Kimberly Shirley
Altoona
Summary
Dynamic Finance Manager with a proven track record at Courtesy Motors, excelling in budget forecasting and regulatory compliance. Achieved significant cost savings through strong negotiation skills while enhancing customer satisfaction. Recognized for optimizing financial processes and fostering teamwork, driving dealership revenue growth and establishing trust with clients through transparent practices.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
34
34
years of professional experience
Work History
Finance Manager
Courtesy Motors
07.2020 - 06.2024
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Evaluated and negotiated contracts to procure favorable financial terms.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Negotiated favorable terms with vendors, resulting in significant cost savings for the company.
- Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
- Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
- Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during vehicle negotiations.
- Assisted customers with challenging credit histories in securing suitable loan options to facilitate vehicle purchases.
- Maximized profitability by negotiating and structuring optimal automotive financing deals.
- Demonstrated expertise in various financial products, creating tailored presentations for customers, showcasing the benefits of specific financing plans based on their unique needs.
- Optimized dealership revenue by identifying opportunities for additional product offerings such as extended warranties and insurance packages.
- Collaborated closely with Sales department conducting joint training sessions sharing information about available financing options boosting overall sales figures.
- Consistently achieved monthly performance targets through strategic planning and execution of innovative financing solutions.
- Provided exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining open communication throughout the financing process.
- Enhanced dealership sales by providing comprehensive financial solutions to clients seeking vehicle purchase or lease agreements.
- Increased repeat business by establishing trust and rapport with customers through transparent and ethical finance practices.
- Enhanced dealership reputation by resolving finance-related customer complaints promptly and effectively.
- Maintained compliance with all regulatory requirements, ensuring all finance agreements met state and federal guidelines.
- Negotiated with lenders to obtain approvals for challenging credit profiles, expanding customer base.
Finance Manager/Retail Sales Associate
Five Star Suzuki
03.2002 - 05.2020
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Mentored junior finance staff, fostering professional development and strong team dynamics.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Negotiated favorable terms with vendors, resulting in significant cost savings for the company.
- Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
- Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
- Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during vehicle negotiations.
- Assisted customers with challenging credit histories in securing suitable loan options to facilitate vehicle purchases.
- Maximized profitability by negotiating and structuring optimal automotive financing deals.
- Demonstrated expertise in various financial products, creating tailored presentations for customers, showcasing the benefits of specific financing plans based on their unique needs.
- Streamlined loan approval processes for enhanced customer experience and faster turnaround times.
- Collaborated closely with Sales department conducting joint training sessions sharing information about available financing options boosting overall sales figures.
- Consistently achieved monthly performance targets through strategic planning and execution of innovative financing solutions.
- Provided exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining open communication throughout the financing process.
- Enhanced dealership sales by providing comprehensive financial solutions to clients seeking vehicle purchase or lease agreements.
- Fostered a positive work environment by promoting open communication and setting clear expectations for team performance, resulting in increased employee satisfaction and retention rates.
- Supported sales objectives, collaborating with sales team to identify opportunities for finance-related upsells.
- Maintained compliance with all regulatory requirements, ensuring all finance agreements met state and federal guidelines.
- Tailored finance packages to meet individual customer needs, fostering positive buying experience.
- Boosted dealership revenue by negotiating favorable financing packages for customers.
- Improved customer satisfaction with personalized follow-up calls to ensure clarity and satisfaction with finance agreements.
- Enhanced dealership reputation by resolving finance-related customer complaints promptly and effectively.
- Reduced errors in contract documentation by implementing rigorous review process before final submission.
- Developed relationships with banks and financial institutions to secure competitive loan rates for clients, enhancing customer satisfaction and loyalty.
Finance Manager
Papakura Ford
11.1990 - 10.2002
- Collaborated closely with Sales department conducting joint training sessions sharing information about available financing options boosting overall sales figures.
- Streamlined loan approval processes for enhanced customer experience and faster turnaround times.
- Demonstrated expertise in various financial products, creating tailored presentations for customers, showcasing the benefits of specific financing plans based on their unique needs.
- Optimized dealership revenue by identifying opportunities for additional product offerings such as extended warranties and insurance packages.
- Maximized profitability by negotiating and structuring optimal automotive financing deals.
- Assisted customers with challenging credit histories in securing suitable loan options to facilitate vehicle purchases.
- Collaborated with sales managers to develop effective strategies for overcoming financial obstacles during vehicle negotiations.
- Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
- Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
- Conducted regular reviews of customer credit applications to maintain accuracy and integrity in the approval process.
- Consistently achieved monthly performance targets through strategic planning and execution of innovative financing solutions.
- Provided exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining open communication throughout the financing process.
- Maintained an organized workflow by prioritizing tasks effectively managing multiple client files simultaneously ensuring timely processing of all transactions.
- Improved overall department efficiency by implementing streamlined procedures simplifying documentation requirements reducing unnecessary delays.
- Fostered a positive work environment by promoting open communication and setting clear expectations for team performance, resulting in increased employee satisfaction and retention rates.
- Enhanced dealership reputation by resolving finance-related customer complaints promptly and effectively.
- Increased repeat business by establishing trust and rapport with customers through transparent and ethical finance practices.
- Negotiated with lenders to obtain approvals for challenging credit profiles, expanding customer base.
- Implemented customer relationship management system to track client interactions and follow up on leads, improving conversion rates.
- Achieved top customer service ratings by providing clear, understandable explanations of finance terms and conditions.
- Reduced errors in contract documentation by implementing rigorous review process before final submission.
- Supported sales objectives, collaborating with sales team to identify opportunities for finance-related upsells.
- Tailored finance packages to meet individual customer needs, fostering positive buying experience.
- Optimized financial offerings by regularly reviewing and adjusting finance and insurance products to meet market demands.
- Boosted dealership revenue by negotiating favorable financing packages for customers.
- Developed relationships with banks and financial institutions to secure competitive loan rates for clients, enhancing customer satisfaction and loyalty.
- Processed loan applications and monitored progress from start to finish.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Developed and maintained relationships with customers, lenders and other third parties.
- Negotiated loan terms and conditions with customers to secure best deal.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Explained very technical financial information to applicants in easy to understand language.
- Assisted customers with completing loan applications and other paperwork.
- Researched and updated industry knowledge on changing legislation and regulations.
Education
High School Diploma -
Altoona Area HIGH SCHOOL
Altoona, PA05-1984
Skills
- Budget forecasting
- Financial budgeting
- Customer satisfaction
- Internal controls
- Regulatory compliance
- Strong negotiation skills
- Goal-oriented mindset
- Contract preparation
- Continuous improvement focus
- Decision making aptitude
- Financial product sales
- Problem-solving capacity
- Automotive industry
- Customer service-focused
- Customer service
- Loan processing coordination
- Staff management
- Active listening and learning
- Decision-making
- Client interview
- Teamwork
- Problem-solving
- Leadership skills
- Problem-solving abilities
- Reliability
- Excellent communication
- Organizational skills
Timeline
Finance Manager
Courtesy Motors
07.2020 - 06.2024
Finance Manager/Retail Sales Associate
Five Star Suzuki
03.2002 - 05.2020
Finance Manager
Papakura Ford
11.1990 - 10.2002
High School Diploma -
Altoona Area HIGH SCHOOL
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