Customer Service Financial Services

Jeffery Francois

Madison, WI 608-***-**** *************@*****.***

Dedicated self-starter with 10+ years of experience in business operations, sales, and financial services. Passionate about teamwork, customer satisfaction, and efficiency. Looking forward to adding value in a new role and while continuing to grow professionally.

Professional Experience

Francois Ford Belleville, WI

Manager of Business Operations and Finance July 2018 - May 2022

● Assist customers daily with car purchasing by offering diverse financing options and leveraging an in-depth knowledge of the industry's best financing procedures and credit options.

● Evaluated credit requests to effectively determine the customers eligibility while maintaining minimal credit exposure.

● Prepare financial loan agreements daily, while formulating and analyzing financial reports to outline key growth outcomes.

● Set periodic sales goals for staff to monitor daily sales operations while creating activity and productivity reports for accurate record keeping of all tasks.

● Check the authenticity of a customer’s identity by verifying customers information, including income information and signature while keeping a keen eye to detect and prevent from any fraudulent activity.

● Deliver proactive support to senior leadership in identifying and securing all margin for improvement opportunities.

● Provide effective training to sales staff to enhance functional efficiency, performance excellence, and overall productivity.

● Leverage exceptional expertise in managing and resolving customer credit and financing issues promptly. Francois Ford Belleville, WI

Sales and Service Advisor August 2012 - July 2018

● Formulated daily activity and productivity reports by tracking daily sales and monitoring all ongoing activities.

● Dealt with clients daily to handle all customer service requests, including prioritizing and delegating tasks to assigned staff aimed at enhancing customer experience.

● Documented all service information to maintain accurate records of preventive maintenance as well as received and completed service requests.

Core Competencies

VIN Management, Vision Management, Customer Service, Financial Services, Process Improvement, Pricing, Vendor Management, Data Entry, Research, Hospitality, Business Operations, Leadership & Team Coordination Technical Skills

Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Dealertrack, DDS, DealerOn, RouteOne, CUDL, CVR CRM Software, Menusys, CSS Gateway

References Available upon request.

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