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Finance And Insurance Manager Resume Samples
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Candidate Info
17
years in workforce
8
months at this job
BA
Business Management
Finance and Insurance Manager
Responsible for providing funding needs for clients and negotiating finance and leasing contracts. Involved in new franchise start-up.
- Provided clients with a variety of financial options using a menu sales system
- Implemented outside leasing sources to increase gross profit
- Maintained high customer satisfaction
- Developed and maintained outstanding relationships with lenders
Candidate Info
14
years in workforce
2
years at this job
AS
Arts
BA
Literature
Finance and Insurance Manager
- Managed the deal from the closing of the sale to the completion of the credit and paperwork process averaging 65-85 deals every month.
- Responsible for selling Finance and Insurance products using a menu sales technique.
- Evaluated automobile purchase and contract information and prepared the necessary documents to complete the transaction ensuring it was compliant on local and federal levels.
- Developed and maintained relationships with local and regional lenders.
- Implemented a Sales and Finance training program that the sales staff used to not only increase their closing ratio, but also raise and maintain their front and back end profit.
- Took the dealership from an average of 430.00 per deal to consistantley maintaining an average of 1750.00 per deal including leases and "non-qualifying" cash deals.
- Awarded one of five Finance Manager of the year awards within an organization consisting of 40+ dealerships and over 140 Finance managers.
- Earned five out of the seven regional trips awarded to Finance Managers across the region recognizing them for exemplary product sales and maintaining above region CSI from Toyota Financial Services.
Candidate Info
12
years in workforce
2
years at this job
AS
Associate of Science
BS
Management (bsm)
MA
Computer Science
Finance and Insurance Manager
- Prepared financial analysis on the department profitability while insuring a steady cash flow and staying up to date with loans and funding with multiple banks approximately $6-7M a month
- Delivered informational sales presentations and assisted clients throughout completion of legal and loan documents while strengthening client relationship
- Conducted financial needs analysis and recommended appropriate products to meet client needs
Candidate Info
8
years in workforce
2
years at this job
BS
Criminal Justice
Finance and Insurance Manager
- Instituted a pro-active sales and service approach to improve the customer experience.
- Increase penetration and develop effective partnerships within all dealership departments.
- Spearhead overall profitability for multi-franchise dealership in closing deals and interfacing with Sales
- Structured and negotiated profitable financing deals for both high risk and credit worthy clients.
- Developed a strong knowledge of after-market product, contracts, and financing guidelines for each brand.
- Secured approvals for credit challenged customers by strategic planning and execution.
Candidate Info
5
years in workforce
10
months at this job
BBA
Economics
Finance and Insurance Manager
Oversee and work closely with all dealership client advisors to promote product exposure, reinforce word track usage, and completed accurate documentation.
- Utmost attention to detail during all signing of documentation, review of figures, and presentation of finance and insurance product.
- Maintain strong and positive working relationships with all dealer representatives.
- Present financial and insurance products to all clients where applicable, and secure greatest amount of reserve possible in every situation.
- Understand and keep up to date record of current finance rates, sales support programs, and insurance product offerings from all sources.
- Establish rapport and follow up with clients on all pending deals to perfect titling, and ensure compliance is met on all legal documentation.
- Submit credit applications to lenders for approval, maintaining strong working relationships with lenders, and keeping up to date with any and all documentation requirements.
Candidate Info
11
years in workforce
3
years at this job
BS
Business Management
Business Management / Marketing
Finance and Insurance Manager
- Direct and deliver auto finance loans to clients to facilitate sales and increase revenue to maximize profit.
- Developed & maintained a network of relationships with clients, vendors, state agencies and bank reps.
- Review and analyze client credit applications & input them ADP system.
- Qualify & approve applications for auto finance, closed sales contracts, cross sell products.
- Managed & assisted in special finance deals with sub-prime customers & secured approvals in a timely manner.
- Implement the 300% rule while pitching each customer to maximize revenue on each transaction.
- Prepare & present Zurich products through presentation via IPAD & Illuminate systems to each customer.
- Adhere to compliance laws while upholding the highest standard of ethics with each client.
- Follow through on funding's via dealer track to ensure deals have 24-72 hour fund dispersement.
Candidate Info
11
years in workforce
5
years at this job
HS
High School Diploma
AS
Business Management
Finance and Insurance Manager
- Ensure completion of the financial function for each account with optimum efficiency.
- Calculate marketing variables, such as sales, percentages and trends.
- Received many finance incentive rewards.
Candidate Info
7
years in workforce
7
months at this job
AA
Associate of Arts
BS
Organizational Leadership
Finance and Insurance Manager
- Review credit applications and conditions for automotive loan approvals
- Present all customers with contracts, auxiliary products, and insurance options
- Review necessary documentation for accuracy and completeness
- Finalize cash, lease, and finance deals
- Continuously work with sales staff and management toward process improvements
- Thoroughly explain warranty coverage and optional coverage extensions for each customer
- Guide each customer through registration, insurance, and into vehicle delivery
- Quickly address customer concerns and questions regarding their purchases
- Maintain office organization and procedures, aiding in avoiding administrative errors
- Keep communication flowing with bank representatives and quickly respond to delays in funding
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