Customer Service Finance Manager

Patrick OBrien

**** ******* **., *******, ** **597 / Cell: 919-***-**** *********@*********.***

Professional Experience

Citizens Bank – Central and Eastern NC

Indirect Sales Finance Marketing Rep/DRM

April 2012 – October 1st 2022

Called on Auto Dealers and signed new Dealers for expanding Market for Citizens Bank. Built and maintained relationships from Raleigh/Durham to Jacksonville/Wilmington and including Fayetteville NC. Managed Dealer Accounts to company standards. Responsible for aprox 180 calls a month including dealer visits, phone calls and Emails. Making daily reports through SalesForce.com. Communicating with department Managers and dealer partners daily/weekly. Preparing monthly market share reports for my assigned market.

BB&T – Raleigh, NC

Indirect Sales Finance Marketing Rep/DRM

December 2005 to April 2012

Reported and consolidated company financial performance. Accessed computerized financial

information to answer questions related to specific accounts. Communicated with customers,

employees and other individuals to answer questions and explain information. Reviewed files, records and other documents to obtain information and respond to requests. Created standard quarterly marketing collateral while ensuring all deadlines were met. Worked closely with company executives to identify new business opportunities and routinely participated in the sales process. Responsible for managing and marketing assigned dealer relationships.• Build relationships with dealers by providing the highest quality customer service in the industry.• Effectively manage and market assigned dealer relationships to achieve all quality, pricing and volume objectives.

Finance Manager

April 2003 to December 2005

Anderson Automotive – Raleigh, NC

Obtain financing for customers purchasing automobiles for large Toyota dealership. Develop and maintain relationships with banks and lenders. Support sales staff in closing sales with strong emphases on customer satisfaction.

Finance Director

January 1988 to April 2003

Al Smith Buick co. – Raleigh, NC

Responsible for 30 sales consultants and 5 F&I managers and increasing sales and profit .Develop and maintain strong relationships between our banking partners and our dealership. Support sales staff in closing sales with strong emphases on customer satisfaction.

Summary / Experience

Accomplished and results-oriented marketing and sales finance manager with over 34 years of experience in the indirect and automobile sales finance industry combined and a consistent, dedicated producer driven to improve results and exceed goals. Recognized as a decisive leader and an expert in developing and maintaining client relations. Well qualified marketing professional adaptive to changing market conditions. Federal and State Regulations compliant and current and up to date as of October 2022.

Summary of Skills

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Top-rated sales performance

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Operations analysis

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SalesForce/Highly Trained

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Process development

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Account management

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Consolidations

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Web-based reporting tools

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Negotiation skills

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Indirect Lending

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Complex problem resolution

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Negotiation skills

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Communications audits

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Communication Skills

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Strategic planning

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Relationship Building

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Product management

Accomplishments

. AVG. 95% -140% of Forecasted Plan Budget

Achieved revenue objective by implementing cost-cutting measures.

Sales and Marketing

Increased annual gross sales by more than 180%Sales and Promotion

Achieved status as one of the top 3 sales centers with BB&T

Classified, recorded and summarized numerical and financial data to compile and keep financial records.

Market Research

Defined industry segments and identified opportunities in domestic markets.

Consumer Research

Effectively executed new marketing outlines based on market research data collected to reflect consumer interest on both tactical and strategic levels.

.Won the 2007 Presidents award with BB&T sales finance.

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