Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Megan Livingston

Edgerton

Summary

Detail-oriented finance professional with 6+ years of experience in credit analysis, risk assessment, and compliance documentation. Skilled in evaluating financial data, managing loan and claim-related documentation, and ensuring regulatory accuracy. Known for combining analytical precision with exceptional customer service to resolve issues efficiently. Seeking to apply financial and risk management expertise to an underwriting or claims role in the insurance or mortgage industry.

Overview

7
7
years of professional experience

Work History

Finance Manager

Boucher Automotive
06.2020 - Current
  • Conduct thorough credit analysis to determine financing eligibility and terms.
  • Review, prepared, and verify financial documentation for accuracy and compliance with lending.
  • Collaborate with financial institutions to secure funding while mitigating potential risks.
  • Maintain accurate records and ensure adherence to company and industry compliance standards.

Sales & Finance Manager

Bergstrom Automotive
07.2018 - 06.2020
  • Manage the end-to-end financing process including document preparation, credit evaluation, and contract.
  • Interpreted and apply lender guidelines to ensure accurate and compliant loan structures.
  • Facilitated resolution of customer concerns by reviewing documentation and identifying errors or discrepancies.
  • Developed strong client relationships by clearly explaining financial terms, conditions, and obligations.

Education

Madison Area Technical College
Madison, WI

High School - undefined

McFarland High School
McFarland, WI
01.2015

Skills

  • Credit & Risk Analysis
  • Loan Documentation & Compliance
  • CRM Systems & Data Entry
  • Lender Agreements & Negotiation
  • Regulatory Review & Accuracy Checks
  • Customer Service & Issue Resolution

Timeline

Finance Manager

Boucher Automotive
06.2020 - Current

Sales & Finance Manager

Bergstrom Automotive
07.2018 - 06.2020

High School - undefined

McFarland High School

Madison Area Technical College

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