Summary
Overview
Work History
Education
Skills
References
Timeline
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Samantha Bauer

Summary

Dynamic and results-driven financial services professional with a proven track record across relationship management, lending, administration, and property services. Known for a meticulous, yet energetic approach, strong analytical thinking, and exceptional client service skills. Adept at thriving in fast-paced environments, delivering tailored financial solutions, and building lasting client relationships. Ready to bring energy, expertise, and a can-do attitude to a new challenge in financial services.

Overview

12
12
years of professional experience

Work History

Broker Associate

Gateway Finance
01.2024 - Current
  • Collect and verify client documentation for loan applications.
  • Prepare, submit, and monitor loan applications through to settlement.
  • Communicate with clients, lenders, and other stakeholders to manage loan progress.
  • Conduct preliminary assessments and servicing, presenting tailored lending options.
  • Manage calendars, client appointments, and follow-up activities.
  • Prepare loan proposals, credit summaries, and supporting documents for lender submissions.
  • Track key milestones (approval, valuation, settlement), and ensure timelines are met.
  • Provide administrative support, including data entry, file management, and CRM updates.
  • Stay up to date with lender policies, products, and industry changes.
  • Deliver exceptional customer service to enhance client experience and retention.
  • Support business development activities, including marketing, lead management, and client outreach.
  • Conduct regular compliance audits on client files and loan processes to ensure adherence to regulatory requirements, lender policies, and internal standards.

Administrator

Self-Employed
01.2022 - 01.2024
  • Managed client communications, project updates, and feedback.
  • Coordinated project schedules, contractor rosters, and supplier deliveries.
  • Handled financial administration using Xero: invoicing, reconciliations, and reporting.
  • Maintained accurate records for clients, contractors, and projects.
  • Scheduled virtual meetings, managed diaries, and maintained CRM systems.
  • Created business documents, marketing materials, and basic graphic design.
  • Supported HR functions, including recruitment and onboarding.
  • Conducted market research to assist in business development.

Senior Small Business Specialist

ANZ
01.2020 - 01.2022
  • Managed a portfolio of small to medium-sized business clients, delivering tailored lending and banking solutions.
  • Structured and negotiated commercial lending facilities to support client growth and operational needs.
  • Built and maintained strong client relationships, driving portfolio growth, and improving client retention.
  • Conducted financial analysis to identify client needs, and recommend appropriate banking products and services.
  • Partnered with credit, risk, and product teams to ensure the efficient delivery of solutions.
  • Proactively identified new business opportunities within the existing client base.
  • Maintained strict adherence to compliance, risk, and credit policies.
  • Consistently achieved and exceeded lending, portfolio, and client satisfaction targets.

Freelance Property Manager

P&N Bank
01.2018 - 01.2022
  • Successfully managed tenant relations, maintenance coordination, and property marketing for multiple residential properties.
  • Increased tenant retention by implementing proactive communication and maintenance strategies.
  • Conducted detailed property inspections, prepared comprehensive reports, and negotiated contractor services for maximum cost-effectiveness.

Lending and Insurance Consultant

P&N Bank
01.2015 - 01.2019
  • Originated consumer loans and recommended insurance solutions based on client needs.
  • Conducted financial interviews, assessed creditworthiness, and ensured regulatory compliance.
  • Managed client relationships, portfolios, and ongoing financial reviews.
  • Analyzed credit reports, verified documentation, and applied risk management strategies.
  • Exceeded sales targets; awarded 'Insurance Person of the Year' for top performance.
  • Promoted cross-sell opportunities across lending, insurance, and financial products.

Web Sales and Inbound Consultant

P&N Bank
01.2013 - 01.2015
  • Supported clients via WebChat, email, and social media for banking services and online support.
  • Resolved complex online banking issues, enhancing customer satisfaction, and service turnaround.
  • Assisted with account management, loan enquiries, disputes, and technical troubleshooting.
  • Promoted banking products and insurance policies, achieving 'Salesperson of the Year.'
  • Handled insurance renewals, claims support, and tailored policy recommendations.
  • Generated sales reports, analysed pipelines, and forecasted sales performance.
  • Consistently met KPIs, and maintained service level agreements across platforms.

Education

Certificate IV - Finance and Mortgage Broking

Kaplan Professional
05.2025

Certificate IV - Property Services

Australian College of Commerce

Skills

  • Financial Analysis and Risk Assessment
  • Relationship Management and Client Retention
  • Loan Origination and Structuring
  • Consumer and Commercial Lending
  • Compliance and Regulatory Adherence
  • Virtual Administration and CRM Management
  • General Bookkeeping and Financial Reporting (Xero)

References

References available upon request.

Timeline

Broker Associate

Gateway Finance
01.2024 - Current

Administrator

Self-Employed
01.2022 - 01.2024

Senior Small Business Specialist

ANZ
01.2020 - 01.2022

Freelance Property Manager

P&N Bank
01.2018 - 01.2022

Lending and Insurance Consultant

P&N Bank
01.2015 - 01.2019

Web Sales and Inbound Consultant

P&N Bank
01.2013 - 01.2015

Certificate IV - Finance and Mortgage Broking

Kaplan Professional

Certificate IV - Property Services

Australian College of Commerce

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Samantha Bauer