Bobby Sweeney
Norman,OK
Summary
Motivated Finance Manager with strong work ethic and natural sales talent. Well-rounded car guy with family ties to the car business, instilling deep passion and loyalty to the industry. I believe in taking care of the customer first, building value, and making money consequently.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Finance Manager
Seth Wadley Auto Group
Pauls Valley, OK
01.2021 - 02.2023
- Established relationships with banking partners to secure favorable terms on financing arrangements.
- Secured the car deal, secured gross, and efficiently maximized back end gross every deal.
- 1.5 gross mil in 2021, 1.2 gross mil in 2022. averaged $2,500 with most months 3K PRU. Maximized pay plan for consecutive months at a time.
- Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
- Promoted finance products to customers and sales force to increase products per deal and back end gross.
- Analyzed sales activity to identify and correct cost errors or price discrepancies.
- Created and updated financial reports on frequent basis to present information to leadership teams, travel.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
Sales Consultant
Seth Wadley Ford Lincoln Mercury
Pauls Valley, OK
05.2016 - 12.2020
- Established long-term relationships with key contacts at client companies.
- Analyzed customer needs and preferences to recommend appropriate products.
- Consistently followed dealer sales process to ensure highest CSI.
- Grounded the sales floor by providing a competitive environment and trained other sales consultants to understand sales process.
- T.O'd for any salesman in any available situation if manager was not available, ensuring no customer left unexpectedly.
- Used CRM system daily and created appointments.
- Assisted in developing sales strategies and setting targets for different accounts.
- Participated in regular training sessions on new products, services, and industry trends.
- Ensured great CSI by providing follow-up after car deal.
- Can close on payment, difference.. whatever close is the best opportunity to maximize dealer profit.
- Listened to customers to understand needs and refer to optimal services.
- Greeted incoming customers and provided expert sales and service to drive revenue.
- Increased revenue by skillfully upselling and closing customer sales and driving product benefits around client needs.
Education
Some College (No Degree) - Economics
Westminster College
Fulton, MOSkills
- Insurance Products
- Customer Satisfaction
- Cash Flow Management
- Proficient in CDK and Sales CRM's
- Credit Analysis- monitoring credit bureau and reading credit
- Electronic Contracting- this is the way
- Deal Structuring- best LTV structure to maximize dealer front end and back end gross
- Cost Accounting- penny'ing every deal every time before taking the deal
- Lender Relationships- Can pick up the phone and get calls bought if needed
Affiliations
- Family man- loving husband and father of three boys.
- Special Needs Dad spreading Trisomy 13 awareness always.
- Active lifestyle working out 6x weekly.
- #1 supporter of wife's Top 5 Marketing Firm in OKC.
- Religious Belief- Catholic
Certification
- American Finance and Insurance Professional Certified
- IAS Finance School 2019
References
References available upon request.
Timeline
Finance Manager
Seth Wadley Auto Group
01.2021 - 02.2023
Sales Consultant
Seth Wadley Ford Lincoln Mercury
05.2016 - 12.2020
Some College (No Degree) - Economics
Westminster College
- American Finance and Insurance Professional Certified
- IAS Finance School 2019
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