Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Consultant
Melissa G Kenyon, LLC
Punta Gorda, FL
01.2025 - Current
Implementing innovative financing solutions to secure favorable funding terms for clients.
Training Menu Processes for optimum client protection sales.
Developed assessment tools to evaluate training effectiveness and employee performance.
Collaborated with department heads to align training initiatives with organizational goals.
Mentored new hires, resulting in stronger staff development and increased productivity.
Provided one-on-one mentoring to help individuals reach their full potential within the organization.
Coached employees on best practices, providing constructive feedback to support their professional growth.
Finance and Insurance Manager
Hanna Cars
Bradenton, FL
02.2024 - 12.2024
Processed loan applications and monitored progress from start to finish.
Evaluated loan requests and documents to verify accuracy and completeness.
Developed and maintained relationships with customers, lenders and other third parties.
Assisted customers with completing loan applications and other paperwork.
Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Product menu and sales for customer protection packages.
Finance and Insurance Manager
Fucillo Kia/ LMP/Morgan Group
Port Charlotte, FL
05.2013 - 08.2023
Assisted customers with completing loan applications and other paperwork.
Sales Evaluated loan requests and documents to verify accuracy and completeness.
Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Developed and maintained relationships with customers, lenders and other third parties.
Processed loan applications and monitored progress from start to finish.
Worked with the menu process for the sale of insurance/warranty products for customers investment protection.
DMV processing
Education
License - Mortgage Loan Officer
REMLO
Apple Valley, CA
12-2023
No Degree - Finance & Insurance
JM&A
Deerfield Beach, FL
04-2012
High School Diploma - undefined
St. Bernard's CCH
Fitchburg, MA
09-1987
Skills
Relationship building
Microsoft office
Team building
Data entry
Task prioritization
Computer literacy
Risk assessment
Meeting/Exceeding sales goals
Customer relations
Oral and written comprehension
Analytical and critical thinking
Self motivation
Sale Credit worthiness determination
Credit history review
Professionalism
Client relationships
Team leadership & development
Integrity and honesty
Certification
Licensed MLO - 2023-current
JM&A - 2012-current
Top Finance/Insurance Performances
I have always been able to listen and gauge my customers' allowing me to properly protect them as well as their investment. Following the processes always brings the numbers. Believing in each protection is what gives the edge. I find every way to make a sale happen. I work with the lenders, all of which I have built strong relationships with, to put together the loans for my customers. I work closely with the desk managers to close deals as necessary. Early involvement is the key to success on both front and backend. Also with my background in lending, I am thorough with all supporting documents for efficient funding of my contracts. I enjoy working to find a way to make my customers dreams come true. I strive to excel in my position as well as bring together a teamwork atmosphere. The mindset that we all work together, we all win is what build success on all levels.