Summary
Overview
Work History
Education
Skills
Affiliations
Awards And Acknowledgements
Timeline
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Dana Carter

Jeffersonville

Summary

Dynamic Finance Manager with a proven track record at Aqua Extreme, excelling in contract negotiation and profitability analysis. Expert in payroll management and team leadership, fostering strong relationships with dealers and banks. Committed to continuous improvement and customer satisfaction, driving operational efficiency and enhancing financial performance. Ambitious finance manager offering several years of experience increasing productivity through automation of processes. Confident individual with track record of accurate reporting and analysis. Highly experienced in mentoring employees, leading talented teams and making decisions promptly.

Overview

22
22
years of professional experience

Work History

Finance Manager

Aqua Extreme
Kathleen
08.2017 - Current
  • Negotiated optimal contract percentages with banks to maximize company profitability.
  • Fostered strong relationships with banks to ensure trust and reliability.
  • Provided daily leadership to 52 dealers, enhancing operational efficiency.
  • Communicated contract updates to dealers via text and email multiple times daily.
  • Managed up to 250 monthly contracts using Excel for precise tracking.
  • Processed payroll weekly by recording completed deals in Excel spreadsheets.
  • Executed electronic payments to dealers through bank payroll management systems.
  • Balanced daily bank payouts and maintained accurate payment records.

Lead Loan Processor – Loan Officer Assistant

First Georgia Community Bank/United Bank
Jackson
01.2004 - 01.2017
  • Full key leadership position while promoting positive customer service skills.
  • Leverage strong industry knowledge to conduct effective training and development programs do newly hired employees.
  • Utilize in depth knowledge of consumer loans, commercial loans and real estate loans to optimize efficiency throughout daily operations.
  • Utilize processing loans from beginning to ending to include applications process, working with credit bureau and working with customer to help establish debt to income.
  • To follow and include all Company policies as well as state and federal laws.
  • Provide excellent documentation whether loan being consumer, commercial or real estate to insure the perfecting of liens.

Education

High School Diploma -

Bainbridge Christian School

IRA, Loan Processing, Management, ATM Balancing, Bookkeeping, Accounting, Auditing, Mortgage Loan and New Laws of Consumer

Clayton State University

Skills

  • Contract negotiation
  • Profitability analysis
  • Payroll management
  • Excel proficiency
  • Loan processing
  • Financial reporting
  • Customer relationship management
  • Team leadership
  • Relationship building
  • Continuous improvement
  • Debt management
  • Customer resources satisfaction
  • Effective communication
  • Staff training and mentoring

Affiliations

  • Business Development
  • Rotary Club
  • County Garden Club
  • Soup Kitchen for Senior Center

Awards And Acknowledgements

  • Employee of the Year 2009
  • Employee of the Quarter
  • Customer Service Award
  • Most Valuable Loan Processor Award
  • Team leader Award from Relay for Life

Timeline

Finance Manager

Aqua Extreme
08.2017 - Current

Lead Loan Processor – Loan Officer Assistant

First Georgia Community Bank/United Bank
01.2004 - 01.2017

High School Diploma -

Bainbridge Christian School

IRA, Loan Processing, Management, ATM Balancing, Bookkeeping, Accounting, Auditing, Mortgage Loan and New Laws of Consumer

Clayton State University
Dana Carter