JESSICA RODRIGUEZ
Katy
Summary
Dynamic finance professional with extensive experience at a well-known dealership, excelling in loan origination and customer satisfaction. Bilingual in Spanish and English, I leverage my detail-oriented approach and expertise in CRM systems to consistently exceed sales goals and enhance client relationships, driving impactful results in fast-paced environments.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Loan and Multi Product Consultant
Achieve
Tempe
04.2024 - Current
- Maintained up-to-date knowledge of relevant laws, regulations, and industry trends related to debt resolution services.
- Researched and analyzed financial information from customers in order to determine best course of action for debt resolution.
- Communicated regularly with customers regarding progress made towards achieving resolution goals.
- Documented all customer interactions, inquiries, complaints, and resolutions in a CRM system.
- Receive and contact warm leads daily through an outbound auto-dialer. High volume: 100-200+ dials on the daily report.
- Consultative selling approach, while showing empathy, educating the potential member on the benefits of the debt resolution program, overcoming objections, and closing the sale in 1-2 calls.
- Complete the application, pull credit, and gather documents while collaborating with underwriting teams to facilitate a quick and smooth enrollment process.
- Consistently meet and/or exceed sales goals and performance metrics, and establish and maintain a high level of customer satisfaction.
BDC Manager
Honda Cars of Katy
11.2021 - 03.2024
- Works closely with department managers to ensure customer satisfaction.
- Manage the dealership's CRM, and implement processes and workflows.
- Make manager appointment confirmation phone calls.
- Work directly with our employees and customers to develop relationships and help bridge disconnects in the sales process via online.
- Provide the dealer with accurate floor traffic control data on a daily basis.
- Set confirmed appointments with at least 60% of the leads you contact.
Sales Consultant
Honda Cars of Katy
11.2021 - 07.2023
- The used-vehicle salesperson is responsible for selling used vehicles at dealership gross profit, volume, and customer satisfaction standards.
- This position includes four broad areas of activity: personal work habits, prospecting, selling, and follow-up.
- A valid driver’s license in the state where you will work, and a careful driving record.
- Deliver vehicles to customers.
- The delivery process ensures that the customer understands the vehicle's operating features, warranty, and paperwork, and it lays the foundation for customer loyalty.
- Professional appearance and work ethic.
Finance Manager
Honda Cars of Katy
09.2021 - 11.2021
- Oversee the dealership's customer loan origination and approval process.
- Maintain accurate monthly, quarterly, and year-end reports.
- Present warranties, credit insurance, GAP insurance, and other beneficial products offered by the dealership.
- Secure and finalize transactions in a legal and ethical manner, while maintaining a high level of productivity.
- Meet the monthly forecast for finance and insurance income, penetration levels, and customer satisfaction.
- Accurately prepare all federal, state, and dealer paperwork related to the transaction, and submit it to the dealership's Accounting Department in a timely manner.
Service Coordinator
NEA Group
03.2018 - 04.2021
- Billing customers
- Making expenses report sheets and keep track on SAP for payroll
- Invoice personnel hours and expenses
- Coordinate service employee training and testing
- Quoting and negotiating with vendors and processing orders
Executive Administrative Assistant
NEA Group
02.2014 - 03.2018
- Screened all incoming calls for President of NEA Group
- Prepared appointments, luncheons and out of state meetings
- Tax and immigration documentation for new employees
- Marketing for company events and travel outings
Education
BUSINESS MANAGEMENT -
LONESTAR COLLEGE
HOUSTON, TXDIPLOMA -
MORTON RANCH HIGH SCHOOL
KATY, TXSkills
- Bilingual Spanish/English
- ACCOUNTING
- Detail-oriented
- FLEXIBLE AND ADAPTABLE
- CDK
- CRM
- SAP
- TEAMS
- DEALERTRACK
- Microsoft Office
- PAYROLL
Accomplishments
- Top 25 at Lithia Stores
- Black Diamond Award at Achieve
Certification
- IAPDA SALES SPECIALIST
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Loan and Multi Product Consultant
Achieve
04.2024 - Current
BDC Manager
Honda Cars of Katy
11.2021 - 03.2024
Sales Consultant
Honda Cars of Katy
11.2021 - 07.2023
Finance Manager
Honda Cars of Katy
09.2021 - 11.2021
Service Coordinator
NEA Group
03.2018 - 04.2021
Executive Administrative Assistant
NEA Group
02.2014 - 03.2018
BUSINESS MANAGEMENT -
LONESTAR COLLEGE
DIPLOMA -
MORTON RANCH HIGH SCHOOL
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