Results-driven Finance and Insurance Manager skilled in identifying, pursuing and converting leads to sales through in-person and online means. Versatile and responsive with 20 years of experience. Expertise transforming finance and contract processing into more streamlined, profitable and focused operation.
Overview
20
20
years of professional experience
Work History
Finance Manager
BMW Of Milwaukee North
Milwaukee, WI
11.2020 - 06.2022
Compiled closing packages for drafting and presentation accuracy.
Explained very technical financial information to applicants in easy to understand language.
Proactively identified solutions for customers experiencing credit issues.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Increased customer satisfaction by resolving issues.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Special Finance and Insurance Manager
Jennings Chevrolet And Volkswagen
Glenview, IL
10.2018 - 11.2019
Worked with lending institutions to secure financing and fulfill contracts.
Completed, reviewed and processed paperwork to finalize sales.
Discussed optional protections with customers and used persuasive communication skills to obtain agreements.
Provided detailed explanations of manufacturer and dealership service procedures and policies.
Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Encouraged cross-selling of additional products and services through relationship-building and acquired understanding of customer business needs.
Oversaw online sales system to drive traffic and identify leads.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Special Finance and Insurance Manager
The Chevy Exchange
Lake Bluff, IL
12.2014 - 10.2018
Completed, reviewed and processed paperwork to finalize sales.
Discussed optional protections with customers and used persuasive communication skills to obtain agreements.
Assisted senior-level credit officers with Subprime loan applications.
Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Encouraged cross-selling of additional products and services through relationship-building and acquired understanding of customer business needs.
Trained all new sales representatives on sales strategies and processes to reduce process gaps.
Sales / Finance and Insurance Manager
Rockenbach Chevrolet
Grayslake, IL
11.2002 - 07.2011
Developed prospects for new loans by conducting 250 cold calls weekly.
Discussed optional protections with customers and used persuasive communication skills to obtain agreements.
Completed, reviewed and processed paperwork to finalize sales.
Worked with lending institutions to secure financing and fulfill contracts.
Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Developed and maintained relationships with local real estate agents.
Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
Conference Sales Executive Banking and Finance
Marcus Evans Group
Chicago, IL
08.1997 - 01.2002
Accomplished sales goals and boosted revenue by through product knowledge and customer relationship management.
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Managed administrative logistics of events planning, including contract signing, fee collection, event booking and event promotions.
Increased revenue by implementing effective sales strategies in all aspects of sales cycle process from prospecting leads through close.
Sourced and pre-qualified leads and identified new business opportunities by dialing daily outbound calls to build partnerships and achieve sales quota.
Anticipated event requirements and handled numerous concerns in advance for smooth day-of execution.
Education
Certificate of Completion - Business Administration And Management
Purdue University Calumet
Hammond, IN
09.1987
Skills
New Business Development
Verbal and Written Communication
Staff Management
Relationship building and management
Detail-oriented
Timeline
Finance Manager
BMW Of Milwaukee North
11.2020 - 06.2022
Special Finance and Insurance Manager
Jennings Chevrolet And Volkswagen
10.2018 - 11.2019
Special Finance and Insurance Manager
The Chevy Exchange
12.2014 - 10.2018
Sales / Finance and Insurance Manager
Rockenbach Chevrolet
11.2002 - 07.2011
Conference Sales Executive Banking and Finance
Marcus Evans Group
08.1997 - 01.2002
Certificate of Completion - Business Administration And Management