Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Heather Lake

Quispamsis,NB

Summary

Proficient in prioritizing and completing tasks in a timely manner, but flexible to multitask when necessary. A team player who is attentive to detail and able to work in a fast paced environment while maintaining emphasis on the highest quality of customer service. Writes clearly and concisely; listens attentively; openly expresses ideas, provides and asks for feedback; offers well-thought-out solutions.

Results driven and experienced- always go the extra mile to ensure the very best job possible. Known for reliability and adaptability, and very quick to learn new skills.

Overview

25
25
years of professional experience

Work History

Financial Services Manager

TriStar Mercedes-Benz Saint John & Moncton
07.2019 - Current
  • Works directly with customers to explain and recommend financing options, extended warranties, maintenance packages and aftermarket products.
  • Maintaining strong relationships with lending institutions to ensure knowledge of program options and competitive rates.
  • Ability to read, understand and calculate banking figures such as; discounts, interest rates, percentages and commission etc.
  • Prepare the legal paperwork for vehicle purchases including Finance/Lease contracts, lien searches, warranty contracts, etc.
  • Adhere to a standard of professional ethics and be respectful to customers.
  • Structure deals in accordance with lender and dealership guidelines.
  • Report all pre-owned purchases to Mercedes-Benz Canada.
  • Actively pursue any lease to retail potential clients.
  • Respond to post-delivery customer inquiries such as warranty and loan payout requests.

Sales Administrator/Loyalty Specialist

O'Regan's Mercedes-Benz
10.2017 - 05.2019

All facets of front line dealership customer service

  • Maintain customer database, ensuring information is thorough and accurate
  • Processing and billing out dealer trades, wholesale deals and dealer group vehicle purchases
  • Stocking in new and used vehicle inventory
  • Prepare and administrator weekly sales forecasts
  • Coordinate and process all necessary documents for licensing vehicles including demos, trade-ins and sold units for both the New and Pre-Owned Car Departments
  • Administer and monitor factory sponsored programs
  • Managed large lease/finance portfolio- contacted lease clients and schedule an appointment with their salesperson to discuss details on a new lease as well as identify clients who are in a position to trade out of their current vehicle into a newer one for a similar payment.
  • Petty cash and daily bank deposits
  • Reporting sold vehicles to Mercedes-Benz Canada through PASS and DFE programs and maintain monthly delivery reports
  • Post wholesale, used, and new vehicle purchases, along with posting of sales commissions.

Service Coordinator

TriStar Mercedes-Benz
01.2012 - 07.2016
  • Front-line of all facets of dealership customer service
  • Ran BDC program for service department - after service CSI follow-up calls, scheduled and confirmed appointments, called on preventative maintenance and parts ordered for customers
  • Scheduled travel arrangements for salesmen/technicians/service advisors
  • Organized out-of-town mobile service clinics as well as our valet and loaner options for our customers
  • Categorized and maintained customer's tire inventory stored at the dealership
  • Organized dealership events, parties
  • Mentored new service coordinators within the Brett Group.

Global Vacation Guide

Wyndham Canada- RCI Timeshare Exchange Company
04.1999 - 04.2011
  • Providing a guided experience for our members, finding them the perfect vacation that meets all their travel needs
  • Renewing memberships, and offering additional products such as travel protection to our members
  • Performing both inbound and outbound calls to our clients.

Education

High School Diploma -

St. Vincent's High School
Saint John
06.1992

Skills

  • CDK
  • One-Eighty
  • Dealermine
  • Microsoft Word
  • Outlook
  • Excel
  • Customer Service
  • Credit analysis
  • Relationship Management
  • Negotiation
  • Regulatory Compliance
  • Financial Software Proficiency

Languages

English
Professional Working

Timeline

Financial Services Manager

TriStar Mercedes-Benz Saint John & Moncton
07.2019 - Current

Sales Administrator/Loyalty Specialist

O'Regan's Mercedes-Benz
10.2017 - 05.2019

Service Coordinator

TriStar Mercedes-Benz
01.2012 - 07.2016

Global Vacation Guide

Wyndham Canada- RCI Timeshare Exchange Company
04.1999 - 04.2011

High School Diploma -

St. Vincent's High School
Heather Lake