Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joseph Maney

Great Falls,MT

Summary

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.
  • Implemented effective follow-up processes, increasing customer retention rates through relationship-building efforts.
  • 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.

Education

High School Diploma -

CM Russell High School
Great Falls MT

Skills

  • Customer satisfaction
  • Professional networking
  • Deal structuring
  • Profit maximization
  • Teamwork and collaboration
  • Credit history review
  • Problem-solving
  • Time management
  • Attention to detail
  • Leadership skills
  • Problem-solving abilities
  • Multitasking
  • Reliability
  • Excellent communication

Timeline

F&I Manager

Great Falls Honda
01.2025 - Current

F&I Manager

Lithia Chrysler Jeep Dodge Of Great Falls
08.2023 - 12.2024

Sales Associate

Taylor's Auto Max
03.2020 - 07.2024

High School Diploma -

CM Russell High School
Joseph Maney