Brandon Cates Email & Phone Number

Plano, Tx

Manages multiple product lines including total loss and GAP claim product suite, EZ Claim®, and physical damage insurance claims on repossessed collateral product RepoPlus®. Chair of Steering Committee comprised of Senior Leadership stakeholders. Establish product goals and strategy based on market position and business objectives. Leads process to obtain and score new product ideas to determine Roadmap backlog prioritization methodology. Provides regular Roadmap updates to Senior Leadership and Sales. Continue product development expanding into large lender markets.

Plano, Texas

Principal player in go-to-market launch of Allied's ancillary product cancellation service RefundPlus®. Chaired the Steering Committee comprised of Senior Leadership stakeholders. Established strategic product vision, goals, and strategy based on product lifecycle and market position. Presented Roadmap updates to Senior Leadership. Obtained market needs and revenue opportunities through coordination of Allied’s large Sales field. Coordinated marketing and sales activities, including collateral, remediation, and product enhancements. Managed and audited product vendors on performance and process improvements. Led API and software integrations to increase operational efficiency and reduce cost.

Served as liaison between the business, vendor, and corporate leaders to ensure regulatory compliance. Processed lienholder reports and repossession insurance claims and also provided claim documents.Performance: Consistently received 100% compliance rating during audit reviews and 100% accuracy rating on invoice and check proceeds validations. Received multiple awards for quality of work.Cost Savings: Reduced insurance tracking monthly invoices more than 30% via new cost saving strategy.Risk Management: Reduced risk and increased efficiency by realigning processes.Customer Satisfaction: Ensured consistent customer service by introducing call monitoring process.Customer Relations: Improved customer relations by helping associates explain insurance verification and lienholder repossession insurance claim processes.

Worked with dealers and product providers to ensure timely collection of back-end cancellation refunds, including warranty, credit life, and gap. Achievements:Specialization: Specialized in working with out-of-business dealers, and impounded vehicles.Sales Tax Management: Tracked/submitted refund documentation on unused sales tax in UT, CA, and IN.Recognition: Consistently received awards for performance excellence.

Ensured customer satisfaction by resolving complaints, providing instructions, and answering or referring inquiries. Accurately processed returns and orders, recommended suitable products, and determined the most efficient shipping locations. Achievements:Quality Assurance (QA): Consistently ranked among the top customer service specialists for number of calls handled and for QA performance