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1

finance and insurance manager

  • Facilitate financing options and prepare documentation.
  • Ensure all finance paperwork is fully compliant with federal, state and local regulations.
  • Structure deals for maximum profitability.
  • Deliver fundable contract to lender and maintain follow up on timely funding.
  • Present and offer all available after sale items.
  • Maintain accurate records of all sold products and cancellations.
  • Build and maintain relationships with lenders and outside vendors.
2

finance and insurance manager

  • Worked closely with Curry Corporation to develop in store training program for sales staff.
  • Managed pilot program for iPad based selling with a team of 3 additional sales staff.
  • Train new and existing sales staff members.
  • Work with junior sales staff to set and achieve goals in line with dealership objectives
  • Promoted to Finance manager in January 2018.
  • Subject Matter Expert for roll out of Electronic Contracting with over 90% utilization. 
3

finance and insurance manager

  • Set and maintain goals for income and penetration levels.
  • Verify all customers identities via red flags and OFAC 

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