Paula Bridge
Cardiff,NSW
Summary
Finance professional with comprehensive understanding of brokerage operations and financial markets. Adept at identifying client needs and delivering tailored financial solutions. Strong focus on team collaboration and achieving results through adaptability and reliability. Proficient in risk assessment and regulatory compliance.
Overview
8
8
years of professional experience
Work History
Asset & Equipment Finance Broker
Simple Finance Group Australia Pty Ltd
12.2023 - Current
- Successfully closed deals with a high rate of client retention and repeat business.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional customer service.
- Provided clear communication throughout the loan process, keeping clients informed every step of the way.
- Discussed financial options with clients and provided informed suggestions.
- Conducted comprehensive financial analyses to identify optimal lending options for clients' unique needs.
- Developed strong relationships with key stakeholders, fostering trust and loyalty from both clients and lenders.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance at all times.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Credit Analyst
MoneyMe Financial Group Pty Ltd
01.2023 - 11.2023
- Promoted to Credit Analyst for performing at a consistently higher level and demonstrating leadership potential by willingly accepting more responsibilities and delivering results.
- Reviewed credit applications to keep the organisation profitable by making informed responsible lending decisions.
- Analysed customer data such as financial statements to determine level of risk involved for providing credit.
- Maintained compliance with applicable regulations and laws governing consumer and commercial credit.
- Investigated and resolved customer and partner disputes related to credit decisions.
- Collaborated with other teams to identify and mitigate risks impacting the organisation.
- Created training material for new and existing staff, and successfully conducted training for new staff as well as being responsible for their progress and success
- Successfully conducted training for new staff and was responsible for their progress and success.
Finance Administration Assistant
Newcastle, Commercial Finance Pty Ltd
01.2021 - 08.2021
- Prepared settlement documentation by organising and coordinating with clients, lenders and the broker to ensure a smooth transaction process
- Answered queries for clients and maintained general administration duties within the office
- Ensured all client and other filing is in alignment with finance governing regulated bodies
- Ensured the CRM system is up to date by inputting client file data and settlement data
- Processed end of month billing for the firm
- Became familiarised with the finance governing body's rules and regulations for, specifically for Anti-Money Laundering and Counter-Terrorism Finance requirements and processes
Workforce Coordinator
ISO Limited
11.2016 - 02.2017
- Coordinated and arranged the schedules for the workforce to manage optimal coverage and service levels across the country
- Ensured health and safety guidelines are kept according to policies
Project Coordinator
Sable Engineering
02.2019 - 01.2020
- Coordinated with the project manager and external stakeholders over current and future projects whilst carrying an administrative role
- Estimated and quoted future projects and created job files for each project whilst ensuring current projects were up to date with new data.
National Helpdesk Coordinator
OCS Limited
01.2020 - 12.2020
- Assisted and assessed with ad-hoc facilities management tasks requested by external stakeholders
- Liaised and coordinated with the operations team to ensure requests were being actioned efficiently and to ensure the service level agreement of each contract was met
Education
Bachelor of Commerce - Finance and Economics
University of Auckland
Auckland, NZ2020
Skills
- Confident
- Adept learner
- Empathetic Communicator
- Detailed
- Problem solver
- Risk Assessment
- Banking Regulations
- Lending Regulations
- Financial Data Analysation
- Commercial and Consumer Loans
- Document Verification
- Bilingual
Accomplishments
- Worked with the General Manager to ensure compliance procedures are being followed by all staff.
- Successfully followed compliance and procedures to ensure regulatory practices are followed and risk mitigated.
Languages
English
Native or Bilingual
Afrikaans
Native or Bilingual
Timeline
Asset & Equipment Finance Broker
Simple Finance Group Australia Pty Ltd
12.2023 - Current
Credit Analyst
MoneyMe Financial Group Pty Ltd
01.2023 - 11.2023
Finance Administration Assistant
Newcastle, Commercial Finance Pty Ltd
01.2021 - 08.2021
National Helpdesk Coordinator
OCS Limited
01.2020 - 12.2020
Project Coordinator
Sable Engineering
02.2019 - 01.2020
Workforce Coordinator
ISO Limited
11.2016 - 02.2017
Bachelor of Commerce - Finance and Economics
University of Auckland
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