John Zerger Email & Phone Number

Dallas-Fort Worth Metroplex

Drives MFS business by influencing the Regional Manager Sales, dealer principal and dealers to recommend MFS loans, selling new insurance products, and managing the full sales cycle for wholesale loans. Conduct monthly business reviews with sales team and with dealer principal, business owner, or responsible executive to understand business needs, strategic goals, and performance for dealerships. Use internal tracking and analytics to monitor sales objectives against sales forecasts by dealer and by territory. Identifies and pursues opportunities from dealers, sales team members, etc. and serves as the “quarterback” coordinating internal MFS resources (e.g., Product Manager, Portfolio Sales Manager, Credit, Funding, Wholesale departments) to meet dealer needs while trying to increase profitability. Plan dealer strategy with Product Manager and drive internal team execution of income development opportunities at dealers. Meets with dealerships to provide relevant MFS information on insurance products, loan promotions, and market share. Partners with other internal stakeholders to determine a go-to market strategy for dealers within the territory.

Plano, Texas, United States

Primary responsibility is to lead the Dealer Support Analysts by providing coaching and approval authority for dealer and Field Sales support activities. The Team supports Area Sales Managers and other various field staff by serving as the end-to-end resolution owner and primary contact for the most common dealer servicing issues. This role supports a portfolio that includes Mazda Financial Services (MFS), as well as TFS/LFS, thus requiring an understanding of the specific criteria and metrics relevant to each portfolio. The Dealer Support Supervisor also acts as the primary escalation contact both internally and externally for dealer support issues and non-standard support issues while balancing the prioritization of issues for the Dealer Support team based on field feedback and targeted Service Level Agreements (SLAs). Resolves complex dealer support issues in accordance with SLA’s and executes on standardized dealer support processes to improve dealer satisfaction. Coordinates DSA trainings on support process Standard Operating Procedures (SOPs) to ensure compliance and standardization across the organization. Serve as an expert and model in providing efficient and effective customer support. Collaborates with sales management and Customer Service Center (CSC) team monthly to define the support process for any new dealer support issues and leads roll out to the DSA and CSC organization. Drives sales support process efficiency activities such as identifying gaps in process, areas of improvement, and making appropriate updates to the support process SOPs. Tracks all dealer servicing issues across DSAs through CEP Customer Engagement Platform /SRM (Salesforce) Case Management system.

Plano, Tx

Support dealers and Area Sales Managers as the end-to-end resolution owner and primary contact for the most common dealer servicing issues. Assist Area Sales Managers by carrying out administrative tasks to support dealer management. The role supports portfolios for Toyota Financial Services, Lexus Financial Services, and Mazda Financial Services requiring understanding of the specific criteria and metrics relevant to each portfolio. Resolve issues in accordance with SLA's and tracks all dealer servicing issues and ensure Area Sales Managers know the status of all issues being handled by logging them in internal tracking systems.

Plano, Tx

I am responsible for analyzing consumer automobile loans submitted from Toyota and Lexus dealerships in Dallas/ Ft Worth area and southern Oklahoma. I evaluate and negotiate deals as necessary in order to maintain the quality of purchases within established lending guidelines while maintaining decision call back times at or below established objectives. I review credit reports and income to determine qualification of applicants. I makes sure loans being reviewed are consistent and upheld to company and industry guidelines. I cultivate and preserve strong relationships with dealer personnel. I advise management of any problems or irregularities pertaining to retail, lease or wholesale financing, breeches of trust or other violations of TMCC plans. Monitoring dealer trends and identifying and reporting adverse issues.

Phoenix, Arizona Area

Responsible for underwriting consumer loan products such as automobiles, boats, and recreational vehicles. Will review credit reports and income to determine qualification of applicants. Underwrites loans up to $99,999, and will provide underwriting recommendations to loans outside lending authority for review. Makes sure loans being reviewed are consistent and upheld to company and industry guidelines. Provides customer service to loan originations team by explaining credit decisions and offering counteroffers when needed to complete approvals. Will use tools to verify income and examine documents ranging from pay statements, military LES statements, and W-2’s. Also review profiles and applications for any fraudulent red flags.

Phoenix, Arizona

Close and fulfill loans on a national basis from point of application through final loan fulfillment. Serve members by reviewing and evaluating loan files for qualification and fulfilling the loan closing process. Communicate with members, dealerships, financial institutions, and other third parties to ensure all loans close and fulfill in accordance with bank, investor, and regulatory guidelines.

Peoria, Arizona

As a Personal Banker, I am responsible for offering and selling financial products and services (i.e. Credit Cards, CDs, Loans) to both consumer and small business customers.Routinely work with customers and small business clients, to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. Ensure the customer's needs are met by partnering with the appropriate specialist and/or teammate to serve the customer's banking, small business, mortgage and investment needs. Help to create an excellent customer experience while proactively managing risk in every business, products, and service transaction leveraging the Risk Framework. Conduct outbound phone calls to follow up on recent sales conversations and interactions to maintain a growing book of business.

Wichita, Kansas

To assist members with their financial needs by performing a variety of duties supporting the branch operations such as opening and closing accounts. Assist members with Home, Personal, and Auto loan applications, and processing the applications for loan officer approval. Uncover client financial needs and goals and recommending credit union products and services which benefit the member.Receive and process financial transactions including deposits, withdrawals, and loan payments.Follow the requirements of the BSA/ AML Compliance Program as it specifically relates to job functions.

Lawrence, Kansas

Provide up to date inventory tracking and assist in restocking supplies in the warehouse.Collect and refurbish used computer and office equipment. The equipment that could not be refurbished is prepared for electronic recycling. Track shipping and receiving of packages for project managers. Then help the project managers with various assignments.