Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Affiliations
Certification
Timeline
Generic
MARION LEE

MARION LEE

FINANCE MANAGER
Tallahassee,FL

Summary

Experienced professional focused on meeting or exceeding objectives seeking Market Area Manager position. Offers advanced training and knowledge of industry best practices. Recognized for leadership, planning abilities and clear, direct communication style. Dedicated Finance and Sales professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Finance Manager

Werner Hyundai
Tallahassee, FL
06.2018 - Current
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Monitored pipelines to track and log status of loans.
  • Completed registration paperwork and sales documentation.
  • Completed title documents through Florida DMV.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Explained very technical financial information to applicants in easy to understand language.
  • Negotiated and closed on Vehicle Service Contracts, Gap, and other products to protect their purchase and budget.
  • Proactively identified solutions for customers experiencing credit issues.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Reviewed over 150-200 financial statements per month.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Created organizational structures to improve accounting and finance functions.
  • Discussed all Bureaus with Consumers Equifax, Transunion, and Experian
  • Created documents to display financial reports and data using DEALERTRACK, CDK, ELEADS CRM, plus others.
  • Protected company assets with strategic risk management approaches.
  • Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.
  • Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
  • Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
  • Followed through with client requests to resolve problems.
  • Introduced higher standards for customer service and increased efficiency by streamlining operations.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Collected customer feedback and made process changes to exceed customer satisfaction goals.
  • Created customer support strategy to increase customer retention.
  • Developed documentation and logs of implemented solutions and generated and submitted reports.
  • Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.

Sales Associate/Trainer

DALE EARNHARDT JR CHEVROLET
TALLAHASSEE, FL
02.2012 - 04.2018
  • Closed sales by overcoming objections, asking for sales, negotiating price.
  • Called 50-75 customer per day for follow up, appointment set, CSI, and special events.
  • Increased overall sales by 100% and increasing net gross by 71%
  • Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
  • Answered telephone and email inquiries from potential customers.
  • Demonstrated automobiles by explaining characteristics, capabilities and features, taking test drives and explaining warranties and services.
  • Greeted customers on lot and in showroom to answer questions about brand and available inventory.
  • Responded to customer enquiries via telephone and email.
  • Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price and options while fielding inquiries from various marketing websites.
  • Prepared purchased vehicles and completed final delivery checks.
  • Reviewed vehicles before final delivery to validate for completed tasks such as installed add-ons and damage corrections.
  • Established and devised strategy to meet personal goals consistent with dealership standards of productivity.
  • Maintained compliance with all service, quality, and regulatory standards.
  • Contacted associated dealerships to locate desired vehicles meeting customer specifications.
  • Located desired vehicles at auctions and other dealerships.
  • Provided positive first impressions to welcome existing, new and potential customers.
  • Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
  • Trained and developed new hires in company processes, product knowledge, customer service and selling techniques.

Outside Sales Representative

STATE INDUSTRIAL PRODUCTS
TALLAHASSEE, FL
02.2009 - 03.2016
  • Contacted new and existing customers to discuss ways to meet needs through specific products and services.
  • Built strong client rapport to establish diversified network of connections.
  • Increased sales by 23% by successfully bidding on projects, to perform aligned scope of final goal.
  • Prospected and conducted face-to-face sales calls with business executives and directors throughout assigned territory.
  • Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
  • Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
  • Performed required travel for training and scheduled events.
  • Visited customer locations to evaluate requirements, demonstrate product offerings and propose strategic solutions for diverse needs.
  • Utilized in-depth understanding of strategic sales processes to increase revenue.
  • Computed total costs and profit requirements for customer sales to provide accurate pricing.
  • Prospected continuously for new potential customers and maintained robust conversion rate.

Education

AFIP Certification - Finance And Insurance

Association of Finance And Insurance Professionals
Tallahassee, FL
12.2021

Finance And Insurance Professional - Finance And Insurance Professional

IA American Training Institute
Oklahoma City, OK
08.2021

Skills

  • Adaptable to Changing Conditions
  • Compliance Assessments
  • Proactive and Focused
  • Problem Anticipation and Resolution
  • Sales Support
  • Prioritizing and Planning
  • Structure Information
  • Figures Calculations
  • Deal Negotiations
  • Deal Structuring
  • Microsoft

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supervised team of 25 staff members.
  • Achieved 72 Hour CIT by completing Bank Packs with accuracy and efficiency.
  • Documented and resolved consumer issues which led to better CSI
  • AFIP Certified
  • Master Certified 10 years for CSI excellence.
  • 5 star reviews from consumers

Affiliations

  • Continental-National Group
  • iA American Warranty Group
  • Hyundai Motor America
  • iKon Technologies
  • Dealertrack


Certification

  • AFIP Certified-The Association of Finance and Insurance Professionals- 2021
  • MCAS - Microsoft Certified Application Specialist
  • Sales Essentials Certificate
  • Florida Driver's License 1988
  • Master Certified in sales, CSI, and negotiation with Chevrolet, Hyundai, and Genesis
  • Certificate of Finance and Insurance Training through IAS.

Timeline

Finance Manager

Werner Hyundai
06.2018 - Current

Sales Associate/Trainer

DALE EARNHARDT JR CHEVROLET
02.2012 - 04.2018

Outside Sales Representative

STATE INDUSTRIAL PRODUCTS
02.2009 - 03.2016

AFIP Certification - Finance And Insurance

Association of Finance And Insurance Professionals

Finance And Insurance Professional - Finance And Insurance Professional

IA American Training Institute

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MARION LEEFINANCE MANAGER