Business-minded professional tackling any job task with gusto and precision. Determined & Aggressive in sales & negotiating delivering exceptional service and responding to questions and inquiries quickly. Highly skilled in building relationships with the clients, and coworkers while delivering efficient but compassionate care. Friendly, compassionate, strong, dependable and hardworking. Demonstrates positive attitude and readiness to adapt to different situations.
Overview
21
21
years of professional experience
Work History
General Manager / Project Manager
Wholesale Manufactured Homes
07.2020 - 07.2023
Reduced backlogged inventory by $6.7 million within 1 year
Developed service and sales strategies to improve retention and revenue
Created and managed Excel and Google sheets for tracking inventory (stock & special order), monies deposited, corporate inventory, salesman cost & GP for monthly and yearly sales, sales margin % and commission payouts
Coordinated with factory delivery of homes coming in from several states away to maintain smooth flow of homes moving in and out
Built and maintained outstanding relationships with several mortgage companies across US
Implemented successful business strategies to increase revenue and target new markets
Appraised inventory levels on frequent basis, ordering new merchandise to keep quantities well-stocked
Reviewed financial statements and sales or activity reports to measure productivity or goal achievement
Coordinated and directed activities of businesses or departments concerning production, pricing, and sales
Trained sales employees on duties, policies, and procedures
Trained finance managers on home mortgage loans
Created schedules and monitored payroll to remain within budget
Supervised sales and finance employees through planning, assignments, and direction
Recruited, trained, and empowered employees to achieve key performance indicators
Created and tracked monthly sales to generate reports for business development planning
Managed inventory levels and conducted corrective action planning to minimize long-term costs
Built and maintained loyal, long-term customer relationships through effective management
Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits
Maximized time and employee productivity, consolidating data, payroll, and accounting programs into centralized systems
Delegated work to staff, setting priorities and goals
Coordinated with factory delivery of homes coming in from several states away to maintain smooth flow of homes moving in and out
Built and maintained outstanding relationships with several mortgage companies across US.
Finance Manager
Wholesale Manufactured Homes
07.2020 - 07.2023
Approved and qualified applications for financing, closed sales contracts, and cross-sold insurance products while complying with state laws
Scheduled closing meeting after gathering and preparing loan package documentation
Met with applicants to obtain information for loan applications and answer questions about the loan process
Helped clients fill out loan applications and find ideal loan options
Educated customers regarding actions and strategies for debt repayment
Gathered client debt, credit, and income information to determine loan eligibility
Informed customers of application deadlines, approvals, and denials
Assessed financial means and desires of each client in order to set up appropriate mortgage packages
Complied applications and paperwork and double-checked for accuracy
Analyzed applicants' financial status and property evaluations to determine the feasibility of granting loan approval
Developed and maintained relationships with local real estate agents
Promoted a strong commitment to productive loan processing by following up with necessary parties and quickly resolving issues
Obtained and verified clearance of underwriting conditions to prepare the loan file for submission and approval
Gathered property appraisals, surveys, and tax records to update mortgage loan files
Completed the closing process by collaborating with mortgage originators, title companies, and government clerks
Educated clients regarding guidelines and adjustments of loan contracts and packages
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action
Developed loan contracts and explained contract terms to clients
Handled in-house banking using a MICR / Remote Deposit Machine
Identified customer financial needs, goals, and objectives and offered appropriate financial products to suit needs
Maintained confidentiality of bank records and client information
Built and maintained client relationships through quality, personalized interactions.
Business Manager
MM Horses & Cattle
01.2005 - 07.2023
Manage company finances with accurate QuickBooks entries and bank reconciliation
Evaluated the monthly cattle headcount and prepare billing statements within Microsoft Excel
Work closely with large cattle companies' office managers in order to maintain a structured ledger of incoming and outgoing cattle
Highly successful in resolving collections and billing disputes with tact, efficiency, and kindness
Track financial progress of horses, cattle, and equipment purchased and sold
Work closely with tax accountants in several states to ensure all tax preparation is prepared to their expectations
Negotiated price on all buying, selling, and shipping of merchandise and stock.
Office / Business Manager
Petzold Racing, LLC
01.2003 - 06.2020
Payroll preparation for employees across US
Preparing and handling all invoicing and billing
Proficient QuickBooks and computer skills
Prepared quarterly taxes in Oklahoma and Texas
Liaised with leadership to oversee and execute financial, budget, and contractual matters
Maintained high level of respect with all companies that were to be negotiated or partnered with
Recommended innovative alternatives to generate revenue and reduce unnecessary costs
Assisted in processing travel and expenses by gathering receipts, coding charges, and submitting worksheets
Reconciled daily sales, prepared bank deposits, and assessed financial transaction reports
Conferred with customers to understand needs and finalize purchase orders
Directed or coordinated financial or budget activities to fund operations and maximize investments
Coordinated with internal teams and external stakeholders to support business growth through development of new features.
Accounting / Bookkeeper
Marina Del Rey
08.2019 - 03.2020
Hired for contracted time to clean QuickBooks system and train office manager how to maintain QB with accuracy
Cleaned, maintained, and updated accounting records by performing duties such as recording, posting transactions in journals, and general ledger for accounts
Prepare and issue invoices and follow up on late accounts in discreet and professional manner
Maintain bank account records, reconcile bank accounts to ensure accuracy
Prepare monthly accounting summaries and reports
Provide clerical and administrative support to company as requested
Recording, posting transactions for accounts payable/receivable
Worked closely with business owners, customers, and staff to confirm pricing and any changes in pricing
Worked closely with accountants for MDR to maintain good, smooth tax year-end.
Office / Sales Manager
Petzold Buildings, LLC
03.2004 - 05.2008
Managed Lawton Oklahoma and Amarillo Texas offices
Generated new business through successful networking
Tracked sales unit progress toward predetermined targets to identify emerging obstacles and develop resolution plans
Organized and maintained documents, files, and records
Represented work unit at meetings or conferences to serve as a liaison for owner
Worked with management team to improve workflows and maximize delivery of units
Managed paper or electronic filing systems by recording information, updating paperwork, and maintaining documents
Prepared accurate shipping orders and bills of lading to direct and route materials
Tracked shipments and promptly addressed delivery discrepancies and delays
Prepared inventory for shipment as required by OK & TX state laws