Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Isis Wardle

Parramatta,NSW

Summary

Results-driven Finance Professional with extensive experience in financial analysis, broking, and strategic planning. Proven ability to navigate complex financial products while ensuring regulatory compliance and delivering exceptional client satisfaction. Skilled in assessing client needs, sourcing suitable finance products, conducting risk assessments and executing high-value transactions with precision and integrity.

Recognised for strong communication skills, adaptability, and a collaborative team approach that drives results. Skilled in market research, financial modelling, and negotiation, with a consistent track record of supporting business growth and achieving organisational objectives.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Relationship Manager and Loan Assistant

Wardle Consultancy Services
10.2022 - Current
  • Analysed and interpreted client credit reports to assess financial standing and identify opportunities for credit repair and improvement.
  • Collaborated with Score Up as a partner company to support clients in repairing credit through tailored loan solutions, delivering long-term financial value and improved creditworthiness.
  • Developed customized financial strategies that effectively met diverse client needs, ensuring alignment with their short- and long-term goals.
  • Built and maintained strong relationships with new and existing clients by providing expert guidance, transparent communication, and ongoing support throughout the loan and credit repair process.
  • Fostered client satisfaction and loyalty through consistent follow-up, high service standards, and a deep understanding of individual financial objectives.
  • Created and presented targeted proposals to prospective clients, clearly demonstrating the benefits of integrated credit repair and loan solutions to enhance financial outcomes.
  • Increased client trust and loyalty by providing consistent, high-quality advice on products and services tailored to their needs.

Asset Finance Specialist

Contracted to - ECapital Funding
05.2025 - Current
  • Analyzed financial statements to identify discrepancies and recommend corrective actions.
  • Developed comprehensive financial reports for senior management review and decision-making.
  • Evaluated loan applications to determine creditworthiness and compliance with policies.
  • Collaborated with clients to gather necessary documentation for loan processing.
  • Implemented cost-control measures that improved profitability across multiple funding projects.
  • Advised customers on suitable loan products based on individual financial needs.
  • Implemented process improvements that reduced turnaround time for loan approvals.
  • Ensured accuracy of financial data entered into loan management systems.
  • Resolved complex issues related to existing loans, effectively retaining clients while addressing concerns promptly.

Finance Broker

Contracted to - Loan Options Ai
11.2022 - 03.2025
  • Developed tailored financing solutions aligned with clients’ unique goals, including commercial asset purchases and personal vehicle finance.
  • Conducted comprehensive financial analyses and credit assessments to determine client eligibility and identify optimal lending options.
  • Negotiated favourable loan terms with lenders, consistently securing competitive interest rates and enhanced loan features for clients.
  • Built and nurtured strong client relationships through transparent service, proactive follow-up, and personalised financial guidance.
  • Ensured full compliance with preliminary assessments and prepared accurate NCCP (National Consumer Credit Protection) documentation to meet regulatory requirements.
  • Streamlined loan application workflows using digital tools (e.g., ACE and Ask AILO), reducing turnaround times and increasing operational efficiency.
  • Maintained expert knowledge of evolving finance regulations and lender policies to ensure full compliance and proactive advice.
  • Collaborated with internal underwriting teams and lender networks to accelerate approvals and ensure timely settlements.
  • Ensured accuracy of financial data entered into loan management systems.
  • Resolved complex issues related to existing loans, effectively retaining clients while addressing concerns promptly.

Sales Advisor

H&M Hennes & Mauritz
05.2021 - 10.2022
  • Managed all retail duties, including cashier work, restocking, and customer communication
  • Commended by management for excellent customer communication
  • Performed all checkout procedures quickly and accurately, while increasing sales by 40% in offering advice on purchases and promoting additional products. offering purchasing suggestions, promoting campaigns, memberships & offers, activities and company initiatives (i.e., sustainability efforts, garment collecting)
  • Applying ‘Heads up’ approach – being aware of customers that require assistance and offer help
  • Sharing knowledge and skills with colleagues, offering help where needed to build a positive working environment
  • Maintained current knowledge of applicable sales and product changes in order to provide best possible service for all customer needs.

Administrative Assistant

Building Choices Home & Community Care
01.2021 - 04.2021
  • Proven expertise in planning, record keeping, policy implementation, and maintaining service agreements to support smooth and productive operations.
  • Skilled in standardising administrative processes to ensure consistency, thoroughness, and operational efficiency while fostering strong customer relationships.
  • Coordinated logistics for client appointments, staff meetings, and other key events to optimise workflow and time management.
  • Experienced in monitoring cash limits, managing accounts payable/receivable, petty cash reconciliation, and preparing tax invoices using systems such as Brevity and Xero.
  • Provided coaching to new employees on administrative procedures, company policies, and performance standards. Maintained staff directories and company policy handbooks for HR functions.
  • Handled client correspondence, responded effectively to sensitive inquiries, generated reports using Microsoft Word, and prepared presentations in PowerPoint to support business communication.

Administrative Assistant

Credit Repair Australia
01.2020 - 04.2020
  • Accurately handed data entry, tracked emails and managed email correspondence for 100+ clients through the company CRM system.
  • Added documents to file records and created new records to support filing needs
  • Tracked sale activities in company CRM system and updated account information regularly
  • Generated reports and typed letters in Word and prepared PowerPoint presentations.
  • Developed and updated spreadsheets and databases to track, analyse and report on performance and sales data.

Education

Bachelor of Arts - Psychology

University of Wollongong
Wollongong, NSW

High School Diploma -

Magdalene Catholic College
10.2020

Skills

  • Structured financing solutions
  • Financial analysis skills
  • Effective team collaboration
  • Customer engagement
  • Detail-oriented approach
  • Analytical problem-solving
  • Consistent dependability
  • Adaptability to change
  • Effective verbal communication
  • Strong relationship-building abilities
  • Expertise in product features and benefits
  • Commitment to professional standards

Certification

  • Certificate IV and Combined Diploma in Finance and Mortgage Broking FNS40821- Completed [October 2025]
  • Real Estate NSW Assistant Agent Course - Completed [2022]
  • Certified in Mental Health First Aid Training - Completed [2021]

Affiliations

  • Wardle Consultancy Services - 0424 013 436
  • Loan Options Ai
  • Fabs Aria

Timeline

Asset Finance Specialist

Contracted to - ECapital Funding
05.2025 - Current

Finance Broker

Contracted to - Loan Options Ai
11.2022 - 03.2025

Relationship Manager and Loan Assistant

Wardle Consultancy Services
10.2022 - Current

Sales Advisor

H&M Hennes & Mauritz
05.2021 - 10.2022

Administrative Assistant

Building Choices Home & Community Care
01.2021 - 04.2021

Administrative Assistant

Credit Repair Australia
01.2020 - 04.2020

Bachelor of Arts - Psychology

University of Wollongong

High School Diploma -

Magdalene Catholic College

Similar Profiles

CREATE PROFILE
Isis Wardle