Summary
Overview
Work History
Education
Skills
Timeline
Generic

Patrick Coleman

Morris

Summary

Dynamic Sales and Finance professional with extensive experience in automotive industry, notably Auto/Mate by Solera. Proven track record in indirect lending and dealer relations, achieving 27% increase in dealer penetration. Proficient in project management and customer service, cultivating strong partnerships to drive business growth.

Overview

13
13
years of professional experience

Work History

Indirect Lender Dealership Representative

Truist Bank/ Regional Acceptance Corporation
06.2025 - Current
  • Prospected and signed new dealers to utilize Truist Bank and Regional Acceptance Corporation services.
  • Enhanced dealer engagement to strengthen relationships and expand market presence.
  • Collaborated within region to increase dealer applications and enhance lending opportunities.

Indirect Lending Dealer Representative

Westlake Financial Service
03.2024 - 06.2025
  • Prospected and signed new dealers to use Westlake as lender for their customers
  • Expanded dealer network by 27% through targeted outreach efforts.
  • Trained dealers to properly structure their deals to fit the Westlake program.
  • I worked within my region to increase dealer applications to use our lending services.

Installation Project Manager

Auto/Mate by DealerSocket
11.2015 - 03.2024
  • Managed Installation Project from initial dealer contact through implementation completion, ensuring timely and effective project delivery.
  • Onboarded Franchise and Independent Dealers from current DMS to Auto/Mate and Revenue Radar equity mining tool, streamlining the transition process.
  • Delivered in-person training to improve skills of sales and finance managers nationwide.
  • Facilitated onboarding sessions for new users, improving their understanding of sales and finance systems to enhance operational efficiency.

Finance Director

Audi V/W of Oneonta
Oneonta
04.2013 - 10.2015
  • Arranged Financing and Leasing options for customers
  • Coordinated car deals for the sales department, ensuring alignment with customer needs and departmental goals.
  • Evaluated trade-in vehicles to determine fair market value, supporting customer transactions and inventory management.
  • Facilitated sales of ancillary products, including service contracts, tire and wheel packages, and paint protection.

Education

Basic High School Studies -

Elmira Southside High School
Elmira, NY
06-1988

Skills

  • Lending strategies
  • Credit analysis
  • Loan processing
  • DMS and CRM systems
  • CRM expertise
  • Auto/Mate proficiency
  • Dealer relations management
  • Business development
  • Attention to detail
  • Team collaboration
  • Customer service excellence

Timeline

Indirect Lender Dealership Representative

Truist Bank/ Regional Acceptance Corporation
06.2025 - Current

Indirect Lending Dealer Representative

Westlake Financial Service
03.2024 - 06.2025

Installation Project Manager

Auto/Mate by DealerSocket
11.2015 - 03.2024

Finance Director

Audi V/W of Oneonta
04.2013 - 10.2015

Basic High School Studies -

Elmira Southside High School
Patrick Coleman