Mark Goodman

Finance Manager - Job Responsibilities

Meet dealership sales and F&I goals.
Maintain high Customer Satisfaction Index scores.
Explain features, advantages, and benefits regarding options best suited for our clients.
Processes loan/titling and miscellaneous documents efficiently
Maintain great lender relationships.
Clearly explains all aspects of a customer’s purchase ensuring 100% satisfaction.
Engages in business development and is a team player as we strive for referrals and repeat business.
Customer Service Professional.

• Presented products and services to customers using in-depth knowledge to answer questions.
• Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
• Investigated and resolved account issues by offering applicable options to customers.
• Identified customer desires and goals through needs-based sales tactics.
• Established rapport with new clients to increase satisfaction and loyalty.
• Cross-sold credit cards, loans and other bank products.
• Educated customers on online banking and mobile banking applications.
• Referred customers to other banking departments for specialized services.
• Executed wire transfers, stop payments and account transfers.
• Performed account maintenance by closing out accounts and changing customer addresses.

• Coached Team of 12 - 15 in successful selling methods and encouraged cross-selling to drive revenue.
• Boosted revenue and facilitated sales activity while developing consistent employee measurements for exceeding goals.
• Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
• Analyzed business and sales targets using critical problem-solving skills.
• Achieved company growth and brand development through market expansion and sales.
• Created and maintained sales environment to support business objectives.
• Reduced process gaps by hiring, supervising and coaching employees on sales strategies and protocols, optimizing performance, growth and profitability.

• Developed relationships with prospects to expand sales territory.
• Managed customer accounts to attain sales goals and distribution targets.
• Analyzed potential to develop sales opportunities and call plan.
• Managed expenses and time to maximize productivity.
• Tracked calls, results and submitted reports.
• Consulted with customers to gain feedback and address product or service concerns.
• Aligned procedures and protocols with changing business demands.
• Generated consistent referrals to sustain revenue and increase market share.

• Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
• Communicated with clients via email, phone, online presentations, screen-share and in-person meetings.
• Cultivated long-term relationships with clients to accurately quote pricing and terms that achieve customer objectives.
• Increased revenue by cultivating and securing new accounts while providing value-added services to existing clients.
• Managed budgeting, forecasting and performance for all accounts.
• Grew customer base by 20% by identifying needs for relevant product solutions to fit client budgets and schedules.
• Managed existing portfolio and potential leads using CRM system.
• Grew company revenue and rebuilt customer loyalty.

• Cultivated and developed customer relationships to enable sustained revenue growth.
• Prepared quotes for potential clients, upselling special packages and maintaining high levels of accuracy.
• Drove new business development and client acquisition through cold calling, lead generation and exceptional service.
• Made actionable and insightful recommendations for new products, extensions or enhancements.
• Developed new business opportunities through client consultation and subcontractor referrals for turn-key services.
• Identified and achieved standards and expectations, consistently exceeding sales goals.

• Communicated regularly with executive team members to deliver pertinent details related to progress status and direction for projects.
• Administered day-to-day operations, including accounting and budget management, business development, performance metrics and customer service.
• Coordinated work across departments to keep teams on track with company goals.
• Led startup and opening of business and provided business development, creation of operational procedures and workflow planning.
• Determined performance goals and offered tactics for achieving milestones.