Lynn Alexander
Amandelsig Kuils River
Summary
Dynamic Finance and Insurance Manager at BNA Motors with a proven track record in regulatory compliance and risk assessment. Expertly guided clients in selecting optimal insurance coverage while enhancing customer satisfaction through effective complaint resolution. Adept at building relationships and leading teams to exceed lending goals and streamline application processes.
Overview
25
25
years of professional experience
Work History
Finance and Insurance Manager
BNA Motors
Cape Town
05.2018 - Current
- Worked as an FNI manager. Loaded applications and validation documents to the bank. Interacted with clients to complete applications. Completed the Offer to Purchase and invoicing of the vehicle for banks to request a contract.
- Facilitated training sessions for staff members on various aspects of finance and insurance operations.
- Organized seminars and workshops related to finance and insurance topics for internal and external stakeholders.
- Networked within communities to identify and capitalize on business opportunities.
- Advised clients on the best types of insurance coverage for their specific needs.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Informed customers of loan application requirements and deadlines.
- Stayed abreast of lending regulations, industry trends and market rates.
Co-ordinator
Sanlam
Bellville
09.2000 - 10.2012
- Resolved customer complaints or answered customers' questions.
- Processed disability claims
- Coordinated with other supervisors, combining group efforts to achieve goals.
Education
N5 Diploma - Financial Management
Cape College
Cape Town 06-2000
High School Diploma -
Cape Town High School
Cape Town 11-1998
Skills
- Customer service
- Regulatory compliance
- Risk assessment
- Communication skills
- Time management
- Negotiation skills
- Relationship building
- Application verification
- Leadership skills
- Teamwork and collaboration
- Relationship management
- Problem-solving
- Complaint handling
Affiliations
- I enjoy the outdoors, Running , Hiking and camping.
Languages
English
First Language
Afrikaans
Elementary (A2)
A2
Timeline
Finance and Insurance Manager
BNA Motors
05.2018 - Current
Co-ordinator
Sanlam
09.2000 - 10.2012
N5 Diploma - Financial Management
Cape College
High School Diploma -
Cape Town High School
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