Automotive Finance Manager offering vast knowledge of banking regulations and compliance procedures. Dedicated to maintaining professionalism and integrity.
Overview
8
8
years of professional experience
Work History
Automotive Finance Manager
Honda
Ottawa, ON
02.2023 - Current
Originated, reviewed, processed, closed and administered customer loan proposals.
Recommended loan approvals and denials based on customer loan application reviews.
Identified issues, analyzed information and provided solutions to problems.
Completed all paperwork, recognizing any discrepancies and addressing them in timely fashion.
Reviewed and edited loan agreements to promote efficiency and accuracy.
Created strategies to develop and expand existing customer sales, which resulted in 50% increase in annual sales.
Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Finance Manager
Volkswagen
Ottawa, ON
04.2020 - 10.2022
Executed vendor setup and payment, administration of bank accounts and account reconciliations.
Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
Monitored pipelines to track and log status of loans.
Helped college students obtain financial aid through loan programs.
Supervised loan personnel and motivated to maintain customer service and performance standards.
Proactively identified solutions for customers experiencing credit issues.
Award winning top Finance Manager 3 months in row.
Finance Manager
Absolutes Approval
Ottawa, ON
11.2019 - 08.2020
Monitored pipelines to track and log status of loans.
Helped college students obtain financial aid through loan programs.
Assisted customers with completing loan applications and other paperwork.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Assessed loan portfolios for compliance with underwriting policies.
Compiled closing packages for drafting and presentation accuracy.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Award winning CIBC Finance manager.
Sales Associate
KIA
Ottawa, ON
02.2017 - 12.2018
Provided customers with information about availability and pricing.
Provided high level of customer service to each person by engaging customer and using active listening and effective interpersonal skills.
Handled billing information over phone.
Answered incoming phone calls and developed friendly rapport with callers while answering questions, making recommendations and leading conversations to bookings.
Prepared customer invoices, accepted payments and processed refund and cancellation requests.
Sales Associate
Dodge
Ottawa, ON
01.2016 - 03.2017
Solved customer challenges by offering relevant products and services.
Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
Helped customers locate products and checked store system for merchandise at other sites.
Engaged with customers to build rapport and loyalty.
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.