Experience

VinFast US

• United States
• Motor Vehicle Manufacturing
• 100 - 200 Employee

• Senior Client Advisor

  • Feb 2023 - Present

  Colma, CA - Represent the values of VinFast US with every customer interaction by displaying enthusiasm, professionalism and generating excitement - Ability to communicate effectively with customers, team members, managers, facility manager, engineers, and upper management - Coaching and mentoring Client Advisors through role-play and different client scenariors - Daily utilization of SalesForce to record lead and oppurtunities, test drives to help drive the increase of sales - Participate in… Show more - Represent the values of VinFast US with every customer interaction by displaying enthusiasm, professionalism and generating excitement - Ability to communicate effectively with customers, team members, managers, facility manager, engineers, and upper management - Coaching and mentoring Client Advisors through role-play and different client scenariors - Daily utilization of SalesForce to record lead and oppurtunities, test drives to help drive the increase of sales - Participate in Grass Roots and Outdoor sales campaigns (i.e. Electrify Expo at The Alameda, Santa Cruz Iron Man Event, and Pacifica Fog Fest) to gain sales leads - Performing a Needs Assessment and vehicle appraisal inspection - Educated and an expert in the EV Marketplace and understanding the competition - Wash and interior vacuum Demonstration Vehicles and sold vehicles for other VinFast Stores - Self-Reliant and Self-Starter; I know how to be successful , by following the process and being consistent with every client that I meet - Multi-talented with different roles and duties; Senior Client Advisor, Detailer, Finance Employee, and Delivery Specialist - Guide clients through the finance process and answer finance-related questions during their path to ownership - Collaborate with team members with their respective departments including; Service, Inside Sales, DMV, Logistics, etc - Contribute to a positive, innovative, and inclusive work environment - Supporting Stores Sales Manager and assume store responsibility when the Stores Sales Manager is not-on-site - Strong Business Process Acumen; SalesForce, KBB Instant Cash Offer, Reynolds and Reynolds, Microsoft Office Suite Show less



Cadillac of South San Francisco

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Brand Specialist

  • Nov 2021 - Dec 2022

  South San Francisco, California, United States Being a Cadillac Brand Specialist here in the Bay Area encompasses many different business customers and also households that love the brand, it’s my passion to help assist customers based on their needs and keep up that relationship even after they’ve purchased a vehicle. The skill set for this job requires; - Meet and Great with customer - Needs Assessment to better understand customers vehicle concerns - Product Placement, after the Needs Assessment we can determine what… Show more Being a Cadillac Brand Specialist here in the Bay Area encompasses many different business customers and also households that love the brand, it’s my passion to help assist customers based on their needs and keep up that relationship even after they’ve purchased a vehicle. The skill set for this job requires; - Meet and Great with customer - Needs Assessment to better understand customers vehicle concerns - Product Placement, after the Needs Assessment we can determine what vehicle matches up to needs - Write-up Proposal and Finance; Typically go over finance and lease options and handling objections, after that point data entry customer credit information to lender - Check with Detailer to ensure vehicle is clean inside and out - Delivery of vehicle Show less



BMW of San Francisco

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Service Drive Coordinator | Lease End Coordinator

  • Mar 2019 - Aug 2020

  San Francisco, California, United States • Coordinated all incoming calls and emails for the Service Department to schedule modify and or cancel appointments for multiple advisors using Xtime software. • Responsible for communication to service customers about upcoming lease maturity. • Setup of Service Loaner vehicles for customers to experience new vehicles to establish continued repeat customers. • Managed Lease Portfolio by contacting customers via email and phone using BMW lease maturity countdown customers. •… Show more • Coordinated all incoming calls and emails for the Service Department to schedule modify and or cancel appointments for multiple advisors using Xtime software. • Responsible for communication to service customers about upcoming lease maturity. • Setup of Service Loaner vehicles for customers to experience new vehicles to establish continued repeat customers. • Managed Lease Portfolio by contacting customers via email and phone using BMW lease maturity countdown customers. • Actively researched Automotive Mastermind Software. This included review of cash, finance, and lease customer profile to build clientele base; ultimately bringing in more customers to dealership. Show less



