Post Job Free

Resume

Sign in

Financial Services Finance Manager

Location:
Cypress, TX
Salary:
Open
Posted:
March 17, 2024

Contact this candidate

Resume:

CARLOS ESCOBAR

***** **** ***** **

Cypress, TX 77433

Cell: 713-***-**** /

E-mail: ad4d69@r.postjobfree.com

OBJECTIVE

To obtain a finance management position with a reputable company that will allow me the opportunity for growth and professional advancement, utilizing my strengths, skills and reliability as a dedicated, hard-working professional, developed over twenty-five years of experience in the OEM automotive industry.

QUALIFICATIONS

Automotive F and I Compliance Specialist

Master ASE Certified Automobile Technician

Superior Dealer Management organizational, leadership, and problem solving skills

Exceptional communication skills; bilingual, speak both English and Spanish fluently

Financing software certified with Routeone, Dealer Track, V Auto, Docu Pad

DMS certifications in Tekion, ADP/CDK, Reynolds and Reynolds, Dealer Track, DealerLogix, Dealer Socket

Excellent F and I problem solving and up-selling skills

EDUCATION

F and I American Financial University (Assurant),F and I Specialist Certificate 2020 -2021

Gulf States Financial Services, F&I Foundation’s certificate 2022

Gulf States Financial Services, Certified Performance Development Manager 2022

University of Houston DT, Bachelor of Business Degree, 1998 - Present

Universal Technical Institute, Four ASE Certificates, 1995 - 1997’

Katy High School, High School GED, 1992 - 1995

EMPLOYMENT

Joe Myers Toyota-Houston, Texas-2023-2024

Finance Mananger

As a Finance Manager ensure that the dealership meets its unit sales quotas and its gross objectives on a daily, monthly, and yearly basis. They are also responsible for producing additional revenue for the dealership by selling all American financial insurance ancillary products to customers.

Highlights:

Contract new business, sell and close deals

Generate finance income on all sold customers

Check/verify paperwork involved with cash, finance or loan transactions

Contract or collect all money at closing

Seek bank approval on financed and leased deals

Assist in acquiring approval from lenders

Understand all programs and rate options offered by our lenders

Solicit extended warranty sales (aftermarket)

Handle all cancellations for extended warranties and credit life

Establish and maintain strong relations with our lenders

Determine the customer's need for financing and explore payment options

Secure and finalize transactions in a legal and ethical manner while maintain a high level of productivity

Enhance customer satisfaction during the entire purchase experience

Worked in a highly process driven environment.

Thiscar -Tomball, Texas - 2022-2023

Finance Manager

As a Finance Manager ensure that the dealership meets its unit sales quotas and its gross objectives on a daily, monthly, and yearly basis. They are also responsible for producing additional revenue for the dealership by selling all American financial insurance ancillary products to customers.

Highlights:

E-Contract new business, sell and close deals

Generate finance income on all sold customers

Check/verify paperwork involved with cash, finance or loan transactions

E-contract every deal and collect all money at closing

Seek bank approval on financed all deals

Assist in acquiring approval from lender

Understand all programs and rate options offered by our lenders

Solicit extended warranty sales (aftermarket)

Handle all cancellations for extended warranties

Establish and maintain strong relations with our lenders

Determine the customer's need for financing and explore payment options

Secure and finalize transactions in a legal and ethical manner while maintain a high level of productivity

Enhance customer satisfaction during the entire purchase experience

Worked in a highly process driven environment

Maintain a 5 day CIT

Gulf States Financial Services - Houston, Texas – 2020-2022

Performance Development Manager

Responsible for the individual development of GSFS Group accounts within an assigned region, to increase product sales and improve dealership performance. Your primary target will be to improve the skills and expertise of their Sales and F&I team members. Performance goals will include increasing revenues and developing accounts using our proven training and performance processes.

Highlights:

Determine account needs and articulate to both assigned District Sales Manager and GSFS Group Training & Development department.

Create a 90-day development plan and communicate to resources and stakeholders.

Model and demonstrate GSFS Group Sales and F&I Process in the retail environment.

Create the will to grow in both seasoned and inexperienced F&I managers.

Train and manage specific F&I Menus and Performance Reporting platforms.

Develop strong relationships with the dealership personnel and our Area Management.

