Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Louise Balle

Swanson

Summary

Dynamic Account Manager and Office Manager with a proven track record at MTF Finance, adept in financial legislation and delivering exceptional customer service. Excelled in growing the dealer network and mentoring employees, showcasing strong analytical and communication skills. Achieved excellent lending approvals and fostered robust client and dealer relationships.


March 2024 - July 2024 I took some time off to spend with my children after being made redundant from my position at MTF Finance. I then decided to change careers and move into mortgage lending as I have always had an interest in mortgage lending and the property industry after completing 2 new builds in Queenstown. I had the opportunity to study and complete the Residential Property Lending Certificate (Level 5).

Overview

29
29
years of professional experience

Work History

Administrative Assistant

Loan Market Universal
07.2024 - Current

Assisted with application forms. Learnt how to use the CRM system while training for my Residential Lending Certificate (Level 5)

Account Manager and Office Manager

MTF Finance
04.2011 - 03.2024
  • Knowledge and understanding of financial legislation including CCCFA, AML.
  • Deliver a high standard of communication to the dealer network throughout the application processing.
  • Execute document verification procedures accurately and promptly.
  • Execute contracts while ensuring accuracy and adherence to company guidelines.
  • As a Credit Analyst with delegated lending authority, I granted approvals for lending up to $100k.
  • I significantly grew the franchise's dealer network during my tenure.
  • Enabled straightforward communication between dealerships and clients, resulting in positive outcomes.
  • Contacted clients to discuss outstanding debts, payment options, and resolve disputes.
  • Negotiating payment arrangements that are mutually agreeable to both the client and the company.
  • Ensure a high level of customer experience.
  • Provide support to team members in navigating difficult decision-making situations and mentor new team members and trained new employees.
  • Assume responsibilities beyond the usual scope by providing coverage for the franchise owner during his absence.

Office Administrative Assistant

National Beverages Limited
09.2006 - 10.2007

Lending Officer

Pacific Retail Finance
08.2005 - 08.2006

Lending Officer

GE Finance and Insurance
10.2003 - 08.2005

Receptionist

Darby Partners
02.2003 - 09.2003

Waitress

Gantleys Restaurant
02.2003 - 09.2003

Receptionist

Coronet Alpine Hotel
07.2002 - 01.2003

Lending Officer

AGC Finance
10.1999 - 05.2002

Assistant Credit Controller

Adecco Personnel Limited
06.1998 - 10.1999

Debtors Clerk

Wattyl New Zealand Limited
02.1996 - 06.1998

Education

New Zealand Certificate -

Strategi Institute
11-2024

Skills

  • Communication: Clear verbal and written communication with clients
  • Analytical: Skilled in assessing financial date and account history
  • Organisation: Strong time management and record-keeping
  • Customer Service: Maintains positive client relationships
  • Resilience: Handles difficult situations with patience
  • Excellent networking and relationship management skills with dealer network

References

Provided upon request

Timeline

Administrative Assistant

Loan Market Universal
07.2024 - Current

Account Manager and Office Manager

MTF Finance
04.2011 - 03.2024

Office Administrative Assistant

National Beverages Limited
09.2006 - 10.2007

Lending Officer

Pacific Retail Finance
08.2005 - 08.2006

Lending Officer

GE Finance and Insurance
10.2003 - 08.2005

Receptionist

Darby Partners
02.2003 - 09.2003

Waitress

Gantleys Restaurant
02.2003 - 09.2003

Receptionist

Coronet Alpine Hotel
07.2002 - 01.2003

Lending Officer

AGC Finance
10.1999 - 05.2002

Assistant Credit Controller

Adecco Personnel Limited
06.1998 - 10.1999

Debtors Clerk

Wattyl New Zealand Limited
02.1996 - 06.1998

New Zealand Certificate -

Strategi Institute
Louise Balle