Summary
Overview
Work History
Education
Skills
Certification
Timeline
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STEVEN KILPATRICK

Austin,TX

Summary

Results-driven Finance Manager with a strong track record of enhancing relationships with lenders and clients. I have successfully led initiatives that increase revenue and improve client satisfaction. My expertise in deal structuring and risk analysis has enabled me to consistently achieve sales and profitability targets.

As an experienced Energy Consultant, I have strong skills in energy consulting and exploring efficiency alternatives. I possess a comprehensive understanding of relevant technologies and metering systems. I have consistently helped clients reduce their carbon footprints while promoting responsible energy use through strategic solutions and engineering insights.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Energy Consultant Project Coordinator

SunPower corporation
Remote
10.2021 - 06.2024

Educated clients on solar power systems through online consultations, tailoring recommendations to their energy needs and financial goals.

  • Explained marketing and environmental benefits of purchasing renewable energy and differentiated products against traditional energy offerings.
  • Prepared presentations on topics related to energy efficiency and renewable sources of power.
  • Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
  • Coordinated with internal departments as well as external vendors to ensure successful completion of tasks.

Realtor

Front Door Properties
Austin, TX
06.2018 - Current
  • Organized tours of homes with interested buyers.
  • Created comprehensive market statistics summary for buyers and sellers.
  • Organized and facilitated open house events.
  • Prepared and delivered sales presentations.
  • Boosted revenue by seeking out new leads, making introductory calls, and securing agreements.
  • Coordinated real estate transactions until finalized.
  • Achieved long-term client retention through strategic recommendations to amplify brand efficacy and emphasize product advantages.

Finance Manager

BMW Of Austin
Austin, TX
10.2015 - 06.2018
  • Managed high volumes of financial activity in a fast-paced, risk-based corporate environment.
  • Teamed with sales managers and sales consultants to create positive atmosphere, resulting in maximum profitability and customer satisfaction.
  • Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
  • Inspected client financial reports and implemented comprehensive systems to align with customer needs and boost sales.
  • Met all goals set by Penske Automotive Group

Finance Manager

Lexus Of Austin
Austin, TX
07.2012 - 09.2015
  • Performed all finance procedures including exploring payment options, credit analysis, and processing and preparing contracts for lenders.
  • Built client relationships by acting as the liaison between the customer service and sales team.
  • Sold service contracts, insurance and after-market products while continually tracking sales, developing goals and pitching new products.

Finance Manager

Maxwell Ford
Austin, TX
03.2010 - 06.2012
  • Created strategies to increase client revenue, negotiated prices, and terms of sale and service agreement.
  • Initiated vital financial processes by setting up vendor information and payment structures, defining operational expenses, managing bank accounts and reconciling accounts.
  • Identified interest rates and loan terms by reviewing and analyzing client credit.
  • Accomplished revenue and profitability goals by applying extensive knowledge of bank and credit union programs as well as factors which produced best terms.

Education

High School Diploma -

Redlands High School
Redlands, CA

Riverside Community College
Riverside, CA

Skills

  • Contract preparation
  • Problem-solving capacity
  • Credit assessment
  • Strong negotiation skills
  • Financial reporting
  • Negotiation skills
  • Customer service
  • Loan closing
  • Professional communication
  • Solar energy
  • Report preparation
  • Renewable energy solutions
  • Spreadsheet tracking
  • Forecasting
  • Negotiations
  • Technical support
  • Project coordination

Certification

  • Association of Finance & Insurance Professionals
  • Universal Underwriters Finance Training
  • Auto Nation Finance Insurance Training
  • Orion Finance Training
  • Joe Verde Train the Trainer and Development Skills
  • Licensed Real Estate Agent

Timeline

Energy Consultant Project Coordinator

SunPower corporation
10.2021 - 06.2024

Realtor

Front Door Properties
06.2018 - Current

Finance Manager

BMW Of Austin
10.2015 - 06.2018

Finance Manager

Lexus Of Austin
07.2012 - 09.2015

Finance Manager

Maxwell Ford
03.2010 - 06.2012

High School Diploma -

Redlands High School

Riverside Community College
STEVEN KILPATRICK