Lorena Casassa
Aliso Viejo,CA
Summary
Highly motivated Finance Manager with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
10
10
years of professional experience
Work History
Finance Manager
Performance Ford
05.2023 - Current
- Reviewed documentation and identified financial discrepancies where applicable.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Processed loan applications and monitored progress from start to finish.
- Negotiated loan terms and conditions with customers to secure best deal.
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted customers with completing loan applications and other paperwork.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Explained very technical financial information to applicants in easy to understand language.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Finance Manager
Simpson Buick Gmc
01.2016 - 11.2022
Automotive Finance Manager
Carson Toyota
01.2014 - 01.2016
Education
Master of Finance - Bank And Finance
San Ignacio De Loyola
Lima, Peru12.1995
Skills
- Spanish Speaker
- Reynolds & Reynolds
- CDK
- Route One
- DealerTrack
- E Contract
- DocuPad
Timeline
Finance Manager
Performance Ford
05.2023 - Current
Finance Manager
Simpson Buick Gmc
01.2016 - 11.2022
Automotive Finance Manager
Carson Toyota
01.2014 - 01.2016
Master of Finance - Bank And Finance
San Ignacio De Loyola
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