Desired Job Title
Finance ManagerFinance DirectorFinancial RepresentativeF&I ManagerSenior Vice PresidentWork Type
Full TimeLocation Preference
On-SiteRemoteHybridLocation: West Jordan, UT, USSalt Lake City, UT
Open to relocation: Yes
Open To Work
Verified
This profile is verified using an email address.
Kodee Peaykin
West Jordan,UT
Work Preference
Summary
Results-oriented finance leader with extensive expertise in training sales teams, enhancing customer satisfaction, and driving financial product sales within the automotive industry. Proven track record of exceeding sales targets by over 150% while upholding the highest ethical standards. Dedicated to supporting dealership objectives through strategic deal structuring and fostering collaboration among sales and management teams. A strong focus on revenue growth and team development ensures sustained success in a competitive market.
Overview
11
11
years of professional experience
Work History
Finance Manager
Jerry Seiner Kia of Salt Lake
Salt Lake City, UT
12.2025 - Current
- Structure and fund retail automotive loans and leases in accordance with lender, dealership, and compliance guidelines.
- Maintain strong lender relationships to secure approvals across prime, subprime, and non-prime credit tiers.
- Drive dealership profitability through consistent presentation and sale of F&I products including service contracts, GAP, and protection products.
- Ensure accurate completion of funding packages, deal documentation, and stipulation collection for timely funding.
- Train and support sales staff on turnover process, compliance standards, and customer information gathering procedures.
- Maintain high customer satisfaction through ethical sales practices, transparency, and efficient deal delivery.
- Collaborate with sales and management teams to resolve problem deals and improve overall deal flow efficiency.
Finance Director
Doug Smith Autoplex
American Fork, UT
05.2025 - 12.2025
- Led and coached F&I managers on deal structure, lender program utilization, compliance standards, and product presentation.
- Partnered with dealership leadership to improve backend profitability, funding efficiency, and lender approval ratios.
- Oversaw finance operations to ensure adherence to federal, state, and dealership regulations.
- Strengthened lender relationships and evaluated lender programs to maximize deal approvals and profitability.
- Streamlined funding and documentation processes to reduce funding delays and improve operational efficiency.
- Developed sales leadership through mentorship, menu process coaching, and performance accountability.
Financial Representative
Wealth Strategies
Salt Lake City, UT
11.2024 - 05.2025
- Provide tailored financial planning to LGBTQ+ business owners and professionals, focusing on long-term wealth building, tax efficiency, and financial peace of mind.
- Specialize in guiding clients through complex financial transitions, such as business exits, liquidity events, and navigating non-traditional family structures.
- Empower clients with clear, compassionate financial education—turning uncertainty into confidence through retirement planning, investment strategy, and debt optimization.
- Partner with estate attorneys and CPAs to craft holistic plans that reflect clients' values, legacy goals, and evolving life priorities.
- Use behavioral finance techniques to help clients break cycles of financial stress and build healthy money habits.
- Build strong client relationships rooted in trust and authenticity, resulting in high client satisfaction, referrals, and retention rates.
- Host financial wellness sessions and community workshops focused on issues unique to the LGBTQ+ community—such as access to capital, generational wealth gaps, and healthcare planning.
- Act as a financial advocate—helping clients clarify goals, uncover blind spots, and take action toward creating the life they truly want.
F&I Manager
Young Kia
Layton, UT
03.2024 - 10.2024
- Structured automotive finance and lease transactions while maintaining compliance with federal and state regulations.
- Achieved consistent top-tier performance in F&I product penetration and backend profitability.
- Presented vehicle service contracts, GAP, and ancillary protection products using a menu-based selling process.
- Processed and finalized finance documentation to secure timely lender funding.
- Maintained strong relationships with lenders to ensure efficient approvals and resolution of stipulations.
- Collaborated with sales management to improve turnover quality, customer experience, and close rates.
- Ensured accurate collection and processing of all finance, insurance, and vehicle transaction documentation.
Senior Vice President
Robinson & Co Banking
Salt Lake City, UT
11.2023 - 03.2024
- Managed a team of relationship managers, responsible for business development and overall revenue growth.
- Received, vetted, and executed deals brought in by the team of bankers.
- Negotiated loan terms and conditions with capital sources to secure best deal.
- Expanded and cultivated relationships with family offices, PE firms, hedge funds, insurance companies, and family office advisors.
- Managed a pipeline of over $300 million and seeing follow through from engagement to close.
- Hiring and retention of bankers through fostering strong relationships and providing support to existing bankers.
- Sourced new deals through personal efforts in tandem with bankers' business development efforts.
