Manage, Support and drive process in the Financial Services Offices of 3 Dealerships. • Develop process for the Dealership Financial offices. • Motivate, mentor, coach and help new Financial Services Managers succeed. • Responsible for training, coaching Financial Services Managers. • Helping General Managers with maximizing their opportunities with their clients. • Maintain an F&I Average at acceptable levels. • Stay current with product knowledge. • Maintain CIT’s to a minimum (preferably zero). • Schedule Meetings with lender/ manufacturer and third-party representatives • Help train Sales Team on Turnover process • Work with every Department and help support the Dealer Principal maximize overall profits.

Key account management of Dealerships. • Manage, support and help maximize profitability in the finance office. • Dealer profit development. Account service. • In-dealership training and territory management. • Retail and Finance Sales projections and forecasting. • Develop strategies with Finance teams and General Managers to maximize overall performance and sales profits. • Conduct Quarterly performance reviews. • Responsible for teaching, training, coaching Finance Managers and Finance Directors. Train the trainer • Motivate and help teams succeed. • Conduct Monthly dealership training and performances reviews. • Helped increase core F&I product penetrations YOY. • Helped Finance managers increase dollars per car in a manner consistent with high levels of customer satisfaction.

Manage Customer Care/ Appointment Coordinating Center •Prepare direct marketing materials for prospective customers •Handle incoming calls and direct them to the appropriate manager •Attend weekly manager meeting •Maintain CSI at or above company standards •Work closely with department managers to ensure customer satisfaction •Follow up with “shoppers" through telephone, mailings and electronic media prior to purchase •Follow up with customers through telephone, mailings and electronic media after purchase •Follow up with customers through telephone and mailings after service •Answer incoming e-mails by responding to customers via electronic media •Generate customer follow-up letters •Reinforce company policies and adheres to company standards •Encourage compliance with applicable laws and regulations

Present credit service options and product protection choices to customers. Clearly explain products and services to foster a quick but well-informed closure to a deal.• Ensured all necessary paper work was obtained efficiently and correct with each transaction and fully compliant with Alberta and federal guidelines• Make sure deals are in accounting in a timely manner and are billed before end of day.• Maintain Payment In and Payment Out log• Log efforts on each deal out after completion• Manage a pending and delivered report on a daily basis• 100% TO to Finance Assistant Director• Ensure CSI is at or above group average• Educate customers on viewpoint surveys• Set and track personal sales goals on a daily, weekly, monthly and yearly basis• Review daily monthly and yearly forecasts• Maintain F&I income at acceptable levels• Stay current with product knowledge• Maintain a competitive attitude and never lose sight of a productive team spirit• Be a team player • Maintain CIT’s to a minimum (preferably zero)• Keep office supplied with essential forms to complete each transaction• Return all deals back to the Finance Director’s office after completion.• Safeguard all customer information• Assist when necessary other finance producers with customer’s needs• Interface with sales professionals for relationship and training opportunities• Complete other duties that were assigned

Provided legal interpretation and consultation and performed research and reference services. Interpreted and explained laws, regulations, and procedures to legal assistant; reviewed reports and assisted in preparation of legal documents that required the referral of cases for prosecution; was responsible for supplying legal reference services; and conduct extensive research.