Angela Foscarini
Cobourg
Summary
Dynamic Financial Services Manager at Cobourg Mazda with expertise in contract review and fraud detection. Proven track record in enhancing customer satisfaction through effective communication and problem-solving. Skilled in negotiating loan agreements and managing client relationships, consistently identifying solutions that align with financial goals and regulatory compliance.
Overview
2
2
years of professional experience
Work History
Financial Services Manager
Cobourg Mazda
Cobourg
07.2022 - 08.2024
- Reviewed contracts with customers to ensure that product selection and payment terms were a positive fit.
- Performed banking transactions to pay out customer loans, and managed cash transactions and vehicle deposits.
- Applied knowledge of Bank Secrecy Act and Anti-Money Laundering Act to detect instances of fraud.
- Sold vehicle warranties, and loan protection products and services.
- Identified solutions for clients based on financial goals and needs.
- Checked loan funding payments for accuracy and timely receipt.
- Protected customer information and business records.
- Negotiated loan agreements with banks, or other lending institutions, on behalf of clients.
- Interpreted performance results and identified opportunities to drive success.
- Acted as a liaison between the organization's finance team and external stakeholders, such as vehicle purchasers and vendors.
- Communicated effectively and confidently with clients regarding financial activities.
- Identified potential risks associated with fraud or other activities that could have an impact on the organization's finances.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Assisted with customer requests and answered questions to improve satisfaction.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Provided excellent service and attention to customers via face-to-face interactions or through phone conversations.
- Identified needs of customers promptly and efficiently.
- Worked with cross-functional teams to achieve goals.
- Completed day-to-day duties accurately and efficiently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Prioritized and organized tasks to efficiently accomplish vehicle delivery goals.
- Maintained updated knowledge through continuing education and advanced training.
Education
High School Diploma -
David & Mary Thompson
Scarborough, Ontario06-1981
Skills
- Customer relationship management
- Strong organizational abilities
- Time management
- Meticulous attention to detail
- Contract review
- Loan management
- Fraud detection
- Financial analysis
- Regulatory compliance
- Problem solving
- Strong verbal and written communication skills
- Negotiation skills
- Team collaboration
- Customer service
- Sales strategies
- Financial advising
- Know your customer
- Relationship building
- Negotiation
- Customer relationship development
- Workflow coordination
- Credit approval and denial
- Fraud prevention
- Time management abilities
- Problem-solving abilities
- Skilled in email communication and document management
References
References available upon request.
Timeline
Financial Services Manager
Cobourg Mazda
07.2022 - 08.2024
High School Diploma -
David & Mary Thompson
Similar Profiles
Ryan OrrellRyan Orrell
Equipment Operator at Cobourg Development ServicesEquipment Operator at Cobourg Development Services
Olachi OnyegbuleOlachi Onyegbule
Volunteer at Cobourg Community CentreVolunteer at Cobourg Community Centre
Pratham ParekhPratham Parekh
Part-time pharmacy assistant at Cobourg Care PharmacyPart-time pharmacy assistant at Cobourg Care Pharmacy