Robert Lockett III
Financial Services Manager
Austin,TX
Summary
Resourceful Financial Services Manager adept at managing operations of lender programs and financial service packages. Consistently increasing gross while mitigating risks. Goal-oriented and direct to oversee 13 employees across sales, operations and finance. Talented at leading financial operations, fiscal management and producing accurate financial and accounting reports. Diligent hands-on Relationship builder with growth centric mentality.
Overview
14
14
years of professional experience
7
7
years of post-secondary education
Work History
Financial Services Manager
Audi South Austin
Austin, TX
06.2018 - Current
- Work with lenders and financial institutions to provide financial services to dealership customers
- Attain and exceed monthly gross production goals and objectives
- Review customer credit applications
- Train and mentor sales team
- Responsible for coordinating the sale of finance and insurance programs to customers
- Worked with accounting staff to efficiently coordinated month-end closing and reporting activities
- Evaluated and approved journal entries, helping to keep accounts current and accurate
- Verified account reconciliations and monitored general accounting work to keep team on-track with daily and monthly functions
- Provided financial reports and interpreted financial information to managerial staff while recommending further courses of action
- Identified signs of fraud and took proactive action to protect institutional assets
- Checked submitted financial documentation for accuracy and integrity against internal and regulatory standards
- Organized new accounts and updated existing ones with current personal and business information
- Developed improvement plans to continuously develop individual and group performance, knowledge and abilities
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter
- Developed strategic plans for day-to-day financial operations.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients
Internet Sales Manager
Toyota Cedar Park
Cedar Park, TX
09.2017 - 05.2018
- Utilized Reynolds and Reynolds CRM
- Toyota Master Certified
- Closed average of 85-100 sales calls each quarter
- Worked with loss prevention in monitoring shopper behavior
- Increased sales and customer satisfaction through personalized servicing
- Kept detailed records of sales and contracts
- Provided superior and individualized customer service
- Compiled and analyzed data to determine approaches to improve sales and performance
- Increased profits through providing excellent customer service, following established guidelines and auditing sales reports
- Surpassed sales targets consistently and maintained solid top 3 rank (Out of 45)
- Communicated product quality and market comparisons by creating sales presentations
- Marketed Toyota to targeted audience at trade shows and events
- Identified prospects' needs and developed appropriate responses along with suitable information on products and services
- Encouraged cross-selling of additional products and services through relationship-building and acquired understanding of customer business needs
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers
Internet Sales / Financial Services Manager
Autonation Toyota
Austin, TX
08.2015 - 09.2017
- Quickly and efficiently respond to internet prospects and leads
- Use the internet, email, phone and text message to reach out to potential clients
- Toyota product knowledge
- Sell both pre-owned and new customers
- Understand and be able to portray the financing program as well as product in depth to customers when going into finance
- Maintained an average of 13 plus percent closing ratio on the 130 plus leads that were taken
- Processed transactions deposits, withdrawals and payments to loan accounts for customers
- Checked submitted financial documentation for accuracy and integrity against internal and regulatory standards
- Identified signs of fraud and took proactive action to protect institutional assets
- Primarily handled cash and outside finance deals for the finance department
- Supported financial director with special projects and additional job duties
Financial Services Manager
World Car Auto Group
New Braunfels, TX
05.2014 - 09.2015
- Offer new and used car buyers additional finance and insurance programs with a thorough explanation of these aforementioned aftermarket products
- Maintain positive working relationships with lenders while seeking out competitive interest rates and financing programs
- Assure compliance standards are upheld in relation to federal, state and local regulations that pertain to new and used vehicle financing
- Accurately process finance and or lease deals, accountable for maintaining the highest ethical standards
- Evaluated and approved journal entries, helping to keep accounts current and accurate
- Worked with accounting staff to efficiently coordinated month-end closing and reporting activities
- Supported financial director with special projects and additional job duties
- Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects
- Performed banking, business administration and financial tasks to guarantee five-star service for clients
Investment Rep
USAA
San Antonio, TX
10.2013 - 12.2013
- Studied for the Series 7 Securities Exam
Management Trainee
Bill Miller BBQ
San Antonio, TX
08.2013 - 10.2013
- Management Team
- Open restaurant, receive and verify shipment, prepare food, maintain food level on food lines, cashier training, customer service, food order, special orders, catering orders, menu knowledge, taste and temperature tours, hourly cash strap, night drop, stock room, vault room, direct and correct employees, knowledge and experience training in each position
- Place commissary order for next day, Close store
- Managed 8-10 positional employees
- Gained knowledge of company policies, protocols and processes.
