Adam Case

Signed up 5 new lenders to facilitate the need for subprime programs and new credit union programs.

Helped facilitate the move to a new location and store front.

Served as the interim finance director and get the F&I office set up with new lenders, new strategy and new processes.

Worked with Ethos to maintain the integrity of the finance office while maintaining the F&I numbers through management change.

Provided Excellent Customer Service while maintaining perfect survey scores.

Exceeded 20+ units per month and was sales person of the month 3 months in a row.

Completed Ford Certification.

Maintained 100% follow up and perfect survey scores as required by the dealership and manufacturer.

Earned certification through GMC, Buick and Hyundai to present and sell vehicles under program guidelines.

Maintained perfect suvery scores to dealership & Manufacturer standards

Exceeded sales goals while maintaining excellent customer service.

• Close sales by overcoming objections, asking for sales, negotiating prices, and completing sales and purchasing contracts.
• Built a book of business of repeat clients by follow up and customer service.
• Maintain manufacturer certifications for product knowledge.
• Qualify and close internet leads through quick contact and follow up.

• Grew net ROI from Successfully launched Open Lending subprime program
• Successfully launched AFG balloon/Leasing program
• Successfully launched first time buyer program
• Maintained delinquency Grew dealership network from 12 dealers to 35

• Oversee dealership customer loan origination and approval process while maintaining strong relationships with prime and subprime lenders

• Accurately prepare all federal, state, and dealer paperwork and submit to the accounting department in a timely manner

• Lead and mentor sales personnel within the department, and foster relationships throughout the dealership

• Establish and maintain monthly forecasted income, penetration levels, and customer satisfaction index (CSI) scores

• Generate monthly, quarterly, and year end report

• Present service contracts, GAP, and other beneficial ancillary products

• Maintain excellent relationships with the Lending Staff at 40 strategic Credit Unions Partners.
• Cultivate and maintain superb relationships with over 300 Dealerships Partners, with a concentration on maximizing dealer potential.
• Underwrite loans according to company and credit union specific policy.

• Analyze 125 loan applications per day quickly and accurately for credit worthiness. Worked in a high volume lending environment to provide financial guidance to members Review supporting documentation to verify the validity of the loan Handle member written complaints, make recommendations, and take appropriate action.
• Utitilize technology such as CUDL, LoansPQ, DNA and all three credit reporting agencies.

• Marketed the GO sub prime auto finance program via dealership visits, webinars, cold calls, e-mail campaigns and auction visits.
• Coordinate and conduct sales and finance presentations to key dealership personnel in a variety of formal and informal settings.
• Provide strategic planning for dealerships with respect to sales goals, inventory and financing.

• Conduct area business development with automotive and RV dealers in the North Texas and Oklahoma.
• Monitor and direct dealer activities to achieve territory volume objectives.
• Interacts with lending staff to ensure optimum achievement of Indirect lending goals while adhering to policies, procedures and sound business ethics.
• Monitors a portfolio of 24-36 million dollar of new growth per year with minimal delinquency.
• Visits 40 dealerships per week to generate business and achieve loan volume objectives.
• Exceeded sales goals for 12 consecutive quarters and 3 consecutive years.

• Underwrite and decision 75-125 direct and indirect loan request per day.
• Analyze credit reports including Experian, Transunion and Equifax to make sound loan decisions.
• Communicate with dealership networks and branches to close loans and generate business.
• Decision loans including Indirect request, HELOC, Credit Cards, Signature Loans, Auto, Marine, RV, Stock Secured, and second Deed of Trust request.
• Utilize technology such as CUDL, RouteOne, Dealertrack, Velocity and Symitar to decision loans in a timely matter.

• Prequalify clients including discussing, rates, terms and/or financial options.
• Assist the Loan Officer with other administrative and/or sales duties as needed.
• Tracks and manages new leads and follows up on referral business.
• Follow up on closing and finish title work to complete loans.
• Assist with member services and collections when needed.