Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Jason L

Sergeant Bluff,IA

Summary

Dynamic Finance Manager with a proven track record at Woodhouse Auto Family, excelling in financial analysis and relationship building. Achieved consistent performance targets by designing tailored financing solutions and enhancing customer satisfaction. Demonstrated meticulous attention to detail and effective communication skills, fostering trust and loyalty among clients while ensuring regulatory compliance.

Overview

21
21
years of professional experience

Work History

Finance Manager

Woodhouse Auto
04.2013 - 09.2025
  • Developed financing strategies to optimize customer loan approvals and enhance dealership profitability.
  • Analyzed credit applications to ensure compliance with underwriting guidelines and minimize risk exposure.
  • Assisted customers with challenging credit histories in securing suitable loan options to facilitate vehicle purchases.
  • Negotiated with lenders to obtain approvals for challenging credit profiles, expanding customer base.
  • Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
  • Built strong relationships with banks and financial institutions to secure competitive loan rates for clients, enhancing customer satisfaction and loyalty.
  • Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during vehicle negotiations.
  • Demonstrated expertise in various financial products, creating tailored presentations for customers, showcasing the benefits of specific financing plans based on their unique needs.
  • Consistently exceeded monthly performance targets through strategic planning and execution of hard work and determination.
  • Provided exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining open communication throughout the financing process.
  • Drove sales by providing comprehensive financial options to clients seeking the best overall experience.
  • Tailored finance options to the customer wants and needs, fostering a positive buying experience.
  • Increased repeat and referral business by establishing trust and building rapport with customers through transparent and ethical business practices.

Auto Car Sales Consultant

Enterprise
05.2007 - 04.2013
  • Cultivated relationships with customers to enhance satisfaction and loyalty.
  • Conducted thorough vehicle inspections to ensure quality and reliability.
  • Negotiated sales terms with clients, achieving favorable outcomes for both parties.
  • Developed expertise in inventory management systems to track vehicle availability.
  • Exceeded monthly sales targets consistently, utilizing strong negotiation skills and product knowledge.
  • Developed a loyal customer base by delivering exceptional service, leading to increased referrals and repeat business.

Jewelry Sales Associate / 3rd Key Manager

Sterling Jewelers Inc. (Kay Jewelers & Marks and Morgan Jewelers)
02.2005 - 05.2007
  • Cultivated strong customer relationships through personalized service and product recommendations.
  • Demonstrated extensive knowledge of jewelry products, educating clients on features and benefits.
  • Managed inventory systems to ensure accurate stock levels and timely replenishment of merchandise.
  • Trained new associates on sales techniques, store policies, and inventory management procedures.
  • Collaborated with team members to achieve monthly sales targets through effective teamwork and communication.

Education

High School Diploma -

North High School
Sioux City, IA

Skills

  • Financial analysis
  • Credit analysis
  • Financial management
  • Relationship building
  • Training and developing
  • Effective verbal communication
  • Regulatory compliance
  • Financial deal setup
  • Meticulous attention to detail
  • Effective prioritization
  • Strategic goal setting
  • Critical thinking

Accomplishments

  • Top finance producer at Woodhouse Auto Family for 12.5 years.
  • Top 5% in sales nationwide for Enterprise Car Sales.
  • Won multiple trips, bonus's and accolades for being the number one producer.

Timeline

Finance Manager

Woodhouse Auto
04.2013 - 09.2025

Auto Car Sales Consultant

Enterprise
05.2007 - 04.2013

Jewelry Sales Associate / 3rd Key Manager

Sterling Jewelers Inc. (Kay Jewelers & Marks and Morgan Jewelers)
02.2005 - 05.2007

High School Diploma -

North High School

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Jason L