Jaclyn Weiser Email & Phone Number

Provides and develops a pro-active communitive working relationship with all assigned JM&A Field Team. Identifies and grows the business within a defined territory which includes CA, AZ, NV, NM, TX, OK, LA, AR, HI, and AK. Develops and maintains existing customers by implementing sales and marketing strategies set forth by the company and JM&A Field Team. Generates and is responsible for $9M in profit annually. Identifies, develops and grows new business as needed to attain budget. Researches, plans and implements sales strategies to increase customer retention and develop new business to maximize opportunities through sales calls, product support and training. Monitors and communicates competitive information including pricing, policies, and market strategies for both dealers and JM&A Field Team. Delivers one-on-one and group presentations and training sessions and overcome program objections. Responsible for dealership commitment activities, including relationship building at all levels of the dealership, business planning, goal setting, value selling and retention activities. Proactively identifies and resolves any customer sales, service and claims issues. Provides new store installs of designated programs and support services. Coordinates activities and pull in resources as appropriate to meet the needs of the dealership. Works with dealership and JM&A Field Team to maximize business. Stays abreast of current competitive activity. Develops and executes a plan for each dealership with continual follow-up and communication. Maintains daily sales activity, contact list and opportunity pipeline in Salesforce. Achieves individual quarterly sales objectives. Ensures all administrative tasks are completed in a timely and accurate manner.

Chandler, Arizona, United States

Mitigate potential financial risks for clients through suggestive selling of finance and insurance solutions, engaging in targeted education to ensure customers select the most appropriate products to suit their needs. Call on extensive background with BMW Financial Services to provide peers, sales team members, and customers with in-depth information on credit programs. Offer an unmatched breadth and depth of finance, banking, and lending knowledge, sharing with peers to elevate team success.➤ Generate $1.6M+ in gross profit annually through the structure, negotiation, and closing of 750 deals per year—averaging 2 products per customer—for the largest BMW group in the Western Region, progressively increasing profitability per deal to achieve an optimal gross product vs. reserve split.➤ Process all applications and titles on time, ensuring total compliance with all regulatory requirements, internal policies, and F&I best practices. Developed e contracting processes to expedite timelines—from 3 weeks to same-day—associated with the deal funding process.➤ Source, vet, and select lending partners and vendors, negotiate competitive rates and financing options, and ensure customers are offered a broad array of options to meet their needs.➤ Oversee 25+ sales advisors in structuring customers’ leases and loans, providing ad-hoc counsel to select the best programs to meet customers’ needs and facilitate high-conversion levels.➤ Increased option and payment transparency by leveraging the Dealer Management System and its smart menu capabilities to allow buyers to visualize payments with selected F&I options.

Columbus, Ohio, United States

Mitigated financial risks and organizational exposure while maximizing portfolio growth, evaluating and approving customer deals in compliance with state and federal lending practices as well as BMW Financial Services requirements. Maintained high levels of operational efficiency, productivity, and most importantly, quality, exceeding KPIs measuring credit decision success.➤ Reviewed, interpreted, and analyzed consumer and business credit data, structuring, negotiating, and communicating credit decisions across the brand portfolio.➤ Collaborated with dealer-level sales and finance teams to address deficiencies in credit applications, secure vital documentation, and ensure decisions were made in alignment with policies.

Columbus, Ohio, United States

Leveraged extensive knowledge of the customer lifecycle and BMW financial policies to transition into a dealer-facing position, providing unwavering support services to retailers and field staff. Responded to a constant stream of calls and emails regarding BMW bulletins, rates and residuals, self-serve funding, e-contracting, and corporate policies and procedures.➤ Drove a seamless customer experience for West Coast BMW, Mini, and Rolls-Royce dealers, becoming their ‘go-to’ resource for expeditious resolution of questions, issues, and procedural concerns.➤ Worked tirelessly to research, evaluate, and identify issues impacting the dealer and customer experience, vital to generating high levels of brand affinity and internal / external customer satisfaction.

Columbus, Ohio, United States

Managed customer relationships and interactions during lease and processes, collecting end-of-term charges, negotiating settlements, and establishing mutually agreeable payment programs to optimize revenue recovery on terminated leases.➤ Initiated a major procedural change requiring reconciliation of lease-end charges prior to future lease or loan approvals, catalyzing the recovery of millions of dollars in termination charges.➤ Mapped existing workflows, identified opportunities for enhancement, and championed continuous improvements resulting in receipt of a BMW Roundel as Employee of the Year.

Joined a small family-owned business—50 team members—to champion e-commerce opportunities, support customer experience management, and offer administrative support to a high-volume and fast-paced back-office environment. Assisted residential and commercial customers in the design of custom iron fabrications, collaborating with internal stakeholders to deliver on the brand’s 70-year reputation for quality design, manufacturing, production, and installation.➤ Assisted the senior management team with daily administrative needs, processed accounts receivable and accounts payable, and fueled organizational efficiencies and effectiveness.➤ Managed customer-facing content across e-commerce, auction, and company websites; coordinated product presentations; established pricing; and frequently updated sites.