Summary
Overview
Work History
Education
Skills
Languages
Certification
References
Timeline
Generic

Ishel Lepe

Santa Clarita,Ca

Summary

Dynamic Finance Director , excelling in strategic financial planning and team leadership. Expert in contract negotiation and regulatory compliance, I have enhanced profitability through process improvements and built strong banking relationships, driving significant growth and operational efficiency. Seasoned Director with background in strategic planning, team leadership, and performance optimization. Known for driving company growth by developing efficient operational strategies and fostering professional relationships. Demonstrated abilities in problem solving, decision making, and communication skills to influence key stakeholders. Proven record of delivering innovative solutions and achieving organizational goals.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Finance Manager

Tustin Buick GMC
Tustin, Ca
07.2020 - 07.2023
  • Complete the client's application.
  • Pull credit report scores for clients.
  • Filling out sales contracts, typing, and submitting contracts.
  • Explaining and offering financial products.
  • Processing deals and funding.
  • Collaborated with external auditors to ensure compliance with applicable laws and regulations.
  • Established relationships with banking partners to secure favorable terms on financing arrangements.
  • Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.

Finance Director

Keyes Honda Van Nuys
Van Nuys, Ca
07.2016 - 08.2019
  • Manage finance managers and monitor all of the finance department.
  • Kept all finance managers up to par with their training and sales licenses.
  • Processing deal funding for the dealership.
  • Assist F&I with explaining all contracts to clients.
  • Managed scheduling shifts for the department.
  • Built relationships with the loan officers to close and keep the deal funded.
  • Developed strategies to improve profitability by analyzing business processes and recommending solutions.
  • Reviewed financial reports for accuracy and completeness in compliance with Generally Accepted Accounting Principles.
  • Negotiated contracts with vendors for services such as banking relationships or technology solutions.
  • Coached staff on best practices for managing finances including budgeting techniques, expense tracking methods.
  • Coordinated with HR on payroll management and benefit fund allocations, ensuring accuracy and compliance.
  • Conducted in-depth financial analysis to identify trends, risks, and opportunities for growth and improvement.
  • Developed and maintained strong banking relationships, securing favorable terms for credit facilities and other financial services.
  • Created and updated financial reports on frequent basis to present information to leadership teams.

Finance Manager

Kia of Valencia
Valencia, Ca
06.2015 - 07.2016
  • Typing out sales contracts.
  • Processing all title checks.
  • Closed sales contracts in a timely manner.
  • Pulling credit scores to find matching payments that clients can afford.
  • Built relationships with the loan officers to help close and keep deals funded.
  • Established relationships with banking partners to secure favorable terms on financing arrangements.
  • Identified opportunities for cost savings through process improvements and automation initiatives.
  • Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.

BDC Manager / Internet Director

Woodland Hills Honda
Woodland Hills, Ca
10.2014 - 06.2015
  • An expert in detail in assessing a company's strengths and weaknesses.
  • Conducted performance reviews for team members.
  • Developed and implemented strategies to increase customer satisfaction and loyalty.
  • Coached, mentored and trained team members in order to improve their job performance.
  • Directed recruitment, hiring, and training of new staff members.
  • Oversaw marketing initiatives, increasing brand awareness and sales.
  • Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
  • Trained employees on additional job positions to maintain coverage of roles.
  • Monitored staff performance and addressed issues.
  • Recruited and trained new employees to meet job requirements.
  • Delegated work to staff, setting priorities and goals.
  • Resolved customer inquiries and complaints requiring management-level escalation.

BDC Director /Internet Director

Van Nuys Nissan / Infiniti
Van Nuys, CA
11.2013 - 06.2014

Collaborated with the advertising and promotion managers to promote products and services, collaborated with marketing and communication teams on standardization, design, and production of marketing materials, and analyzed the performance of all marketing programs to identify the best opportunities for optimization. Assessing the strengths and weaknesses of competitors. Execute dealerships' defined sales and follow-up standards.

Develop superior product knowledge on all new and used models through product training.

Respond to incoming new and pre-owned requests via email and phone using defined email templates. Perform daily follow-up with all prospects to increase customer appointments, shown, and sold records. All activity in the CRM.

Reviewing website content for updates on inventory, specials, and incentives.

  • Recruited, trained, supervised, evaluated and mentored staff members.
  • Identified opportunities for process optimization through data analysis.
  • Analyzed customer feedback data to identify trends in product performance or customer service issues.
  • Delegated work to staff, setting priorities and goals.
  • Forecasted customer demand to set prices or credit terms for goods or services.
  • Oversaw social media accounts and image licensing

BDC Internet/Retail Director

Universal City Nissan
Los Angeles, CA
02.2010 - 01.2013
  • Create sales strategies to promote advertising and motivate larger deals, and work efficiently in a heavily cross-functional, fast-paced environment.

Handling a heavy volume of incoming calls from infomercials.

Attend special dealer events for promoting and marketing our brand.

Increase the high volume of appointments.

Strong follow-up calls, cold calling.

Answering Internet leads, processing online applications.

