Jacqueline Patterson
Columbus,MS
Summary
I am a motivated and results-driven professional with over 25 years of experience F&I management in automotive industry, 12 Years financing customer using DealerTrack RouteOne and CAP system, Specialize in customers with challenge credit with 26 years of experience. 15 years real estate, 10 years in insurance industry, maintaining resiliency and focusing on solutions, Proven track record in managing multi-stage in lifecycle campaigns, Compliance driven OSHA 30 certified by the DOL, and HIPAA certified managing compliance at all levels. Strong skills in customer relations always keep customers interested in mind when making decisions. Hands-on experience managing all stages of producing lifecycles. Self-starter who develops plans and is committed to reaching them. Product Management guiding projects from initial planning to the successful achievement of their end goal.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Real Estate Agent
Jones Expansion Group LLC
Columbus, MS
01.2025 - Current
- Compliance Manager: Monitoring changes in real estate laws and updating company policies accordingly. Maintain client records are complying with HAPPA laws.
- Customer Solution Manager: Coordinate with all parties involved (inspector, lender, attorneys) to ensure a smooth, client-focused transition.
- Account Manager: Managing a portfolio of rental properties, addressing issues before they escalate such as maintaining lease renewal tenant issues promptly to protect client’s asset value.
- Relationship Manager: Assist client in completing and submitting loans application and required documentation to lenders such as Trustmark and other Lenders providing loans to clients.
Owner/Operator
Automax
Columbus, MS
01.2022 - 01.2024
- General Sales Manager: Dealer Compliance, Dealer Support overseeing daily operator
- Evaluated Credit Profiles: Structured Deals based on lender guidelines, and matched customers with prime or subprime financing solutions, Portfolio Performance.
- Customer Relationship Manager: Used Adobe to track leads, financial goals, sales follow-up customer experience, marketing sales, manager customer journey
- Dealer Management System: E-contracting and evaluating credit reports and submitting application through CAP, RouteOne, DealerTrack and ProMax Reynolds and Reynolds.
Agent Owner
Allstate Insurance
Starkville, MS
01.2017 - 01.2022
- Business Development: Driving company growth, identifying new opportunities, building relationships and increasing revenue through sales of insurance.
- Market Analyst: Analyzing competitor products, pricing, and market strategies to identify threats Analyzing competitor products, monitoring regulatory compliance.
- Customer Lifecycle Management: Marketing Mapping customer’s journey. Retention Manager, Training Team
- CXM/CLM: Awareness, Acquisition, Onboarding, Engagement, Retention, Loyalty.
Finance Manager
Carl Hogan Honda
Columbus, MS
01.2005 - 01.2017
- Account Management: Account growth increases the penetration of backend products, building rapport with customers selling extended warranties and insurance produce.
- Business Manager: Loan Structuring, Indirect Auto lending, Credit Risk Assessment, Credit Profile Evaluation, Structuring Deals to meet lender requirement
- Finance Manager: overseeing prime and subprime auto finance, submitting and e- contracting through CAP, DealerTrack, RouteOne, Reynolds and Reynolds
Finance Director
Columbus Kia
Columbus, MS
01.2000 - 01.2005
- Dealer Lending Relations: Portfolio Performance, Customer Finance Solutions
- Account Management: Relationship managing, building rapport with customers and account growth increasing sales percentage of backend products, lender relations liaison between the customer and lenders to secure financing.
- Business Development: Customer Relationship nurtures long-term relationships, building trust and ensuring retention, Training internal sales staff, educating costumer
Education
Bachelor’s degree - religious studies and ministry
Mississippi State University of Ministry
Skills
- Business Ownership & Leadership
- Financial & Insurance Management / Business Management
- Compliance Management / Customer Data Platform
- Customer Relationship Manager
- Customer Lifecycle Marketing Manager / Marketing Adobe Journey Optimizer
- Strategic Planning & Team Development Manager
- Account Management / Product Manager
Certification
- Licensed Real Estate Agent – State of Mississippi
- Licensed Insurance Agent – Life, Health, Sickness, Auto, Home, FFM, AHIP, and OSHA 30-Hour Construction Safety & Health-Occupational Safety & Health Administration
- CPR/AED & First Aid Certified / ADOBE CERTIFICATE
Languages
English
Full Professional
Timeline
Real Estate Agent
Jones Expansion Group LLC
01.2025 - Current
Owner/Operator
Automax
01.2022 - 01.2024
Agent Owner
Allstate Insurance
01.2017 - 01.2022
Finance Manager
Carl Hogan Honda
01.2005 - 01.2017
Finance Director
Columbus Kia
01.2000 - 01.2005
Bachelor’s degree - religious studies and ministry
Mississippi State University of Ministry