Amy Mackenzie
Beachlands,AUK
Summary
Alongside being strongly driven to succeed, I am ultimately quite gentle at heart and fiercely passionate about people. These personality traits have equipped me with a unique set of skills that set me apart from other Business Managers as I am holistically aware of all the core functions that fall under the scope of a F&I Manager, ranging from the bottom-line profit, the social responsibilities and the very many intricate duties in between. I strive to be the best ambassador I can be for both the company in which I am employed as well as the consumer, and whole heartedly believe in integrity and transparency to achieve this.
Overview
8
8
years of professional experience
Work History
Swim Lead
Swimgym
04.2023 - Current
- Oversee the management of a 7 day site, including management of staff
- Provide support for escalations with both staff and clients
- Develop the skills of on-site staff through training and mentoring programs
- Provide excellent customer service to on-site clients, attending to needs and resolving issues
- Manage outside contractor relationships
- Meticulous scheduling and pool rostering
- Iclass program management
- Ordering of stock and inventory control
- Finances - daily bank recon, clearing of transactions on Xero, quarterly data preparation, stock take, overdue accounts
- Coach and teach when required
- Support the assessment of teachers
Swim School Business Owner
Lotus Swim School
01.2021 - 06.2022
F&I Manager
RJ Cars
05.2018 - 12.2020
- Gathering the relevant information from the consumer in order to process their application to the financial institutions.
- Conducting a needs analysis to assess which aftermarket products best suit the needs of the consumer.
- Liaising between the financial institution and the consumer to negotiate a desirable outcome for the consumer as well as a profitable backend for the dealer.
- Assess declined applications for motivation and possible approvals where there is ground for such an outcome.
- Work hand in hand with the salesmen to close sales, remove the consumer from the market, and provide assurance to the consumer that they are in good hands.
- Invoicing to financial institutions and bringing in stock of trade-in vehicles.
- Ensuring absolute accuracy with regards to the drawing up of financial contracts and thorough paperwork.
- Signing up clients, advising on contract terms and conditions, and verifying original documents.
- Selling after-market products such as extended mechanical break-down warranties, service plans, scratch and dent, etc.
- Working in a methodical and organized manner to ensure a speedy remittance for the dealership on each delivery.
- Preparing change of ownership and licensing documents.
- Reporting of cash threshold and suspicious transactions.
- Statistical and data reporting for assessment of growth or drop in sales, which is crucial in keeping a close eye on the market.
- Remaining up to date with ever-changing legislation and continuous CPD learning
F&I Manager
Xquisite Auto
12.2015 - 04.2018
- As above
Education
NQF Level 4 - Short Term Insurance
Alcari
South AfricaHigh School Diploma -
Maragon
South AfricaClass of Business - Product Specification
Investor Campus
South AfricaRE5 - Regulatory Competence For Representatives
Moonstone
South AfricaSkills
- Customer Service-Oriented
- Patience and Empathy
- Meticulous and thorough
- Ability to work well under pressure
- Excellent time management skills
Timeline
Swim Lead
Swimgym
04.2023 - Current
Swim School Business Owner
Lotus Swim School
01.2021 - 06.2022
F&I Manager
RJ Cars
05.2018 - 12.2020
F&I Manager
Xquisite Auto
12.2015 - 04.2018
NQF Level 4 - Short Term Insurance
Alcari
High School Diploma -
Maragon
Class of Business - Product Specification
Investor Campus
RE5 - Regulatory Competence For Representatives
Moonstone
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