Summary
Overview
Work History
Education
Skills
Timeline
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Laura Neilson

Laura Neilson

Kelowna,BC

Summary

Forward-thinking team leader skilled at operating departments efficiently to meet goals. Proactive and hardworking individual focused on continuous operational improvement. Business-minded Finance Manager promoting more than 15 years of expertise overseeing lending transactions. Highly collaborative individual with track record of effectively training and coaching staff members. Meticulous, conscientious and methodical in approach. Develops and implements financial plans and delivers strategic financial advice.

Overview

16
16
years of professional experience

Work History

Retail Finance Manager

Brandt Tractor
07.2011 - 01.2023
  • Promoted the sales of Life Insurance and Extended Warranty products.
  • Practiced daily proficiency at time management of in-office and out of office customer visits including overnight travel to various locations.
  • Sourced financing with lenders such as CWB, Meridian and Wells Fargo. Prepare loan presentations for $100k to 12 million dollar+ deals.
  • Ensured high attention to detail when processing loan documentation for customers and sales staff, recognizing the need for quick customer follow-up when there is a prospect for a deal.
  • Scheduled consistent contact with customers on both a proactive and reactive basis.

Finance Manager

PrairieCoast Equipment
03.2008 - 07.2011


  • Supported operations management, sales, and marketing efforts to increase revenue and overall sales.
  • Simultaneously coordinated financing and generated loan documents for several customers at one time.
  • Promoted the sale of Life Insurance and Extended Warranty products.
  • Processed payments and payouts for existing loans and conducted lien searches and implemented Garage Keepers Liens.
  • Determined suitable finance products for Agricultural and Doepker Trailer sales.
  • Ensured all customer financial information were kept confidential and documents were handled appropriately. Proficient in navigating the Dealer Intranet (Pathways) Dealer Business System.

Senior Account Manager

Wells Fargo & Company
03.2007 - 02.2008
  • Mentored junior account management professionals to develop skills and increase company revenue.
  • Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
  • Supervised the review of executed loan documentation to ensure compliance with all branch regulatory requirements.
  • Ensured safekeeping of all legal documentation.
  • Actively participated in solicitation of lending business and cross-selling of products to customers in person or by phone.
  • Performed loan collection duties through contacting borrowers with delinquent loan accounts to determine a method of repayment.

Education

Diploma - Business Administration

Grande Prairie Regional College
Grande Prairie, AB
05.1998

Skills

  • Capable of setting priorities, managing multiple tasks and meeting deadlines
  • Detail oriented with excellent organizational skills
  • Knowledge of Microsoft Office, Excel, PowerPoint and Outlook and Amortization schedules
  • Innovative and practical
  • Receptive to challenging and ambitions sales and marketing goals
  • Proven ability to continually generate new business
  • Experience analyzing and structuring commercial credit

Timeline

Retail Finance Manager

Brandt Tractor
07.2011 - 01.2023

Finance Manager

PrairieCoast Equipment
03.2008 - 07.2011

Senior Account Manager

Wells Fargo & Company
03.2007 - 02.2008

Diploma - Business Administration

Grande Prairie Regional College

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Laura Neilson