Integrity, experience and knowledge!
“Passionate about finding the right lending solutions for all.”
Carla Richardson has a lot of authority in her industry, a long career in finance with big banks and knows how to get loans across the line. Her professionalism, knowledge and passion for the industry has made her very successful in the industry and respected among her industry peers.
Why choose Carla?
With over 20 years’ experience in the mortgage industry, Carla has built a reputation of professional integrity. Carla has worked at a senior management level in credit policy and has been involved in the review and setting of lending policy for a lending institution. She understands the reasoning for credit policy and can navigate the sea of lenders to find the policy to suit the most unique of financial situations.
Carla can provide her clients with a professional personal service that ensures all their financial needs are met. She will offer expert advice on the products that will best suit their needs. She professionally manages the loan process all the way up to settlement. Once the loan is settled Carla will continue to manage the client’s loan to ensure it continues to meet their needs. She realises that the financial needs of clients can change as time goes by as their family and personal situation changes.
Qualifications and professional memberships:
- Diploma of Finance & Mortgage Broking Management.
- Member of MFAA (Mortgage & Finance Association of Australia).
- Member of Credit & Investments Ombudsman (external dispute resolution).
Carla’s industry experience:
Carla’s time in the industry has focussed on credit analysis and management. She spent 11 years working with NAB where she became extremely proficient with the mortgage process from taking loan applications to approval and then through to the settlement of the loan.
Carla then spent 9 years working for IMB Bank and worked as the National Lending Services Manager, in this role she was responsible for reviewing and maintaining the organisations lending policies and procedures (including commercial lending). She was responsible for the management of all loans from approval through to settlement, loan maintenance, collections and finally to discharge.
After leaving IMB Bank Carla worked with First Title as their National Operations Manager. In this role Carla managed the Title Insurance process that offered financial institutions an alternative method of taking a mortgage loan from approval to settlement without utilising the services of solicitors. Carla left First Title when she started her family.
Carla returned to the industry and worked with a local broker to re-establish herself with current products, services and lending policies. She completed her Diploma of Finance & Mortgage Broking Management and established her business Wyze Finance.
Please contact Carla if you would like to find out more about her services.