Kelsey Goad Email & Phone Number

Performs many vital functions, with Customer Satisfaction being one of the absolute most important part of the process. After establishing a rapport with the customer, the finance manager reviews the customer’s credit application and credit report and discusses the available finance options to meet their needs. Once the financial arrangements have been finalized, the Finance Manager prepares the delivery documentation, including the preparation of the loan documents, DMV paperwork and other legal forms required by state and federal regulatory bodies. A menu is utilized to present available product options to the customer, counseling them based on what was cultivated during the initial customer interview. This efficient and effective process also builds strong CSI, as customers appreciate knowing about the wide range of protection products available to them. At this point, the Finance Manager is responsible for disclosing to the customer all aspects of the sale, including finance charges and interest rates and leaving a lasting impression with each and every customer. Throughout the process, the Finance Manager must practice strict legal compliance and ethical behavior.

Bachelor Of Applied Science (B.A.Sc.), Sports Medicine

Associate'S Degree, Business Administration And Management, General