GERMAN MOTORS CORPORATION BMW OF SAN FRANCISCO

• United States
• Retail

• BMW Genius | Finance Assistant | Inventory Specialist

  • May 2015 - Mar 2019

  San Francisco, California, United States • Led the pre-launch of the BMW brand; through completion of BMW genius certification; this included demonstration drives, utilization of BMW Vehicle Showroom app to conduct searches for availability inventory, answering all technical questions. • Genius Training On the Job experience through extensive training meetings with Regional Product Trainer on new BMW models and/ or upcoming technology advances in automotive market. • Led final packaging of finance deals for submission to bank/… Show more • Led the pre-launch of the BMW brand; through completion of BMW genius certification; this included demonstration drives, utilization of BMW Vehicle Showroom app to conduct searches for availability inventory, answering all technical questions. • Genius Training On the Job experience through extensive training meetings with Regional Product Trainer on new BMW models and/ or upcoming technology advances in automotive market. • Led final packaging of finance deals for submission to bank/ BMW Financial Services. Reconciled review of signed deal papers; Infobahn Paper Contracts (BMW database), REG 262, Manufacturing Rebates, KBB, DealerSpeed Vehicle Inquiry and any additional necessary documentation for banking bundle and Business office. • Contacted banks for validation of rates and if any rate issue arises corrected and documented as verified to customer file for final packaging. • Responsible for making check deposit from BMW business to the bank, reached out to customers if payment issues arose. • Led the oversight for both remittance and refunds of Safeguard products; (Lease Protection, Tire and Wheel, Key Protection, Windshield Protections, Coupled Group Insurance Packages, etc) to different parties. This included lender, customer, and business office. • Oversaw creation of the following critical tasks; scanning vehicles, uploading vehicles to Reynolds DMS (Dealer Management Software), Creation of Stock numbers within Reynolds Dealer Management Software using excel to transfer data. • Responsible for reconciliation of the following items ;and (Stock number, Monroney Label, Dealerships Decal Sticker) for Pre-Delivery Inspection Personnel and Internal Service Advisor once the vehicles arrive from the trucking company Show less



AutoNation

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Client Advisor

  • Aug 2013 - Apr 2015

  Fremont, California, United States • Responsible for assisting client with their vehicular needs. The process of selling cars includes but not limited to; meet and greet, determining customer needs, demonstration drive, overcoming customer objections, negotiation, finance, delivery, and follow-up communications.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • Sep 2000 - 2010

  Mountain View, California, United States Assisting customers in the following areas: inquiries on accounts, cross-selling checking and savings products, opening new accounts, introductions to other services within the same company such as Wells Fargo Advisories and Wells Fargo Mortgages. Work includes: • Open checking, savings, certificate of deposit, IRA and maintenance of accounts, and has great understanding of FDIC Insurance. • Financial Profile of Customers; Daily Money Management, Planning, Unexpected Expenses, and… Show more Assisting customers in the following areas: inquiries on accounts, cross-selling checking and savings products, opening new accounts, introductions to other services within the same company such as Wells Fargo Advisories and Wells Fargo Mortgages. Work includes: • Open checking, savings, certificate of deposit, IRA and maintenance of accounts, and has great understanding of FDIC Insurance. • Financial Profile of Customers; Daily Money Management, Planning, Unexpected Expenses, and Retirement Goals • Assist Mortgage Loan Officer with client information on D/I Ratio, Property Value, Verification of Assets • Promoting Investments; Stocks/Bonds/Annuities/Mutual Funds from Subsidiary Company • Developing new sales leads through referrals, mail solicitation, and cold calling. • Phone Solicitation of existing bank clients on promotion of new products and services • Writing of individual sales for monthly, quarterly, and annual sales report to Store manager for performance assessment. • Adhere to company protocol. • Safe Deposit lock changing experience. • Marketing and Bank Supply custodian through Oscar E-Procurement Show less