Talented Finance Manager with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
12
12
years of professional experience
Work History
Sales and Leasing Specialist
Bachman Chevrolet
09.2024 - Current
Provided excellent customer service, addressing concerns promptly and ensuring customer satisfaction throughout the leasing process.
Participated in ongoing professional development programs to stay current on industry trends and enhance selling techniques.
Assisted clients in understanding complex financial aspects involved in lease agreements, providing expert guidance toward making informed decisions based on their individual needs.
Boosted sales revenue by effectively communicating product benefits and negotiating lease terms with clients.
Developed strong client relationships for increased customer loyalty and long-term business partnerships.
Utilized CRM software efficiently for tracking leads, monitoring progress, and analyzing sales performance data to make informed decisions on strategy adjustments as needed.
Established rapport with prospective clients by actively listening to their preferences and offering tailored solutions that met their specific requirements.
Finance Manager
Campers Inn RV Of Louisville
03.2022 - 11.2023
Assisted customers with challenging credit histories in securing suitable loan options to facilitate vehicle purchases.
Explained very technical financial information to applicants in easy to understand language.
Assisted customers with completing loan applications and other paperwork.
Processed loan applications and monitored progress from start to finish.
Evaluated loan requests and documents to verify accuracy and completeness.
Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
Identified opportunities to cross-sell and upsell loan products to customers.
Finance Manager
Bill Collins Automotive Group
01.2021 - 11.2021
Proactively identified solutions for customers experiencing credit issues.
Compiled closing packages for drafting and presentation accuracy.
Evaluated loan requests and documents to verify accuracy and completeness.
Monitored pipelines to track and log status of loans.
Maintained an organized workflow by prioritizing tasks effectively managing multiple client files simultaneously ensuring timely processing of all transactions.
Assessed loan portfolios for compliance with underwriting policies.
Identified opportunities to cross-sell and upsell loan products to customers.
Enhanced dealership sales by providing comprehensive financial solutions to clients seeking vehicle purchase or lease agreements.
Optimized dealership revenue by identifying opportunities for additional product offerings such as extended warranties and insurance packages.
Finance Manager
Bachman Auto Group
04.2013 - 03.2019
Proactively identified solutions for customers experiencing credit issues.
Assisted customers with challenging credit histories in securing suitable loan options to facilitate vehicle purchases.
Processed loan applications and monitored progress from start to finish.
Monitored pipelines to track and log status of loans.
Identified opportunities to cross-sell and upsell loan products to customers.
Demonstrated expertise in various financial products, creating tailored presentations for customers, showcasing the benefits of specific financing plans based on their unique needs.
Collaborated closely with Sales department conducting joint training sessions sharing information about available financing options boosting overall sales figures.
Fostered a positive work environment by promoting open communication and setting clear expectations for team performance, resulting in increased employee satisfaction and retention rates.
Optimized dealership revenue by identifying opportunities for additional product offerings such as extended warranties and insurance packages.
Education
BBA - Marketing
Northern Kentucky University
Skills
Interpersonal Communication
Teamwork and Collaboration
Upselling and Cross Selling
Networking
Prospecting clients
Effective Communication
Oral and Written Comprehension
Client Interview
Accomplishments
Multiple Salesperson of the Month with Saturn of Louisville.
Salesperson of the Year in 2008 for Saturn of Louisville.