Dynamic finance leader with extensive experience at Morgan Auto Group, skilled in financial deal design and customer relationship development. Proven track record in mentoring teams and optimizing processes, resulting in enhanced loan approval rates. Adept at strategic planning and leveraging Excel for data analysis to drive sustainable business models.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Finance Leader
Morgan Auto Group (Gator Ford)
12.2018 - Current
Trained new and existing staff members in various financial procedures to prepare for job requirements.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Explained very technical financial information to applicants in easy to understand language.
Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Processed loan applications and monitored progress from start to finish.
Evaluated loan requests and documents to verify accuracy and completeness.
Proactively identified solutions for customers experiencing credit issues.
Identified opportunities to cross-sell and upsell loan products to customers.
Negotiated loan terms and conditions with customers to secure best deal.
Monitored pipelines to track and log status of loans.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Assisted customers with completing loan applications and other paperwork.
Developed and maintained relationships with customers, lenders and other third parties.
Paid attention to detail while completing assignments.
Finance Manager
Asbury Automotive Group (Courtesy Toyota)
01.2017 - 12.2018
Processed loan applications and monitored progress from start to finish.
Evaluated loan requests and documents to verify accuracy and completeness.
Proactively identified solutions for customers experiencing credit issues.
Identified opportunities to cross-sell and upsell loan products to customers.
Negotiated loan terms and conditions with customers to secure best deal.
Monitored pipelines to track and log status of loans.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Assisted customers with completing loan applications and other paperwork.
Developed and maintained relationships with customers, lenders and other third parties.
Paid attention to detail while completing assignments.
Used Car Sales Manager
Asbury Automotive Group (Courtesy Toyota)
04.2016 - 01.2017
Conducted daily and weekly sales meetings to develop viable sales forecasts and associated sales strategies.
Hired, trained and monitored performance of salespeople to establish sales quotas and manage sales goals.
Forecasted goals and objectives for sales, gross and key expenses on monthly and annual basis.
Furnished dealership with accurate floor traffic control data and weekly reports on sales activities.
Finance Manager
Asbury Automotive Group (Courtesy Toyota/Nissan)
09.2010 - 04.2016
Processed loan applications and monitored progress from start to finish.
Evaluated loan requests and documents to verify accuracy and completeness.
Proactively identified solutions for customers experiencing credit issues.
Identified opportunities to cross-sell and upsell loan products to customers.
Negotiated loan terms and conditions with customers to secure best deal.
Monitored pipelines to track and log status of loans.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Assisted customers with completing loan applications and other paperwork.
Developed and maintained relationships with customers, lenders and other third parties.
Paid attention to detail while completing assignments.
Sales Associate
Asbury Automotive Group (Courtesy Toyota)
05.2009 - 09.2010
Contacting and communicating with customers to identify needs using the Asbury selling process
Build rapport with customers to build a base of referrals to establish customer network
Answer internet leads with in the stores required time and email product information with pricing
Answer sales phone calls and set appointments for customers
Confirm appointments
Make outbound phone calls to follow up with customers on inquiry, after the sale, and for repeat business
Conduct test drives and vehicle walk arounds with customer
Work with the customer from start to finish throughout the buying process
Exhibit great customer service skills
Create and maintain customer relationships
Strong computer & phone skills
Experience utilizing and maintaining a customer relations management database
Maintain professional business attire and appearance
Self-motivated and a team player
Sales Associate
Lakeland Toyota
08.2008 - 05.2009
Contacting and communicating with customers to identify needs using
Build rapport with customers to build a base of referrals to establish customer network
Answer sales phone calls and set appointments for customers
Confirm appointments
Make outbound phone calls to follow up with customers on inquiry, after the sale, and for repeat business
Conduct test drives and vehicle walk arounds with customer
Work with the customer from start to finish throughout the buying process
Exhibit great customer service skills
Create and maintain customer relationships
Experience utilizing and maintaining a customer relations management database
Maintain professional business attire and appearance
Self-motivated and a team player
Inside Sales, Design & Production
Loadmaster Aluminum Boat Trailers
04.1995 - 09.2007
Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
Exercised leadership capabilities by successfully motivating and inspiring others.
Demonstrated leadership skills in managing projects from concept to completion.
Demonstrated strong organizational and time management skills while managing multiple projects.
Paid attention to detail while completing assignments.
Proven ability to develop and implement creative solutions to complex problems.
Worked well in a team setting, providing support and guidance.
Applied effective time management techniques to meet tight deadlines.
Resolved problems, improved operations and provided exceptional service.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Self-motivated, with a strong sense of personal responsibility.