Taneel McCann
Auckland
Summary
Knowledgeable, tenacious, and self-motivated individual with a customer-centric approach. Passionate about delivering exceptional support and service levels, adept at managing key accounts and building trusted client relationships. Thrives in the financial sector due to analytical mindset and quick information processing skills. Experienced credit manager with expertise in loan writing and approval, as well as a Business Development Manager. Possesses in-depth knowledge of the lending sector, providing valuable industry insight. Seeking an opportunity with a growth-oriented company that values employee development. Eager to be in a role that fosters learning and growth within the business. Currently holds a Level 5 Financial Services Certificate in Mortgage Lending and pursuing an investment qualification at the same level to further enhance expertise.
Overview
15
15
years of professional experience
Work History
Senior Lender
Motor Trade Finance
01.2023 - Current
- Company Overview: Finance lender
- Offering Secured/unsecured credit lines and Mortgage Brokerage
- Understand lending and what is required to lend within the consumer and commercial sector
- Risk Assessment: Evaluate the risk of lending money to a borrower by assessing the overall financial situation of the business/consumer
- Have the skill and eye to identify customers, their needs and what product best suits their business requirements
- Client range varies from Motor Dealers, Automotive workshops, Small to medium business owners (startups), Construction, landscaping,restaurant owners to name a few
- Attention to detail and an analytical mindset is key to role success
Business Development Manager
FlexiCommercial
10.2021 - 12.2022
- Company Overview: A subsidiary of FlexiGroup, offering Leasing and finance within the commercial sector
- Collecting and presenting financial information required from clients to the lender
- Develop strategic plans and sales strategies to achieve new budget targets
- Onboarding of commercial Clientele and maintaining of new relationships
- Manage and report on individual sales pipeline
- Have the skill to have higher level conversations with decision makers as well as maintain relationships within their team
- Implement a regimented weekly planning schedule to effectively manage client base
- Present sales and marketing opportunities to dealer partners
- Clients are exclusively in the commercial sector and range from big retailers, construction companies, scaffolding, restaurant owners, Fitness Clubs, Big Printing companies and stationery warehouses
- Main product is Master rental Agreements (Line of Credit)
Finance and Insurance Manager
Western Ssangyong and LDV
11.2018 - 06.2021
- Company Overview: Vehicle logistics is the biggest selling Ssangyong and LDV group in the industry
- Discussing finance needs with the client and structuring deals to suit their situation
- Selling insurance related products such as Payment Protection Insurance, Mechanical Breakdown Warranties, Vehicle insurance and GAP cover
- Aftermarket Sales such as Gardx Paint Protection and Tints
- During my time in the seat the dealership achieved consecutive record-breaking financial months
- Building customer relationships to ensure repeat business
Finance and Insurance Manager
Alpine Motors
06.2017 - 09.2018
- Company Overview: Alpine Motors is the biggest selling Volkswagen Dealership in South Africa
- Determining the specific financial and insurance requirements of clients, and researching and reviewing available finance and insurance products for suitability to meet clients' requirements
- Analysing clients' financial status, discussing financial options and developing financial strategies
- Recommending loan combinations that meet clients' needs
- Interviewing prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover
- Arranging finance and insurance for clients through banks and insurance companies
- Preparing documents which set out the conditions of finance, repayments and loan periods
- Identifying and advising on significant risk changes to clients' insurance
- Consistently met my targets and achieved target incentives
Business Development Manager
TransUnion
06.2014 - 05.2017
- Company Overview: TransUnion South Africa is a leading global provider of credit and risk information solutions and information management services in Africa
- Main Products were data collection and resale , which provided information to dealers which allowed them to pull clients credit reports, vehicle reports (VIR) and a product which allowed dealers to predict resale values of vehicles.
- Visit clients to talk about, demonstrate and take orders for products and services
- Demonstrate and set up new clients on system
- Keep sales records and predict future market trends in the automotive industry
- Find and contact potential clients, and develop sales ideas to attract more clients
- Organise sales budgets
- Promoted and sold products to a broad range of dealerships, insurers and private companies
- Managed and supported the company’s largest customer, CMH Group
- Achieved and exceeded monthly targets
- Prepared weekly and monthly sales and territory reports
- Successfully maintained my client base and achieved targets in an increasingly depressed local economy
- Grew my territory by 30% within the first year
PA to Head of Finance
Alpine Motors
07.2010 - 06.2014
- Assist the Director with the following office support and management
- Oversee policies and procedures to ensure the smooth onboarding and lifecycle of all clients
- Key Individual certification allowed me to act as the Compliance Officer, ensuring all staff members are fully trained and aware of their responsibilities around Anti-Money Laundering and Counter-Terrorism Financing and Trade-Based Money Laundering, and preparation of reporting to Financial Services Board
- CRM - Maintaining database
- Updating client information
- Communicating with all parties to the transactions
- Obtaining paperwork from clients
- Tracking the progress of loan applications
- Dealing with complaints put forward by the Motor Vehicle Ombudsman
Education
Level 5 Financial Services Certificate - Residential Property Lending
Open Polytechnic
Auckland, NZ01.2024
Level 5 Financial Services Certificate - Investments
Open Polytechnic
Auckland04-2025
Diploma - Business Management
Boston College
South Africa01.2018
Finance and Insurance Qualifications - Key Individual
INSETA
South AFrica01.2012
Skills
- Inherently customer-focused and driven, with a proactive approach to problem solving
- Demonstrated success achieving or exceeding key targets in accordance with business development plans and objectives to produce strong and sustained company growth
- Strong time management and organisational abilities, always complete tasks on time and to specification
- Adept at building trusted and respectful business relationships and engaging effectively with all stakeholders
- Highly effective communicator with strong advocacy and relationship development skills, capable of relating to all levels within an organisation
- An outside-the-box thinker who stives to find a solution for every problem
- Analytical mindset
Timeline
Senior Lender
Motor Trade Finance
01.2023 - Current
Business Development Manager
FlexiCommercial
10.2021 - 12.2022
Finance and Insurance Manager
Western Ssangyong and LDV
11.2018 - 06.2021
Finance and Insurance Manager
Alpine Motors
06.2017 - 09.2018
Business Development Manager
TransUnion
06.2014 - 05.2017
PA to Head of Finance
Alpine Motors
07.2010 - 06.2014
Level 5 Financial Services Certificate - Residential Property Lending
Open Polytechnic
Level 5 Financial Services Certificate - Investments
Open Polytechnic
Diploma - Business Management
Boston College
Finance and Insurance Qualifications - Key Individual
INSETA
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