulations within the business· Reduced corporate liability for misleading or deceptive conduct in its business dealings by ensuring all policy and procedures were compliant· Prepared and maintained regulatory compliance policies involving corporate privacy, information security, and conflict of interest Show less · Empowered a team of 15 customer service agents in an inbound environment using email, phone and web inquiries· Managed monthly and annual team performance with reviews and reports· Managed assets exceeding $2.5 million and vehicle fleets exceeding 5500· Processed credit applications through Veda Advantage in accordance with ORIX credit guidelines and Australian Privacy Laws up to $150,000· Authority body for releasing funds up to $150,000 and Direct Debits up to $2 million· Mentored and coached in excess of 50 direct and indirect staff for professional and product development· Promotion of ORIX services at client employee expo events Show less

  • Acquisition Supervisor

    Mar 2017 - Sept 2017

  • Senior Paralegal

    Feb 2016 - Mar 2017

  • Senior Relationship Executive (Supervisor)

    Aug 2012 - Feb 2016

  • Relationship Executive

    May 2007 - Aug 2012
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  InNovated Leasing

  Sept 2017 - Sept 2018

  Territory Manager

  · Championed customer growth exceeding 25% within twelve month· Work within the policies and procedures set by NSW Health, NSW Education, ACT Government and Department of Human Services for employee benefits and salary packaging· Developed annual strategic plans in line with the Innovated Leasing’s operational plan· Established on-road safety procedures for staff· Managed a portfolio of NSW Education sites, 45 NSW Health sites, sole ownership of the ACT Government and Department of Human Services· Coordinated the sponsorship of two hospital Christmas lunches exceeding 1,000 staff· Sharpened and incorporated contract compliance Show less

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  Revolution Software Services

  Sept 2018 - Apr 2019

  AU/NZ Client Manager

  · Drove a 10% rate increase – this being a first in 8 years for the Company· Implemented procedures resulting in a 20% reduction in travel expenses· Preparation of regular reporting for Director Board meetings· Updated existing documentation to meet regulatory compliance such as the Australian Privacy Principals and Unfair Contract terms· Developed and managed annual travel budgets and operating expenses exceeding $60,000 per annum· Regular onsite visits to customer locations Australia-wide to present and provide support to Directors, Dealer Principals and Chief Officers· Single point of contact with a portfolio of 54 dealer sites· Multi-stage management from quotations, invoicing, and third-party integration· Formulated the Relationship Management process from the ground up· Reconfigured SalesForce to capture relevant customer information Show less

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  ADP

  Jun 2019 - now

  • Senior Service Relationship Manager

    Sept 2023 - now

  • Relationship Manager

    Jun 2019 - Sept 2023