Bookkeeper, Admin Assistant, Trust Accounting coordinator,PMBookkeeper, Admin Assistant, Trust Accounting coordinator,PM

Key Achievements:

Assisted in preparing property appraisals for prospective landlords Supported Property Managers by setting up new properties and owner details in PropertyMe Assisted with scheduling and sending routine inspection notices to tenants Coordinated maintenance repairs and ensured smoke alarm compliance across properties Maintained accurate property records and supported day-to-day property management tasks Worked remotely while supporting Australian property management operations Handled high-volume trust accounting functions for a portfolio of hundreds properties in PropertyMe Processed over 20-80 landlord billings daily, including property-related fees, management charges, and tenant invoicing Prepared and issued tenant invoices while ensuring all charges were recorded accurately against the correct tenancy and property ledger Monitored trust account transactions, identified discrepancies, and assisted with adjustments and account corrections as required Ensured compliance with internal trust accounting processes through accurate record-keeping and timely billing Liaised with internal teams regarding fee changes, rent ledger concerns, and billing issues to maintain accurate landlord and tenant accounts

Key Achievements:

Portfolio Management: Directed end-to-end property management operations for a portfolio of 500+ residential properties across Victoria using PropertyMe. Trust Accounting Compliance: Executed highly accurate daily trust account reconciliations and processed scheduled disbursements (fortnightly & monthly) for landlords and creditors, strictly adhering to Australian trust accounting regulations. Financial Operations: Managed full-cycle accounts payable and receivable, efficiently processing rent payments, mitigating arrears, and paying creditor invoices (council rates, utilities, insurance, and trades) directly from the trust account. Reporting & Auditing: Generated and distributed detailed owner statements and automated financial reports, ensuring all trust funds were 100% compliant and fully backed by reconciled reports for auditing purposes. Maintenance & Vendor Coordination: Logged and monitored 100+ monthly maintenance requests, assigned work orders to preferred trades, and tracked completion to maintain high tenant satisfaction and protect asset value. Risk Management: Maintained strict safety compliance by tracking, uploading, and managing certification records, including smoke alarms and gas/electrical safety checks. Workflow Optimization: Streamlined tenant and landlord correspondence via PropertyMe’s messaging system, utilizing automated task tracking for lease renewals and maintenance approvals to significantly improve response times.

Key Achievements:

Dispute Resolution & Chargebacks: Investigated and resolved hundreds complex cardholder dispute cases monthly, meticulously analyzing merchant documentation to validate claims and accurately process chargebacks. Fraud Mitigation: Monitored high-volume cardholder transactions to proactively identify suspicious activity, significantly minimizing fraudulent charges and financial losses. Account Management: Addressed and resolved escalated cardholder inquiries regarding credit balances and account statuses, ensuring high customer satisfaction and strict adherence to financial security protocols.

Key Achievements:

Debt Recovery: Executed high-volume outbound and inbound collection calls, successfully negotiating payment arrangements and recovering 70-95% in outstanding debt. Payment Processing: Proactively contacted cardholders regarding upcoming due dates, securely navigating internal financial tools to process payments, update accounts, and review credit limits. KPI Achievement: Consistently met or exceeded daily call volume targets (20-38 calls/day) while strictly maintaining compliance with US debt collection regulations and quality assurance standards.