Signio
Elouise O'Neale
Finance And Insurance Business Manager
Polokwane
Summary
Results-driven Finance and Insurance Manager skilled in identifying, pursuing and converting leads to sales through in-person and online means. Versatile and responsive with 13+ years of experience. Expertise transforming finance and contract processing into more streamlined, profitable and focused operation. Focused on boosting dealer profits by closing deals with speed and efficiency. Excellent interpersonal, communication and analytical abilities. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
16
16
years of professional experience
Work History
F&I Manager and Key Individual
AUTO IMAGE MOTORS
2013.01 - Current
- Streamlined processes for finance applications, resulting in faster approvals and increased customer satisfaction.
- Maintained strict adherence to laws regarding consumer disclosures and regulatory compliance practices throughout all transactions conducted.
- Developed customized financing solutions tailored to each customer's unique needs, resulting in higher close rates and satisfied clients.
- Promoted positive work environment by fostering open communication among team members and resolving conflicts professionally as they arose.
- Maintained strong understanding of industry trends and changes through ongoing professional development.
- Worked with lending institutions to secure financing and fulfill contracts.
- Explained very technical financial information to applicants in easy to understand language.
- Worked closely with other departments to resolve any issues that arose during sales process, maintaining seamless experience for customers.
- Enhanced dealership profitability through successful sale of finance and insurance products.
- Improved customer satisfaction by effectively explaining financing options and ensuring transparent processes.
- After 13 years experience- established strong relationships with lenders, negotiating competitive rates for customers and improving loan approval rates.
Architectural Drafter
ARCOZA Architects
2011.01 - 2012.12
- Developed comprehensive drawing sets, including floor plans, elevations, sections, and details for permit submissions.
- Enhanced project collaboration by working closely with architects.
- Created, printed, and modified drawings in AutoCAD and Revit.
Intern Architect
K/M2K Architects
2010.06 - 2010.11
- Developed 3D renderings and presentation materials for client meetings, aiding in the visualization of proposed designs.
- Conducted site visits to monitor construction progress and ensure compliance with design specifications.
- Supported senior architects in schematic design phase, refining ideas through sketches and digital models.
- Assisted in the development of design concepts, translating client requirements into functional and aesthetically pleasing spaces.
Travel Consultant
Leisure Logic - Business and Travel
2008.12 - 2010.01
- Worked closely with clients to understand unique needs and meet specific travel desires.
- Exceeded customer service satisfaction standards by understanding and anticipating clients' expectations.
- Organized trips for individual, family and business travelers.
- Built strong relationships with clients through exceptional communication and personalized service.
Education
CPD (Continuous Professional Development)
Up To Date
2001.04 -
Class of Business
Exempted: Appointed Before 1 April 2018
2024
Short Term Insurance -NQF Level 4 - Insurance
Inseta
Pretoria, South Africa 2001.04 -
RE 1 (Rep) & RE 5 (KI) - Insurance
Moonstone
Polokwane, South Africa 2001.04 -
FAIS1, FAIS 2, FAIS 3 - Insurance
ALCARI
Pretoria, South Africa 2001.04 -
NCA Card - Finance
IDA
Pretoria, South Africa 2001.04 -
Certificate - Architectural Drafting Technology
Inscape Design College
Cape Town, South Africa 2001.04 -
High School Diploma -
Jan Van Riebeeck Highschool
Cape Town, South Africa 2001.04 -
Skills
Management Skills
Software Utilization
Compliance Management
Customer Service
Operational Efficiency
Teamwork and Collaboration
Time Management
Problem-solving abilities
Multitasking
Self Motivation
Analytical and Critical Thinking
Software
Microsoft Office
Revit
Auto CAD
Languages
Afrikaans
English
Timeline
F&I Manager and Key Individual
AUTO IMAGE MOTORS
2013.01 - Current
Architectural Drafter
ARCOZA Architects
2011.01 - 2012.12
Intern Architect
K/M2K Architects
2010.06 - 2010.11
Travel Consultant
Leisure Logic - Business and Travel
2008.12 - 2010.01
CPD (Continuous Professional Development)
Up To Date
2001.04 -
Short Term Insurance -NQF Level 4 - Insurance
Inseta
2001.04 -
RE 1 (Rep) & RE 5 (KI) - Insurance
Moonstone
2001.04 -
FAIS1, FAIS 2, FAIS 3 - Insurance
ALCARI
2001.04 -
NCA Card - Finance
IDA
2001.04 -
Certificate - Architectural Drafting Technology
Inscape Design College
2001.04 -
High School Diploma -
Jan Van Riebeeck Highschool
2001.04 -
Class of Business
Exempted: Appointed Before 1 April 2018
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