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Financial Services Project Manager

Location:
Denver, CO
Posted:
August 23, 2023

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Resume:

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Jamie Wade

Lees Summit, MO *****

(Mobile) 816-***-**** (E-mail) ady559@r.postjobfree.com

Financial Services Professional

20+ years of progressive experience in the indirect retail automotive business. Responsible for building and maintaining strong relationship with Dealer Principals, Controllers, and Finance Managers. Superior ability to identify customer’s needs and offer mutually beneficial products and services focused on profitability. Promoted rapidly through Chrysler Financial based on top performance in all positions. Over 500 hours of formal training from relationship management, consultative selling, and business negotiations to understanding financial statements, auditing, and accounting for corporations.

PROFESSIONAL EXPERIENCE

Stellantis Financial Services August 2022-Current

Dealer Relationship Manager, Western Missouri, Kansas City, MO

• Onboard all Stellantis Brand Dealerships within territory

• Build portfolio in Retail, Lease, & Commercial Business

• Support dealerships

• Prepare & analyze reporting within territory

Commerce Bank, Indirect Lending October 2021-July 2022 Senior Project Manager, & Dealer Services, Kansas City, MO

• Manager-in-Training

• Project Management

• Dealership Support and DRM Support

• Prepare and Distribute Reporting

TD Auto Finance LLC 2002- April 2021

Headquartered in Farmington Hills, Michigan

Dealer Relationship Manager, Oklahoma, Kansas, & Missouri January 2007 – April 2021

• Managing $70 million floor plan financing and maintaining a profitable, efficient indirect retail automotive business portfolio

• Serving as a consultant to dealers: providing regular sales strategies, product SME, and portfolio management

• Developing and communicating lender financial expectations to dealers to mitigate losses

• Routinely working with senior leadership to execute new initiatives and training dealer personnel on new reporting and policy changes

• Partnering with vendors and bank associates to provide custom solutions for dealers

• Responsible for prospecting, developing, negotiating and maintaining new dealership relationships

• Attained consistent performance rankings, including top performers award

• Proficient in Salesforce, FAW, SharePoint, Outlook, Word, and Excel. Dealer Credit Analyst, Addison, TX June 2006 – January 2007

• Nominated for and completed the Dealer Credit Acceleration Program (floor plan financing)

• Analyzed the financial condition of dealerships and affiliated companies for purpose of extending new and existing lines of credit

• Regularly reviewed and performed floor plan inventory and book audits

• Responsible for analyzing credit applications for retail lines of credit for a 7-state region

• Completed several position related training programs, including Cap Loans System and UCC Compliance Retail Credit Analyst, Addison, TX August 2004 - June 2006

• Responsible for analyzing credit applications for retail loans for a 3-state region

• Ensured applications and funding documents are in accordance with federal and state regulations

• Built positive dealer relations through selling the benefits of Chrysler Financials' retail programs

• Approved, conditioned, or rejected credit applications in accordance to Chrysler Financials' programs and guidelines

Customer Relationship Manager, Overland Park, KS July 2002 – August 2004

• Responsible for collecting delinquent low-risk and high-risk retail accounts

• Responsible for establishing workout plans for delinquent customers

• Served as Team Lead for Collections Department: conducted meetings, compiled weekly schedules, and reviewed employee expectations

• Routinely conducted internal audits in accordance with ISO 9001 regulations and guidelines

• Completed customer service, loss prevention, and communications training courses to enhance performance EDUCATION

Central Missouri State University Graduated Spring 1996 Warrensburg, MO Bachelor of Art



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