Leslie Stuart
College Station,TX
Summary
Energetic Sales Representative offering demonstrated success identifying prospects and converting leads into customers. Superior communication skills, understanding of client needs and sales closing rates. Recognized for creativity and resourcefulness in meeting and exceeding sales, revenue, and profit goals. Organized office professional with top-notch administrative skills and solid background in [Type] industry. History surpassing business targets, satisfying customer demands and contributing to team success. Independently handles clerical needs and correspondence to support smooth business operations. Experienced Clerk with exceptional typing and data entry abilities and results-driven nature. Knowledgeable about logging daily information, researching variances and maintaining thorough records. Accuracy-driven, service-oriented and diligent about completing tasks with little supervision.
Overview
25
25
years of professional experience
Work History
Dealer Account Manager
Westlake Financial Services
08.2015 - 01.2021
- Present and sell company products and services to all levels of management within auto dealerships
- Prepare action plans and schedules to identify specific targets and to project number of contacts made
- Follow-up on new leads and referrals resulting from field activity in dealerships
- Identify sales prospects and contact those and other accounts assigned
- Prepare presentations and proposals for all levels of management within in dealership
- Assist with preparation of sales contracts by educating auto dealers on what is needed
- Develop and maintain current client and potential client relationships within automotive community
- Develop, maintain and understand sales materials and keep up to date on current financial products
- Participate in marketing events such as seminars and trade shows for dealers
- Structure loans through Underwriting
- Assist with supporting documentation to complete loans
- Review and analyze credit
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Managed accounts to retain existing relationships and grow share of business.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Built relationships with customers and community to establish long-term business growth.
- Prepared sales presentations for clients showing success and credibility of products.
- Managed 30-60 calls while visiting 8 dealerships daily.
Finance Manager
Concho Cars, LLC
05.2015 - 08.2015
- Analyze customers' credit
- Structure and submit credit applications to lenders
- Prepare all necessary contracts, review and sign contracts
- Maintain compliance reports
- Provide support and review customers' financial options
- Communicate and follow up with lenders to insure timely receipt of payables
- Prepare VIT Tax Report and handle all title legalities
- Reviewed documentation and identified financial discrepancies where applicable.
- Evaluated and negotiated contracts to procure favorable financial terms.
- Complied with established internal controls and policies.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Finance & Insurance Manager
Randall Motors, Inc.
12.2012 - 09.2014
- Analyze customers' credit
- Submit credit applications to lenders
- Prepare all necessary contracts, review and sign contracts
- Maintain compliance reports
- Provide support and review customers' financial options
- Communicate and follow up with lenders to insure timely receipt of payables
- Present and sell variety of aftermarket products
- Knowledge of lenders and guidelines to each individual lender
- Maintain up to date reports to receive incentive payouts
Shipping Coordinator & Customer Relations
Talk O' Texas
06.2010 - 12.2012
- Retrieve shipment orders from broker
- Prepare shipping labels and freight invoices
- Arrange transportation for shipments
- Create reports in Excel
- Maintain daily inventory
- Data Entry
- Accounts receivable
- Handle all customer service calls and emails
New Patient Coordinator & Bay Assistant
Noble Orthodontics
11.2004 - 02.2010
- Assist doctors with new patient exams
- Perform diagnostic records on patients
- Prepare records for doctors to diagnose each case
- Assist doctors in bay and performed numerous procedures on patients
- Confirm appointments and was on call after hours
Finance & Insurance Manager
Jim Bass Ford, Inc.
03.1996 - 11.2004
- Analyze customers' credit
- Structure and submit credit applications to lenders
- Prepare all necessary contracts, review and sign contracts
- Maintain compliance reports
- Provided support and review customers' financial options
- Communicate and follow up with lenders to insure timely receipt of payables
- Present and sell variety of aftermarket products
- Knowledge of lenders and guidelines to each individual lender
- Maintain up to date reports to receive incentive payouts
- Began career in business office performing duties such as, accounts receivable and accounts payable
- Maintain title work, data entry and prepare sales commissions
- Assistant Office Manager
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maintained professional, organized, and safe environment for employees and patrons.
- Accomplished multiple tasks within established timeframes.
- Developed and maintained relationships with customers and suppliers through account development.
- Cross-trained existing employees to maximize team agility and performance.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Coordinated and maintained impressive office organization to keep facilities efficient, organized, and professional.
- Entered data into system and updated customer contacts with information to keep records current.
- Input data and processed system change to generate accurate reports.
- Proofread and edited professional documents to fix errors.
- Processed and prepared documents such as business or government forms and expense reports.
- Balanced multiple roles to accomplish diverse tasks and make larger impact to organization.
- Informed and supported business leaders through consistent communication and administrative support duties.
- Calculated and remitted state sales tax, service, and other charges.
- Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.
- Collected taxes and fees, submitted payments and issued receipts.
Education
Payment Processing Training -
Westlake Financial Training -
DealerCenter Apprentice -
Ally Finance Training -
American Financial Automotive Training -
Finance & Insurance Certification -
High School Diploma -
Skills
- Performance tracking
- CRM proficiency
- Product presentation
- Finance
- Negotiation and sales strategy
- Financial management
- Month-end documentation
- Invoicing and collections
- Office administration
- Sales strategy development
- Pipeline building
- Account development
- Relationship management
Accomplishments
- Recognized as Dealer Account Manager Spotlight Nationwide. 23 Month Tenure with Monthly Goal of 147% and YOY Growth of 391%.
- Recognized as Dealer Account Manager Spotlight Nationwide. 31.9 Month Tenure. Monthly Goal of 140% and YOY Growth 244%.
- Recognized for Best Performance Nationwide for Toyota Conquest.
Timeline
Dealer Account Manager - Westlake Financial Services
08.2015 - 01.2021
Finance Manager - Concho Cars, LLC
05.2015 - 08.2015
Finance & Insurance Manager - Randall Motors, Inc.
12.2012 - 09.2014
Shipping Coordinator & Customer Relations - Talk O' Texas
06.2010 - 12.2012
New Patient Coordinator & Bay Assistant - Noble Orthodontics
11.2004 - 02.2010
Finance & Insurance Manager - Jim Bass Ford, Inc.
03.1996 - 11.2004
Versatile Merchant Services - Payment Processing Training,
Westlake Financial Services - Westlake Financial Training,
Nowcom - DealerCenter Apprentice,
Ally Financial - Ally Finance Training,
American Financial & Automotive Services, Inc. - American Financial Automotive Training,
Ford Motor Company - Finance & Insurance Certification,
Bronte High School - High School Diploma,
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