Strategic and Innovative relationship management and sales professional with 20+ years of experience in the financial sector. Passionate about developing mutually beneficial long-term customer relationships and building brand loyalty to drive present and future sales.
Overview
18
18
years of professional experience
Work History
Dealer Relationship Manager
Stellantis Financial Services
08.2023 - Current
Enhanced dealer satisfaction with thorough follow-ups on outstanding issues, promoting long-term partnerships.
Collaborated with cross-functional teams to address dealer needs, ensuring seamless communication and service delivery.
Recognized as a trusted advisor by dealerships, resulting in improved loyalty and repeat business.
Developed strong rapport with key dealership personnel through consistent engagement and relationship building efforts.
Dealer Relationship Manager
Chrysler Capital
03.2013 - 07.2022
Manage database of 25 FCA dealerships
Establish and maintain relationships with all dealership personnel as well as OEM Representatives
Educate dealers on new policies and products that will impact their sales targets along with OEM
Conduct meetings with Owners/GM to establish objectives, review reporting and address market-related issues.
Strengthened dealer relationships by providing prompt and efficient support for inquiries and concerns.
Dealer Account Manager
Westlake Financial Services
05.2008 - 03.2013
Maintained and managed database of over 100 dealerships both Franchise and Independent
Managed delinquency by overseeing collection practices and underwriting guidelines
Educating dealers on value of using Westlake and variety of products available
Consistently achieve and surpass sales targets
Trained dealers to structure and score deals, activate GPS, manage inventory, and track deal fundings with online program.
Sales Manager
Sage Credit Company
09.2006 - 01.2008
Managed all retail operations including sales team of 4 loan officers while maintaining pipeline of personal residential loans
Responsible for sales training of all new product lines
Established strong rapport with clients to ensure all mortgages needs were met
Executed loan origination process, including ordering credit reports, appraisals, preliminary title reports, and insurance information with flood certificates.
Education
Some College (No Degree) -
Orange Coast College
Costa Mesa, CA
Skills
Salesforce
CRM
Relationship Development
Account Management
Consultative Selling Techniques
Interdepartmental Collaboration
Rapport and relationship building
Time Management
Territory Management
Professional Highlights
2015, 2016 and 2020 Circle of Excellence Award
2015, 2014 & 2013- Highest Collateral Touch and Highest Retail & Lease Penetration Award
Received Century Club Award Recognition 4 years in a row for closing over 100 deals
Consistently recognized as “Top Retail Loan Officer” in the company for sales revenue generated out of 130 Loan Officers
Ranked Number One Sales Team (out of 6 teams) for three consecutive months as well as periodically throughout the year.