Experienced financial services professional seeking a position with a competitive compensation package, including a base salary and commission or bonus structure. Results-driven mindset to drive business expansion, enhance market share, and exceed shareholder expectations.
Overview
12
12
years of professional experience
Work History
FINANCE & INSURANCE MANAGER
RICK HENDRICK CHEVROLET
12.2014 - Current
Annual revenue produced of $1.86MM through coordinating sale of finance and insurance programs to customers
Achieved company wide and individual goal of 65-72% sale of ancillary products to customers
Work with lenders and financial institutions to provide financial services to dealership customers
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Reviews customer credit applications
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Utilizes menu selling process
Ensures necessary documentation for each deal is complete by utilizing deal checklist
Demonstrates Company’s Core Values
Maintain all AFIP Certifications
Reduced risk exposure by conducting thorough credit assessments and monitoring portfolio performance.
Implemented innovative financing solutions to secure favorable funding terms for clients with unfavorable credit history
Led process improvements initiatives, resulting in enhanced operational efficiency within finance department.
Provided expert advice on insurance options, tailoring coverage plans to suit individual client requirements.
Strengthened client relationships through exceptional customer service, leading to increased retention rates.
Increased sales productivity by providing ongoing coaching and training for team members.
Drove regulatory compliance by staying informed on industry changes and ensuring adherence to all relevant laws and regulations.
Enhanced revenue growth with development of new financial products and services.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Negotiated loan terms and conditions with customers to secure best deal.
Supervised loan personnel and motivated to maintain customer service and performance standards.
CCR II
National Electronic Warrenty Corp. (New Corp)
08.2012 - 12.2024
Professionally handle incoming requests from customers, ensuring that issues are resolved both promptly and accurately to achieve first contact resolution
Balanced needs of customer while balancing needs of internal business requirements for productivity and performance
Provide accurate product information and serving as knowledgeable resource for customer
Deliver world class customer service by communicating with energy, and personal confidence
Meeting or exceeding defined monthly performance goals
Technical troubleshooting and gathering information from customers to identify root causes of customer problems and/or dissatisfaction; while determining appropriate courses of action to ensure the result is successful from both a client and customer standpoint, and to accurately document the interaction through contact tracking
Provide effective communication and support new customer care agents in group chat landscape.
Stayed up-to-date with the latest industry developments and trends, ensuring continued professional growth and application of best practices within daily operations.
Education
Bachelor of Science Candidate -
Arkansas Tech University
Russellville, AR
12.2004
Skills
Proficient in Microsoft Suites
Complex Problem-Solving
Verbal and written communication
Time Management
Building Relationships
Integrity
Network
Resilient
Operational Efficiency
Credit analysis
Portfolio Management
Financial Statements
Teamwork and Collaboration
Customer Service
Reliability
Sales Leadership
Sales expertise
Sales management
Excellent Communication
Customer service-focused
Financial Service Solutions
Volunteer Experience
Gwinnett Football League coach and board member since 2004
Dacula Elite basketball coach since 2005
Timeline
FINANCE & INSURANCE MANAGER
RICK HENDRICK CHEVROLET
12.2014 - Current
CCR II
National Electronic Warrenty Corp. (New Corp)
08.2012 - 12.2024
Bachelor of Science Candidate -
Arkansas Tech University
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