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Skills

  • Communications
  • Customer service
  • B2B relationship building
  • Supervision
  • Customer satisfaction improvement
  • Relationship development
  • Performance Analysis
  • RFI Scanners
  • Competitive Market Positioning
  • Organization

Work Experiences

  • Built and maintained lasting relationships with over 10 key automotive firms, significantly increasing revenue streams.
  • Researched banking guidelines and statutory requirements to stay current on new laws and applications.
  • Achieved results over a 9-year period.
  • Learned team leadership and client relations to help with office needs.
  • Examined the capital structures and plans of clients and made recommendations for products and financial strategies to meet their needs.
  • Achieved a 40% rise in customer satisfaction scores.
  • Was in charge of all tasks delegated to me, including quality assurance and vendor management.
  • Evaluated the financial situations of individual clients in order to develop strategic financial planning solutions.
  • Achieved a 73% increase in loan applications.
  • Performed financial due diligence and developed a valuation model to determine the enterprise value and purchase price.

Summaries

  • Achieved revenue growth by 85%.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Tableau and HubSpot experts with exceptional interpersonal skills.
  • Proficient in promoting category by leveraging workflow optimization and data analysis knowledge.
  • Accomplished this over 8 months.
  • Dealer Relationship Manager is a hardworking and dependable Dealer Relationship Manager who excels at cross-functional collaboration and vendor management.
  • Method, category, and metric are all available.
  • Achieved results across the West Coast.
  • Dealer Relationship Manager with performance reporting and risk assessment abilities.
  • Achieved results for the Northeast.

Accomplishments

  • Enhanced dealer relationship satisfaction across 63% of the client portfolio through personalized service and support initiatives.
  • Reduced client turnover by 17% through implementing a targeted relationship management strategy for existing dealer accounts.
  • Worked alongside dealerships to introduce bundled services, increasing the average deal size by 12 per transaction.
  • Revitalized under-performing dealership relationships, leading to a 42% lift in year-over-year loan volume.
  • Established 5+ new dealership partner relationships, contributing to a 31% overall market penetration within the Midwest.
  • Reduced dealer-client churn by 77% by introducing enhanced onboarding and customer engagement strategies.
  • Implemented a company-wide training program that led to a 28% improvement in dealer partner loan closing rates.
  • Improved cross-team communication and processes, reducing dealer inquiry resolution time by 3 hours/days.
  • Collaborated with dealership sales and finance teams to launch promotional finance programs, increasing loan volume by 2 over 10 months.
  • Collaborated with dealership management teams to refine loan product offerings, resulting in a 82% increase in financing approvals within 6 months.

Affiliations

  • Reviewer for Auto Finance Monthly, contributing insights on industry compliance trends and dealership relationship management.
  • Completed training in Digital Retailing through the National Auto Dealers Association (NADA) in 2022, applying insights to expand dealership e-commerce capabilities.
  • Affiliate Member of National Vehicle Leasing Association (NVLA), contributing to conversations about customer engagement through leasing models.
  • Active participant in the Association of Finance and Insurance Professionals (AFIP) training sessions, enhancing dealership funding compliance and negotiation tactics.
  • Member of the Financial Managers Society (FMS), focusing on dealership financial health and profitability metrics.
  • Member of the Automotive News Dealer Council, participating in discussions about growth trends for acquisition of new dealerships.
  • Active participation in the Credit Union Auto Financing Council (CUAFC), attending workshops on improving dealer relations with credit institutions.
  • Certified in Digital Commerce Solution Implementation by Brightline, applying digital tools for dealership financing growth strategies.
  • Board Member at category Auto Dealers Association, contributing to initiatives that explored new financing options for regional dealerships.
  • Member of the National Automotive Finance Association (NAFA) since 2015, actively attending workshops on dealership financing strategies and market trends.

Certifications

  • Automotive Compliance Specialist (ACS) Certification
  • SAP Certified Application Associate
  • Chartered Marketing Analyst (CMA) - system
  • Certified Dealership Management Professional (CDMP) - Summit Group
  • Certified Sales Professional (CSP) - Northwind
  • Certified Sales Leader (CSL) - standard
  • Certified Financial Analyst (CFA), Level 1 - procedure
  • SHRM Certified Professional (SHRM-CP)
  • Microsoft Excel Specialist Certification (for Loan Portfolio Analysis)
  • Auto Finance Summit Certification Program

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