Jason Simonin
Citrus Heights,CA
Summary
Experienced with territory management and market expansion strategies, ensuring consistent growth and client retention. Utilizes strong analytical skills and market insights to develop effective sales plans. Track record of building robust client relationships and leading teams to exceed performance goals.
Overview
25
25
years of professional experience
Work History
Sr Client Solutions Executive
Cox Automotive Manheim
04.2023 - Current
- Established a strong understanding of each client's industry landscape in order to provide informed recommendations on products/services that aligned with their unique needs/goals. President Club recipient 2024 and Five star finisher exceeding 100% in all performance metrics.
Territory Manager
Automotive Credit Corporation
10.2021 - 11.2022
- Established successful account relationships with over 90 independent dealers by building rapport and maintaining consistent communication.
- Maintain all dealer files for financials and DMV.
- Sign up dealers in the greater Sacramento Area.
- Underwrite/Decision Subprime loans
Area Sales Manager
Elite Acceptance Corporation
09.2019 - 04.2020
- Built and managed a territory of over 70 dealers.
- Signed up dealers in the greater Sacramento Area.
- Maintained completed dealer files/demands and DMV.
Member Relationship Specialist
Golden 1 Credit Union
09.2011 - 08.2019
- Build long term relationships with members by offering products that fit their needs with Golden 1
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Improved member experience by quickly addressing concerns, ensuring positive resolution of issues raised during interactions.
Business Banker
Wells Fargo Bank
06.2010 - 09.2011
- Answer and problem solve phone calls in regards to business accounts
- Enhance the relationship of the customer with Wells Fargo by recommending beneficial products for their business.
- Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
Credit Executive
Graypoint Auto Finance Corp
08.2007 - 04.2008
- Underwrite auto loan applications, call dealers to capture and generate business of new applications
- Communicate with Marketing rep in the field to keep each other current on
Marketing Representative
Finance & Thrift
10.2006 - 08.2007
- Sign up Auto dealerships in the greater Sacramento Area, pick up contracts, send new applications to be reviewed into the office, communicate with office on new approvals to capture in the territory.
Special Finance Manager
Elk Grove Ford
11.2005 - 03.2006
- Work all internet leads of customers that have applied on line
- Call and collect all information needed, auto of interest, personal info etc
- Set the appointment date with customer
- Place customer in the vehicle of choice,collect all stips as paystub, proof of residence etc
- Submit loan with exact figures of purchase to financial institutions to get the loan approved.
Marketing Manager 4/Senior Underwriter
Fireside Bank
01.2003 - 11.2005
- Sign up all automotive dealerships in the greater Sacramento area
- Purchase automotive contracts from dealerships that have no financial placement yet
- Drop off checks and review all loans for the finance department
- Fax all loans above my lending limits into the office for review
- Communicate with 4 loan officers in the branch to capture deals in the field on all fresh loans that have been recently submitted
- Complete all dealer files, such as updating DMV information and financials records for all dealer files
- Complete reports on a weekly basis for the Branch Manager and Regional Manager that contain figures on all dealerships, volume, average fico score, total reserve paid, average yield etc.
Senior Underwriter
Digital Insight
06.2000 - 01.2003
- Underwrite loans for over 250 different financial institutions
- Take live applications over the phone, and complete all information required
- Place customer on hold and underwrite the loan
- Review all conditions to the particular loan applied for such as debt ratio, total revolving debt allowed, total collections allowed, how many open trades allowed etc
- Cross sell products such as credit cards, mechanical break down protection, overdraft protection etc
- Underwriting experience includes A-D credit and products such as 2nd mrtgs,land lot loans,auto loans,credit cards,personal loans,overdraft protection etc.
Education
No Degree - Computer Science
University of Phoenix
Roseville, CAHigh School Diploma -
Vallejo High School
Vallejo High06.1991
Skills
Oral and written communications
- Leadership
- Relationship building
- Goals and performance
- Sales forecasting
- Business growth
- Territory management
- Trends analysis
- Marketing expertise
- Product and service sales
- Customer acquisition
Timeline
Sr Client Solutions Executive
Cox Automotive Manheim
04.2023 - Current
Territory Manager
Automotive Credit Corporation
10.2021 - 11.2022
Area Sales Manager
Elite Acceptance Corporation
09.2019 - 04.2020
Member Relationship Specialist
Golden 1 Credit Union
09.2011 - 08.2019
Business Banker
Wells Fargo Bank
06.2010 - 09.2011
Credit Executive
Graypoint Auto Finance Corp
08.2007 - 04.2008
Marketing Representative
Finance & Thrift
10.2006 - 08.2007
Special Finance Manager
Elk Grove Ford
11.2005 - 03.2006
Marketing Manager 4/Senior Underwriter
Fireside Bank
01.2003 - 11.2005
Senior Underwriter
Digital Insight
06.2000 - 01.2003
No Degree - Computer Science
University of Phoenix
High School Diploma -
Vallejo High School
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