With backgrounds in accounting, IT, law and business, Kelmar’s unclaimed property professionals help state administrators address technical challenges and achieve program goals. Kelmar provides the next step in full service state unclaimed property.

With 16 dealerships in California and Arizona, Tuttle-Click Automotive Group is a nationally-ranked “Top 100” dealer, with annual revenues of $800M and more than 23,000 vehicles sold every year.I provided comprehensive technical software support on multi-component integrated systems for 16 dealerships and over 1,300 users across all platforms including systems support, upgrades, installations, customization, compliance, data integrity and security, customer relationship management, and… Show more With 16 dealerships in California and Arizona, Tuttle-Click Automotive Group is a nationally-ranked “Top 100” dealer, with annual revenues of $800M and more than 23,000 vehicles sold every year.I provided comprehensive technical software support on multi-component integrated systems for 16 dealerships and over 1,300 users across all platforms including systems support, upgrades, installations, customization, compliance, data integrity and security, customer relationship management, and business process integration, touching all areas of the Group’s business.I maintained and serviced some of the best CRM usage in the industry. On a monthly basis, our system captures 25,500 leads, tracks 60,000 outbound phone calls, and generates 52,000 communications. I’ve implemented three generations of CRM upgrades since 2005.With a strong proactive stance on system maintenance, I prevented business disruption and saved 10-15 man-hours per week with qualified in-house support and issue resolution for complex, multi-component systems.I’ve been involved in numerous business process improvement projects for the Group, including:► Automating data provisioning for 20+ manufacturer and third-party partners, ensuring legal, timely, and accurate reporting on 300K customer records, improved security, and sustenance of third party financial incentives.► Capturing over 7,000 new opportunities to do business through store visits and team training, and boosting service drive customer email collection by 50% for improved customer communications.► Delivering immediate and sustainable improvements to Jim Click Ford’s Customer Service Index scores.► Implementing consistent service quoting, inventory look-up, and estimate tracking across 16 dealerships to increase sales and customer service opportunities.► Automating the Maintenance for Life Program for enhanced budgeting capabilities and accurate verification of customer eligibility. Show less

Automotive Partners Funding is Tuttle-Click Automotive Group’s captive finance business. Struggling to regain traction after the 2008 economic downturn, the company had halted loan purchasing pending a business process turnaround.I was promoted to Executive Office on a temporary basis to restructure and automate operations, and maintained my Automotive Group software support function throughout my tenure.As a first step, I analyzed core issues with their Lending Origination… Show more Automotive Partners Funding is Tuttle-Click Automotive Group’s captive finance business. Struggling to regain traction after the 2008 economic downturn, the company had halted loan purchasing pending a business process turnaround.I was promoted to Executive Office on a temporary basis to restructure and automate operations, and maintained my Automotive Group software support function throughout my tenure.As a first step, I analyzed core issues with their Lending Origination System solution and presented my findings to the Executive Board and owner Jim Click, recommending transition to a more sophisticated system. I collaborated with key staff members to research solutions, coordinate vendor presentations, and advise key decision-makers on a best-fit solution. My recommendation was accepted and implemented.I managed full implementations, delivering significant improvements in accuracy, efficient loan applications, customer management, credit reporting, and collections processing. Collaborating with multiple vendors on custom development and installation of a credit reporting interface, I developed seamless integration across two different vendor systems for loan servicing and underwriting data exchange.I also integrated our systems with the DealerTrack system to enable acceptance of automated consumer loan scenarios to deliver business growth through increased lending opportunities.► In April 2010 the company lifted their halt on loan purchasing and now funds over $24M annually. Show less

I was promoted to Software Solutions Manager, and tasked with providing software solutions and support for all 15 dealerships under the Tuttle-Click umbrella. ► I delivered over $25K savings on software launches across 15 dealerships by providing in-house installation and training, eliminating costly vendor daily fees.► As a subject matter expert on the group’s complex Dealer Management System; I provided on-location project management, support and comprehensive team training… Show more I was promoted to Software Solutions Manager, and tasked with providing software solutions and support for all 15 dealerships under the Tuttle-Click umbrella. ► I delivered over $25K savings on software launches across 15 dealerships by providing in-house installation and training, eliminating costly vendor daily fees.► As a subject matter expert on the group’s complex Dealer Management System; I provided on-location project management, support and comprehensive team training during software upgrades and new installations.► I significantly reduced service line errors and increased dispatching efficiency by managing multiple dealership transitions from manual to electronic service invoicing and system modifications.► Supporting multiple dealership acquisitions, I managed software installation, data migration, and training for seamless integration of business operations. Show less

I was sought out by the company’s corporate office to fill a newly-created Software Support role, providing technical support for the Group’s 15 dealerships in Arizona and California. I served as the primary point of contact for management and end users for all systems, and as a liaison between the company and system vendors, communicating needs and facilitating issue resolution, customization projects, and user training. I consulted with company owner Jim Click to gain his buy-in on… Show more I was sought out by the company’s corporate office to fill a newly-created Software Support role, providing technical support for the Group’s 15 dealerships in Arizona and California. I served as the primary point of contact for management and end users for all systems, and as a liaison between the company and system vendors, communicating needs and facilitating issue resolution, customization projects, and user training. I consulted with company owner Jim Click to gain his buy-in on CRM automation, and captured his rigorous customer follow-up system which is a hallmark of the company’s huge success. Translating his methods into modern CRM and data capture technologies, I adhered faithfully to his tried-and-true system. As a result, we achieved full automation of his original methods to reach an expanded market with closely-targeted campaigns.As technical liaison, I supported data migration, custom installations, troubleshooting, and management and end user training on the company’s newly-installed major upgrade of their Dealer Management System, including comprehensive business management components for 15 dealerships with more than 1,200 users. Show less

Tuttle-Click launched Partners Administrative Services to manage their Extended Service Contract business. Today, this multi-million dollar company is one of the top-grossing businesses in the Tuttle-Click Automotive Group.As a result of my top performance as a Service Advisor, I was recruited as the company’s first Service Claims Adjuster and quickly became the primary liaison between software technicians, claims teams, and dealership teams during the programming and installation of… Show more Tuttle-Click launched Partners Administrative Services to manage their Extended Service Contract business. Today, this multi-million dollar company is one of the top-grossing businesses in the Tuttle-Click Automotive Group.As a result of my top performance as a Service Advisor, I was recruited as the company’s first Service Claims Adjuster and quickly became the primary liaison between software technicians, claims teams, and dealership teams during the programming and installation of the company’s information systems, taking the Group from manual adjustment to a fully-automated process.I met with the Corporate Board of Directors and service management teams to formulate and establish an efficient automated business process and provide product sales and business process training for Partners Administrative Services teams and Dealership teams across all 15 dealerships.With a talent for quickly grasping complex technologies and systems, I became the company’s primary in-house technical advisor, beta testing the new Claims Adjustment software installation and advising software technicians on user interface development issues affecting business process efficiency. I also advised end users on the benefits and limitations of the system in order to facilitate the development of working solutions to issues raised. This system is still in use today. Show less

I was hired as a Sales Associate, and actively recruited for a Service Advisor role after proving myself as an exceptional liaison between customers and service drive technicians as well as demonstrating a talent for automotive sales.► I was consistently ranked as a top-performing Service Advisor among the Tuttle-Click Automotive Group’s 15 dealerships.