finance and insurance manager resume example with 6+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Summary
Bilingual individual willing to go the extra mile to ensure quality service to each and every customer. A dependable Loan Specialist committed to explaining complex information in easy to understand terminology. Thorough and detail-oriented Loan Officer brings proven expertise in evaluating packages with balanced approach encompassing both risk mitigation and profit goals. Excel at marketing products and developing referral networks to sustain customer base. Specializes in products. Results-oriented finance manager knowledgeable about wide range of loan products. Professionally works with different customers to meet individual needs and maximize bank revenue. Analytical problem-solver tenacious in pursuing sales opportunities. Communicative leader driving success through acquired skills in team management and budget control. Highly visible professional with background mentoring and coaching employees. Offers experience in service industry. Attentive Loan Specialist with background in assessing credit history data and finding appropriate solutions perfect for customer needs. Ready for new position where managing background can be best utilized. Versatile in financial analysis, audit support, account reconciliations and collections. Proficient in preparing financial statements, monitoring controls and completing closings. Highly detail-oriented, proactive and diligent.
Skills
- End Closings
- Internal Controls Development
- Corporate Financial Statements
- Financial History Analysis
- Problem Solving
- Product Education
- Credit File Updating
- Problem-Solving
- Income Evaluation
- Complaint Handling
- Loan File Maintenance
- Creditworthiness Determination
- Attention to Detail
- Active Listening and Learning
- Customer Service
- Time Management
- Process Improvement
- Remote Video Conferencing
- Multitasking and Prioritization
- File Organization
- Payoff Planning
- Database Management
- Cash Handling
- Networking and Partnership Development
- Report Preparation
- Loan Portfolio Monitoring
- Decision Making
Education and Training
Assurance Chicago, IL, Expected in 02/2019 ā ā Specialty Training : Finance Compliance - :
Mavericks West Palm Beach, FL, Expected in 06/2016 ā ā High School Diploma : - :
Certifications
- Certified Finance manager, Assurance Compliance - 2017
Experience
Autonation, Inc. - Finance and Insurance Manager
Margate, FL, 09/2021 - 01/2023
Margate, FL, 09/2021 - 01/2023
- My PVR in the market I was producing in was between $3100-$3700 per copy at all times.
- CIT time was never over 0-5 days
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Approved or denied loan applications and explained reasoning behind decisions.
- Prepared reports for customers with delinquent and irreconcilable accounts.
- Collaborated with company teams to expedite loan approval processes.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Informed customers of loan application requirements and deadlines.
- Identified valuable solutions for customers with credit problems.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Located and suggested loan packages that met client needs and priorities.
- Set up debt payment plans based on client credit, income and assets.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Stayed abreast of lending regulations, industry trends and market rates.
- Developed and recommended personal or commercial loan packages for clients.
- Updated client account information and records in company databases.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Developed loan contracts and explained contract terms to clients.
Ansell Limited - Finance Manager
Reno, NV, 02/2018 - 09/2021
Reno, NV, 02/2018 - 09/2021
- Used hedging to mitigate financial risks related to interest rates on company's borrowings.
- Calculated and prepared checks for utilities, taxes and other payments.
- Made estimates of funds required for short and long-term financial objectives of organization.
- Analyzed sales activity to identify and correct cost errors or price discrepancies.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Managed financial transactions involving general funds and contracts to reduce cashflow challenges.
- Analyzed financial data to determine efficient use of resources.
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
- Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
- Strategized on fund procurement through banks and other financial institutions.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Recommended new financial and accounting software packages. replacing various non-integrated offerings.
- Conducted reviews and evaluations for cost-reduction opportunities.
- Promoted finance products to customers and sales force to increase penetration.
- Analyzed competitors and market trends to facilitate business growth.
- Coordinated preparation of external audit materials and external financial reporting.
- Reviewed financial projections relating to business and industry trends and identified areas requiring improvement.
- Analyzed actual financial results vs budget to prepare variance reporting to functional groups.
- Managed relationships with tax authorities, bankers and auditors.
- Analyzed actual financial results to budget, preparing variance reporting to functional groups.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
Petco - Lead Manager
Park City, UT, 11/2015 - 11/2017
Park City, UT, 11/2015 - 11/2017
- Responded to customer inquiries and complaints professionally.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Assigned work and monitored performance of project personnel.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Analyzed business performance data and forecasted business results for upper management.
- Proposed or approved modifications to project plans.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Maintained customer awareness to recognize success and identify areas for improvement.
- Modeled sales expectations by utilizing various techniques and communicating product knowledge to customers.
- Supervised sales associates, reconciled cash receipts and provided additional services for customers.
- Recruited and trained new employees to meet job requirements.
- Performed basic operations and assisted with cash handling and reporting, price changes, merchandise handling and open and closing duties.
- Created and managed budgets for travel, training and teambuilding activities.
- Reviewed completed work to verify consistency, quality and conformance.
- Promoted customer service by requiring associates to promptly greet and assist customers.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
- Kept abreast of current sales and presented merchandise in accordance with latest promotions.
- Assisted with training and development of store associates.
- Monitored sales productivity, communicated performance to associates and motivated associates to achieve full potential.
- Prepared weekly schedules to maintain adequate floor coverage.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Delegated work to staff, setting priorities and goals.
- Produced thorough, accurate and timely reports of project activities.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
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Resume Overview
School Attended
- Assurance
- Mavericks
Job Titles Held:
- Finance and Insurance Manager
- Finance Manager
- Lead Manager
Degrees
- Specialty Training
- High School Diploma
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