Lisa Mccall

Lisa Mccall Email and Phone Number

Financial Advisor @ Money Empire
Auckland, NZ
Lisa Mccall's Location
Auckland, Auckland, New Zealand, New Zealand
Lisa Mccall's Contact Details

Lisa Mccall personal email

n/a
About Lisa Mccall

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.

Lisa Mccall's Current Company Details
Money Empire

Money Empire

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Financial Advisor
Auckland, NZ
Lisa Mccall Work Experience Details
  • Money Empire
    Financial Advisor
    Money Empire
    Auckland, Nz
  • Properli
    Financial Advisor
    Properli May 2024 - Present
    Auckland, New Zealand
    Rebranded 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.
  • Money Empire
    Financial Advisor
    Money Empire Jun 2023 - May 2024
  • Bank Of New Zealand
    Banking Advisor
    Bank Of New Zealand Jun 2022 - Jun 2023
    Whangarei, Northland, New Zealand
  • Nzhl
    Senior Consultant - Nzhl Rodney
    Nzhl Jul 2020 - Jul 2022
    Auckland, New Zealand
  • New Zealand Home Loans
    Business Owner
    New Zealand Home Loans Jan 2014 - Jun 2020
    Te Atatu South, Auckland
    Franchise 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
  • New Zealand Home Loans
    Registered Financial Adviser
    New Zealand Home Loans Oct 2011 - Dec 2013
    Ponsonby, Auckland
    We 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.
  • Mortgage People Limited
    Registered Financial Adviser
    Mortgage People Limited Jun 2011 - Oct 2011
    30 Ponsonby Road
    Offering both Mortgage/Finance & Insurance advise.
  • Ge Capital
    Senior Risk Analyst
    Ge 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
  • New Zealand Guardian Trust
    Assistant Mortgage Manager & Then Credit Recovery Manager
    New Zealand Guardian Trust Nov 2004 - Sep 2010
    Vero Centre, Auckland
    Initial 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 .
  • Marac Finance
    Commerical Finance
    Marac Finance 2000 - 2002
  • National Bank
    Banking Consultant And Commercial Mortgage Support
    National Bank Mar 1994 - Mar 1996
    New 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
  • Ford Motor Credit Company
    Credit Recovery
    Ford 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
  • Bank Of New Zealand
    Relationship Manager
    Bank 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

Finance Loans Mortgage Lending Credit Risk Management Management Financial Services Insurance Relationship Management Financial Analysis Banking Customer Service Analysis New Business Development Sales Business Analysis Portfolio Management Due Diligence Credit Risk Accounting Business Development Business Relationship Management Corporate Finance Financial Management Services

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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