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Customer Service Finance Manager

Location:
Plant City, FL
Salary:
150000
Posted:
October 10, 2022

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Resume:

************@*****.***

813-***-****

Plant City, Florida 33563

Skills

Business Relationship Management

Employee Training Oversight

Compliance Assessment

Financial Institution Programs

Insurance Products

Education And Training

05/2015

F&I SCHOOL:

FIANACIAL TRAINING

ASBURY CORP

Atlanta, GA

06/1981

High School Diploma:

Robinson High School

Tampa, FL

Some College (No Degree):

CAD ROBOTICS

ITT Technical Institute

Tampa, FL

Some College (No Degree):

F&I ETHICS

ASBURY F&I

Tampa, FL

William Whitcomb

Summary

Ambitious Finance Manager offering over 9 years of experience increasing productivity through automation of processes. Confident individual with track record of accurate reporting and analysis. Highly experienced in mentoring employees, leading talented teams and making decisions promptly.

Experience

Red Hoagland Hyundai - Finance Manager

Winter Haven, FL

12/2018 - Current

Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.

Analyzed financial data to determine efficient use of resources.

Negotiated and reviewed business contracts and financial models with profitability and financial success in mind.

Measured loan submissions based on quality control plans and investor regulatory compliance standards.

Mathew Currie Ford - Sales Manager/Finance Manager

Venice, FL

04/2015 - 12/2018

Supported sales team in coordinating paperwork and closing sales.

Structured deals and negotiated with financial institutions to complete financing and funding.

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.

Educated customers on importance of service contracts to provide better product experiences and gap insurance benefits.

Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.

Drafted monthly operation summaries, identified cost savings and communicated results to regional managers.

Accomplished revenue and profitability goals by applying extensive knowledge of bank and credit union programs as well as factors which produced best terms.

Courtesy Hyundai - Sales Representative

Tampa, FL

02/2011 - 04/2015

Contacted new and existing customers to outline benefits of products.

Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.

Monitored customer order process and addressed customer issues.

Used CRM database to track referral and appointment data.

Created successful strategies to develop and expand customer sales.

Drove substantial sales through suggestive selling and by promoting add-on purchases.

Interacted with customers to understand particular needs and identify products and services best suited to helping in achieving goals.

Stayed up to date on company products and services to support sales objectives.

Additional Information

REFERENCES

TONY JROLF 941-***-**** CAPITAL ONE BUYER

BILL MUI 813-***-**** FINANCE DIRECTOR

AL HABIEL 863-***-**** FINANCE DIRECTOR

TYLER HARKNESS 727-***-****

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Contact this candidate