Seasoned Manager known for developing strong relationships with clients to meet financial goals. Through previous roles, have demonstrated deep understanding of loan products and an ability to guide clients through complex lending processes. Strengths include strategic planning, risk management, and client relationship building. Contributed significantly to customer satisfaction and retention in prior roles by providing personalized service.
Lead Software Trainer (1996 – 2002) Responsible for training dealership staff, other trainers, and company employees on the setup and use of the software platform. Initiated a formal distribution process which has evolved but is still used in principle. Developed a three-day in-house training class for dealership employees. Created an end-user User Manual. Set up a Quality Control process that would test the provided information for accuracy centralizing the distribution process. Contributed to the development of the Software product. Created a database of Consumer Lending Programs. Developed a template used to build Consumer Lending database. Contributed to the development of a program to manage, update database and transfer to end-users.
Trainer Support/Lender Support Manager (2002 – 2008) Supervisor Position - Responsible for providing support to Onsite Trainers as well as end-users. Contributed to the development of a decade long award-winning Desking module.
Lender Support Manager (2008 - 2024) Supervisor Position - Responsible for providing support to Onsite Trainers as well as end-users. Continued to build out template for Consumer Lending programs. Maintained the Sales Tax database by counties. Aided with setting up more challenging new customers by creating customized database files. Troubleshooting more difficult issues with Desking module of the software. Contributed to the development of a decade long award-winning Desking module.vided support for all issues related to Desking.