Summary
Overview
Work History
Skills
References
Relocation
References
Timeline
Generic

Wendy Borgert

Mesa,WA

Summary

Accomplished Finance Director with a proven track record at Rairdon Automotive Group, enhancing profitability and fostering strategic leadership. Excelled in recruitment process management and cross-functional collaboration, significantly exceeding sales goals. Expert in revenue management and relationship building, achieving remarkable growth and compliance in fast-paced environments.

Overview

17
17
years of professional experience

Work History

Finance Director

Rairdon Automotive Group
Kirkland, WA
08.2021 - Current
  • Provided leadership and direction to staff in order to meet established goals
  • Conducted regular meetings with dealership personnel to discuss progress towards company goals, performance issues, potential opportunities and challenges
  • Coordinated the hiring process for new employees by developing job descriptions, recruiting candidates and conducting interviews
  • Created a positive work environment that encourages collaboration among all departments within the dealership network
  • Implemented processes to ensure compliance with applicable laws as well as state regulations regarding safety standards
  • Managed day-to-day operations of finance departments including scheduling of staff hours, assigning tasks and monitoring workflow

CEO

Gravity Coffee Company
Pacific, WA
03.2020 - 08.2021
  • Determined revenue and profit impacts of market strategies and led business direction toward profitable channels
  • Enabled organization to scale through rapid growth by identifying and eliminating bottlenecks, risks and other constraints
  • Oversaw budgetary and financial activities and implemented strategies to grow business and profits
  • Reviewed current systems and processes regularly for potential improvements or upgrades.

Finance Director

Walkers Renton Subaru and Mazda
Renton, WA
08.2014 - 03.2020
  • Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends
  • Reviewed credit histories from applicants and determined feasibility of granting requested loans
  • Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility
  • Provided feedback to team members on their job performance during one-on-one meetings.
  • Coordinated meeting schedules and prepared necessary materials for team briefings.

Assistant Finance Director

Rairdon's Dodge Chrysler Jeep Ram
Kirkland, WA
03.2011 - 08.2014
  • Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws
  • Teamed with sales managers and sales consultants to create positive atmosphere, resulting in maximum profitability and customer satisfaction
  • Identified interest rates and loan terms by reviewing and analyzing client credit
  • Prepared and reviewed all paperwork related to the sale and financing of vehicles, ensuring accuracy and completeness.
  • Ensured compliance with all federal, state, and local regulations governing automotive sales and financing.

Finance Manager

Mercedes Benz
Fife, WA
01.2008 - 03.2011
  • Packaged financial agreements through cross-functional collaboration with controller and title clerk
  • Funded deals efficiently and economically by using different funding platforms
  • Explained and emphasized benefits of dealer financing in lieu of cash payments or credit union financing to boost revenue
  • Ensured compliance with all federal, state, and local regulations governing automotive sales and financing.
  • Educated customers on the benefits and terms of vehicle financing options and extended service contracts.
  • Developed relationships with third-party vendors who provided additional products or services related to automotive finance.
  • Developed customized financing packages tailored to individual customer needs and financial situations.

Skills

  • Recruitment Process Management
  • Strategic Leadership
  • Relationship management
  • Organizational leadership
  • Leadership in Cross-Functional Collaboration
  • Organizational skills
  • Revenue Management

References

Available upon Request

Relocation

5229 South Del Rancho, Mesa, WA, 85212

References

References available upon request.

Timeline

Finance Director

Rairdon Automotive Group
08.2021 - Current

CEO

Gravity Coffee Company
03.2020 - 08.2021

Finance Director

Walkers Renton Subaru and Mazda
08.2014 - 03.2020

Assistant Finance Director

Rairdon's Dodge Chrysler Jeep Ram
03.2011 - 08.2014

Finance Manager

Mercedes Benz
01.2008 - 03.2011
Wendy Borgert