Summary
Overview
Work History
Education
Skills
Timeline
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Joshua Green

Summary

Highly skilled F&I Manager adept at assessing customer needs, providing suitable products and guiding customers through the loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service. Possesses deep understanding of credit analysis, F&I products, dealership revenue triggers, and compliance. F&I Certified.

Overview

9
9
years of professional experience

Work History

Finance Manager

Finance Manager Training
03.2024 - Current
  • Demonstrated full proficiency in menu presentation and the sale of F&I products.
  • Trained to identify issues, analyze information and provide solutions to problems.
  • Proficient in reading credit reports and speaking with lenders.
  • Familiarity with Dealertrack and other top DMS software.
  • Trained on federal compliance and regulations concerning the F&I office, including Reg Z, Reg B, form 8300, OFAC and more.

Automotive Finance Manager

US Auto Sales
02.2023 - 04.2024
  • Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
  • Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
  • Maximized profitability by negotiating and structuring optimal automotive financing deals.
  • Demonstrated expertise in various financial products, creating tailored presentations for customers, showcasing the benefits of specific financing plans based on their unique needs.
  • Consistently achieved monthly performance targets through strategic planning and execution of innovative financing solutions.
  • Maintained an organized workflow by prioritizing tasks effectively managing multiple client files simultaneously ensuring timely processing of all transactions.
  • Negotiated with lenders to obtain approvals for challenging credit profiles, expanding customer base.

Automotive Sales Consultant

US Auto Sales
07.2021 - 02.2023
  • Maintained up-to-date knowledge of inventory, features, and specifications to better serve customers.
  • Delivered exceptional customer service, addressing concerns and resolving issues promptly.
  • Developed strong relationships with customers for repeat business and referrals.
  • Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
  • Built rapport with potential buyers through active listening skills, resulting in increased trust and successful sales closures.
  • Collaborated with management to develop sales strategies and achieve monthly targets.

Truck Driver

Jimmy Gospel LLC
09.2018 - 01.2021
  • Improved on-time delivery rates by effectively planning and executing efficient driving routes.
  • Contributed to a decrease in fleet accidents by strictly adhering to safety protocols and continuously updating knowledge on current industry best practices.
  • Streamlined trip logs, expense reports, and other paperwork to ensure accurate records were maintained for compliance purposes.
  • Safeguarded cargo integrity by regularly checking load securement during transport and promptly addressing any issues that arose.

Automotive Sales Associate

Stetler Dodge Chrysler Jeep Ram
04.2015 - 08.2018
  • Consulted with customers and overcame objections.
  • Collaborated with fellow sales team members on shared goals and strategies for achieving dealership-wide success.
  • Maximized revenue opportunities by upselling additional products like extended warranties or optional accessories when appropriate for the customer''s needs.
  • Consistently met or exceeded monthly sales goals by diligently following up on leads and maintaining a strong pipeline of prospects.

Education

York County Technical School

Finance And Insurance Management -

Finance Manager Training
04.2024

Skills

  • F&I Menu Presentation
  • Proficient with DealerTrack and RouteOne
  • Analyzing Credit Reports
  • Product Sales
  • Strong Lender Relationships
  • High CSI and Customer Service
  • Scoring Standards
  • Customer Satisfaction
  • Insurance Knowledge
  • Customer Retention
  • Strategic Planning
  • Attention to Detail

Timeline

Finance Manager

Finance Manager Training
03.2024 - Current

Automotive Finance Manager

US Auto Sales
02.2023 - 04.2024

Automotive Sales Consultant

US Auto Sales
07.2021 - 02.2023

Truck Driver

Jimmy Gospel LLC
09.2018 - 01.2021

Automotive Sales Associate

Stetler Dodge Chrysler Jeep Ram
04.2015 - 08.2018

York County Technical School

Finance And Insurance Management -

Finance Manager Training
Joshua Green