Obtain a full time position within a dynamic company that offers great challenge, and the opportunity to help the company advance efficiently and productively by using my expertise in finance and market strategies to achieve business objective.
Overview
8
8
years of professional experience
Work History
Sr Associate Regional Market Representation
HYUNDAI MOTOR AMERICA
Coppell , Texas
06.2024 - Current
Maintain accurate and up to date information pertaining to Region’s dealers. Primary dealer development contact for updating SAP databases.
Collects and disseminates information necessary to support decisions by all levels of identification.
Administer workflow of the Dealer Action packages system, from initiating, analyzing, and reviewing all Dealer Development packages for accuracy prior to approval by Regional Management and submission to National Dealer Development department.
Evaluate complex ownership structures and related State-by-State legal requirements to determine which packages/documents are required based on situation presented.
Develop and maintain departmental tracking, report management and distribution of dealer support and performance programs.
Dealer development support funds/co-op funds.
Sales efficiency and market performance reporting.
Collaborate daily with Region and National management to ensure Region compliance with all AOR Notification Requirements per Franchise Law Information System across the states covered by the Region, including notification to dealers and state regulatory authorities.
Reconcile and disperse dealer parts account to applicable vendors or release to dealer, complying with strict HMA and/or State timelines and requirements.
Risk management in relation to Finance policies and procedures related to Flooring, Cash Incentive, Cash in Advance, in relation to dealer parts account to limits HMA’s financial exposure, while complying with all HMA requirements.
Maintain confidential dealer files and requests for legal Documentation.
COMMERCIAL ACCOUNT SPECIALIST
Toyota Industries Commercial Finance, INC
01.2022 - Current
Review and process commercial customer requests daily via phone, email, and via US mail as per departmental guidelines
Actively prepare and submit requests requiring updates to customer accounts accurately and timely
Perform research on customer and dealer related issues daily and follow up on any issues not immediately resolved to ensure customer satisfaction with internal manuals, policies, and guidelines
Desk Assignment E- CSR: transfers, maintenance changes and research, track and balloon restructures after funding modifications requests
Consistently demonstrate knowledge and awareness of compliance policies, procedures, and regulations affecting the Customer Service Department
Actively provided feedback and support efforts for the development and implementation of standard processes to increase efficiency and productivity
Proactively create desk guides for new procedures or processes that require documentation
FLEET SERVICES
MERCEDES-BENZ FINANCIAL SERVICES USA, LLC
01.2019 - 01.2020
Worked on matured lease accounts daily and consulted with customer on lease end options
Consistently fulfilled external customers email inquiries by actively sending requested documents including Lien Releases, Bill of Sales, and Power of Attorney
Updated account information in ALFA daily per internal and external customer's requests such as: vin corrections, garaging address updates and consolidated third party billing
Managed Fleet group mailbox daily to appropriate distribution to agents based on respective region for faster processing
Completed clerical requests to external customers by always sending amortization schedules, balance reports, title copies, contract copies, manual invoices, and payment histories
Validated refunds and contract disbursements daily in accordance with Compass, limits of Authority and ICS guidelines
Responsible for ensuring proper Limits of Authority were met regarding the following transactions: payoff shortages, refunds, deficiency balances, contract disbursements, customer satisfaction
Worked with internal and external customers daily to resolve title issues
Prepared documents for account modifications such as lease extensions, lease refinance, balloon refinance, due date changes, transfer of equity and transfer of interest
F&I PRO / FLEET SERVICES - TESTING & PROCESSING
MERCEDES-BENZ FINANCIAL SERVICES USA, LLC
01.2018 - 01.2020
Actively designed, developed, and executed automation system process to execute requests to the proper function for the Fleet Services department
Conducted quarterly system testings
Oversaw the development of an automated system to reduce the steps and errors while passing information between the Small Business Credit and F&I Pro department
Process improvement and internal auditing for Funding, Credit, and Fleet Services
Actively demonstrated advanced knowledge, skills, and abilities in system processing
COMMERCIAL FLEET / SMALL BUSINESS CONTRACT ANALYST
MERCEDES-BENZ FINANCIAL SERVICES USA, LLC
01.2017 - 01.2019
Dedicated account manager for assigned large fleets and subject matter expert for small fleet accounts
Responsible for auditing
Provided customers with up-to-date account information and assisted with account questions
Worked with Legal Department to review internal and external documents
Worked daily suspense report of received funds
Worked closely with District Regions Managers to resolve issues with fleet and small fleet accounts
Worked with internal and external customers daily to resolve title issues
Assisted with obtaining and updating required payoffs
Responsible for auditing, processing, and funding all retail contracts and lease agreement transactions
Validated contract information collected additional data and collaborated with the credit team to resolve funding discrepancies for small business and fleet contracts
Provided daily service to sales team, dealer personnel, and management regarding any issues with documentation
Acted as a liaison between funding and other internal departments daily to resolve escalated intradepartmental issues
Fostered and maintained positive working relationships with internal and external customers daily
Actively ensured all credit, legal and policy requirements were met for all deals ensuring MBFS's risk position and security interests are protected
Trained existing and new employees actively on functions within department as well as conducting training sessions for internal departments
Completed system testing and other required reviews of processes, procedures, and documentation
Assisted management with monthly audit
Education
Lamar State College
01.2017
Lamar University
01.2014
Skills
Strong Communication
Attention to Detail
Flexibility
Teamwork
Problem-Solving
Computer Literacy
70 WPM
Activitiesandrecognition
F&I Pro System Tester of the Month
Employee of the Month 2019
Diversity & Inclusion Team 2018 - 2020
Customer One Champion 2019 - 2020
Timeline
Sr Associate Regional Market Representation
HYUNDAI MOTOR AMERICA
06.2024 - Current
COMMERCIAL ACCOUNT SPECIALIST
Toyota Industries Commercial Finance, INC
01.2022 - Current
FLEET SERVICES
MERCEDES-BENZ FINANCIAL SERVICES USA, LLC
01.2019 - 01.2020
F&I PRO / FLEET SERVICES - TESTING & PROCESSING
MERCEDES-BENZ FINANCIAL SERVICES USA, LLC
01.2018 - 01.2020
COMMERCIAL FLEET / SMALL BUSINESS CONTRACT ANALYST
MERCEDES-BENZ FINANCIAL SERVICES USA, LLC
01.2017 - 01.2019
Lamar State College
Lamar University
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