Carlos Martinez

Prospecting and Business Development: Identify and engage potential dealership partners to expand our network and increase market share in the automotive finance sector

Dealer Support and Relationship Management: Deliver exceptional support to existing dealer partners, ensuring their satisfaction and driving their success

Market Analysis: Conduct in-depth market research to uncover trends and opportunities in automotive finance, and adjust strategies accordingly

Brand Promotion: Elevate brand visibility and awareness through strategic outreach and effective communication

• Prepare presentations and proposals to communicate company products and services to all levels of management within Independent and Franchise Dealerships
• Identify sales prospects and contact these and other accounts assigned to you
• Follow-up on new leads and referrals resulting from field activity in both independent and franchise dealers
• Develop, maintain and grow current and potential dealer partners within the Independent and Franchise dealer communities
• Constant and effective communication via phone and in-person visits with dealer partners to train on current programs and fast funding requirements
• Provide solutions, rehash and restructure vehicle loans for approval in a profitable manner for Westlake and the dealership partners
• Assist with the preparation of sales contracts by educating the dealer on what is needed for proper verification by Westlake Financial
• Develop, maintain and understand sales materials and keep up to date on current financial product knowledge
• Participate in marketing events such as seminars, trade shows, and telemarketing events for independent and franchise dealers
• Knowledge/Experience with the use of DealerTrack, Routeone, or CUDL.

• Oversee the efforts of vehicle sales associates to enhance the dealerships image, the customer experience and achieving 100% Customer Satisfaction
• Forecast daily & monthly goals for the department and assist them in striving to meet
• Assisted as Sales Manager when needed
• Adhere to all state and federal laws and regulations as they apply to Finance and Insurance
• Maintain an efficient workflow of all finance office processes
• Responsible for determining lenders, based on credit, income and various factors
• Responsible for tracking and maintaining CIT's (contracts in transit)
• Adhere to Approved Product and Product Pricing Guidelines
• Log all deliveries accurately and in a timely manner
• Maintain chargebacks at an acceptable level
• Verify lien payoff balances and automotive insurance policies
• Assist the sales team in structuring deals
• Adheres to all company policies, procedures and safety standards.

• A full-service finance and insurance (F&I) company, training and consultant specialist dedicated to the needs of franchise and independent auto dealers
• The focus on product innovation, superior customer service, compliance expertise, and result-driven training, to help redefine how their dealers measure success and grow their bottom line
• Responsible for identifying performance gaps, conducting needs assessments, applying training tools/resources, providing feedback and coaching, ensuring improved growth, and development and effectiveness within the Sales/F&I department
• Consultative approach to find new business, set appointments with business owners or decision makers either over the phone, face-to-face, through our network, and via referral partnerships that I cultivated
• Strong persuasion, presentation, and public speaking skills
• Well-versed with a proven track record of pipeline development and closing sales
• Offered a full range of direct-to-consumer and B2B sales to service a diverse portfolio of clients, focused primarily on consumer products like service contracts, pre paid maintenance plans, Gap, and non cancelables to help increase profit and product penetration in sales
• Managed over 75 accounts all throughout Southern California.

• Regional Sales Manager for Southern California for Inilex / Sky LINK, State of the Art Stolen Vehicle recovery
• Helping dealerships everywhere in Southern California maximize profit in 3 centers of the dealership along with maintaining excellent customer retention & CSI with just ONE Product! We also offer Inilex GPS Fleet Management, GPS Tracking for Lending, BHPH, and Power Sport for all your motorcycles, scooters and all ATV toys
• Managed over 50 premier accounts through Southern California
• Dealer partners included Top Dealer Groups, as well as National Accounts, Single Franchise Dealerships, Commercial Fleet- Parts and Delivery Operations
• Sold telematics (GPS) product segments, including Fleet and Dealer Inventory Management Systems sales distribution, through new and pre-owned car dealer channel
• Responsible for strategic planning and increased revenue opportunities through prospecting, developing, and managing strategic relationships, sales, development, and customer support
• Generate new accounts, grow existing territories and helped develop the brand
• Exceed sales and target objectives within the assigned region
• Accountable for presentations, demonstrations, proposals, finance training, internal training, and dealership roll outs
• Responsible for developing mutually beneficial business relationships with the top dealer/deal group accounts in the region
• Provide feedback on the effectiveness of key initiatives, business development and company marketing.

• Responsible for determining lenders, based on credit, income and various factors
• Manage 'Red Flag' In-Store Process to ensure dealer compliance w/ privacy laws
• Responsible for tracking and maintaining CIT's (contracts in transit)
• Assist Sales Associates in the potential closing of deals
• Oversee the efforts of vehicle sales associates to enhance the dealerships image, the customer experience and achieving 100% Customer Satisfaction
• Forecast daily & monthly goals for the department and assist them in striving to meet it
• Assisted as Sales Manager when needed
• Adhere to all state and federal laws and regulations as they apply to Finance and Insurance
• Maintain an efficient workflow of all finance office processes
• Contract deals
• Adhere to Approved Product and Product Pricing Guidelines
• Log all deliveries accurately and in a timely manner
• Maintain chargebacks at an acceptable level
• Verify lien payoff balances and automotive insurance policies
• Verify all customer signatures
• Verify customer vehicle deposit receipts
• Assist the sales team in structuring deals
• Adheres to all company policies, procedures and safety standards.

• Responsible for determining lenders, based on credit, income and various factors
• Manage 'Red Flag' In-Store Process to ensure dealer compliance w/ privacy laws
• Responsible for tracking and maintaining CIT's (contracts in transit)
• Assist Sales Associates in the potential closing of deals
• Oversee the efforts of vehicle sales associates to enhance the dealerships image, the customer experience and achieving 100% Customer Satisfaction
• Forecast daily & monthly goals for the department and assist them in striving to meet it
• Assisted as Sales Manager when needed
• Adhere to all state and federal laws and regulations as they apply to Finance and Insurance
• Maintain an efficient workflow of all finance office processes
• Contract deals
• Adhere to Approved Product and Product Pricing Guidelines
• Log all deliveries accurately and in a timely manner
• Maintain chargebacks at an acceptable level
• Verify lien payoff balances and automotive insurance policies
• Verify all customer signatures
• Verify customer vehicle deposit receipts
• Assist the sales team in structuring deals
• Adheres to all company policies, procedures and safety standards.