Experience

Planet Subaru

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

• Finance Manager

  • Jun 2015 - Present

  • Oversee Purchase Partners to assist them in closing sales.• Partner with large lending institutions to obtain approvals and clear stipulations to avoid funding delays.• Meet with customers regarding budget and driving habits to recommend products that will best match their needs.• Provide professional financial insight regarding loan terms, interest rates and monthly payment scenarios for customers.• Provide customers with detailed information regarding protection options such as extended warranties, gap insurance, etc.• Prepare loan documents and contracts to review with customers at delivery.• Keep monthly records of individual and team sales, finance reserves, goals achieved, and identify potential areas of improvement to discuss at monthly managers meeting.

• Purchase Partner

  • Jan 2013 - Present

  • Assist customers in their research to find a vehicle that fits their needs.o Consistently sold an average of 15 – 20 new and used units per month. (12 units/month was considered fair/average.)• Demonstrate vehicle’s capabilities and features with customers through demos and test drives.• Assist managers in trade appraisals and communicate value and pricing to customers.• Complete purchase paperwork, assist in registration process and schedule delivery date.• Complete extensive checklist reviewing owner’s manuals, warranties, vehicle features, service schedule, etc.• Follow up with sold and prospective customers through phone and email.• Train new employees on the “un-dealership” sales process and business moto.• Manage weekly updates to Planet Subaru’s website to promote new inventory



American Career Institute

• Education Management
• 1 - 100 Employee

• Admissions Representative

  • Aug 2010 - Jan 2013

  • Solicit, recruit and enroll potential students for adult continuing education programs. • Interview potential students to identify their goals and unique skills. • Coordinate student orientations, financial aid meetings and class schedules. • Organize monthly student events, open houses and career fairs. • Train new admission representatives and assist in closing their sales when necessary. • Solicit, recruit and enroll potential students for adult continuing education programs. • Interview potential students to identify their goals and unique skills. • Coordinate student orientations, financial aid meetings and class schedules. • Organize monthly student events, open houses and career fairs. • Train new admission representatives and assist in closing their sales when necessary.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Senior Credit Manager

  • Oct 2009 - Aug 2010

  • Solicited customers to present real estate products, auto loans and financial card products. • Originated loans and refinanced mortgages through the FHA program. • Investigated loan applications to insure approval conditions were met. • Trained new hires by leading workshops including shadowing, role playing, and face to face preparation. • Solicited customers to present real estate products, auto loans and financial card products. • Originated loans and refinanced mortgages through the FHA program. • Investigated loan applications to insure approval conditions were met. • Trained new hires by leading workshops including shadowing, role playing, and face to face preparation.