Guy Meola

• Lead all dealership finance and insurance (F&I) operations, overseeing deal structure, lender approvals, and contract compliance.

• Manage relationships with multiple banks and lending institutions to secure competitive financing and maximize profitability.

• Review and finalize all retail and lease contracts, ensuring accuracy, funding efficiency, and timely submission.

• Drive increased backend revenue through product penetration, process improvements, and customer-focused financial solutions.

• Maximized dealership profitability through effective structuring and sale of finance and insurance products.

• Worked closely with multiple banks to prepare legal documentation and funding contracts in a timely manner (45–60 deals monthly).

• Managed day-to-day finance operations, handling high-volume customer and lender communications.

• Prepared transaction documents, loan agreements, and motor vehicle registrations with a high degree of accuracy.

• Performed home evaluations and developed competitive market analysis for individual homes.
• Negotiating between buyers and sellers over property prices and settlement details during the closing of the sale.
• Advised clients on market conditions and property value for informed decision-making.
• Build long-term client relations through our CRM software 21 online,

• Responsible for creating proposals and bids for general contracting projects
• Managed accounts payable and receivable tasks, maintaining accurate records and reducing errors.
• Coordinate project workflow among all sub-contractors and vendors.

• Profile and analyze investment products to develop customized financial strategies for clients financial needs
• Effectively educate prospective client on various financial products i.e. Annuities, Insurance, fixed return investments.
• Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.