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CHARLENE SWART
CELL: 0846024125
FINANCE & INSURANCE
MANAGER
LEVINA CATHARINA SWART
ID.7410120005081
Swartbos Ave 16
Proteapark
RUSTENBURG
E-mail: charleneswart222@gmail.com /
jvanrhyn@wesbank.co.za
Personal information:
Surname: Swart
Name: Charlene
Birth Names : Levina Catharina Swart
Sex: Female
ID NO. 7410120005081
Date of birth: 1974-10-12
Place of birth: LICHTENBURG
Home address: Swartbos ave 16 Protea Park
RUSTENBURG
0300
CELL NO. 0846024125
Family: JACO 40, JANCO 14, ADELENE 6
My Age: 40
Believes: Christian
Motive
To strive in the motor finance sector with all its challenges and rewords
And specialise in my division.
School history
High school LICHTENBURG passed metric in 1992.
Subjects - AFRIKAANS first language
English second language
Business economics
Accounting
Domestic science
Typing
As Finance and Insurance representative - F&I
I carry all the responsibility and finance needs of our clients of whom more than
90% might require finance. The validating of the documentation that goes hand in
hand with finance is high on my priority list. My responsibilities include constant
communication and negotiations with the clients, brokers and banks to who I
submit finance applications via the SIGNIO or SERITI Systems for approval.
After discussing the terms and conditions and available products – for witch I have
been accredited- with the clients I request or release - depending on the bank - a
contract from the bank and assist clients in signing these contracts by releasing if
applicable the pin. By making sure that all the necessary documents and covers is
in place and registered I’m able to arrange for quick and accurate pay out. I only
sign off on deals once it was paid out. I always make back up files on my
computer to enable me to assist clients with any future queries or initiate repeat
business. Clients is also provided with copy’s and policies of relevant documents
when they leave my table. Compliance is a strong drive of mine. While
communication with my sales team is of utmost importance. am Very competitive
and have Max Industry Knowledge: Accredited by the FSP to render service with
Knowledge and experience of the finance and insurance industry Accredited and
Mandated to perform NCA functions and did Obtain 90 relevant verified credits
within the stipulated time-frames. I have the Ability to negotiate finance options
and schemes available with Up-to-date knowledge of the F&I industry and
specifically dealer approved products, the Ability to fit in as a member of a team
and have wide-ranging contracts within the F&I industry, Ability to manage the
F&I department with defined Min Regulatory Requirement: NCA card; RE
Certificate;90 credits loaded on INSETA; Driver’s License
Work experience:
2014/07 – currently
Relieve F&I in the NW Province
2011/06 – 2014/07
As a full time independent F & I on the floor of KIA RUSTENBURG
registered as finance representative on the behalf off: WESBANK; ABSA;
STANDARDBANK EN MFC-NEDBANK
2010/07 -2011/05
Employed by GM - Westvaal Rustenburg as full time, independent F & I
and FSP representative for WESTVAAL RUSTENBURG
96/01 - 2010/07
Worked as full time, independent F & I, as well as
KEY INDIVIDUAL at Bokkie's Motor Mark Lichtenburg.
was appointed as receptionists and stock controller but my eagerness to learn
more about the industry lead me to embark on becoming an experienced and
qualified F&I
93/04 - 96/01
Worked as a waitress - cashier - receptionist at Elgro Hotel LTX
Certificates: Metric 1992
FAIS I 2007
NCA 2008
FAIS II 2009
RE 5 2012
FAIS III 2014
Personal attributes:
Great memory Self confidence
Very optimistic Peace loving
Adaptable Good listener
Good people skills Goal motivated
I see life in colour
Hobbies and habits;
I am fascinated by technology and cannot resist any new communication
gadget.
I really love my kids and animals - 4 cats and 4 dogs.
Water represents happiness in my life because I feel nothing is as good as a
peaceful sea holiday
Ideals:
To excel in my workplace while learning from each mistake, highs and lows. To
lead others responsibly and resource full. Be an example at work and in the streets.
To leave the world a better place while I believe in Jesus Christ my saviour.
This is me in a nutshell, always ready for a
positive change and new challenges.
References :
M. SCHUTTE WESBANK 083 228 4205
JOHAN SMIT HOLLARD 073 147 7373
MAGDA STOLS WESBANK 082 462 0200
WOENIE VILJOEN HYUNDAI LTX 072 621 3411
EDDIE STEWENS CENTRAL MOTORS 083 260 6465
ELSKE DE VILLIERS LIQUIDE CAPITAL 072 343 0048
To excel in my workplace while learning from each mistake, highs and lows. To
lead others responsibly and resource full. Be an example at work and in the streets.
To leave the world a better place while I believe in Jesus Christ my saviour.
This is me in a nutshell, always ready for a
positive change and new challenges.
