WILLIAM L. PAGE
Forney,TX
Summary
Finance Manager and Licensed Mortgage Loan Originator experienced in automotive finance and credit analysis. Specializes in building strong banking partnerships, ensuring regulatory compliance, and delivering tailored financial solutions. Pursuing a Loan Officer role where strong communication and financial skills can enhance client outcomes and contribute to organizational growth.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Finance Manager
Platinum Ford
Terrell, TX
11.2023 - Current
- Structure and finalize vehicle financing deals while ensuring compliance with lender and federal regulations.
- Analyze customer credit profiles to secure competitive financing solutions through multiple lending institutions.
- Developed and maintained strategic relationships with banks, credit unions, and financial partners to enhance financing options.
- Educated customers on financing options, loan products, interest rates, warranties, and protection plans, facilitating informed decision-making.
- Consistently exceed monthly production and profitability goals in a fast-paced sales environment.
- Lead and support sales staff through coaching, deal structuring, and customer satisfaction strategies.
- Resolve customer concerns professionally while maintaining high retention and referral rates.
- Ensured accuracy and compliance of contracts and loan documentation, streamlining processing and reducing errors.
Finance Manager
Trophy Nissan
Mesquite, TX
04.2012 - 11.2023
- Increased dealership profitability through strategic financing and insurance product recommendations.
- Collaborated with banks and financial institutions to secure loan approvals and negotiate competitive terms.
- Assisted customers with financing solutions by evaluating income, credit history, debt-to-income ratios, and lender guidelines.
- Managed high-volume contract processing while maintaining accuracy and compliance standards.
- Cultivated long-term customer relationships based on trust and transparency, enhancing customer loyalty.
- Trained and mentored sales representatives on financing procedures, customer service, and compliance.
- Analyzed sales performance metrics and executed targeted strategies to drive production and operational efficiency.
- Successfully handled sensitive financial information with professionalism and confidentiality.
Education
High School Diploma -
Nacogdoches High School
Nacogdoches, TXSkills
- Credit Analysis
- Mortgage Lending
- Consumer Lending
- Loan Documentation
- Financial Strategy
- Financial Services
- Regulatory Compliance
- Risk Assessment
- Stakeholder Management
- Performance Management
- CRM & DealerTrack Systems
- Team management
- Customer Relationship Management
- Relationship management
Certification
- Mortgage Loan Originator License (NMLS Licensed), SAFE MLO Course & Exam Completed (NMLS #2056375)
- Berkshire Hathaway Automotive Finance & Insurance Academy, 2021
- Wright Training - The Van Tuyl Group, 2015
Accomplishments
- Berkshire Hathaway Top Achiever: 2017, 2018, 2019, 2020
- Employee of the Month (Multiple Awards)
- Ranked #1 in Entire Pre-Owned Sales for 2016 & 2017
Timeline
Finance Manager
Platinum Ford
11.2023 - Current
Finance Manager
Trophy Nissan
04.2012 - 11.2023
High School Diploma -
Nacogdoches High School