Disrupting the status quo of the Automotive Solutions Market

Scaled portfolio from $1M to $5M in 8 months by streamlining operations and driving sales growth.Led all aspects of operations, including P&L, compliance, marketing, and inventory management.Improved customer retention with enhanced service policies and targeted marketing, increasing Hispanic market penetration.Recruited and trained high-performing teams, implementing policies to boost efficiency and satisfaction.Member of the 2022 Nextgear Capital DRIVE Advisory Board.

Oversee the core foundations of our company: Sales, Underwriting, Collections, and Loan Remarketing.Inspire, develop, and lead by example. Create a desirable environment, while keeping company vision at the forefront of anything. Making decisions with integrity and real impact evaluation.

Sales Leader for a team of 20 Sales Executives, conducting training to ensure an effective execution of the sales road map, and maximize profitability with every unique up. Manage daily activities to ensure self-generated lead traffic level is consistent.• Create monthly, weekly and individual daily sales, marketing and operational store plans to deliver consistent results month over month. Monthly Profit & Loss Statement review with Upper Management to review areas of opportunity.• Oversee production of profitable loans; by ensuring finance terms are consistent with customers financial situation. Ensure all stipulations are verified and gathered at the time of closing to make a smooth transition of deal jackets to post closing.• Managed over $3 million in inventory, work with purchasers and reconditioning to ensure units are insound mechanical condition, while maintaining marginal costs

The mission of the Hoffen Foundation is ever expanding as new areas of need come to light. The main focus is to assist children with differing diseases, disabilities and socioeconomic challenges by raising money to enhance the ability of existing organizations to provide new programs and ongoing assistance. That assistance may be in the form of toys during the holidays, clothes and educational supplies for the school year, financial assistance for medical facilities, organizations or needs, funding to support outings to stimulate children’s imaginations and opportunities to engage in activities they may otherwise not experience.

Responsible for management and coaching of the sales, service and operational activities of banking center personnel. Maintains an exceptional level of customer service while maximizing sales in deposits,loans, insurance and investment product sales inside and outside the assigned portfolio. Monitoring and maintaining profits and losses for the banking center by building and retaining relationships with allcustomers. Ensuring all aspects of bank operations are in compliance with all applicable state and Federal laws, regulations and bank policies and procedures.

Market retail banking products and services to mass market customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer banking solutions to customers after capturing the customer profile conversation on Customer Relationship Management system (CRM).Utilize Customer Relationship Management system for leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries.

Provide financial advice and counseling to customers and prospects through the sale of mutual funds, government, municipal and corporate bonds, fixed and variable annuities, life insurance and manage money for Retail, Wealth Management and Commercial. Develop and maintain a profitable level of investment sales that meet the needs of properly qualified customers. Create profitable banking relationships through the sale of securities to qualified investment customers through highly effective relationship management, business development, presentation and sales skills. Actively develop new affluent customers through selling deeper into current book of business soliciting referrals and networking activities focused on Center Of Influence development. Create a strong working relationship with assigned retail banking centers other district network employees such as Business Development Officers, Mortgage Banking Officers and Partners Banking Officers in an effort to maximize referral opportunities and serve as a knowledgeable professional in the securities industry