References :
M. SCHUTTE WESBANK 083 228 4205
JOHAN SMIT HOLLARD 073 147 7373
MAGDA STOLS WESBANK 082 462 0200
WOENIE VILJOEN HYUNDAI LTX 072 621 3411
EDDIE STEWENS CENTRAL MOTORS 083 260 6465
ELSKE DE VILLIERS LIQUIDE CAPITAL 072 343 0048

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2015.07.30 Charlene cv

  • 1. CHARLENE SWART CELL: 0846024125 FINANCE & INSURANCE MANAGER LEVINA CATHARINA SWART ID.7410120005081 Swartbos Ave 16 Proteapark RUSTENBURG E-mail: charleneswart222@gmail.com / jvanrhyn@wesbank.co.za Personal information:
  • 2. Surname: Swart Name: Charlene Birth Names : Levina Catharina Swart Sex: Female ID NO. 7410120005081 Date of birth: 1974-10-12 Place of birth: LICHTENBURG Home address: Swartbos ave 16 Protea Park RUSTENBURG 0300 CELL NO. 0846024125 Family: JACO 40, JANCO 14, ADELENE 6 My Age: 40 Believes: Christian Motive To strive in the motor finance sector with all its challenges and rewords And specialise in my division.
  • 3. School history High school LICHTENBURG passed metric in 1992. Subjects - AFRIKAANS first language English second language Business economics Accounting Domestic science Typing As Finance and Insurance representative - F&I I carry all the responsibility and finance needs of our clients of whom more than 90% might require finance. The validating of the documentation that goes hand in hand with finance is high on my priority list. My responsibilities include constant communication and negotiations with the clients, brokers and banks to who I submit finance applications via the SIGNIO or SERITI Systems for approval. After discussing the terms and conditions and available products – for witch I have been accredited- with the clients I request or release - depending on the bank - a contract from the bank and assist clients in signing these contracts by releasing if applicable the pin. By making sure that all the necessary documents and covers is in place and registered I’m able to arrange for quick and accurate pay out. I only sign off on deals once it was paid out. I always make back up files on my computer to enable me to assist clients with any future queries or initiate repeat business. Clients is also provided with copy’s and policies of relevant documents
  • 4. when they leave my table. Compliance is a strong drive of mine. While communication with my sales team is of utmost importance. am Very competitive and have Max Industry Knowledge: Accredited by the FSP to render service with Knowledge and experience of the finance and insurance industry Accredited and Mandated to perform NCA functions and did Obtain 90 relevant verified credits within the stipulated time-frames. I have the Ability to negotiate finance options and schemes available with Up-to-date knowledge of the F&I industry and specifically dealer approved products, the Ability to fit in as a member of a team and have wide-ranging contracts within the F&I industry, Ability to manage the F&I department with defined Min Regulatory Requirement: NCA card; RE Certificate;90 credits loaded on INSETA; Driver’s License Work experience: 2014/07 – currently Relieve F&I in the NW Province 2011/06 – 2014/07 As a full time independent F & I on the floor of KIA RUSTENBURG registered as finance representative on the behalf off: WESBANK; ABSA; STANDARDBANK EN MFC-NEDBANK 2010/07 -2011/05 Employed by GM - Westvaal Rustenburg as full time, independent F & I and FSP representative for WESTVAAL RUSTENBURG 96/01 - 2010/07 Worked as full time, independent F & I, as well as KEY INDIVIDUAL at Bokkie's Motor Mark Lichtenburg. was appointed as receptionists and stock controller but my eagerness to learn more about the industry lead me to embark on becoming an experienced and qualified F&I
  • 5. 93/04 - 96/01 Worked as a waitress - cashier - receptionist at Elgro Hotel LTX Certificates: Metric 1992 FAIS I 2007 NCA 2008 FAIS II 2009 RE 5 2012 FAIS III 2014 Personal attributes: Great memory Self confidence Very optimistic Peace loving Adaptable Good listener Good people skills Goal motivated I see life in colour Hobbies and habits; I am fascinated by technology and cannot resist any new communication gadget. I really love my kids and animals - 4 cats and 4 dogs. Water represents happiness in my life because I feel nothing is as good as a peaceful sea holiday Ideals:
  • 6. To excel in my workplace while learning from each mistake, highs and lows. To lead others responsibly and resource full. Be an example at work and in the streets. To leave the world a better place while I believe in Jesus Christ my saviour. This is me in a nutshell, always ready for a positive change and new challenges. References : M. SCHUTTE WESBANK 083 228 4205 JOHAN SMIT HOLLARD 073 147 7373 MAGDA STOLS WESBANK 082 462 0200 WOENIE VILJOEN HYUNDAI LTX 072 621 3411 EDDIE STEWENS CENTRAL MOTORS 083 260 6465 ELSKE DE VILLIERS LIQUIDE CAPITAL 072 343 0048
  • 7. To excel in my workplace while learning from each mistake, highs and lows. To lead others responsibly and resource full. Be an example at work and in the streets. To leave the world a better place while I believe in Jesus Christ my saviour. This is me in a nutshell, always ready for a positive change and new challenges. References : M. SCHUTTE WESBANK 083 228 4205 JOHAN SMIT HOLLARD 073 147 7373 MAGDA STOLS WESBANK 082 462 0200 WOENIE VILJOEN HYUNDAI LTX 072 621 3411 EDDIE STEWENS CENTRAL MOTORS 083 260 6465 ELSKE DE VILLIERS LIQUIDE CAPITAL 072 343 0048