Project Management Accounts Payable

MAR **, **** • WILLIAMSTOWN, NJ *****, WILLIAMSTOWN, US, 08094 •

***********@******.*** • 856-***-**** • A17615017154764 LYNSEY PAUL-ADAMS

Personal/Administrative Asst.

PROFESSIONAL SUMMARY

Finance and Insurance Manager with over 20 years of extensive expertise in the marine industry, specializing in coordinating lender requirements with customer credit. Demonstrates strong skills in customer relations, project management, and problem- solving, while effectively managing dealer and manufacturer relationships. Proven track record of increasing reserve income and loan production, leveraging advanced skills in underwriting, inventory management, and advertising. EMPLOYMENT HISTORY

LOAN CONSULTANT May 2019 - Oct 2024

Intercoastal Financial Group Longport, NJ

DRIVER Present

Lyft NJ

• Cleaned vehicle regularly to maintain professional appearance.

• Drove safely in various weather and road conditions to avoid accidents.

• Followed all relevant traffic laws and safety regulations.

• Maintain Allstar tier rating on levels of professionalism in passenger feedback COMPANY CONTROLLER

Jersey Marine Yacht Sales Somers Point, NJ

• Maintained more than 150 listings at a time located in multiple areas

• Specialized in the Sport fish industry however listings ran from 13'- 100+'

• Daily Book keeping

• Accounts payable and receivable

• Right hand to owner and operator

• Recorded and paid Sales and Use Tax Quarterly

• In charge of all aspects of sale from initial contract, survey appointments, title searches, securing finance, sales negotiations, collection and disbursement of all funds

• Advertising, creating ads for Big Game, Salty dog, boat shopper etc Coordinate loan processing, ensuring compliance and precise documentation. Manage client relations from approval to disbursement, enhancing satisfaction. Ensure clear titles and adequate insurance for asset protection. Verify customer identity, maintaining data integrity and security. Streamline workflow for thorough documentation and state lien verifications. Implemented rigorous customer identity verification protocols, enhancing security measures and reducing fraud risks in loan applications.

Managed comprehensive checks and balances for finance figures and sales pricing, maintaining accuracy in loan documentation.

Guided customers through loan approval process, fostering strong relationships from initial approval to final disbursements. Developed efficient system for securing vessel liens with state and USCG documentation, improving processing times and reducing errors.

Developed streamlined workflow for thorough documentation and state lien verifications, enhancing efficiency and reducing processing errors.

Implemented rigorous identity verification protocols, significantly reducing fraud risks and bolstering security in loan applications.

• Constant Contact emails sent to our customers once a week

• Social Media gain/Advertising

• Daily input of Inventory, Sales Contracts, Retail and Internal repair orders to company database

• Lightspeed

FINANCE AND INSURANCE MANAGER

Waterfront Marine

• Handled all aspects of the boat sales closing from a signed to contract to collecting funds and successful delivery

• Analyzed credit reports and evaluated customer's credit history in order to submit the application to the appropriate lender

• Worked with the lending institution's underwriters in order to obtain approvals

• On average consistently maintained a 3% reserve on the back end of each financed sale MARINE FINANCE SPECIALIST

Essex Credit Corporation

FINANCE AND INSURANCE MANAGER

Cape Island Yacht Sales Egg Harbor

• Increased company's reserve income by more than 90% from date of hire

• Expanded lending relationships with Waterfront Marine and In-direct lenders by 75%

• New Boat and motor warranty registrations.

• Managed a sales territory of 70 brokers and dealers located in Southern New Jersey

• Handled all aspects of the boat loan process from the original application to disbursement of funds

• Cultivated and maintained broker and dealer relationships

• Handled all loan transactions from start to finish

• Scheduled sales calls and submitted reports of sales activities as well as compiled information on competitors

• Worked all local and regional boat shows

• Increased loan production by 28% in F'06

• Worked with the lending institution's underwriters in order to obtain approvals

• Handled all aspects of the boat sales closing from a signed to contract to collecting funds and successful delivery

• Coordinated F & I for three separate locations and at times up to 15 salespersons

• Oversaw all sales for management approval cash and finance, closed and processed all paperwork after the sale

• Increased sales approximately $1.5 million through credit approvals in the first year

• Consistently closed 8 out of 10 finance deals with the sale of an extended warranty generating a higher profit in the reserve as well as a 50% profit in each warranty sold.

EDUCATION

CASUALTY AND PROPERTY PRODUCER LICENSE PROPERTY AND CASUALTY INSURANCE 2012 South Jersey ProfeNorthfied Ins School of Business INSURANCE LICENSE PROPERTY AND CASUALTY LICENSE Feb 2011 Ins Agencies Inc Northfield, NJ

DIPLOMA 1994

Mainland Regional High School Linwood, NJ

Exceptional written, oral and verbal communication skills, Honors and College Prep SKILLS

Communication, Sales, Customer Service, Titling, Warranty Management, Floor Planning, Advertising, Insurance, Notary Public, Microsoft Office, Social Media, Project Management, Problem Solving, Loan Processing, Bookkeeping, Accounting, Inventory Management, Credit Analysis, Underwriting, Relationship Management, Negotiation Skills, Time Management, Event Coordination.

LANGUAGES

English (Native).

HOBBIES

NHRA Drag Racing, Furniture Refurbishing, DIY Crafts, Fashion, Interior Design ADDITIONAL INFORMATION

PROFESSIONAL SKILLS

Exceptional oral and written communication skills • 20+ years sales and loan closing experience • Boat show preparations, staffing, sales, as well as customer service • Division of Motor Vehicle titling, registrations and Coast Guard Documentation • Warranty registrations and Extended Warranty sales • Floor plan and interest accrual • Coordinating Sales Dept. with Service • Out of state titling, National UCC filing • Advertising (Utilizing co-op dollars accrued through inventory) • Insurance coverage • Notary Public, NJ • Customer Relation • Trusted relationships cultivated amongst large range of Vessel and Engine manufacturers • PC, Laptop and phone fundamentals including but not limited to Microsoft, Outlook, Excel, Powerpoint, Facebook, Twitter, Instagram and Tik Tok not including additional databases specified for each lender, Broker and dealer • Commercial driving

Contact this candidate