Lisa Yi Email & Phone Number

Lewes, De, Us

Atlanta, Georgia, United States

• Responsible to own, deepen, and continually build relationships with dealer to upsell products• Provided insight and consultative techniques to provide industry trends, strategies, and challenges• Discuss, present, and demonstrate key advantages of the Xtime platform• Leveraged consultative expertise to drive cross-functional sales, successfully promoting and selling products across multiple business units

Atlanta, Georgia, United States

• Responsible for the successful set-up and configuration of Xtime • Meet with dealers to review, recommend and enter their setup information• Test and validate data loaded accurately and functioning properly• Conduct virtual trainings for all Xtime products• Maintain and conduct Xtime University classes • Identify opportunities to upsell additional Cox Automotive services for a streamline process

Atlanta, Georgia, United States

• Provide and execute service department training utilizing Xtime product, Scheduling, Engage and Inspect• Ensure close to 100% utilization of Xtime from each team member• Conduct leadership/owner meetings to discuss expectation and provided consultative feedback to ensure efficiency and improve revenue• Identify opportunities to upsell additional Xtime services for a streamline process• Troubleshoot errors and providing resolution • Ensure set up of Xtime is appropriate for respective dealers• Review Xtime provided reports to ensure accountability • Provide documentation through daily recaps to ensure transparency for our customers and internally

Baltimore, Md

• Work with customers to develop relationships and help to enhance the sales process• Ensuring the F&I department is maximizing gross profits• Provide training and support to the sales staff and assist in closing deals• Help manage all other aspects of the Sales department• Desk deals and track gross logs using DealerTrack• Appraise vehicles for trade in and wholesale using VAuto• Turn over (TO) all showroom visits • Ensuring leads are being handled to their fullest potential using VIN Solutions• Responsible for hiring and interviewing potential candidates• Handling customer issues and providing resolutions • Logistics of transporting vehicles from multiple locations

Hampstead, Maryland

• Built and implemented a new BDC Department. Proven success by contributing to the record breaking sales in August 2018 (Units Sold: 168), December 2018 (Units Sold: 177) and January 2019 (Units Sold: 201)• Ensure daily goals are reached by each Business Development Center (BDC) Representative• Confirm appointments• Turn over (TO) phone ups if no appointment was set• Contact all No show and Unsold follow-up opportunities• Ensure all Sales Opportunities were entered into CRM for follow-up• Conduct daily coaching with the Sales and BDC team

Hampstead, Maryland

• Oversee the Sales staff and proper procedures are in place and followed• Attend to customer complaints, ensuring that a high level of customer satisfaction is obtained• Ensure vehicle are properly advertised on 3rd party sites• Ensure Inventory vehicles are being properly entered into the VAuto system• Oversee in the CRM transition from DealerSocket to VIN Solutions• Oversee in the DMS transition to DealerTrack• Conduct quality control prior to delivery of sold vehicles • Process tags and registration at the time of delivery in the DealerTrack system• Evaluate credit reports and submit applications to different financial institutions for approval• Ensure proper paperwork is complete and provided to finalize a deal

Hampstead, Maryland

• Present warranties, gap insurance, extended warranties, lo-jack, wheel & tire value add options• Log deliveries accurately and in a timely manner• Assist with customer loan application and approval process

Baltimore, Maryland Area

• Assist in development of a new program called Service Drive by Royal• Present potential clients with the Service Drive by Royal program• Coordinate marketing plans to increase sales/volume for client • Train clients using multiple, successful sales techniques in selling service contracts• Develop marketing material to assist in product presentation• Assist in conflict resolution• Consult potential clients on services we can assist with profitability• Maintain relationships with all clients with monthly reports and daily follow up

Hanover, Maryland

• Dealing the games and monitoring monies of the table at all times• Controlling gaming cards and equipment• Analyzing customer play for cheating scams and suspicious variations in play• Paying wins and taking losses• Ensure the safety and security of guests and employees • Promote the Rewards Program registration and membership• Maintain confidentiality of all player information and records License:• Maryland Lottery and Gaming Commission Agency (Exp. 3/13/18)

Ellicott City, Maryland

• Represent the interest of either the seller or the buyer in a real estate transaction• Conduct a fiduciary relationship that is defined by Maryland law• Assist clients to determine the value of a property when they want to either buy or sell a property• Prepare market analysis statistics• Provide tips to help sellers stage property to appeal to buyers• Advertising listed properties to other Realtors® and potential buyers• Negotiating contracts with buyer and/or agents acting on their behalf• Facilitate the closing process on the behalf of clients

Hanover, Maryland

• Assist new and existing clients with account openings, retirement planning, investing and lending assistance• Strengthen and develop new business to existing and non-existing clients; such as online banking, leasing office equipment, refinancing opportunities, merchant services and payroll services• Help identify client’s current needs and unperceived needs• Assisted in coaching session with tellers on how to identify needs while clients are in front of them• Traveling to non-existing business clients to offer products to assist in saving time and money• Refer client to business partners within the Wachovia Corporation• Developed creative ideas and initiatives to attract outside clients through telephone and mail solicitations• Proven record of superior customer service through Gallup, a third party research companyLicenses• Life Insurance (Expired) • Series 6 (Investment Company Products/Variable Contracts) (Expired)• Series 63 (Uniform Securities Agent) (Expired)

Hunt Valley, Maryland

Customer Service Senior Account Manager • Provide reports, statistics and goals to the team to ensure effective internal communication as needed• Maintain goals for inbound call center such as average call handle time, after call work, late fee adjustments and initial call resolution• Promote financial products and services to inbound callers• Resolve concerns/issues addressed by cardholders and peers• Participate in improving cost savings, customer satisfaction, efficiency and revenue generation• Proven sales increase as a result of creating contests to build moral between cardholders, peers and management• Consistent in maintaining phone time requirements with cardholders and administrative goals Customer Assistance Senior Account Manager • Review delinquent accounts by phone or mail and make appropriate payment arrangements• Maintain monthly standards on productivity and percentage collected• Review accounts with no valid phone numbers and using the internet and other programs to help locate card holders• Facilitate educational classes for current and new employees on strategic techniques• Manage portfolios such as fraud accounts, settlements, and decision accounts to refer to collection agencies/attorneysWorkshops:• Business Ethics• Time Management• Charge-Off Management• Arbitration Education• Risk Detection Accomplishments/Awards:• STEPS Program (July, 2001-November, 2001)• People Development Program (May, 2001-July, 2001)• Outstanding Performer Award (Mid-Year Rising Star Meeting, 2001)• Perfect Attendance Award (2000, 2001 and 2003)

Golden Ring, Maryland

• Supervised/trained associates in company policies and operations of cash registers• Maintained associates performance reviews and work schedules• Provided customer with answer/help in establishing appropriate purchase of merchandise• Increased sales by identifying specific trends and developing new marketing tactics• Responsible for executing initial interviews with future associates

White Marsh, Maryland

• Maintained the security of the monetary fund• Completed and resolved paperwork and discrepancies of cash• Assisted in technical issues with the cash register program- GENESIS• Assisted in the Accounts Payable and Installed Sales department• Assisted in employee’s training and human resource paperwork• Responsible for the entry and completion of payroll• Assisted in prevention of theft and fraudulent sales/returns