Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jacqueline Dyer

Mechanicsburg

Summary

Financial Marketing Manager with expertise in customer relationship management and partnership development. Proven track record in enhancing vendor relations and ensuring data accuracy.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Financial Marketing Manager

Southworth-Milton, Inc.
Clifton Park, NY
10.2006 - Current

Collaborated with sales representatives and managers to identify financing opportunities and develop tailored solutions for customers.

Engaged with CAT Financial and multiple lending institutions to foster strong, mutually beneficial relationships.

Facilitated submission of customer applications for credit approval and coordinated communication between team and sales department.

Generated accurate loan payoff estimates and tailored financing solutions to enhance customer satisfaction.

Utilized multiple software programs to verify and maintain data accuracy across all platforms.

Directed financial representatives in executing territory-specific responsibilities.

Attended corporate meetings and networking sessions to enhance collaboration and partnership opportunities.

Education

High School Diploma -

Hoosic Valley High School
Schaghticoke, NY
06-1991

Skills

  • Customer relationship management (CRM)
  • Partnership development
  • Vendor relations
  • Microsoft office
  • Staff monitoring
  • Performance evaluations
  • Corporate communication
  • MS office suite
  • Database management
  • Team recruiting and hiring
  • Training and onboarding

Certification

  • Licensed New York State Notary

Timeline

Financial Marketing Manager

Southworth-Milton, Inc.
10.2006 - Current

High School Diploma -

Hoosic Valley High School