Karen Casanova
Manchester,NH
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
21
21
years of professional experience
Work History
Relationship Manager
Bank of America
08.2015 - Current
- Informed clients about bank products, processed transactions with high accuracy, handled customer complaints, and worked well in a fast-paced environment.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
Finance and Office Manager
Flying Wheels
02.2011 - 03.2013
- Provides customers with complete explanation of manufacturer and dealership service procedures and policies.
- Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
- Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during vehicle negotiations.
- Reduced errors in contract documentation by implementing rigorous review process before final submission.
- Proactively identified solutions for customers experiencing credit issues.
- Managed office functions for a sales team, evaluated credit reports, controlled accounts payable and receivable, and handled client communications.
Finance Manager
Autofair Chevrolet
12.2009 - 03.2011
- Oversaw customer loan applications, maintained audit and financial reports, and processed financing and leasing deals.
- Collaborated closely with Sales department conducting joint training sessions sharing information about available financing options boosting overall sales figures.
- Maintain accurate monthly,quarterly, and year-end reports.
- Present warranties, credit insurance,GAP insurance and other beneficial products offered by the dealership.
- Accurately prepare all federal, state, and dealer paperwork related to the transaction and submits to the dealership;s Accounting Department in a timely manner.
- Improved operations by working with team members and customers to find workable solutions.
Finance Manager
Bill Heard Chevrolet
12.2006 - 12.2009
- Oversaw customer loan applications, maintained audit and financial reports, and processed financing and leasing deals.
- Collaborated closely with Sales department conducting joint training sessions sharing information about available financing options boosting overall sales figures.
- Maintain accurate monthly,quarterly, and year-end reports.
- Present warranties, credit insurance,GAP insurance and other beneficial products offered by the dealership.
- Accurately prepare all federal, state, and dealer paperwork related to the transaction and submits to the dealership;s Accounting Department in a timely manner.
- Improved operations by working with team members and customers to find workable solutions.
Administrative Assistant
McSweeney and Sons Broadcasting
02.2004 - 01.2006
- Increased sales revenue by developing and implementing effective sales strategies.
- Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Ensured smooth daily operations with timely completion of all essential administrative tasks and responsibilities.
- Supervised staff and delegated tasks to maintain positive, productive administrative operations.
Education
Ph.D. - Doctor of Pharmacy
Massachusetts College of Pharmacy And Health Sciences
Boston, MAHigh School Diploma -
Plainfield High
Plainfield, NJSkills
- Self motivated with excellent customer service and management skills
- Excellent Communication
- Team Leadership
- Time Management
- Attention to detail
- Problem Solving
- Initiative
- Decision-Making
- Adaptability
- Relationship Building and management
- Client Relationships
- Teamwork
- Critical Thinking
- MS Word
- Excel
- Outlook
- PowerPoint
References
Available upon request
Languages
Spanish
Native or Bilingual
Timeline
Relationship Manager
Bank of America
08.2015 - Current
Finance and Office Manager
Flying Wheels
02.2011 - 03.2013
Finance Manager
Autofair Chevrolet
12.2009 - 03.2011
Finance Manager
Bill Heard Chevrolet
12.2006 - 12.2009
Administrative Assistant
McSweeney and Sons Broadcasting
02.2004 - 01.2006
Ph.D. - Doctor of Pharmacy
Massachusetts College of Pharmacy And Health Sciences
High School Diploma -
Plainfield High
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