Reuben Ortiz
North Fort Myers,FL
Summary
AFIP certified Finance & Insurance professional with a proven track record of product focused profitability and strong emphasis on collaborative teamwork. Skilled at devising and implementing effective financial strategies, managing risk, and ensuring compliance with regulatory standards. Recognized for adaptability and dependability, consistently navigating evolving demands and delivering impactful results. Proficient in cultivating customer relationships, conducting thorough financial analysis, and skillfully negotiating contracts. Bringing a results-driven approach to every task, and consistently driving success.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Finance Manager
Tamiami Ford
06.2021 - 09.2024
- Consistently met or exceeded monthly sales goals, contributing to overall dealership success, with an average PVR over $2,000 and and average PPV of 300%.
- Improved customer satisfaction by effectively explaining financing options and ensuring a transparent process.
- Established strong relationships with lenders, negotiating competitive rates for customers and improving loan approval rates.
- Enhanced dealership profitability through the successful sale of finance and insurance products.
- Ensured the highest level of ethical standards were maintained within the department, safeguarding both the dealership''s reputation and customer trust.
Finance Manager
Galeana Chrysler,Dodge,Jeep,Ram
03.2018 - 06.2021
- Consistently met or exceeded monthly sales goals, contributing to overall dealership success, with an average PVR over $2,000 and and average PPV of 300%.
- Established strong relationships with lenders, negotiating competitive rates for customers and improving loan approval rates.
- Maintained strict adherence to state laws regarding consumer disclosures and regulatory compliance practices throughout all transactions conducted within the F&I department.
- Collaborated with sales team to maximize revenue opportunities while maintaining high levels of customer service.
Finance Manager
Gettel Mitsubishi
02.2017 - 03.2018
- Ensured the highest level of ethical standards were maintained within the department, safeguarding both the dealership''s reputation and customer trust.
- Managed all aspects of contract preparation, ensuring accuracy and compliance with state regulations.
- Maintained a strong understanding of industry trends and changes through ongoing professional development.
- Consistently met or exceeded monthly sales goals, contributing to overall dealership success.
Pre-Owned Finance Director
Autonation Toyota
08.2016 - 02.2017
- Assisted with recruiting, interviewing, and hiring new department employees.
- Worked closely with other departments to resolve any issues that arose during the sales process, maintaining a seamless experience for customers.
- Consistently met or exceeded monthly sales goals, contributing to overall dealership success.
- Maintained a strong understanding of industry trends and changes through ongoing professional development.
Education
High School Diploma -
Camden County Voc. & Tech. H/S
Pennsauken, NJ06-1993
Skills
- Bilingual - English and Spanish both verbal and written
- Proficient in Auto Dealer-Specific Software Systems Including: Reynolds and Reynolds, docuPAD, Route-One, AAX, Title-TEC, and more
- Professional Appearance and Demeanor
- Excellent Interpersonal and Communication Skills
- Quick and Enthusiastic Learner
- Team Player
- Understanding of automotive industry (Management, Finance, Sales, Technology, Internet, Service, Parts)
- Prioritization of Customer Satisfaction
- Credit analysis
- Compliance management
Certification
- AFIP Certified Professional in Financial Services
- June 2023
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Professional References
- Mr. William Schultz - (631) 766-7960, Known Professionally for more than 10 years
- Mr. Pat Johnson - (239) 770-1555, Known Professionally for more than 10 years
- Mr. Christopher Millar - (239) 771-2305, Known Professionally for more than 8 years
- Mr. James Kilgore - (804) 297-4934, Known Professionally for more than 3 years
- Mr. Jason Anshaw - (239) 229-5009, Known Professionally for more than 2 years
Timeline
Finance Manager
Tamiami Ford
06.2021 - 09.2024
Finance Manager
Galeana Chrysler,Dodge,Jeep,Ram
03.2018 - 06.2021
Finance Manager
Gettel Mitsubishi
02.2017 - 03.2018
Pre-Owned Finance Director
Autonation Toyota
08.2016 - 02.2017
High School Diploma -
Camden County Voc. & Tech. H/S
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