Accomplished Finance and Insurance Manager with a proven track record at Carroll Rehma Motors, enhancing operational efficiency and profitability through strategic financial planning and customer service excellence. Skilled in portfolio management and salesmanship, achieved sustained revenue growth and customer loyalty. Expert in legal compliance and cost control, consistently driving company success.
Overview
39
39
years of professional experience
Work History
Finance, Insurance Manager
Lake Chevrolet Oldsmobile
09.2001 - 06.2002
Completed, reviewed and processed paperwork to finalize sales.
Discussed optional protections with customers and used persuasive communication skills to obtain agreements.
Oversaw online sales system to drive traffic and identify leads.
Performed quality assurance checks on all purchases and contract details.
Personal Assistant to the Chief Executive Officer
Central Bank
04.2010 - 08.2015
Coordinated events, prepared agendas and managed schedule for CEO.
Booked travel by coordinating and reserving transportation and lodging.
Managed wardrobe by setting up dry-cleaning services, pressing garments and organizing clothing.
Oversaw payroll by reviewing timesheets.
Finance and Insurance Manager
Spielers Chrysler GMC
08.2004 - 08.2006
Finance and Insurance Manager
Carroll Rehma Motors.
07.1987 - 07.2001
Collaborated with team leaders to define standards, policies and procedures to meet company revenue goals.
Established and enforced controls on revenue and expenses to protect company assets.
Introduced software tools and process improvements to mitigate loss and drive operational growth.
Spearheaded expansion strategies to increase business market share.
Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
Enhanced internal control systems and procedures to mitigate risk and support opportunities.
Improved resource utilization with data management systems, reducing costs through strategic coordination and contract analysis.
Drove revenue stream development through strategic collaboration and partnerships.
Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
Analyzed financial data regarding product performance and customer performance and developed reports for key stakeholders.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Assisted with recruiting, interviewing, and hiring new department employees.
Reduced process discrepancies through measured implementation of performance reporting and data systems.
New & Used Care Sales and Finance Manager
Capitol City Lincoln Mercury, Jeep, Renault
06.1985 - 07.1987
Executed vendor setup and payment, administration of bank accounts and account reconciliations.
Trained new and existing staff members in various financial procedures to prepare for job requirements.
Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
Supported pension program rollout following targeted analysis and research.
Partnered with IT and operational leadership to develop financial business plans with detailed benchmarks.
Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
Forecasted trends and recommended improvements based on financial risk analyses.
Managed investments to diversify financial portfolios and grow revenue.
Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Reviewed documentation and identified financial discrepancies where applicable.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Researched and facilitated software integration to streamline accounting and financial processes.
Drove revenue stream development through strategic collaboration and partnerships.
Managed regular finance tracking for numerous branch offices and headquarters expenses.
New Used Car Salesman
DiSalvos AMC Jeep Inc
09.1976 - 06.1985
Managed used vehicle wholesales and auction acquisitions and monitored and adjusted inventory to optimize customer options.
Conducted daily and weekly sales meetings to develop viable sales forecasts and associated sales strategies.
Hired, trained and monitored performance of salespeople to establish sales quotas and manage sales goals.
Coached sales team to drive traffic through phone and online appointments and referrals to meet or exceed sales targets.
Forecasted goals and objectives for sales, gross and key expenses on monthly and annual basis.
Furnished dealership with accurate floor traffic control data and weekly reports on sales activities.
Answered customer questions about products and services, helped locate merchandise, and promoted key items.
Engaged in friendly conversation with customer to better uncover individual needs.
Created inviting environment for customers by maintaining store organization and cleanliness.
Maintained up-to-date knowledge of store sales, payment policies and security standards.
Provided exceptional services and pleasant shopping experiences to retail customers.
Built customer loyalty and retention by delivering excellent shopping experiences.
Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
Developed strong rapport with customers and created positive impression of business.
Conducted product demonstrations to highlight features and redirect objections to positive aspects.
Listened to customer needs and desires to identify and recommend optimal products.
Education
Central Missouri State University
Warrensburg Mo
N/A - Commercial Art And Advertising
Florissant Valley Community College
Florissant, MO
Commercial And Advertising Art
Meramec Community College
Kirkwood Mo
Skills
Insurance Products
Customer service and assistance
Profitability Optimization
Portfolio Management
Operational Efficiency
Cost Control
Claims Management
Asset Management
Cash Flow Management
Customer Service
Legal Compliance
Paperwork management
Additional Information
I was elecred to four consecutive terms as a Committee Man in the Cole County Republican Central Committee.
I was elected to four consecutive terms as a Jefferson City Mo First Ward City Councilman .
I was elected to two consecutive terms as a Holts Summit Mo First Ward City Alderman
Sales Representative at Martin Chevrolet Serving Illinois Customers In Crystal LakeSales Representative at Martin Chevrolet Serving Illinois Customers In Crystal Lake