Results-driven F&I Manager with expertise in customer satisfaction and problem-solving. Proven track record in streamlining loan processes and enhancing profitability through effective collaboration with sales teams and lenders.
Overview
6
6
years of professional experience
Work History
F&I Manager
Great Falls Honda
Great Falls, MT
01.2025 - Current
Collaborated with sales team to structure financing options for customers.
Prepared and presented financial documents for customer approvals.
Ensured compliance with financial regulations and dealership policies.
Assisted customers in understanding finance products and services.
Submitting customer credit applications to lenders for approval.
Negotiating with lenders (banks & credit unions) ensuring all stips are collected for clean cashable contracts.
Maintaining quality relationships with lenders in the area
Provided training and support to sales staff on finance product knowledge.
Maintained strict adherence to state laws regarding consumer disclosures and regulatory compliance practices throughout all transactions conducted within the F&I department.
Utilized advanced software tools to streamline workflows and enhance productivity within the F&I department efficiently.
Enhanced dealership profitability through the successful sale of finance and insurance products.
Managed all aspects of contract preparation, ensuring accuracy and compliance with state regulations.
F&I Manager
Lithia Chrysler Jeep Dodge Of Great Falls
Great Falls, MT
08.2023 - 12.2024
Managed loan applications through various financial institutions efficiently.
Developed relationships with lenders to enhance financing opportunities.
Streamlined processes for quick customer service and satisfaction.
Promoted a positive work environment by fostering open communication among team members and resolving conflicts professionally as they arose.
Streamlined processes for loan applications, resulting in faster approvals and increased customer satisfaction.
Collaborated with sales team to maximize revenue opportunities while maintaining high levels of customer service.
Consistently met or exceeded monthly sales goals, contributing to overall dealership success.
Implemented new strategies for upselling F&I products, leading to increased profits without sacrificing customer satisfaction.
Worked closely with other departments to resolve any issues that arose during the sales process, maintaining a seamless experience for customers.
Established strong relationships with lenders, negotiating competitive rates for customers and improving loan approval rates.
Maintained a strong understanding of industry trends and changes through ongoing professional development.
Processed loan applications and monitored progress from start to finish.
Assisted customers with completing loan applications and other paperwork.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Explained very technical financial information to applicants in easy to understand language.
Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Sales Associate
Taylor's Auto Max
Great Falls
03.2020 - 07.2024
Provided exceptional customer service, addressing inquiries and resolving issues efficiently.
Built relationships with customers to encourage repeat business.
Implemented customer feedback systems to improve service delivery and satisfaction levels.
Utilized CRM software to track interactions with clients, manage follow-ups, and optimize overall sales strategy execution.
Fielded incoming inquiries via phone or email, providing accurate information and directing customers to the appropriate sales associate when necessary.
Coordinated test drives for interested buyers, ensuring a seamless experience that showcased each vehicle''s capabilities.
Negotiated trade-in values fairly while balancing customer satisfaction with dealership profitability objectives.
Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
Trained new associates on sales techniques and product knowledge to improve team performance.
Managed customer inquiries, providing timely information and resolving concerns effectively.