  • Monitored market conditions and identified potential growth opportunities.
  • Communicated regularly with store managers regarding business objectives, initiatives, promotions.
  • Analyzed sales data to identify trends in consumer buying patterns.
  • Planned special events such as grand openings or seasonal promotions.
  • Analyzed competitor activities in order to stay ahead of the competition.
  • Oversaw the hiring process for new employees; provided on-the-job training for staff members.
  • Collaborated with senior management to develop promotional campaigns and marketing plans.
  • Delegated work to staff, setting priorities and goals.
  • Prepared staff work schedules and assigned team members to specific duties.
  • Structured HR consulting services to support clients during organizational developments and changes.

BDC Manager / CSI

Nissan of Mission Hills
Mission Hills , Ca
02.2009 - 03.2011
  • Monitored customer service representative performance metrics such as call volume, conversion rate, and average sale amount.
  • Identified opportunities for process improvements within the BDC department in order to maximize efficiency.
  • Created reports detailing BDC sales activity including total number of calls made per day, week, month as well as total number of vehicles sold.
  • Analyzed customer feedback surveys to identify areas for improvement in the BDC department.
  • Implemented processes that increased efficiency in the BDC department by streamlining communication between departments within the organization.
  • Established and maintained positive relationships with customers through regular contact and strong follow-up skills.
  • Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
  • Resolved customer complaints regarding sales and service.

Bookkeeping Clerk/DMV Title Clerk/Wholesale Clerk

Center Chrysler Jeep
Van Nuys , CA
08.2003 - 10.2006
  • Processed invoices, payments, receipts, and other transactions accurately and in a timely manner.
  • Maintained and reconciled general ledger accounts.
  • Assisted with month-end closing activities, including preparation of journal entries.
  • Received payments from customers via cash, check and credit cards to pay company invoices.
  • Reconciled computer reports with manually maintained ledgers.
  • Assisted with training new staff members on DMV regulations and procedures.
  • Managed and filed paperwork to transfer vehicle ownership title from dealer to purchaser for new, used and wholesale sales.
  • Maintained current DMV title regulations knowledge for each state and processed compliant paperwork regardless of states involved.
  • Collected purchase funds and verified confirmed lienholder payoff before processing title.
  • Investigated and solved accuracy issues on titles, odometer readings, and power of attorney.
  • Investigated past and current licensees to perform record checks.
  • Verified document authenticity to process license application.
  • Weighed mail to determine correct postage.
  • Folded letters, circulars or other documents and inserted into envelopes for distribution.
  • Prepared work orders, bills of lading or shipping orders to route materials.

Account Receviables /Bookkeeping Clerk/DMV Title Clerk/Wholesale Clerk

Center Bmw
Van Nuys , CA
08.2003 - 10.2006
  • Maintained accurate financial records and documentation in compliance with company policies.
  • Paying off flooring.
  • Dealer Trades.
  • wholesales
  • Processing posting for service ROs.
  • Balancing journals, ledgers, for the end-of-month report.
  • Recorded debit, credit and account transactions in computer spreadsheets and databases.
  • Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
  • Researched discrepancies between accounting records and bank statements.
  • Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
  • Reconciled or entered report discrepancies found in financial records.
  • Processed title applications for new vehicles or transfers of ownership.
  • Managed and filed paperwork to transfer vehicle ownership title from dealer to purchaser for new, used and wholesale sales.
  • Reviewed documents to ensure accuracy and completeness of information, such as vehicle titles and registration applications.
  • Scanned documents into digital filing system for easy retrieval.
  • Verified document authenticity to process license application.
  • Investigated and solved accuracy issues on titles, odometer readings, and power of attorney.
  • Maintained accurate records of all transactions performed in the office.

Education

High School Diploma -

James Monroe High School
North Hills
06-1998

Medical Biller and Coder -

Valley College of Medical Careers
Woodland Hills

Associate Degree -

Los Angeles Mission College
Sylmar

Financial Services & Insurance

Southwest Dealer Services

Skills

  • Financial analysis
  • Leadership skills
  • Customer service
  • Regulatory compliance
  • Contract negotiation
  • Credit assessment
  • Relationship building
  • Team leadership
  • Negotiation
  • Organizational skills
  • Sales process development
  • Multitasking
  • CRM tracking
  • Staff management
  • Recruitment and hiring
  • Multitasking Abilities
  • Training and development
  • Problem solving
  • Staff training
  • Hiring and retention
  • Story pitching

Languages

Spanish
Professional

Certification

  • DMV salesperson license

References

References available upon request.

Timeline

Finance Manager

Tustin Buick GMC
07.2020 - 07.2023

Finance Director

Keyes Honda Van Nuys
07.2016 - 08.2019

Finance Manager

Kia of Valencia
06.2015 - 07.2016

BDC Manager / Internet Director

Woodland Hills Honda
10.2014 - 06.2015

BDC Director /Internet Director

Van Nuys Nissan / Infiniti
11.2013 - 06.2014

BDC Internet/Retail Director

Universal City Nissan
02.2010 - 01.2013

BDC Manager / CSI

Nissan of Mission Hills
02.2009 - 03.2011

Bookkeeping Clerk/DMV Title Clerk/Wholesale Clerk

Center Chrysler Jeep
08.2003 - 10.2006

Account Receviables /Bookkeeping Clerk/DMV Title Clerk/Wholesale Clerk

Center Bmw
08.2003 - 10.2006

High School Diploma -

James Monroe High School

Medical Biller and Coder -

Valley College of Medical Careers

Associate Degree -

Los Angeles Mission College

Financial Services & Insurance

Southwest Dealer Services
Ishel Lepe