Highly-motivated employee with desire to take on new challenges. Strong work ethic with multitasking and time management abilities. Eager to contribute to a dynamic team and support organizational goals.
Overview
4
4
years of professional experience
Work History
Finance and Insurance Manager
Pollard Friendly Ford
Lubbock, TX
11.2023 - Current
Advised clients on the best types of warranty coverage for their specific needs.
Maintained up-to-date records of all customer accounts including payments made, balances due.
Secured funding on contracts signed between the clients and their financial institution
Assisted clients in filing claims with insurers when necessary.
Identified valuable solutions for customers with credit problems.
Met with applicants to obtain information for loan applications and answer questions about processes.
Informed clients of loan application requirements and deadlines.
Developed loan contracts and explained contract terms to clients.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Finance and Insurance Manager
Mears Mazda Volvo
Lubbock, TX
10.2020 - 11.2023
Advised clients on the best types of warranty coverage for their specific needs.
Managed client accounts, including billing and payment processes.
Created sales competitions between all sales professionals to create more revenue for the company
Reorganized finance and accounting departments to improve efficiency and cut excess spending.
Prepared month-end accruals and necessary journal vouchers to facilitate month-end closing.
Used Excel to analyze and integrate data for high volume database.
Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.