Lisa Cross

Basics

Financial Administrator

29 years in administration and customer service.

Lisa is a warm and experienced Financial Administrator with 29 years of customer service and administration experience across retail, tourism and allied health. She works closely with clients, support coordinators, plan managers and therapists to prepare quotes and service agreements, and is known for her attention to detail, clear communication and supportive approach. Lisa also brings personal insight into the NDIS as a parent who self-manages her children’s plans and therapy supports. Outside of work, she enjoys family time, walking the dog and being part of the local Pokémon Go community.

Background

What is your background in administration or customer service?

Retail – Supermarkets
Tourism – Travel Agent
Allied Health – Scheduling, Quotes & Service agreements

Areas of Strength

What are your key strengths in your role?

Knowledge of the NDIS, being a parent who self manages two children's NDIS plans & therapy supports.
Quotes & Service agreements
Organisation, attention to detail, consistent record keeping, client & therapist support.

Role in the Organisation

What does your role involve day-to-day?

Arranging Quotes & service agreements that fit within a set budget.

Liaising with clients, Support coordinators, Plan Managers & Therapists.

How do you support clients and the clinical team?

Consistent & timely communication between all parties to ensure therapy services are not delayed by having funding approval & documents signed.

What do you enjoy most about your role?

Coming into the office each day & working within a strong & committed team.

Approach to Client Experience

How do you help create a welcoming and positive experience for clients?

Being respectful & understanding of their situation, a person they can talk to without feeling judged.

What’s important to you when interacting with clients?

Listening & answering their questions & following up & getting back to them in a timely manner.

Contribution to the Team

How do you contribute to a smooth and supportive team environment?

Reliable & consistent in the work I produce.
Understanding of complicated situations & willingness to work within boundaries to achieve best possible outcomes for client & therapist.
Friendly & supportive work environment

Personal Touch

What do you enjoy outside of work?

Love spending time with my family, walking our dog, watching movies & playing board games or video games together.

A fun fact or something relatable?

Part of the local Pokemon Go community attending weekly events.