Eileen Poulter

• Process the accreditation requests relating to on-boarding, in life management and off-boarding of dealerships, finance & insurance managers and locums to arrange finance and insurance products on behalf of TFAL.
• Be a visible reference point and subject matter expert to regional staff and head office stakeholders on Accreditation policy and procedure matters across the end to end accreditation process including on boarding, in life management and off boarding.
• Ensure that all required notifications to ASIC are undertaken in a timely and compliant manner.
• Assists in the review of accreditation policies and procedures are to ensure that TFAL meets its legislative obligations; carry out all accreditation-related monitoring and supervision checks.
• Support the Accreditation Manager in the ongoing coordination of the Compliance Competency Assessments under our Monitoring & Supervision program (bi-annually). This includes being a point of reference and guidance for Regional Training Managers.

• Assist the Finance Team with all administrative tasks.
• Document generation, settlement of contracts and settlement letters.
• Receipt and balance all delivered cars for the dealership (3 locations).
• Send correspondence to customers, reply to all requests via email and phone. including payouts and settlement queries.
• Maintain up to date notes on every deal in the in-house system.
• Generate and maintain reports for Senior Management.

From 2004 until 2016, I worked at Col Crawford's for various periods of time.

• May 2004 – September 2005 - Sales Ctr Manager - teach and mentor the sales staff to set appointments via the phone (role became redundant).
• October 2005 - December 2011 - Finance & Insurance Administrator - handle all finance applications from start to finish; train all new Business Managers; liaise with customers, business managers and sales staff regarding incomplete/completion of finance documentation and monies due; maintain high standards of housekeeping ensuring all administrative procedures are strictly adhered to and followed, filing is accurate and mail sent on time.