Sherri Marts
Sapulpa,OK
Summary
Dynamic Account Manager with a proven track record at Nelson Auto Finance, excelling in client retention and satisfaction. Leveraged effective communication and financial planning skills to develop tailored solutions, resulting in increased client loyalty and streamlined operations. Recognized for implementing CRM systems that enhanced service delivery and personalized client interactions.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Account Manager
Nelson Auto Finance
02.2023 - Current
- Processed payments, financed accounts, collections, answered/made a total of 100 or more calls/emails per day.
- Managed client accounts, ensuring timely communication and satisfaction.
- Developed tailored financing solutions to meet client needs and preferences.
- Coordinated with underwriting teams to expedite loan approvals.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Leveraged CRM tools to maintain accurate records of client interactions and transactions.
- Implemented CRM system to track client interactions and feedback, leading to more personalized service.
- Recorded accurate and efficient records in customer database.
- Maintained accurate documentation regarding accounts payables and accounts receivables in accordance with company policies.
- Collected outstanding accounts receivables from customers.
- Persistently reached out to customers with extremely past due accounts to recover lost revenue.
General Manager/Automotive Finance Manager
America's Car Mart
11.2018 - 01.2023
- Directed operational strategies to enhance customer satisfaction and streamline service delivery.
- Oversaw inventory management, ensuring optimal stock levels and minimizing excess inventory costs.
- Implemented performance metrics to assess team productivity and drive continuous improvement initiatives.
- Established budgetary guidelines, effectively managing financial resources while achieving profitability targets.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Developed and implemented strategies to increase sales and profitability.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Addressed customer complaints and feedback with immediate action, turning dissatisfied customers into loyal patrons.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Analyzed credit reports to assess risk and determine loan eligibility for automotive purchases.
- Collaborated with sales teams to create competitive financing options that drive vehicle sales.
- Reviewed financial documents for accuracy, ensuring compliance with regulations and internal policies.
- Consistently achieved monthly performance targets through strategic planning and execution of innovative financing solutions.
- Fostered a positive work environment by promoting open communication and setting clear expectations for team performance, resulting in increased employee satisfaction and retention rates.
- Improved customer satisfaction with personalized follow-up calls to ensure clarity and satisfaction with finance agreements.
- Reduced errors in contract documentation by implementing rigorous review process before final submission.
- Managed accounts receivable collections, ensuring prompt payment from clients.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Managed collections and follow-up on past-due accounts to speed up payments and minimize risk.
- Provided exceptional customer service when addressing client inquiries regarding billing or payment matters, resulting in improved client satisfaction levels.
- Reduced outstanding receivables by consistently following up on overdue invoices and negotiating payment plans with clients.
- Prepared vendor invoices and processed incoming payments.
- Performed daily bank reconciliations, detecting and resolving discrepancies between bank statements and company records.
- Accurately processed high volumes of invoices within tight deadlines while maintaining a low error rate.
- Processed and recorded accounts receivable transactions to facilitate prompt collection of customer payments.
Owner/Operator
Little Troopers Inc
02.1997 - 06.2018
- Built a child care business from ground up, sold business at a profit after successfully opening two separate locations
- Managed scheduling and staffing to align with customer demand and optimize resources.
- Trained and mentored staff on best practices for customer engagement and service excellence.
- Analyzed customer feedback to identify areas for improvement in services offered.
- Oversaw financial management, including budgeting, forecasting, and expense tracking.
- Managed day-to-day business operations.
- Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
- Spoke professionally with customers regarding complaints, gathering all necessary information to make educated decisions and address issues.
- Assessed income and expenses and adapted plans to improve profit levels.
- Oversaw budget management and resource allocation, ensuring alignment with organizational goals.
- Processed vendor invoices accurately and efficiently, ensuring timely payment to maintain supplier relationships.
- Managed payment schedules for multiple vendors, optimizing cash flow while meeting all fiscal obligations.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Prepared vendor invoices and processed incoming payments.
- Evaluated financial records to detect errors and discrepancies.
- Processed high volumes of invoices accurately, ensuring timely payments and adherence to company policies.
- Handled day-to-day accounting processes to drive financial accuracy.
Education
Associate of Applied Science - Education
Tulsa Community College
Tulsa, OK12.1991
Skills
- Effective communication
- Negotiation skills
- Training and coaching
- Financial planning
- Team leadership
- Dynamic problem solving
- Risk management
- Program coordination
- Microsoft Office proficiency
- Attention to accuracy
- Account management
- Customer service
Certification
- Certificate of Mastery - Tulsa Community College - Tulsa, OK
- Child Development Associate (CDA)
Cover Letter
- I am sure you will agree that distinguishing between high-performance candidates in a results-oriented, customer-focused and profit-driven environment can be a challenge at best. As I introduce myself to you in this brief résumé, I want you to know that I have the drive, determination and work ethic to make an immediate contribution to your sales, business development or management team.
- No doubt, you are looking for a leader who seeks intellectual challenge while commanding the respect of peers, leaders and customers. The strengths that should benefit your team are my abilities to build relations and thrive in a goal-driven, customer-oriented environment.
- After we meet, I am sure you will agree, my abilities to educate, coordinate activities, manage resources and achieve pre-determined objectives in a competitive arena will benefit your organization. I am confident that my background as a business owner will allow me to quickly assume a productive role in your organization.
- Thank you for reviewing my résumé. I look forward to meeting with you in the near future.
- Sincerely
- Sherri Marts
PROFILE...
- Effective Communications Skills...Team Developer...Dedicated...Critical Thinker...
- Decision Maker...Organized...Responsible...Quality-Driven...Morale Builder...
- Collaborative Management Skills...Proactive Problem Solving...Intuitive...Articulate...
Timeline
Account Manager
Nelson Auto Finance
02.2023 - Current
General Manager/Automotive Finance Manager
America's Car Mart
11.2018 - 01.2023
Owner/Operator
Little Troopers Inc
02.1997 - 06.2018
Associate of Applied Science - Education
Tulsa Community College