Mark Turner Email & Phone Number

Orange County, California, United States

* Serve as a financial liaison by developing an understanding of business objectives and providing financial analysis in support of commercial decisions* Research and develop project opportunities, supply background and detail analytical reports to aid in decision making* Responsible for coordinating annual budget and quarterly forecast across various groups within the Commercial department* Support the Commercial Cost Model project, to develop the cost structure for all Commercial… Show more * Serve as a financial liaison by developing an understanding of business objectives and providing financial analysis in support of commercial decisions* Research and develop project opportunities, supply background and detail analytical reports to aid in decision making* Responsible for coordinating annual budget and quarterly forecast across various groups within the Commercial department* Support the Commercial Cost Model project, to develop the cost structure for all Commercial product categories. Work cross-organizationally to determine allocation methodology, assist with allocation calculations, document allocation process, and assist with testing the model* Build credibility and partnership by providing financial/accounting insight to Director of Commercial, being responsive, solution oriented, and working creatively and collaboratively with operational groups* Prepare monthly variance analysis (actual vs. plan/forecast) for the Commercial department* Identify and understand risks and opportunities related to the Commercial department operating budget/forecasts* Deliver value-added analysis to assist with executive level decision making* Prepare monthly financial reporting and ad hoc executive presentations* Ability to manage and provide guidance on projects* Hands on ability to create reports* Responsible for high quality document creation to support executive briefings and staff meetings* Responsible for ad hoc requests and special projects* Support the planning of TRD Commercial activities, events and initiatives* Schedule and prepare necessary materials for all executive and staff meetings, which includes capturing essential meeting notes Show less

Irvine, California, United States

• Sell loan products and meet loan production targets• Perform business development tasks, including managing the pipeline by generating leads and referral business, and maintaining relationships with existing and past clients• Meet and communicate with applicants to explain the risks and benefits, as well as the terms of loan products and government regulations• Obtain relevant information and evaluate applicants' financial status, including credit history, debt-to-income ratio… Show more • Sell loan products and meet loan production targets• Perform business development tasks, including managing the pipeline by generating leads and referral business, and maintaining relationships with existing and past clients• Meet and communicate with applicants to explain the risks and benefits, as well as the terms of loan products and government regulations• Obtain relevant information and evaluate applicants' financial status, including credit history, debt-to-income ratio, and appraisal reports, to determine recommendation for loan approval• Ensure all necessary information and documentation is submitted to the loan underwriting department, and is recorded properly in electronic file format• Represent the employer at community events• Maintain current knowledge of all applicable lending regulations, the economy, market rates, vendors, and competitors• Consistently deliver first-class customer service Show less

Costa Mesa, California

- High volume inbound/outbound, call-center style sales atmosphere (150-200+ calls/emails per day).- Complete State License Education Requirements & Pass State Personal-Lines Insurance Test.- Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.- Calculate premiums and establish payment method.- Call on policyholders to deliver and explain policy, to analyze insurance… Show more - High volume inbound/outbound, call-center style sales atmosphere (150-200+ calls/emails per day).- Complete State License Education Requirements & Pass State Personal-Lines Insurance Test.- Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.- Calculate premiums and establish payment method.- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.- Customize insurance programs to suit individual customers, often covering a variety of risks.- Develop marketing strategies to compete with other individuals or companies who sell insurance.- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.- Install bookkeeping systems & resolve system problems.- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.- Perform administrative tasks, such as maintaining records & handling policy renewals.- Plan and oversee incorporation of insurance program into bookkeeping system of company.- Seek out new clients and develop clientele by networking to find new customers & generate lists of prospective clients.- Select company that offers type of coverage requested by client to underwrite policy.- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice. Show less

Greater San Diego Area

• Greet and assist guests to identify their vehicle needs in a warm, welcoming manner• Present a unique buying experience through an engaging, fun and educational product demonstration• Develop meaningful relationships with guests to ensure complete ownership satisfaction• Research and analyze the latest automotive products, technology and industry trends• Keep abreast of the latest available features and translate pertinent benefit(s) to each guest• Practice a thorough… Show more • Greet and assist guests to identify their vehicle needs in a warm, welcoming manner• Present a unique buying experience through an engaging, fun and educational product demonstration• Develop meaningful relationships with guests to ensure complete ownership satisfaction• Research and analyze the latest automotive products, technology and industry trends• Keep abreast of the latest available features and translate pertinent benefit(s) to each guest• Practice a thorough, easygoing and transparent sales process with each guest• Educate and enlighten guest on the benefits and perceived drawbacks of buying vs. leasing• Possess aptitude to overcome objection, negotiate and close sales• Ability to perform alone, within a team and with management in order to create a seamless process for all dealership departments• Strive to exceed highest level of national customer satisfaction ratings• Maintain and update an organized CRM database and practice proper follow-up techniques in order to maximize sales opportunities Show less

