Jenn O'Brien
San Diego
Summary
Qualified Finance Manager with solid background in automotive finance management. Successfully managed financial services and vehicle loan processes. Adept in regulatory compliance and showcasing exceptional leadership skills. Excelled in securing optimal financing options, creating relationships with lenders, enhancing customer satisfaction, and boosting sales. Organized and dependable. Successful at managing multiple priorities with a positive attitude. Known for collaborative approach and commitment to excellence. Brings positive attitude and commitment to continuous learning and growth.
Overview
19
19
years of professional experience
Work History
Automotive Finance Manager
Chevrolet
01.2024 - Current
- Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
- Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
- Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during vehicle negotiations.
- Conducted joint training sessions sharing information about available financing options boosting overall sales figures.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Provided exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining open communication throughout the financing process.
- Maintained an organized workflow by prioritizing tasks effectively managing multiple client files simultaneously ensuring timely processing of all transactions.
- Tailored finance packages to meet individual customer needs, fostering positive buying experience.
Customer Relations Manager/Finance Intern
Larry H. Miller Toyota
10.2010 - 01.2024
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Liaised between customers and organization with particular focus on working with sales department.
- Managed customer relations on ongoing basis to maximize customer retention.
- Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
- Collaborated with cross-functional teams to address systemic issues impacting customer experiences.
- Built partnerships with diverse internal teams and sales, finance, and operations departments to streamline processes.
- Supported the Finance director with breaking down deals and calling lenders. Building bank packets
- Back up for typing paperwork when busy to decrease wait time.
- Trained on products sold in Finance to help penetration.
Sales Associate/Finance Manager
Bob Baker Ford
10.2005 - 10.2010
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
- Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.
- Assisted clients in financing options, arranging test drives, and completing necessary paperwork for purchases.
- Provided comprehensive product demonstrations, highlighting key vehicle features and benefits.
- Negotiated purchase prices and explained sales, warranty, and optional products.
- Completed registration paperwork and sales documentation.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
- Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
- Assisted customers with challenging credit histories in securing suitable loan options to facilitate vehicle purchases.
- Provided exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining open communication throughout the financing process.
- Enhanced dealership sales by providing comprehensive financial solutions to clients seeking vehicle purchase or lease agreements.
- Tailored finance packages to meet individual customer needs, fostering positive buying experience.
- Increased sales team effectiveness with comprehensive training on finance options and upselling techniques.
- Monitored pipelines to track and log status of loans.
Education
High School Diploma -
West Hills High School
Santee 06-2001
Skills
- Regulatory compliance
- Strong negotiation skills
- Goal-oriented mindset
- Contract preparation
- Financial product sales
- Automotive industry
- Process improvement
- Decision-making
- Application verification
- Attention to detail
- Leadership skills
- Excellent communication
- Organizational skills
- Team collaboration
- Self motivation
Timeline
Automotive Finance Manager
Chevrolet
01.2024 - Current
Customer Relations Manager/Finance Intern
Larry H. Miller Toyota
10.2010 - 01.2024
Sales Associate/Finance Manager
Bob Baker Ford
10.2005 - 10.2010
High School Diploma -
West Hills High School
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