Summary
Overview
Work History
Education
Skills
Timeline
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Devin L Walker

Montgomery

Summary

Experienced Client Advisor with a strong track record in managing diverse lease portfolios. Proven ability to coordinate lease renewals and implement cross-selling strategies to enhance customer loyalty and attract new clients. Demonstrated expertise in social media marketing, consistently driving increased volume, profitability, and customer satisfaction for store.

Overview

11
11
years of professional experience

Work History

Lease Portfolio Manager

BMW of Montgomery
07.2024 - Current
  • Provide premium customer experience in supporting customers in their end of term journey; educating on next steps and properly informing them of their lease maturity obligations including inspection and lease-end charges
  • Respond to customer inquiries promptly, whether by phone, email, or secure messaging
  • Actively participate in meetings with team to discover new communication tactics to continuously improve customer experience
  • Proactively manage assigned accounts in a timely manner and minimize potential overturn accounts
  • Process Lease Extension requests from the assigned Retailer Lease Maturity Portfolio
  • Collaborate with other departments and Retailers to ensure proper return of leased vehicles, resolve any open issues associated with a given account, and ultimately ensure customer satisfaction
  • Regularly review internal processes and recommend process improvement initiatives to management
  • Ad-hoc Campaign & Project support aimed at increasing customer loyalty and retention

Client Advisor

BMW of Montgomery
09.2022 - Current
  • Achieved unit sales targets for new and/or pre-owned cars and related products and services from retail and/or wholesale clients
  • Demonstrated in-depth knowledge and enthusiasm for the vehicles, accessories, and services of the BMW center
  • Assumed full responsibility for the entire sales process, including:
  • Getting to know the client via an in-depth interview
  • Accommodating the client’s product preference via presentation and demonstration
  • Finding the right BMW for the client
  • Preparing the client for ownership with a smooth and thorough delivery that accommodates all of the client’s expectations
  • Establishing a sustained consultative relationship with each client
  • Closed sales effectively, being profit-minded, and understanding new and used car financing and insurance
  • Followed up with prospects, utilizing various methods of communication
  • Developed new business and leads and increase client base through focused personal marketing efforts that may include, but are not limited to, direct mail, networking affiliations, telemarketing and social media
  • Made effective deliveries by following all sale details, inspecting every car sold, introducing clients to the Service Manager, and making a personalized delivery of the car
  • Maintained comprehensive knowledge of pricing and specifications of competitive vehicles to provide clients with informative comparisons

Member Service|Account Specialist

Guardian Credit Union
05.2021 - 10.2021
  • Reviewed and prepared loan documents for underwriting process
  • Answered inquiries and resolved problems or discrepancies with member accounts
  • Obtains and accurately records information required for the provision of services
  • Conducts thorough examination to verify information, member identification and document legality and ensures confidential information is protected and secured
  • Responsible for obtaining and preparing loan documents, credit documents, and appraisals, needed to complete loan files
  • Obtained Certified Credit Union Financial Counselor License
  • Obtained, verified, and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information
  • Discuss possible loan products and options to meet client needs and advise clients on risks and benefits of each Option
  • Worked actively toward individual, branch and credit union goals while ensuring quality service is provided

Financial Relationship Consultant

Regions Bank
03.2020 - 02.2021
  • Created innovative financial solutions for customers needs by using “Guidance Discovery” and knowledge of products and services
  • Managed the complete loan process, including prospecting and qualifying new clients, closing loans, and maintaining client relationships after closing
  • Led daily AM/PM huddles and debriefs to ensure individual and team goals are met and operational tasks have been completed
  • Worked with clients to identify their financial goals and to find ways of reaching those goals
  • Conferred with underwriters to aid in resolving mortgage needs
  • Negotiate payment arrangements with customers who have delinquent loans
  • Developed and maintained relationships with local real estate agents increasing referrals by35%

Sales and Service Advisor

BBVA Bank
03.2019 - 03.2020
  • Contributed to branch profitability by exceeding all personal sales goals and ensured all deposit, loan and investment account documentation meet
  • Identified prospective customers using lead generating methods and performed an average of at least25 calls per week
  • Ranked #1 SSA in sold banking products for4 consecutive months
  • Ranked top3 for the south of Alabama3rd quarter of2019, goal exceeded by18%
  • Reviewed and audited loan applications for completeness and compliance with underwriting requirements
  • Market bank products to individuals and firms, promoting bank services that may meet customers needs

Sales Specialist

Dillards
08.2018 - 06.2019
  • Built strong guest relationships creating a detailed database of more than2,000 preferred customers to facilitate sale merchandise and event notifications
  • Maintained constant watch over new fashion trends and product development
  • Met or exceeded sales goals100 percent of the time

Teller

PNC Bank
03.2016 - 09.2018
  • Performed Vault Teller duties including buy/sells from tellers, cash shipments, and daily balancing
  • Reduced branch loss as2017 fraud champion by identifying red flags and updating team about operational, procedure and policy change
  • Provided personalized customer service resulting in100% customer satisfaction survey
  • Identified banking opportunities during customer interactions and effectively referring clients to licensed financial partners

Teller

Wells Fargo Bank
03.2014 - 02.2016
  • Provided a consistent optimal customer experience, handled customers’ transactional needs, performed teller activities such as deposits, withdrawals, payments, and balancing
  • Educated clients on the convenience banking services have to offer such as, Online banking, Bill pay, and ATM banking
  • Provided operational guidance and leadership for staff of6, cashvault management; reconciliations; compliance; and quarterly auditing

Education

Associates of Science -

George Wallace Community College
Selma, AL
01.2017

Skills

  • Sales and marketing
  • Portfolio management
  • Negotiation expertise
  • Social media marketing
  • Telephone sales
  • Social media representation
  • Teamwork and collaboration
  • Customer service
  • Time management
  • Attention to detail

Timeline

Lease Portfolio Manager

BMW of Montgomery
07.2024 - Current

Client Advisor

BMW of Montgomery
09.2022 - Current

Member Service|Account Specialist

Guardian Credit Union
05.2021 - 10.2021

Financial Relationship Consultant

Regions Bank
03.2020 - 02.2021

Sales and Service Advisor

BBVA Bank
03.2019 - 03.2020

Sales Specialist

Dillards
08.2018 - 06.2019

Teller

PNC Bank
03.2016 - 09.2018

Teller

Wells Fargo Bank
03.2014 - 02.2016

Associates of Science -

George Wallace Community College

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Devin L Walker