Finance Manager Financial Services

JC ESCOBAR

Financial Manager Contract Sales Expert

713-***-**** • ***********@*****.*** • Cypress, Texas, 77433

Summary

Driving financial excellence with a blend of technical acumen and strategic insight, I thrive on transforming complex

financial data into actionable strategies. In my current role as a Finance Manager, I ensure that dealerships meet their sales quotas and gross objectives while generating additional revenue through financial products. My journey has taken me from service management to finance, where I've honed my skills in fact finding interview, gross profit deal structure, and product menu presentation. My career highlights include boosting dealership performance and enhancing customer satisfaction through meticulous financial management and innovative problem-solving. Known for my dependability and engaging nature, I build strong relationships with lenders and clients alike. Let's connect to explore how my resourcefulness and ambition can drive your financial success.

Key Achievements

Revenue Growth Leadership: At Thiscar, increased dealership revenue by applying a thorough and engaging approach to selling financial insurance products, leading to significant revenue growth.

Performance Improvement: At Gulf States Financial Services, enhanced dealership performance by applying

Innovative scritps and objective strategies to develop sales and F&I team members, resulting in increased product sales.

Customer Satisfaction Enhancement: At Easy Honda, improved customer satisfaction by applying compassionate and resourceful methods to secure and finalize transactions, leading to higher customer satisfaction rates.

Experience

Easy Honda

Finance Manager Jan 2024 - Jan 2025

Full-Time

· Contracted new business, sold and closed deals, and generated finance income. Verified paperwork for cash, finance, or loan transactions. Secured bank approvals and explored payment options. Enhanced customer

satisfaction throughout the purchase experience.

Thiscar Jan 2023 - Jan 2024

Finance Manager

Full-Time

· Ensured dealership met unit sales quotas and gross objectives daily, monthly, and yearly. Generated additional revenue by selling financial insurance products to customers. Developed strong relationships with lenders and customers, enhancing satisfaction and trust.

Gulf States Financial Services Jan 2021 - Jan 2023

Performance Development Manager

Full-Time

· Improved skills and expertise of Sales and F&I team members, increasing product sales and dealership

performance. Developed accounts using proven training and performance processes, leading to increased revenues.

Baker Nissan Jan 2018 - Jan 2021

Finance Manager

Full-Time

· Contracted new business, sold and closed deals, and generated finance income. Verified paperwork for cash, finance, or loan transactions. Secured bank approvals and explored payment options. Enhanced customer

satisfaction throughout the purchase experience.

Katy Nissan Jan 2015 - Jan 2018

Service Director

Full-Time

· Used active listening and problem-solving for employee concerns. Managed technicians to ensure quality service and coached employee performance to maximize customer satisfaction.

Skills

Extended Warranty Sales

Financial Forecasting

Fund Accounting

Personality Strengths

Scientifically validated by Trudy

Open-minded

Open to new ideas, yet values tradition

Planful

Structured, meticulous, and achievement-oriented

Collaborative

Relationship builder, assertive and equipped to lead

Considerate

Balances personal needs with empathy for others

Composed

Remains calm under pressure

Education

University of Houston DT, 1998 - Present

Bachelor of Business Degree

Katy High School, 1992 - 1995

High School GED

Licenses & Certificates

Financing Software

Darwin,Routeone, Dealer Track, V Auto, Docu Pad

Automotive F And I Compliance Specialist

Jan 2018

DMS Certifications

Tekion, ADP/CDK, Reynolds and Reynolds, Dealer Track, DealerLogix, Dealer Socket

Finance Manager Training Academy Certifiicate

Ethos Group

Jan 2024

F&I Foundation's Certificate

Jan 2022

Gulf States Financial Services,

Certified Performance Development Manager

Gulf States Financial Services,

Jan 2022

(Assurant),F And I Specialist Certificate

Jan 2018

F and I American Financial University

Four ASE Certificates

Jan 1997

Universal Technical Institute,

Languages

English

Fluent/Native

Spanish

Fluent/Native

Product Knowledge

Sales and F&I Training

Sales Contracting

Bank Approval Acquisition

Legal and Ethical Compliance

Legal and Ethical Transactions

Lender Relations Management

Performance Development

Contact this candidate