Amber Potter
Peoria
Summary
Highly motivated and dependable candidate with extensive customer service and sales experience. Organized and professional with a track record of driving increased revenue, improving buying experience and elevating company profile within the market. Consistently recognized for performance and excellence in customer service and consultive selling.
Personable Financial Services Manager with strengths in financial analysis and customer service. Leveraging financial acumen to support clients in meeting financial goals. Managing concurrent objectives to promote efficiency and influence positive outcomes.
Overview
26
26
years of professional experience
Work History
Financial Services Manager
Lazydays RV
Tampa
08.2020 - 04.2024
- Identified solutions for clients based on financial goals and needs.
- Achieved or outperformed set benchmarks in productivity, client satisfaction, and revenue generation.
- Provided detailed explanations of the financing process, rates, terms, lending options available, manufacturer and dealership service procedures, policies and optional protection products.
- Cultivated and sustained strong partnerships with banks, credit unions and lending institutions to drive business growth.
- Explained, answered questions, signed loan documents, finalized loan packages and sent to appropriate lender for funding.
- Performed quality assurance checks on all purchases and contract details, handling any delays immediately.
- Developed and maintained relationships with clients seeing many to return for repeat business and continued referrals to our company.
- Protected customer information and business records adhering to all laws and regulations
- Communicated effectively and confidently with clients regarding financial activities throughout the process.
- Oversaw operations of finance department, set goals and objectives and designed framework for these to be met and exceeded.
- Oversaw the client experience ensuring seamless service delivery and satisfaction.
- Provided and successfully sold client ancillary products and services using consultive sales techniques to drive revenue growth and consumer value.
- Consistently delivered top-tier results by managing client relationships from start to finish with empathy, care, and precision.
- Ensured accuracy and compliance by maintaining detailed, well-organized client and transaction records.
Finance Manager
AZ State Trailer Sales
Phoenix
02.2013 - 07.2020
- Completed, reviewed and processed all loan documents to finalize sales.
- Determined best financing options available based on customers needs, financial goals and credit criteria.
- Explained and discussed available ancillary protection products with clients and utilized consultive selling skills to close deals.
- Provided detailed explanations of manufacturer and dealership service procedures and policies.
- Oversaw CRM system to help drive traffic and identify financing leads.
- Performed quality assurance checks on all purchases and contract details assuring accuracy.
- Communicated approval or rejection of loans in a professional empathetic manner.
- Scheduled and performed signings of all loan documents and finalized packages for funding.
- Cultivated and sustained strong partnerships with banks, credit unions and lending institutions to drive business growth.
- Ensured strict adherence to company policies and regulatory compliances.
- Recognized for expertise and leadership by training finance managers at multiple locations, contributing to higher performance and streamlined operations across all stores.
Sales Manager/Sales Representative/FI Manager
Yucca Valley Chrysler
Twentynine Palms
10.1998 - 07.2011
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Built relationships with customers and community to establish long-term business growth.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
- Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.
Education
High School Diploma -
Sky High School
Yucca Valley, CASome College (No Degree) -
Copper Mountain College
Joshua Tree, CASkills
- Loan Structuring & Pre-Approvals
- Credit, Income & Asset Analysis
- Borrower Education & Financing Guidance
- End-to-End Loan Processing
- Regulatory Compliance
- Customer Communication & Relationship Management
- Documentation Collection & Review
- Cross-Functional Collaboration
- CRM & Financial Software (ADP, Motility, IDS, UKG, Microsoft Office)
- Sales Strategy & Performance Optimization
Timeline
Financial Services Manager
Lazydays RV
08.2020 - 04.2024
Finance Manager
AZ State Trailer Sales
02.2013 - 07.2020
Sales Manager/Sales Representative/FI Manager
Yucca Valley Chrysler
10.1998 - 07.2011
High School Diploma -
Sky High School
Some College (No Degree) -
Copper Mountain College