Finance and insurance professional supporting vehicle sales through loan, lease, and contract preparation, deal structuring, and compliance review. Delivers clear customer guidance on payment plans, rates, and protection products while helping maintain accurate funding files and lender requirements. Known for supporting customer-first financing decisions that build trust and repeat business.
Overview
8
8
years of professional experience
Work History
F&I Westboro Toyota
Westboro Toyota
Westboto, Ma
04.2024 - Current
Prepared loan and lease applications in collaboration with lenders and customers.
Reviewed contracts for accuracy and compliance with disclosures and lender requirements.
Reviewed credit documents for accuracy and compliance with dealership standards. and compliance files for dealership records.
Coordinated funding packages with sales, lending, and title teams.
Explained payment plans, rates, and contract terms to ensure customer understanding.
Presented protection plans and warranty choices during sales close.
Supported dealership finance and insurance menus for vehicle sales.
Sales consultant and F&I (2years)
Nucar Toyota
North Attleboro, North Attleborough
09.2018 - 04.2026
Achieved a 43% penetration rate on add-on products by actively promoting benefits to customers during the sales process.
Achieved an average of $2,400 profit per vehicle retailed through effective upselling features and add-ons.
Guided customers in selecting loans and lines of credit based on tailored availability, terms, and benefits.
Identified and recommended loan packages aligning with client needs and priorities to enhance satisfaction.
Monitored lending regulations to ensure compliance and protect client interests.
Reviewed client documentation and contracts for discrepancies and mistakes.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.