Rachel George
Cambridge
Summary
Experienced Finance Manager within the Harley-Davidson motorcycle industry, specializing in F&I deal structuring, lender relations and regulatory compliance. Skilled in maximizing profitability through strategic product offerings, accurate licensing and registration, and seamless delivery coordination. Know for delivering and exceptional customer experience and supporting dealership goals through effective communication, team collaboration and inventory awareness.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Finance and Delivery Manager
Blackbridge Harley-Davidson
02.2024 - Current
- Present and sell finance and insurance products to customers in a professional manner.
- Secure financing through a broad network of lenders while maintaining competitive terms
- Structure deals to meet dealership gross profit and compliance goals.
- ensured all paperwork and contracts are accurate and submitted promptly.
- Collaborated with the service team to streamline the bikes customization and delivery process.
- Maintained current knowledge of lender programs, underwriting guidelines and legal regulations
- Accurately process motorcycles NVIS registrations and licensing.
- Negotiated deals with both retail customers and wholesaler partners to optimize profitability and inventory turnover.
- Maintained strong customer relationships, increasing repeat business and customer satisfaction.
- Collaborated with marketing to align promotional efforts with sales goals.
Server
The Keg Steakhouse & Bar
09.2018 - 10.2024
- Sell/Upsell, educate, and demonstrate product and company knowledge
- Expert customer service, guests are always right
- Proficient in timing and procedure to ensure smooth and seamless service
- Professional and comfortable guest service, excelling in repeat business
Lease Retention Specialist
BMW Grand River
11.2021 - 09.2023
- Managed lease buyouts inclusive of refinancing and cash deals
- Prepared and analyzed credit reports
- Evaluated loan agreements/contracts
- Conducted sales meetings to ensure revenue growth
- Ambassador for NPS scores
- Delivered month end and quarterly reports
- Evaluated, educated, and processed customers on personalized warranty selections
- Executed lease returns in a timely and professional manner
Customer Experience Specialist
Toronto Dominion Canada Trust
10.2019 - 11.2021
- Continue to achieve personal goal of making every client feel special and welcome with customized service and personal touch
- Manage clients everyday banking transactions and Contact Relation Management profiles
- Skilled in upselling with pre-approved offers as well as acknowledging upgrade opportunities for client suited interests
- Ambitious to learn more aspects of the role and surrounding roles to advance
- Mitigate potential escalations through understanding and displaying empathy towards customers
Supervisor/Bartender/Server
Swiss Chalet, Fiddlers Green, Fiddle Firkin, Duke & Duchess
07.2002 - 09.2018
- Continuously overachieved on sales targets and delivered service to large parties
- Executed open and closing office duties, including unlocking/locking doors
- Responsible for carrying out Manager on Duty
- Handled operational duties, such as leading and training new hires
Owner/Decorator
J’ador Decor
01.2013 - 03.2016
- Operations, sales, and online marketing
- Conducted consultations and client quotes
- Managed the books and performed administrative duties
Administration Assistant
Granite Transformations
04.2007 - 09.2009
- Hit sales quotas in showroom and Homes Shows
- Coordinated appointments for sales agents and subcontractors
- Created schedules for production
- Researched to compare vendors, and ordered materials accordingly
- Managed inventory on all materials
- Conducted A/R and A/P duties
- Designed and delivered monthly production reports
- Open and closing responsibilities
Education
Legendary Conversations
Toronto Dominion Canada Trust
Cambridge, ON01.2020
OSSD -
Jacob Hespeler Secondary School
Cambridge, ON01.2002
Skills
- SC
- DealerVU
- C3
- TD Admin Apps
- DealerTrack
- One Eighty
- SGate
- InfoBahn
Certification
- OMVIC
- First Aid
Timeline
Finance and Delivery Manager
Blackbridge Harley-Davidson
02.2024 - Current
Lease Retention Specialist
BMW Grand River
11.2021 - 09.2023
Customer Experience Specialist
Toronto Dominion Canada Trust
10.2019 - 11.2021
Server
The Keg Steakhouse & Bar
09.2018 - 10.2024
Owner/Decorator
J’ador Decor
01.2013 - 03.2016
Administration Assistant
Granite Transformations
04.2007 - 09.2009
Supervisor/Bartender/Server
Swiss Chalet, Fiddlers Green, Fiddle Firkin, Duke & Duchess
07.2002 - 09.2018
Legendary Conversations
Toronto Dominion Canada Trust
OSSD -
Jacob Hespeler Secondary School
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