Dynamic Managing Consultant with extensive experience at JEFF MCDONALD FINANCE.INSURANCE, excelling in client management and problem-solving. Proven track record in optimizing financing solutions, enhancing dealership revenue, and mentoring teams. Skilled in developing training programs and maintaining compliance, ensuring exceptional service and integrity in all transactions.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Managing Consultant
JEFF MCDONALD FINANCE.INSURANCE
01.2007 - Current
Provide lending services for both Consumer,Commercial and Dealership clients. Dealership clients included the Madill Motor Group, Pacific Motor Group Gympie and Grand Prix Group Caboolture.
Through these positions and running my own brokerage I have gained the following skills
Mentored junior finance staff on compliance standards and risk management practices.
Collaborated with sales teams to structure financing packages tailored to customer needs.
Developed training programs for staff on new financial software applications improving overall productivity.
Established strong relationships with lenders, enhancing negotiation outcomes for favorable financing terms.
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.
Optimized dealership revenue by identifying opportunities for additional product offerings such as extended warranties and insurance packages.
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.
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.
Implemented ongoing training programs for sales staff on current financing products, incentives, and promotions.
Maintained compliance with all regulatory requirements, ensuring all finance agreements met state and federal guidelines.
Skills
Client management
Industry expertise
Business intelligence
Problem-solving
Integrity and honesty
Team collaboration
Verbal and written communication
Certification
Australian credit license - Since 2010
Interests
I have an interest in golf and until a recent shoulder injury played 3-4 times per week I have an couple of Australian Shepherds that I walk every morning as a source of exercise