JULIE BLOOMFIELD
Norman Gardens Rockhampton ,QLD
Summary
Experienced finance professional with nearly 30 years of expertise in financial analysis, client relationship management, and strategic planning. Proven track record of fostering teamwork and delivering impactful results. Recognized for adaptability, dependability, and clear communication skills. Proficient in risk assessment, market research, and negotiation strategies to drive success in the finance industry.
Overview
29
29
years of professional experience
Work History
Finance Broker
Mortar Finance
06.2024 - Current
- Conducted comprehensive financial analyses to identify optimal lending options for clients'' unique needs.
- Applied expert negotiation tactics when liaising between clients and lenders to achieve mutually beneficial outcomes.
- Mentored junior brokers, imparting valuable knowledge and skills to improve overall team performance.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance at all times.
- Delivered consistent results in meeting or exceeding sales targets month after month.
Business Banking Manager
NAB
02.2022 - 05.2024
- Provided leadership and direction to grow team portfolio and increase revenue.
- Structured and finalized secured and unsecured loans.
- Delivered exceptional experience and maintained productive relationships with area small businesses.
- Increased new business acquisition by developing and implementing targeted marketing strategies for small businesses.
- Streamlined loan approval processes, reducing turnaround times and improving customer satisfaction rates.
- Boosted client retention rates by conducting regular account reviews to identify upselling opportunities and address any concerns or pain points proactively.
Business Banking Manager
ANZ Bank
01.2019 - Current
- Vast experience with Commercial Lending for Small Business Clients.
- Managed Customer portfolio and New to Bank Customers.
- Attention to detail for compliance management of a banking industry.
- Strong sales ability and skill level.
- Networking and building relationships within the local community.
- Customer Focused in delivering a great experience and maintaining relationships.
Senior Personal Banker
ANZ Bank
03.2013 - 04.2019
- Management and delegation of the operation of the day to day working, including reporting and monitoring of teller cashing ability.
- Vast experience with Home and personal lending.
- Great experience in managing finances for clients.
- Attention to detail for compliance management of a banking industry.
- Networking and building relationships within the local community.
- Training and coaching of new recruitment staff for sales and customer service roles.
- Ability to step into management role.
- Motivated and self driven.
- Team player.
Branch Manager/Personal Lender
GE Money
11.1996 - 03.2013
- Establish and maintain relationships with individual and business customers or provide assistance with problems these clients may encounter.
- Examine, evaluate and process lending applications.
- Network with the local community to attract new business.
- Strong communications skills.
- Coach and mentor colleagues.
Education
Diploma In Finance & Mortgage Brokering Management - Finance
The Finance Institute
01-2024
Certificate IV in Finance & Mortgage Brokering - Finance
The Finance Institute
01-2024
Chartered Banker- Professional Banker Association -
Finsia
05-2023
Skills
- Portfolio management
- Cash flow management
- Client management
- Investment strategies
- Financial forecasting
- Credit assessment
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Multitasking Abilities
- Reliability
- Excellent communication
Career Achievements
- Completed Retail Management Program for ANZ.
- Senior Personal Banker of the Year for 5 years - ICARE Award Winner for ANZ.
- Commercial Banker for ANZ – Award Winner Rising star, High Performer.
- Commercial Business Broker Banker of the year for NAB 2023 and 2022.
Professional Statement
Dedicated and values-driven finance professional with over 29 years of experience in the financial services industry. Passionate about creating positive, people-centered financial experiences and supporting mission-focused organizations. Known for energy, curiosity, and a commitment to continuous growth and excellence. Brings agility, integrity, and a strong service ethic to every role, with a deep respect for community, purpose, and meaningful impact.
Timeline
Finance Broker
Mortar Finance
06.2024 - Current
Business Banking Manager
NAB
02.2022 - 05.2024
Business Banking Manager
ANZ Bank
01.2019 - Current
Senior Personal Banker
ANZ Bank
03.2013 - 04.2019
Branch Manager/Personal Lender
GE Money
11.1996 - 03.2013
Diploma In Finance & Mortgage Brokering Management - Finance
The Finance Institute
Certificate IV in Finance & Mortgage Brokering - Finance
The Finance Institute
Chartered Banker- Professional Banker Association -
Finsia
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