Experienced finance and sales manager with a strong background in automotive financing, negotiation, CRM software, and customer service. Known for driving profitable deals, supporting compliant documentation, and building trust through clear communication.
Work History
Finance and Insurance Manager
9 Months
DCH Auto Group | 01.2026 - Current
Evaluated credit applications and supporting documentation for automotive financing packages to ensure compliance with underwriting standards and enhance review consistency.
Evaluated credit applications and supporting documentation for automotive financing packages to support underwriting and maintain consistent review standards.
Created contract disclosures and funding documents to support compliant financial processing and accurate documentation.
Presented finance and insurance products clearly during vehicle delivery discussions to facilitate informed customer decisions.
Assistant Sales Manager
4 Years 11 Months
DCH Auto Group | 01.2021 - 12.2025
Managed daily pipeline review process to prioritize opportunities and ensure forecast accuracy.
Managed and refined sales workflows to increase operational efficiency and shorten time to close deals.
Managed daily pipeline review process to identify priority opportunities and uphold forecast accuracy.
Utilized sales skills to present financing and leasing options, enhancing profitability and customer satisfaction.
Developed client relationship strategies that increased customer retention and encouraged repeat business.
Internet Sales Manager
1 Year 9 Months
DCH Auto Group | 03.2020 - 12.2021
Coordinated internet lead intake and CRM updates to support timely follow-up and maintain accurate prospect tracking.
Supported customer satisfaction by responding to customer emails, chats, and calls with accurate product details and financing information.
Trained team members on internet sales workflows, CRM updates, and customer response standards.
Negotiated deal terms, trade-in values, and pricing within dealership guidelines.
Auto Sales Consultant
2 Years 7 Months
DCH Auto Group | 07.2017 - 02.2020
Drove sales target overachievement by executing persuasive sales outreach and using comprehensive product expertise.
Adapted to evolving customer needs and preferences to maintain tailored sales approach for each individual.
Coordinated test drives, vehicle deliveries, and paperwork completion to ensure smooth transactions.
Coordinated lead and prior-customer outreach to maintain repeat business and referral pipelines.
Responded to customer inquiries in-store and by telephone with energy and professionalism, ensuring needs were addressed promptly.
Education
No Degree - Business Administration And Management
Palomar College | San Marcos, CA | 08-2014
Skills
Financial product sales
Product knowledge expertise
Sales strategies
Cold outreach
CRM software
Cold calling
Professional demeanor
Cross-functional leadership
Issue resolution
Email and phone communication
Performance metrics
Team collaboration
Leadership skills
Regulatory compliance
Team management
Certification
Finance and Insurance Training - February 2026
Languages
Spanish
Native or Bilingual
Timeline
Finance and Insurance Manager
DCH Auto Group
01.2026 - CurrentRead More
Assistant Sales Manager
DCH Auto Group
01.2021 - 12.2025Read More
Internet Sales Manager
DCH Auto Group
03.2020 - 12.2021Read More
Auto Sales Consultant
DCH Auto Group
07.2017 - 02.2020Read More
Palomar College
No Degree from Business Administration And Management