Lisa Mccall work email
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Lisa Mccall personal email
I am passionate about making a difference in people’s financial futures & love helping people fund their dreams. With over 25 years’ experience in the financial services industry in a variety of roles, I have now moved back to a Banking Advisor role in the winterless north.
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Financial AdvisorMoney EmpireAuckland, Nz -
Financial AdvisorProperli May 2024 - PresentAuckland, New ZealandRebranded from Money Empire to Properli. After trading for 12 years as Money Empire, we are embarking on a new journey to improve, develop and grow our business. Properli still provides the same personal expert services of financial advice, mortgage brokering, insurance, property investment and developments. -
Financial AdvisorMoney Empire Jun 2023 - May 2024
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Banking AdvisorBank Of New Zealand Jun 2022 - Jun 2023Whangarei, Northland, New Zealand -
Senior Consultant - Nzhl RodneyNzhl Jul 2020 - Jul 2022Auckland, New Zealand -
Business OwnerNew Zealand Home Loans Jan 2014 - Jun 2020Te Atatu South, AucklandFranchise owner of New Zealand Home Loans (Te Atatu) Limited. Had 1 full-time and 1 part-time staff memberHad a sub office in Tutukaka from 2016 - 2018 -
Registered Financial AdviserNew Zealand Home Loans Oct 2011 - Dec 2013Ponsonby, AucklandWe provide an initial comparison between what you are currently doing with your bank and what can be achieved with a managed loan. We then provide on-going support to help our clients meet their goals to become Debtfree quicker and put more money in their pockets in the way of interest savings. These savings can then be used to pay for things you would not have thought possible without having to borrow more money. -
Registered Financial AdviserMortgage People Limited Jun 2011 - Oct 201130 Ponsonby RoadOffering both Mortgage/Finance & Insurance advise. -
Senior Risk AnalystGe Capital Sep 2010 - Jun 2011•The primary responsibility of this role is the underwriting of SME and Corporate Fleet transactions. This includes, but is not limited to, the qualitative and quantitative risk assessment and due diligence of new transactions, preparation of credit submissions and the management of or assistance in managing of the transaction through to documentation and settlement and the workout/restructuring of transactions.•Assessment & preparation of in-depth financial analysis including balance sheets, profit and loss and cashflows analysis both on historical and future basis•Building & developing relationships with the Sales teams -
Assistant Mortgage Manager & Then Credit Recovery ManagerNew Zealand Guardian Trust Nov 2004 - Sep 2010Vero Centre, AucklandInitial role as a lender / BDM for the Guardian Trust with a fund of $250M. Assisted with growing that to $600M by July 2008. Then with the GFC, the fund was frozen and I was seconded to assist with the recovery of the fund for the next 2 years .
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Commerical FinanceMarac Finance 2000 - 2002
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Banking Consultant And Commercial Mortgage SupportNational Bank Mar 1994 - Mar 1996New Zealand• Responsible for a portfolio of customers attending to all their banking needs• Lending incl., home, personal and small business, International, Administration, Sales & Marketing, Cashiering, Investments• Providing support to a Commercial Manager• Analyzing balance sheets and preparing approval submissions for Commercial Manager• Reviewing all existing facilities when due
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Credit RecoveryFord Motor Credit Company 1995 - 1996•Worked in both Collections & New Business•Responsible for collecting delinquent hire purchase accounts from 10 days to repossession status and answering general customer inquiries •In New Business I was buying and loading H/P and Lease contracts, providing quotes and answering dealers queries
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Relationship ManagerBank Of New Zealand 1987 - 1993•All duties including correspondence, teller, bulk cashier, data input, customer records, administration, customer services and Personal Banking
Lisa Mccall Skills
Frequently Asked Questions about Lisa Mccall
What company does Lisa Mccall work for?
Lisa Mccall works for Money Empire
What is Lisa Mccall's role at the current company?
Lisa Mccall's current role is Financial Advisor.
What is Lisa Mccall's email address?
Lisa Mccall's email address is li****@****s.co.nz
What are some of Lisa Mccall's interests?
Lisa Mccall has interest in Animal Welfare, Social Services, Children, Education.
What skills is Lisa Mccall known for?
Lisa Mccall has skills like Finance, Loans, Mortgage Lending, Credit, Risk Management, Management, Financial Services, Insurance, Relationship Management, Financial Analysis, Banking, Customer Service.
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Lisa McCall
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