Greater San Diego Area

After my first successful year working as a Customer Service Coordinator with Lexus, I was promoted into the high-volume Internet Sales & Business Development Department of Lexus Escondido.My responsibilities as a Sales Business Development Coordinator include, but are not limited to:• Involves heavy inbound/outbound sales calls in order to create sales appointments• Determining each customer's vehicle needs by asking questions, reading the lead, and careful… Show more After my first successful year working as a Customer Service Coordinator with Lexus, I was promoted into the high-volume Internet Sales & Business Development Department of Lexus Escondido.My responsibilities as a Sales Business Development Coordinator include, but are not limited to:• Involves heavy inbound/outbound sales calls in order to create sales appointments• Determining each customer's vehicle needs by asking questions, reading the lead, and careful listening• Answering customer inquiries with a professional attitude and manner while adhering to measurable departmental goals• Processing quotes, answers to questions and transactions accurately• Learning, understanding and adhering to call training & email scripts• Setting and confirming appointments, following up for each shown or missed appointment based on goals and objectives defined by the sales manager• Effectively utilizing and navigating internal resources to arrive at the right solution for the client e.g. computer systems, online resources, and business partner relationships• Gathering information for customers and getting that information back to them in a timely manner• Attending weekly sales meetings and trainings as set by sales management• Meeting with the sales managers and director regarding objectives, planned activities, reviews and analysis• Actively participating in Quality Improvement Process, via training offered, etc.• Following up with all clients that are connected to the internet department at the dealership for business development• Demonstrating excellent call handling skills, patience and respect with complex and non-complex calls• Disclosing terms of sales with consumers and reviewing sales with dealership management• Establishing rapport with customers, making them feel unique and valued• Defining a problem clearly and escalating concerns appropriately when necessary Show less

Greater San Diego Area

My responsibilities as a Customer Service & Business Development Coordinator included:• Providing administrative support functions to the call center, service & parts department, sales department, technology center, and general management.• Interacting with customers, providing information in answer to inquires about products, accounts, and services.• Taking service inquiry calls from customers or clients and dispatching the suitable customer service associate to address… Show more My responsibilities as a Customer Service & Business Development Coordinator included:• Providing administrative support functions to the call center, service & parts department, sales department, technology center, and general management.• Interacting with customers, providing information in answer to inquires about products, accounts, and services.• Taking service inquiry calls from customers or clients and dispatching the suitable customer service associate to address questions.• Answering the questions of customers regarding the organization’s products or services and its operation or maintenance.• Handling and resolving customer complaints, or special orders via mail or phone.• Receiving and processing orders, providing information concerning changes, pricing in service, and shipping.• Investigating and correcting errors, following company and customer records.• Interviewing customers to acquire information and explaining available services.• Adjusting complaints concerning services or billing rendered.• Coordinating customers’ service requirements with other appropriate departments as necessary to ensure effective customer service.• Referring complaints of service or product failure or errors to appropriate personnel for investigation.• Communicating solutions, successes, and opportunities to the manager of customer service. Show less

Carlsbad, Ca

My role with Lexus Carlsbad has evolved from an entry level position, as a Valet, into a role where I have been given the opportunity to showcase my ability to connect with each guest on a personal level. I was appointed as a Certified Vehicle Technology Specialist when Lexus recognized my passion for the automotive industry as a whole & effective communication of technology to our guests. I have to credit my father’s 25+ years of mechanical, technical, sales, service & managerial automotive… Show more My role with Lexus Carlsbad has evolved from an entry level position, as a Valet, into a role where I have been given the opportunity to showcase my ability to connect with each guest on a personal level. I was appointed as a Certified Vehicle Technology Specialist when Lexus recognized my passion for the automotive industry as a whole & effective communication of technology to our guests. I have to credit my father’s 25+ years of mechanical, technical, sales, service & managerial automotive experience when I talk about the roots of my passion. To him, cars were like people. It was about understanding that each car has it's own unique story to how it performs, how it's designed & what the car's purpose(s) was from the consumer's standpoint & the automakers. My co-workers and customers have described me as: always friendly and approachable; a willing and effective teacher; a calm and patient communicator; well-mannered; speaks simply, yet eloquently; and genuinely cares about the well-being of others. I also share responsibilities as a Loaner Vehicle Representative. My daily activities in this department can consists of: handling over 100 sets of car keys in respect to their appropriate vehicles; driving and parking over 150 vehicles around the lot; delivering vehicles to customer's residences/businesses; typing up and going over individual contracts with customers about the legal/intended use the of loaner vehicles; operating and maintaining computers (TSD Loaner Software, Microsoft Word /Excel /Office/ Outlook Email, etc.), printers, and fax machines; answering phone calls (taking vehicle reservations, checking messages, answering questions, addressing unsatisfied customers, and following up with customers); logging and analyzing maintenance records for over 130 vehicles in the fleet to ensure they have been properly serviced in a timely manner; maintaining monthly gas/fuel log for accounting; and working with insurance companies for vehicle accident claims. Show less