Overview
Work History
Education
Timeline
Generic

TOI HARTLEY

Hobe Sound

Overview

28
28
years of professional experience

Work History

Financial Services Manager / F&I

Lazydays RV
06.2023 - Current
  • Top 5 Finance Producer - PVR, PVR % of ASP and Product Index
  • Assist Sales Team in closing deals.
  • Performs credit interviews, prepares credit applications, verify accuracy of all material information on the credit application and submit to appropriate lender.
  • Structure / restructure deals in accordance with lender and dealership guidelines.
  • Sell service contracts and ancillary products via menu 100% of the time.
  • Evaluates new lender programs and maintain good relationship with all lenders.
  • Maintain Delivery Schedule and Calendar.

Finance Manager / Director

Florida Outdoors RV
06.2012 - 07.2023
  • Oversee all aspects of Sales, F&I and Tag/Title processes across 3 dealerships locations
  • Interview, train and mentor new hire Finance Managers, Sales Managers, Title Clerks & Administrative Staff
  • Work closely with Sales and General Manager to ensure customer satisfaction and maximum profitability across sales and finance depts
  • Assist sales staff in closing deals, getting involved early to build customer rapport
  • Desk, structure and restructure deals to maintain high closing rate and secure lender approval
  • Utilize product menu to educate customer's on their protection options and maximize product penetration
  • Accurately prepare contracts and manage CIT to ensure expeditious contract funding
  • Comply with state and federal regulatory compliance
  • Finalize "wash" all deals and commissions for payroll and accounting

Sales Manager / Finance Manager

Program Cars
04.2003 - 04.2011
  • Train and supervise sales staff with strong focus on customer service and profitability
  • Perform credit interview, prepare credit application, submit to appropriate lender
  • Utilize product menu to educate customer on advantages of protection programs, such as Vehicle Service Contracts, GAP, Roadside
  • Process State Sales and Use Tax

Vocational Instructor

New England Technical Institute
01.2000 - 01.2003
  • Certified Microsoft Office Instructor
  • Certified Computer Repair Instructor for CompTia A+ Certification
  • Develop lessons plans and materials
  • Conduct lecture based instruction and hands-on lab training to arm students with skills necessary to pass the course, proctored certification exam
  • Assist with Student Job Placement

Corporate Trainer

Applied Card Systems - MasterCard And Visa
01.1997 - 01.2000
  • Develop and facilitate technical training courses in Microsoft Word, Excel, and PowerPoint for Team Leads, Supervisors and Managers
  • Corporate Trainer facilitating two week training to all New Hire Customer Service and Collection Dept Reps


Education

Certification - Dealership Office Compliance Officer Professional

ADCO - Association of Dealership Compliance
Colleyville, TX
07.2022

Certification - F&I Training

AGWS University
Warrenville, IL
04.2016

Certification - Finance And Insurance

Brown & Brown F&I Training University
Dallas, TX
03.2015

Certification - Finance And Insurance

Assurant Solutions
Atlanta, GA
05.2014

Certification - Microsoft Office Professional Instructor

New England Tech
West Palm Beach, FL

Certification - Computer Repair

CompTia A+
West Palm Beach, FL

Psychology / Education

Palm Beach State College
Lake Worth, FL

Timeline

Financial Services Manager / F&I

Lazydays RV
06.2023 - Current

Finance Manager / Director

Florida Outdoors RV
06.2012 - 07.2023

Sales Manager / Finance Manager

Program Cars
04.2003 - 04.2011

Vocational Instructor

New England Technical Institute
01.2000 - 01.2003

Corporate Trainer

Applied Card Systems - MasterCard And Visa
01.1997 - 01.2000

Certification - Dealership Office Compliance Officer Professional

ADCO - Association of Dealership Compliance

Certification - F&I Training

AGWS University

Certification - Finance And Insurance

Brown & Brown F&I Training University

Certification - Finance And Insurance

Assurant Solutions

Certification - Microsoft Office Professional Instructor

New England Tech

Certification - Computer Repair

CompTia A+

Psychology / Education

Palm Beach State College

Similar Profiles

CREATE PROFILE
TOI HARTLEY