Javier Valle
Bartow
Summary
Dynamic finance manager with extensive experience in sales leadership and relationship management. Known for negotiating optimal financing solutions and ensuring compliance, driving profitability while expanding customer bases through strong lender partnerships.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Marine/Powersports Finance Manager
Mckibben Industries
Lake Wales, FL
12.2021 - Current
- Analyzed customer credit profiles to determine optimal financing solutions.
- Managed automotive financing processes, ensuring compliance with federal and state regulations.
- Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
- Maximized profitability by negotiating and structuring optimal automotive financing deals.
- Negotiated with lenders to obtain approvals for challenging credit profiles, expanding customer base.
Financial Advisor
Transamerica Life Insurance Company
Florida
09.2022 - 10.2025
- Built and maintained strong client relationships through regular communication and follow-ups.
- Developed personalized insurance strategies tailored to client needs and financial goals.
- Educated clients on policy benefits, coverage options, and claims processes to enhance understanding.
- Led training sessions for new agents on best practices in sales techniques and customer service.
- Collaborated with underwriting teams to ensure accurate risk assessment for policy issuance.
Sales Manager
Mckibben Inudstries
Winter Haven, FL
04.2020 - 12.2021
- Developed and implemented training programs to enhance team performance and product knowledge.
- Attended industry events and conventions to explain sales opportunities.
- Streamlined sales processes, reducing response times and enhancing overall efficiency within the department.
- Utilized CRM systems to track leads, manage customer interactions, and optimize follow-up strategies.
- Collaborated with finance team to create competitive pricing models that balanced profitability with market demand.
Sales Associate
Winter Haven Honda
Winter Haven, FL
10.2018 - 04.2020
- Assisted customers in selecting vehicles based on their preferences and needs.
- Educated clients on vehicle features, benefits, and financing options.
- Conducted follow-ups with customers post-purchase to ensure continued satisfaction and loyalty.
- Utilized CRM tools to track customer interactions and sales, enhancing effectiveness of follow-up communications.
Training and Development Coordinator
Merlin Entertainments Group Ltd.
Winter Haven, FL
05.2015 - 10.2017
- Analyzed training needs assessments to align programs with organizational goals.
- Managed onboarding processes, ensuring new hires received comprehensive orientation.
- Evaluated training effectiveness through feedback and assessments for continuous improvement.
- Consulted with individual employees to identify personal and professional development goals, creating tailored learning paths to facilitate growth.
Group Sales Representative
Streamsong Resorts
Bowling Green, FL
06.2014 - 06.2015
- Conducted presentations and site tours for prospective clients, showcasing resort offerings.
- Participated in weekly sales meetings to share best practices, discuss challenges, and set team goals moving forward.
- Negotiated contracts with clients, ensuring mutually beneficial terms were agreed upon.
Education
Associate of Science - Business Management
Polk State College
Winter Haven, FL06-2017
High School Diploma -
Fort Meade High School
Fort Meade, FL05-2016
Skills
Indirect Lending Dealer Services Loan Processing Customer Finance Relationship Manager Contract Funding Compliance Credit Applications Sales Leadership Customer Retention Negotiation Microsoft Office Bilingual English/Spanish (Expert)
Certification
- [Florida Life/Health] License - [4 years]
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Financial Advisor
Transamerica Life Insurance Company
09.2022 - 10.2025
Marine/Powersports Finance Manager
Mckibben Industries
12.2021 - Current
Sales Manager
Mckibben Inudstries
04.2020 - 12.2021
Sales Associate
Winter Haven Honda
10.2018 - 04.2020
Training and Development Coordinator
Merlin Entertainments Group Ltd.
05.2015 - 10.2017
Group Sales Representative
Streamsong Resorts
06.2014 - 06.2015
Associate of Science - Business Management
Polk State College
High School Diploma -
Fort Meade High School