- Provided Managing Partner with regular updates on team performance, evolving market trends, and the progress of strategic initiatives.
Commercial Relationship Manager
Wells Fargo Bank
Salt Lake City, UT
11.2021 - 06.2023
- Negotiated loan terms and conditions with clients to secure best deal.
- Monitored pipelines to track and log status of loans.
- Interfaced with various internal banking departments to coordinate delivery of other banking services to clients.
- Managed and developed complex commercial credit accounts to meet bank's lending requirements and maximize profitability while minimizing risk.
- Analyzed needs of clients and prospects to recommend appropriate products or services.
- Retained and strengthened current relationships, developed new business, and identified opportunities to cross-sell, generate referrals and sell loan products.
- Conducted personal and business tax analysis and credit report analysis to mitigate risk and provide profitable lending options to clients.
- Reviewed deposit profitability of the book of business to determine whether to grow the relationship or exit the relationship.
Small Business Consultant
Bank Of America
Salt Lake City, UT
10.2020 - 11.2021
- Achieved sales goals for bank products and services and exceeded performance metrics for client service.
- Met with existing clients and prospects through outbound calling to discuss business needs.
- Managed a client portfolio of 1,200 small business clients.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Presented new and additional products and services to existing clients.
- Generated new business and referral clients in partnership with financial center team, partners within small business, and partners within other lines of business.
- Coached and mentored branch team to uncover sales opportunities among both current and potential business clients.
- Educated clients on digital services available to achieve personal financial goals.
- Supported end-to-end credit management process, submitted complete loan documentation, and supported credit originations for credit compliance.
Personal Banker
Wells Fargo Bank
Salt Lake City, UT
04.2019 - 10.2020
- Assisted clients with establishing and closing accounts, completing loan applications, and signing up for new services.
- Sold financial solutions to meet client needs and provide competitive edge.
- Conducted detailed financial reviews with business and consumer clients to make appropriate recommendations and sell products to fit clients' needs.
- Established rapport with new clients to increase satisfaction and brand loyalty.
- Promoted all financial products by maintaining excellent product and service knowledge.
Client Developer
CompHealth- CHG
Salt Lake City, UT
07.2018 - 03.2019
- Sourced and pre-qualified leads and identified new business opportunities by dialing 50 daily outbound calls to build partnerships and achieve sales quota.
- Utilized effective communication and active listening skills to build client rapport to grow profitability.
- Drove business development through proactive networking and relationship-building.
- Proactively managed client expectations by maintaining correspondence.
- Managed business territories and negotiated successful contracts by seeking out new clients and utilizing leadership skills.
- Generated and followed up on lead lists resulting from specific marketing campaigns.
Service Manager II
Wells Fargo Bank
Salt Lake City, UT
09.2015 - 07.2018
- Interviewed and hired teller candidates to promote adequate staff coverage during all operating hours.
- Evaluated employees' performance and offered recommendations for improvement to enhance operations efficiency.
- Resolved escalated issues with client transactions to facilitate improved process flow and encourage good client relations.
- Performed teller, personal banker, and approval functions during high-volume business periods to offer expeditious service to clients.
- Trained new employees in cash handling procedures and bank policies and procedures to promote compliance with established standards.
- Coached and developed a team of 8 tellers around performance expectations and risk and compliance.
Education
Bachelor of Science - Finance
Pennsylvania State University
University Park, PA12-2027
Skills
- Comprehensive understanding of financial offerings
- Adherence to regulations
- Lender partnership management
- Sales cycle management
- Customer Service
- Effective communication
- Conducting training sessions
- Effective task management
- Sensitive data protection
- Career advancement
- Effective time management
Affiliations
Board of Directors, UAF Legacy Health Jan 2026 - Present
Timeline
Finance Manager
Jerry Seiner Kia of Salt Lake
12.2025 - Current
Finance Director
Doug Smith Autoplex
05.2025 - 12.2025
Financial Representative
Wealth Strategies
11.2024 - 05.2025
F&I Manager
Young Kia
03.2024 - 10.2024
Senior Vice President
Robinson & Co Banking
11.2023 - 03.2024
Commercial Relationship Manager
Wells Fargo Bank
11.2021 - 06.2023
Small Business Consultant
Bank Of America
10.2020 - 11.2021
Personal Banker
Wells Fargo Bank
04.2019 - 10.2020
Client Developer
CompHealth- CHG
07.2018 - 03.2019
Service Manager II
Wells Fargo Bank
09.2015 - 07.2018
Bachelor of Science - Finance
Pennsylvania State University