- Used company reports to analyze sales, gross profit and inventory activities
- Assisted established management staff with operational oversight, business development and process improvement strategies
- Acted with integrity, honesty and knowledge to promote culture of company
- Described product to customers and accurately explained details and care of merchandise
- Sat in on disciplinary hearings to learn about conflict resolution in workplace
- Communicated with vendors regarding back order availability, future inventory and special orders
- Monitored cash drawers in multiple checkout stations to confirm adequate cash supply
- Handled day-to-day customer or client questions via telephone or email
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills
Banker
Wells Fargo
Lubbock, TX
11.2012 - 05.2013
- Maintaining and balancing cash drawer, processing customer transactions, identifying customer needs, sales referrals, cross-sell, customer service, product and service knowledge, foreign currency, ATM processing
Sales Associate
Oakley
Lubbock, TX
11.2011 - 12.2012
- Helped to open the Lubbock store, shipment, product knowledge, meet daily sales goals, cross sale, build sales, customer service, floor sets, switched to seasonal
- Engaged with customers to build rapport and loyalty.
- Helped customers locate products and checked store system for merchandise at other sites
- Prepared merchandise for sales floor by pricing or tagging
- Fulfilled orders and sourced products to meet rigorous customer delivery schedules
- Recommended accessories and complementary purchases to boost revenue
- Accurately processed POS transactions, returning coin, currency, payment cards and receipts to customers
Personal Banker II
First Convenience Bank
Lubbock, TX
01.2012 - 10.2012
- Under immediate direction, provides prompt, efficient and friendly services to customers, sell accounts, receive deposits, market, engage customers, money orders, cashier’s checks, balance drawers, call customers when debit cards arrive, exceed individual account goal, opening procedures, closing procedures, complete CBT (computer based training)
- Promoted financial products by maintaining excellent service offering knowledge
- Networked to increase client base and encourage existing clients to expand financial portfolios
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
- Maximized revenue through improved sales techniques and branch productivity
Management Intern Associate
American Eagle Outfitters
Houston, TX
06.2010 - 08.2010
- Receive Shipment, replenish store, recover store, cashier, make bank deposits and drops, verify deposits, open and close store, customer service, up sell, floor sets
Bartender/Server
Overton Hotel and Conference Center
Lubbock, TX
07.2009 - 09.2009
- Stock bar, open bar, close bar, serve guests, menu knowledge, close and open Restaurant, cleaning duties, customer service, up sell.
Stock/Sales Associate
The Finish Line
San Antonio, TX
04.2007 - 08.2008
- Received shipments from truck, organized stockroom into numerical order
- Assisted customers, register duties, daily sales standards, sold accessories, cleaning tasks, opening and closing store.
Team Leader/Assistant Manager
Maggie Moo's
Columbus, OH
04.2005 - 05.2006
- Responsible for product preparation, assisting customers
- Also opened and closed the store, conducted daily inventories, cleaned the store and handled cash registers, night drops, safe policies
- Supervised 6-8 employees
Education
Master of Science - Personal Financial Planning, Counseling, Accounting
Texas Tech University Graduate School
Lubbock, TX 01.2012 - 12.2014
Bachelor of Science - Restaurant, Hotel, Institutional Management
Texas Tech University
Lubbock, TX 08.2008 - 12.2011
Associate of Science - Business Administration
New Mexico Military Institute
Roswell, NM 08.2006 - 05.2007
Skills
Financial Advising
Additional Information
- Professional Bartending School, San Antonio
- College of Human Sciences W.H. Watson/Watson Foodservice Endowed “NHR” Scholarship College of Human Sciences
- TTU Huffman Scholarship
Accomplishments
- President's Club: 2018 - 2021
- Hendrick Champions: 2018 - 2020
- Top Sales: December - March 2020
- Top Sales: December - February 2019
- Top Sales: February 2018
- Top Sales: October 2016
Affiliations
- Tau Kappa Epsilon Fraternity
- President 2011 - 2012
- Member 2008 - 2014
- Chapter Advisor 2012 - 2013
- Alumni 2014 - Present
Timeline
Financial Services Manager
Audi South Austin
06.2018 - Current
Internet Sales Manager
Toyota Cedar Park
09.2017 - 05.2018
Internet Sales / Financial Services Manager
Autonation Toyota
08.2015 - 09.2017
Financial Services Manager
World Car Auto Group
05.2014 - 09.2015
Investment Rep
USAA
10.2013 - 12.2013
Management Trainee
Bill Miller BBQ
08.2013 - 10.2013
Banker
Wells Fargo
11.2012 - 05.2013
Master of Science - Personal Financial Planning, Counseling, Accounting
Texas Tech University Graduate School
01.2012 - 12.2014
Personal Banker II
First Convenience Bank
01.2012 - 10.2012
Sales Associate
Oakley
11.2011 - 12.2012
Management Intern Associate
American Eagle Outfitters
06.2010 - 08.2010
Bartender/Server
Overton Hotel and Conference Center
07.2009 - 09.2009
Bachelor of Science - Restaurant, Hotel, Institutional Management
Texas Tech University
08.2008 - 12.2011
Stock/Sales Associate
The Finish Line
04.2007 - 08.2008
Associate of Science - Business Administration
New Mexico Military Institute
08.2006 - 05.2007
Team Leader/Assistant Manager
Maggie Moo's
04.2005 - 05.2006
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