Kristen McKinnell
Covington,VA
Summary
Results-driven Finance Insurance Manager with a proven track record of productivity and efficiency in task completion. Skilled in risk assessment, financial analysis, and regulatory compliance which enable successful management of insurance portfolios. Excel at communication, problem-solving, and leadership, ensuring seamless operations and team collaboration. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Experienced in fast-paced environments and adaptable to last-minute changes. Responsible, organized, dependable and motivated to learn new things in order to be successful.
Overview
10
10
years of professional experience
1
1
Certification
Work History
F&I Manager
Wright Way Motors, INC
Covington, VA
06.2020 - Current
- Maintained records of all financial transactions within the F&I department.
- Monitored and maintained F&I department compliance with all applicable laws, regulations and internal guidelines.
- Assisted customers in selecting appropriate finance options based on their individual needs.
- Coordinated with other departments to ensure that customer service was being met at a high level.
- Audited paperwork submitted by sales staff members prior to finalizing deals with lenders or customers.
- Reviewed contracts for accuracy prior to submission for processing and funding.
- Advised customers on extended warranties, gap insurance, and credit life insurance as needed.
- Resolved any customer complaints related to financing issues promptly and courteously.
- Utilized various software systems in order to manage customer accounts effectively.
- Educated customers about manufacturer and dealer policies, procedures and service options.
- Promoted additional protections such as gap insurance to customers.
- Informed customers of loan application requirements and deadlines.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Developed loan contracts and explained contract terms to clients.
- Reviewed client documentation and contracts for discrepancies and mistakes.
Customer Service Representative
Advance America
Covington, VA
02.2015 - 06.2020
- Developed positive relationships with customers through friendly interactions.
- Gathered customer feedback through surveys and used the data to improve customer service.
- Answered customer inquiries via phone, email, and chat.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Maintained a high level of professionalism when dealing with difficult customers.
- Maintained accurate records of all transactions processed throughout the day.
- Performed currency exchange, cashed checks, and issued money orders.
- Counted currency for each transaction to ensure accuracy of amounts received or disbursed.
- Safeguarded cash boxes at all times during transport between branches.
- Adhered to security protocols while handling large sums of money.
- Organized paperwork associated with each financial transaction in an orderly manner.
- Balanced assigned drawers on a daily basis using manual calculations or computerized systems.
- Processed customer deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
- Established company policies regarding management of daily cash totals and security during busy times.
- Accepted and processed credit and cash payments, making correct change from cash register drawer.
- Maintained current knowledge regarding new laws, regulations, policies, procedures, products, services. related to consumer lending operations.
Education
Diploma - Practical Nursing
Skyline College
Roanoke, VA11-2011
Advanced Diploma -
Alleghany High School
Covington, VA06-2009
Skills
- Customer service and assistance
- Paperwork management
- Document Preparation
- Legal Compliance
- Sales management
- Customer Relations
- Compliance Management
- Deal structuring
- Cash Flow Management
- Customer Satisfaction
- Salesmanship
- Insurance Products
- Claims Management
- Profitability Optimization
Certification
- Salesman License for the state of VA- Current
Timeline
F&I Manager
Wright Way Motors, INC
06.2020 - Current
Customer Service Representative
Advance America
02.2015 - 06.2020
Diploma - Practical Nursing
Skyline College
Advanced Diploma -
Alleghany High School
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