Motivated Executive/Leadership team member with a strong track record of driving bottom-line business development. Skilled in coaching, team & department building, and creating efficient systems & processes. Seeking a challenging role to utilize and enhance my skills and knowledge. 13 years of dedicated Finance Industry leadership.
Overview
22
22
years of professional experience
1
1
Certification
Work History
VP, Organizational Development & Working Capital
Taycor Financial
El Segundo
10.2016 - 09.2024
Oversaw/managed the development of 5 departments, including 4 departments from the ground up.
Inclusive of employee management and coaching, training and accountability for knowledge, production goal achievement and systems development
Management style is a blend of 1:1 training & coaching with KPI driven direction
Departments created & managed were: Working Capital Operations & Sales, Retention Department, Customer Care, Transaction Coordinator Department, and Training/ New Hire Development
Responsible for establishing and maintaining lender relationships, partnership agreements and each individual lender KPI standards
Recipient of 2022 Taycor Values Award (highest acknowledgment that can be received)
Excelled skills include: Training & Coaching, Ability to create and uphold documented sales processes, Clear communication skills internally & externally, Negotiating contracts and contract language, clear written skills, legal compliance, efficient process & problem solving skills
Sales Representative (2016), Director of Working Capital (2017)
Regional Sales Manager
Westlake Financial Services
05.2011 - 10.2016
Responsible for development/maintenance and growth of 30+ member sales team
Responsibilities include recruitment, training and development, and continued skills coaching
Goal Forecasting and monthly target of 30% YOY growth in sales
Assist team members in day to day management of Auto Dealer Accounts, and ensure to uphold the terms of our business agreement
Ensure growth by the creation of approximately 40 new Dealer Accounts created on a monthly basis
Management responsibilities include Rep Accountability and Payroll processing
Implementation of any new legal or compliance requirement in each of the 50 states we served
Core Sales responsibilities: Responsible for service delivery and management to approximately 50 dealership accounts
This is inclusive of soliciting the business and sign up of utilizing Westlake as a lending source
Provide dealerships with training necessary to utilized software for instant loan approvals
Role requires solicitation of incoming finance deals, and ensuring the deals are complete, and able to be financed under Westlake policies
Assist dealerships in understanding the requirements for each of their finance deals
Responsibilities involve ensuring receipt of titles of vehicles sold through Westlake loans
Cold calling of potential new business
Assist new employees in understanding the role of ISR, and expose them to the job by having them “shadow” and observe my efforts
Ensure team approach and ethical practices in each phone call made, ensuring Westlake is being represented professionally and with dignity
Sales Representative (2011-2013), Supervisor of Sales (2013-2014)
Residential Supervisor
YAI/NIPD
01.2003 - 04.2011
Supervise a staff base of approximately 20 individuals, of varying positions and levels; Responsible for hiring procedures; Evaluate staff development through 1:1 supervisory meetings, as well as written annual performance evaluations with the strategy to drive the performance of all staff; experienced in conflict resolution; provide 24 hour on call support to ensure excellent service delivery for 10 developmentally disabled individuals residing in the program; responsible to ensure full 24 hour staffing for the residence; approve/monitor annual vacation/holiday/sick leave for all staff; management and oversight of annual budget (other than personnel services) as well as utilization of appropriate overtime approvals; supervision of billing/invoices; supervision of 10 in-house & banking fiscal ledgers; Interdisciplinary team leader inclusive of problem solving regarding clinical/programmatic conflict; provide support and supervision to clinicians on site; certified CPR/First Aid trainer with the responsibility to conduct a minimum of 4 classes per year; team leader with respect to annual recertification audit under NYS OPWDD regulations and compliance requirements; develop annual meeting and training schedule; act as a liaison between agency and family members; ensure accomplishment of annual fundraising goal; oversee team building activities; member of the socialization committee
Assisted with the development and implementation of service plans for residents.
Monitored resident activities to ensure compliance with program regulations.
Provided crisis intervention services to residents in need of emotional support.
Senior Consumer Loan Sales Specialist at Springleaf Financial/ One Main FinancialSenior Consumer Loan Sales Specialist at Springleaf Financial/ One Main Financial