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Finance & Lease Manager Resume Example

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FINANCE & LEASE MANAGER
Summary
Experienced sales and finance manager in the auto and mortgage industry offering outstanding presentation, communication and cross-cultural team management skills. High-energy, results-oriented leader with an entrepreneurial attitude.
Honors and Awards
2015, 2016 and 2017 300 Club Award Recipient
2015, 2016 and 2017 Lease Masters Awards Recipient
2014 CSI Award Recipient
2006 J.D. Power Award
Education and Training
Finance and Insurance2013Van Tuyl School of Finance, City, State
Business Communications2001University of Memphis, City, State
Experience
Company NameFinance & Lease Manager12/2014 to Current
  • 2015, 2016 & 2017 300 Club Recipient.
  • 2015 Lease Master Award Recipient.
  • Developed strong client portfolio of 400 plus satisfied customers and referrals.
  • Maintain 95% of client base annually through retention efforts and managing accounts effectively.
  • Exceeds company sales forecast daily, weekly, monthly and annually through retention and servicing.
  • Train and mentor new sales agent to maximize profit and client penetration.
Company NameDirector of Sales and Finance08/2013 to 12/2014
  • Received official Finance and Insurance license November 2013 through Van Tuyl school of Finance.
  • Ranked #3 in the region out of 285 finance producers CSI (customer service index) scores for 2014.
  • Managed team of 50 plus sales consultants and sales managers to effectively reach forecast.
  • Effectively structured retail and lease sales contracts and submitted to lender for timely funding.
Company NameUW Lending Mgr03/2012 to 08/2013
  • Trained and received the highest level of signing authority through the WF enhanced lending courses.
  • Utilized time management skills to effectively reach production goals while maintaining 100% accuracy scores.
  • Reviewed loan files for underwriters with lower signing authority to make decisions for exceptions, approvals or declines.
  • Communicated effectively with processors and home mortgage consultants to ensure quality throughout the workflow process of origination.
  • Completed initial credit reviews, provided commitment letters, suspense and denial letters.
  • Developed and retained staff and adhered to special duties as assigned.
Company NameQA & Forensic Underwriter05/2011 to 03/2012
  • Thoroughly reviewed performing and non-performing loans in search of red flags indicating significant findings that warrants repurchase by original lender due to loan not being eligible for delivery to Fannie Mae per guidelines.
  • Provided clear concise comments that explained the review of the origination loan based on eligibility, credit, employment, income, occupancy and appraisal review.
  • Reviewed policies and procedure manuals daily to provide real- time knowledge of investor guidelines.
  • Lead, developed and mentored new recruits while working special projects and other duties as assigned.
Company NameArea Manager01/2010 to 05/2011
  • Reviewed loan files and assisted borrowers that had been escalated to the executive office of Chase via OCC, Treasury, and other Advocacy Groups.
  • Researched and reviewed executive office complaints to provide a resolution for the request of a loan modification, short sale assistance or foreclosure.
  • Supervised a team of underwriters in an effort to maintain quality reviews and reach daily production goals.
  • Special Projects and other duties as assigned.
Company NameOperations Manager01/2009 to 11/2009
  • Managed underwriters and closers with clearing final loan conditions.
  • Performed monthly performance reviews with staff through individual meetings to discuss opportunities for development, product training and daily time management.
  • Reviewed final loan reviews to determine quality and accuracy of products according to conventional, FHA, and USDA guidelines.
  • Recruited and hired complete staff of loan originators, processors, underwriters and closers.
Company NameDiversity Banking Manager07/2007 to 01/2009
  • Developed relationships with local business owners to increase company revenue through mortgage sales, deposits, merchant services, Certificate of deposits and money market accounts.
  • Assisted and trained operational support team to insure loan quality was in compliance with federal regulations.
  • Responsible for establishing joint ventures with developers, builders and realtors.
  • Special Projects and other duties as assigned.
Company NameBusiness Development Manager02/2005 to 06/2007
  • Trained and developed area retail bank branches on mortgage products to increase opportunities through relationship building to obtain increase in revenues.
  • Managed mortgage production for the entire region and provided exceptional customer service which allowed recognition by JD Power.
  • Maintained an extensive book of business consisting of developers, builders and realtors which increased revenue annually for origination portfolio.
Company NameOperational Manager01/2001 to 01/2005
  • Recruited and mentored a team of 20 retail employees consisting of loan officers and processors.
  • Maintained consistency within the region with 15 million in monthly production volume.
  • Retained portfolio of premier wholesale lenders based on volume and loan quality.
  • Performed audits and final reviews of loan submissions for delivery of lender approvals.
  • Held weekly meetings and monthly forums to discuss the direction and growth of the team through leadership and goal setting.
  • Consistently recognized as Top 5 branch in the company under leadership.
Skills
Leadership, Market Growth, Marketing, Operation Management, Negotiation Skills, Performance Review & Analysis, Product Analysis, Multi-Million Dollar Producer, Project Management, Project Planning, Public Relations, Sales Development, Communication Skills, Contract Negotiations, Contracts, Diverse Industry Market Knowledge, Staff Retention Programs, Team Building, Training and Development, Workflow Planning and Goal and Forecast setting.
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Resume Overview

School Attended

  • Van Tuyl School of Finance
  • University of Memphis

Job Titles Held:

  • Finance & Lease Manager
  • Director of Sales and Finance
  • UW Lending Mgr
  • QA & Forensic Underwriter
  • Area Manager
  • Operations Manager
  • Diversity Banking Manager
  • Business Development Manager
  • Operational Manager

Degrees

  • Finance and Insurance 2013
    Business Communications 2001

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