Summary
Overview
Work History
Education
Skills
Experience Highlights
Timeline
Generic

Omar Cortez

Sheboygan,WI

Summary

Bilingual expert in Spanish and English, dynamic and results-driven auto Finance and Sales Manager with a proven track record of exceeding sales targets and managing finance and sales operations. Highly effective mentor driven to assess individual and group performance to implement improvements and set goals. Seeking a challenging role in a reputable business where I can leverage and exercise my extensive expertise in finance management, sales strategies, and customer relations to drive business growth.

Overview

20
20
years of professional experience

Work History

Business/Finance/Sales Manager

Kunes RV Sheboygan North
Cleveland, Wisconsin
03.2024 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Develop and execute comprehensive financial strategies aligned with corporate sustainability goals leading to a 65% increase in financial penetration over a 6-month period.
  • Responsible for all facets of the finance department function with emphasis on product penetration and management accounts.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Lead the modelling, planning, and execution of all financial processes to execute short and long-term comprehensive financial strategies to reach company goals.
  • Measure loan submissions based on local and federal regulations
    as well as compliance standards.

GSM, Business/Finance/Sales-Manager

Sheboygan Automotive Group
03.2017 - 06.2023
  • Managed the finance and sales department, overseeing loan approvals, documentation, and financing processes.
  • Led a high-performing sales team, consistently exceeding monthly sales targets by 35%.
  • Cultivated and maintained strong relationships with lending institutions to secure favorable financing options for customers and businesses. Worked with a variety of lenders (20+) from local to national.
  • Expert knowledge of financial/sales analysis, risk analysis techniques, credit adjudication and the bank’s lending policies and procedures
  • Achieved a 55 % increase in finance penetration by implementing targeted sales and finance training programs by conducting regular training sessions for sales staff on product knowledge, financing options, and sales techniques.
  • Reviewed and coordinated implementation of marketing/promoting strategies and Implemented customer satisfaction initiatives resulting in a 65% increase in customer retention.
  • Evaluated profitability margins and buyer trends, making necessary adjustments to floor planning and inventory to accommodate fluctuations in shopping activity throughout the market.
  • Recruitment, development, and retention of quality personnel to achieve strategic, business, and succession plan objectives.
  • Managed CRM systems.

Finance/Sales/Leasing Consultant

Hyundai/Mazda
01.2016 - 01.2017
  • Demonstrated in-depth knowledge of automotive products, financing options, and industry trends to assist customers in making informed decisions.
  • Consistently ranked as a top-performing sales consultant, exceeding monthly sales quotas by 60%.
  • Established a strong referral network by providing exceptional customer service through effective marketing strategies and excellent customer service as well as building long-term relationships.

Shipping/Receiving clerk

Bemis Manufacturing
01.2012 - 01.2016
  • Compiled and maintained weekly reports on warehouse stock and requisitions. Quality Inspected freight and forklift certified.
  • Managed/Reviewed administrative bill of ladings in consistency with third party companies.
  • Improved warehouse efficiency by implementing a new organization system for incoming and outgoing shipments.
  • Monitored and managed supplier performance and/or untimely delivery and pick up/delivery issues.

Distribution/Transportation Management Officer, Platoon Leader

United States Marine Corps
01.2005 - 02.2010
  • Directed supply/logistics and warehousing activities for freight materials both military/corporate/government in total value of over $800 million domestically and overseas.
  • Orchestrated and procured long-term multimillion-dollar long-term contracts.
  • Ordered, received, quality inspected, stored, and shipped military/corporate/government materials.
  • Instructed, supervised, managed and evaluated the performance of groups of up to 30 Marines.
  • Coordinated work assignments, evaluated performance, and disciplined team members/Marines under my command.

Education

Bachelor’s Degree in Business Administration (concentration in Small Business) -

Southern New Hampshire University
Manchester, NH

Associates Degree in General Arts -

University of Wisconsin
Sheboygan, WI

Skills

  • Account Management
  • New Business Development
  • Vendor Management
  • Business Planning
  • Sales Planning
  • Client Relationship Management
  • Employee Training
  • Team Development
  • Competitor Monitoring
  • Project Management
  • Operations Management
  • Financial Operations Management
  • Business Forecasting
  • Strategic Planning
  • Solution Selling
  • Financial Modeling
  • Performance Reviews
  • Proficient in Word, Excel, Powerpoint
  • Departmental Oversight
  • Staff Training
  • Business Partnering

Experience Highlights

  • 10+ years supervision/managerial experience.
  • Strong Administrative/Finance/Sales business manager experience.
  • B2B & B2C, Wholesale, Project Management, Team management, Leading effective meetings and store management experience.
  • Ability to grow, develop and lead in a dynamic environment as a team executive leader as well as the ability to meet & surpass business requirements and deadlines.
  • Communicating effectively and persuasively: conducting, training, managing & making technical presentations, working cross-culturally with diverse individuals

Timeline

Business/Finance/Sales Manager

Kunes RV Sheboygan North
03.2024 - Current

GSM, Business/Finance/Sales-Manager

Sheboygan Automotive Group
03.2017 - 06.2023

Finance/Sales/Leasing Consultant

Hyundai/Mazda
01.2016 - 01.2017

Shipping/Receiving clerk

Bemis Manufacturing
01.2012 - 01.2016

Distribution/Transportation Management Officer, Platoon Leader

United States Marine Corps
01.2005 - 02.2010

Bachelor’s Degree in Business Administration (concentration in Small Business) -

Southern New Hampshire University

Associates Degree in General Arts -

University of Wisconsin

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Omar Cortez