Jamie Morgan
Locust,NC
Summary
Accomplished Automotive Financial Manager with over 12 years of experience. Dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase overall revenue and cement loyalty.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Enthusiastic Automotive Finance Manager eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of any task put before me. Motivated to learn, grow and excel in the automotive industry.
Overview
29
29
years of professional experience
Work History
Automotive Finance Manager
Tim Marburger Honda
Albemarle, NC
05.2010 - Current
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Proactively identified solutions for customers experiencing credit issues.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Compiled closing packages for drafting and presentation accuracy.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Worked flexible hours; night, weekend, and holiday shifts.
Shift Manager/Key Holder
Patrick Industries
New London, NC
08.1993 - 04.2010
- Trained and mentored new employees.
- Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Trained team members in successful strategies to meet operational and sales targets.
- Accepted and processed customer returns.
- Oversaw team of Number employees.
- Tracked and prioritized work orders to meet daily production requirements
- Established and optimized schedules to keep coverage and service in line with forecasted demands.
- Submitted reports to senior management to aid in business decision-making and planning.
- Provided sales feedback to management to address concerns in sales reports.
- Used weekly financial data to analyze company growth and optimize operational strategies.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
Education
Associate Of Business Administration - Business Administration And Management
University of North Carolina At Charlotte
Charlotte, NC08.1990
Skills
- Prioritizing and multitasking
- Management of Financial Resources
- Interpersonal Communication Skills
- Loan Feasibility Assessment
- Product Education
- Loan Processing Coordination
- Loan File Maintenance
- Credit History Review
- Proactive and Focused
- Customer Relations
- Financial Statements
- Application Processes
- Adaptable to Changing Conditions
- Complaint Handling
- Creditworthiness Determination
- Customer Proposals
- Service Quality
- Aftermarket Products
- Registration Paperwork
- Lender Relationships
- Loan Approval
- Selling Techniques
- Analytical and Critical Thinking
- Economics Understanding
- Active Listening and Learning
- Spreadsheet Tracking
- Networking and Partnership Development
- Oral and Written Comprehension
- Word Processing
- Finance
Timeline
Automotive Finance Manager
Tim Marburger Honda
05.2010 - Current
Shift Manager/Key Holder
Patrick Industries
08.1993 - 04.2010
Associate Of Business Administration - Business Administration And Management
University of North Carolina At Charlotte
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