MARK GOLDSTEIN
Stuart,FL
Overview
41
41
years of professional experience
Work History
F & I Manager /Sales Consultant
WALLACE AUTO GROUP
Stuart
07.2022 - Current
- Responsible for obtaining and reviewing purchaser credit applications, pulling credit reports, budgeting customers from credit reports, and structuring loans or leases based on the underwriting guidelines of banks, finance companies and/or lease companies
- Other responsibilities include protecting the dealer, getting financing for the new and used vehicle buyers, and creating additional income for the dealership by selling protective options
- Common job duties for an automotive finance manager include assessing car buyer needs, meeting monthly sales goals, building and maintaining relationships with lending agencies, and training the sales team on available finance and lease programs
- Keep customers informed from start to finish
- Prepare & send written communications/documentations
- Ensure timely transaction
- Assist customers with all aspects of vehicle ownership
- Supply order statuses to manager
- Maintain CSI
- Calculate lease and purchase options for customers
- Quote accurate payments
Mortgage Loan Originator
STERLING MORTGAGE GROUP AT ELEMENT
03.2021 - 07.2022
- Educate, advise, and guide potential borrowers through the loan application process
- I have a passion for helping people and possess the ability to understand and navigate complex financial documents
- Collect financial information (e.g
- Taxes, debts)
- Evaluate creditworthiness and eligibility for obtaining a mortgage loan
- Interview clients
- Guide clients through mortgage loan options
- Prepare and submit mortgage loan applications
- Ensure data are in line with national and local financial rules
- Monitor and report on application processes
- Inform clients about loan approval or rejection
- Help resolve problems with applications
- Research new mortgage loan policies
- Ensure compliance with privacy laws and confidentiality policies throughout the process
- Build a supportive referral network (e.g
- With clients, lenders, real estate agents)
Sales Consultant
Wallace Auto Group
Stuart
02.2020 - 03.2021
- Greet customers arriving at the dealership
- Showcase the dealership's vehicles and explain their features and warranties to customers
- Answer customer questions about cars, financing and purchase process
- Accompany customers on test drives, collecting licenses and documentation beforehand per best practices
- Negotiate car prices and trade-in values for customers' vehicles
- Coordinate with the finance department to determine each customer's financing and ownership options
- Contact past customers to ensure they are satisfied with their vehicles
- Processed auto title
VP Operations
Dung Le Enterprises
Miami
07.2018 - 02.2020
- Manage operations for 10 stores
- Directed and trained personnel in how to sell while increasing revenue over 32%
- Implementing effective marketing strategies, retooling the sales force
- Worked on getting customers financed for large purchases
Franchise Sales Manager
Jewelry Repair Enterprises
Boca
08.2014 - 07.2018
- Managed high volume of internet leads
- Conducted in-home and webinar interviews with perspective investors
- Processed franchise applications and ensured documentary proof of business and financial capability
- Surveyed and analyzed perspective regions of the country for growth
- Led sales calls with the Business Development teams to establish new franchisee placement and expansion goals
- Directed sales team training and development programs to drive lead generation
Owner / Agent
Allstate Insurance
Pompano
12.2010 - 11.2014
- Relationship building
- Providing excellent customer service by processing payments & report claims
- Conducting needs based policy reviews and updating policies
- Cross-selling existing customers with other Allstate products
- Prospecting and generating new business through leads & referrals
- Generating quotes
- Conducting policy reviews & updating policies
- Training new agents how to sell
- Overseeing all employees conform to state regulations
Founder/Chief Executive Officer
Gardens Home Management Services
Palm
01.2007 - 12.2010
- Directed all sales and operations for this leading South Florida estate management company
- Grew business to prominence as a market leader for home management services
- Oversaw financial planning, business analysis, and marketing efforts
- Directed 28 employees responsible for home watch, administration, and construction projects
- Managed vendor relationships and administered service contracts
- Achieved 15% increase in sales through diligent prospecting and client development
- Significantly improved employee performance through development of specific sales and marketing goals and implementation of incentive programs
- Successfully negotiated profitable sale of company in 2008
VP
Jewelry Repair Enterprises
Delray
01.1996 - 12.2007
- Built successful jewelry repair company from the ground up, establishing franchise marketing and sales programs and guiding franchisees in site selection and sales training
- Maintained executive position upon sale of company, with responsibility for guiding real estate analysis, site selection, store design, and construction and lease negotiating
- Played key role in training and developing personnel to achieve optimal performance
- Directed a 15-member staff and administered annual operating budgets up to $250K
- Spearheaded sustainable business growth, doubling franchises from 75 to 150
- Led sales of international master franchisees, leading to sale of master franchise in Canada
- Achieved 20% increase in franchise sales through conceptualization and implementation of an innovative marketing program
Founder / President
Jewelry Repair Enterprises
01.1984 - 12.1996
- Developed and refined concept of this mall-based while-you-wait jewelry and watch repair service
- Managed all aspects of company finances, established corporate policies and procedures, and recruited/trained a 15-member staff
- Analyzed markets and directed site selection and construction projects
- Within six years, propelled a $15K investment with a single-kiosk location into a nationwide corporation with 75 locations grossing $30M
- Established brand and marketing message to Position Company for launch of franchised services throughout the U.S
- And Canada
- Positioned Company for profitable sale and led negotiation process
Timeline
F & I Manager /Sales Consultant
WALLACE AUTO GROUP
07.2022 - Current
Mortgage Loan Originator
STERLING MORTGAGE GROUP AT ELEMENT
03.2021 - 07.2022
Sales Consultant
Wallace Auto Group
02.2020 - 03.2021
VP Operations
Dung Le Enterprises
07.2018 - 02.2020
Franchise Sales Manager
Jewelry Repair Enterprises
08.2014 - 07.2018
Owner / Agent
Allstate Insurance
12.2010 - 11.2014
Founder/Chief Executive Officer
Gardens Home Management Services
01.2007 - 12.2010
VP
Jewelry Repair Enterprises
01.1996 - 12.2007
Founder / President
Jewelry Repair Enterprises
01.1984 - 12.1996
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