Assist the assigned dealership accounts in establishing and meeting performance standards.

Positively impact dealer relationships for Area Management Teams.

Maintain an organized schedule and calendar by assignment.

Learn, apply and maintain legal and ethical automotive compliance.

Able to quickly learn and recall product knowledge.

Understand and communicate loyalty and retention impacts between Sales, F&I, and Fixed Ops.

Baker Nissan- Houston, Texas - 2018-2020

Finance Manager

As a Finance Manager ensure that the dealership meets its unit sales quotas and its gross objectives on a daily, monthly, and yearly basis. They are also responsible for producing additional revenue for the dealership by selling all American financial insurance ancillary products to customers.

Highlights:

Contract new business, sell and close deals

Generate finance income on all sold customers

Check/verify paperwork involved with cash, finance or loan transactions

Contract or collect all money at closing

Seek bank approval on financed and leased deals

Assist in acquiring approval from lenders

Understand all programs and rate options offered by our lenders

Solicit extended warranty sales (aftermarket)

Handle all cancellations for extended warranties and credit life

Establish and maintain strong relations with our lenders

Determine the customer's need for financing and explore payment options

Secure and finalize transactions in a legal and ethical manner while maintain a high level of productivity

Enhance customer satisfaction during the entire purchase experience

Worked in a highly process driven environment.

Katy Nissan- Katy, Texas 2017-2018

Service Director

As a Service director used active listening and problem solving for all employee’s concerns, consulting with technicians on repairs necessary with clients by managing technicians to service each vehicle for quality also coaching employee’s performance to ensure the customer is satisfied to the fullest.

Highlights:

Responsible for leading the Service Department

Service Resolution Management of technical questions concerning vehicle service, warranties and repairs

Review Service Orders for Accuracy and Dealer Service Policy Compliance

Train and Supervise Fixed Department Employees in CDK and Dealerlogix systems

Collaborate with General Manager and Human Resources on Service Department Hiring Decisions and Disciplinary

Build and Maintain Excellent Working Relationship with Nissan factory representative(FOM)

Effective & Supportive Employee Relations Management

Manage all Dealer KPI Exceeding Nissan standards

Oversee & Maintain CSI at or above Company Standards

Ensure that shop areas are organized, clean and safe work areas

Complete Required Factory Training

Monitor Advisor sales using MSX, Dealerlogix, and ADP CDK

Profit and Loss Forecasting for the year

Manage & Run Dealer Financial Report for Nissan North America

Engage various marketing techniques to keep dealer customer retention at its peak

ADP CDK specialist in all areas Service, Parts, Accounting, Sales, CDK Sysco Network

Fred Haas Nissan- Tomball, Texas 2015-2017

Service Manager

Active Listening and problem solving for all employee’s concerns with consulting with technicians on repairs necessary with clients by managing technicians to service each vehicle for quality also coaching employee’s performance to ensure the customer is satisfied to the fullest.

Highlights:

Leading all service personal to perform Essential Duties and Responsibilities include the following. Other duties may be assigned.

Assists with answering technical questions about vehicle problems, warranties, services, repairs and review all warranty and cp repair orders for Nissan warrant.

Trains and supervises service department employees.

Provides input to upper management and Human Resources to make service department hiring and discipline decisions.

Maintains good working relationship with factory(s).

Maintains effective employee relations.

Maintains CSI at or above Company standards

Maintains an organized, clean and safe work area

Participates in required training

Monitor advisor sales using MSX, Dealerlogix, and ADP CDK

Baker Nissan- Houston, Texas - 2004-2015

Service Drive Manager

Listening and problem solving the maintenance and repairs necessary with clients by managing technicians to service each vehicle for quality performance ensuring customer satisfaction to the fullest. Creating detailed repair orders to sum up vehicle repair issues in detail.

Highlights:

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Assists with answering technical questions about vehicle problems, warranties, services, and repairs.

Reviews service orders.

Trains and supervises service advisors, cashiers and porters.

Provides input to upper management and Human Resources to make service department hiring and discipline decisions.

Maintains good working relationship with factory representative.

Maintains effective employee relations.

Maintains CSI at or above Company standards

Maintains an organized, clean and safe work area

Participates in required training

Monitor advisor sales using MSX, Dealer fx, and Reynolds UCS.



Contact this candidate