Karlee (Kiki) Perrin
Moorpark,CA
Summary
Performance-driven AVP Sales Leader with 20 + years of combined Auto finance and Mortgage experience developing and maximizing sales. Diligent in building and retaining accounts by providing support and attentive service. Expertise in marketing strategies, product promotion and merchandising to achieve market penetration. Successful record of expanding network connections through persuasive brand imaging.
Overview
22
22
years of professional experience
Work History
AVP, Dealer Relationship Manager
PNC Bank
07.2023 - Current
- Handles relationship management activities with new and/or existing clients to expand book of business to grow sales, revenue and market share with relevant sales goals.
- Builds effective network of external relationships, such as Franchise Dealerships to actively acquire new clients and/or expand existing clients for Prime/Super Prime Auto Originations
- Assessing and effectively managing all of risks associated with business objectives and activities to ensure they adhere to and support Risk Management Framework.
Area Sales Manager
CIG Financial
08.2014 - 07.2022
- Developed and sustained strong relationships with over 100 dealerships in subprime/non-prime market
- Built reputation as a reliable and trustworthy source of leads and referrals in subprime/non-prime market.
- Grew book of business by over 25% year over year.
- Coached and guided dealership sales and finance personnel to generate quality applications.
- Successfully negotiated/rehashed complex deals to meet Dealership gross and company goals.
- Ranked 1st company-wide for retention in 2016 through 2022.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
- Executed proven strategies to hit sales quota and help company achieve goals.
- Received highest honors for sales performance, winning Sales Employee of the Year award four times (2016-2019) and again in 2021..
Area Sales Manager
United Auto Credit
09.2013 - 08.2014
- Drove new business and routinely expanded dealer book, while steadily increasing penetration of existing dealer base.
- Developed and maintained productive relationships with Credit Analysts and Funders to achieve maximum revenue impacts, ensuring seamless approvals and prompt funding.
- Assessed and analyzed deals with dealers and restructured frameworks to boost efficiency and maximize market share.
- Penetrated new markets by investigating competitor products, services and trends.
- Exceeded all monthly goals, while driving continuous growth throughout of conceptualizing innovative territory.
Professional Employer Consultant
SOI/Trinet
07.2012 - 09.2013
- Provided comprehensive Healthcare, Payroll, HR, and Risk Management consulting services to small and medium-sized business clients across multiple industries.
- Conducted comprehensive audits across client organizations to identify performance gaps and deficient processes, and acted as a resource to leadership teams in driving organizational change.
- Increased significant book of business through prospecting, cold calling, marketing, and networking.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
AVP Unit Manager I
Bank of America/HRD Loan Modification Team
10.2009 - 04.2012
- Provided oversight across all Underwriting, Loss Mitigation, and Bankruptcy functions in fast-paced call center environment.
- Recruited, trained, and developed cross-functional team of 115 FTEs and 7 Team Managers.
- Spearheaded new processes and procedures, driving a significant boost in productivity.
- Explored and assessed extensive volumes of financial data, translating it into actionable business intelligence to support long-range strategic planning.
- Partnered with mid-to-senior leadership and initiated multiple successful pilot Leadership & Mentoring programs within department, establishing framework for future Market Research implementations nationwide.
- Conducted onboarding process for newly assigned accounts, communicating customer needs and expectations to the underwriting team.
Mortgage Loan Officer (Call Center)
Bank of America/Legacy Countrywide
01.2009 - 10.2009
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Sold new purchase, refinance, home equity lines of credit, and government sponsored mortgagees.
- Recognized by management for providing exceptional customer service.
- Provided excellent service and attention to customers through phone conversations in call center environment.
- Achieved Top Performer for each month during tenure, while ranking in top 3% of sales nationwide.
Senior Mortgage Consultant
Wachovia Mortgage, FSB/Regions Bank
02.2007 - 01.2009
- Gathered and analyzed financial information, reviewed applications, financial statements, and credit reports, and originated a wide array of mortgage loans.
- Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
- Networked and developed relationships with title agencies, real estate brokers, and home builders, establishing a strong referral pipeline.
- Achieved stellar feedback for level of service, winning the Best Customer Service award in 2007.
- Steadily exceeded production goals.
Senior Mortgage Loan Officer (Call Center)
ABN AMRO Mortgage Group
01.2002 - 03.2007
- Originated first and second mortgage loans through inbound call leads.
- Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
- Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
- Received multiple accolades for outstanding performance, including Rookie of the Year in 2002, President’s Circle in 2003, 2004, 2005, and 2006, and Top Producer for Relocation in 2004.
- Consistently delivered exemplary customer service, receiving Outstanding Customer Service Award in 2004 and 2005.
Skills
- Sales Development/New Account Development
- Territory and Account management
- Client Base Retention
- Service-driven sales
- Lead generation and Prospecting
- Credit Verification
- Team Management
- Risk Management
- Underwriting
- Loss Mitigation Experience
- Skilled in MS Office
- Continuous Improvement
- Google Workspace (G Suite) knowledge
- Customer Relationship Management (CRM)
- Salesforce Software
Timeline
AVP, Dealer Relationship Manager
PNC Bank
07.2023 - Current
Area Sales Manager
CIG Financial
08.2014 - 07.2022
Area Sales Manager
United Auto Credit
09.2013 - 08.2014
Professional Employer Consultant
SOI/Trinet
07.2012 - 09.2013
AVP Unit Manager I
Bank of America/HRD Loan Modification Team
10.2009 - 04.2012
Mortgage Loan Officer (Call Center)
Bank of America/Legacy Countrywide
01.2009 - 10.2009
Senior Mortgage Consultant
Wachovia Mortgage, FSB/Regions Bank
02.2007 - 01.2009
Senior Mortgage Loan Officer (Call Center)
ABN AMRO Mortgage Group
01.2002 - 03.2007
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