Brian Shatney
Dunbarton,NH
Summary
Professional finance manager and salesperson with a more than 19 years of combined expertise selling and financing recreational powersports. Excellent ability to build and maintain strong relationships with customers, dealers and lenders. Organized, dependable, detailed oriented candidate successful at managing multiple priorities with a positive outlook. Driven to achieve goals with integrity and be a dependable team player.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Assistant Finance Manager
National Powersports Distributor
01.2023 - Current
- Processed loan applications and monitored progress from start to finish.
- Negotiated loan terms and conditions with customers to secure best deal.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted customers with completing loan applications and other paperwork.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Explained very technical financial information to applicants in easy to understand language.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Proactively identified solutions for customers experiencing credit issues.
- Monitored pipelines to track and log status of loans.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Compiled closing packages for drafting and presentation accuracy.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
Recreation Powersports Sales
National Powersports Distributor
03.2019 - Current
- Listened to customer needs and desires to identify and recommend optimal products.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Increased sales and customer satisfaction through personalized servicing.
- Asked open-ended questions to determine needs and assisted customers in selecting appropriate merchandise.
- Managed customer from initial contact to closing with attention to detail to build loyalty.
- Provided product benefits and advantages and discussed pricing with interested parties.
- Developed and grew leads through repeat business and customer referrals.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
- Negotiated contracts with clients and developed relationships with key personnel.
- Utilized CRM software to manage customer accounts and track performance metrics.
CNC Operator
Kalwall Corporation
10.2015 - 03.2019
- Maintained tight tolerances with design specifications.
- Moved finished work to correct staging area for disposition.
- Properly loaded and unloaded materials in and out of machines.
- Performed accurate tool changes and offsets.
Boat Salesperson
Homosassa Marine
01.2007 - 06.2015
- Built and maintained strong relationships with customers
- Developed and executed sales strategies to achieve sales targets for x (size of boats)
- Sold over x amount of boats, $$
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Boat test trials with customer
- Participate in boat shows and other marketing initiatives to promote sales and company presence
Education
Associate of Science - Business Administration And Management
Hesser College
Manchester, NH07.2024
Skills
Proven sales results in the recreation powersports industry Sold over $ in revenue in boating industry
financed and closed over x amount of deals and $$$in a year
Promotes high levels of customer satisfaction by providing exceptional service and support
Analyze market trends, competitor activity, and customer feedback to adjust sales strategies as necessary
Additional Information
NH Boating Certification
NH Motorcycle License
Proficient in Microsoft Office and Social Media
Timeline
Assistant Finance Manager
National Powersports Distributor
01.2023 - Current
Recreation Powersports Sales
National Powersports Distributor
03.2019 - Current
CNC Operator
Kalwall Corporation
10.2015 - 03.2019
Boat Salesperson
Homosassa Marine
01.2007 - 06.2015
Associate of Science - Business Administration And Management
Hesser College
NH Boating Certificate
NH Motorcycle License
Proficient in Microsoft Office: E-mail, Excel, Word,
and various Social Media
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