Shadrack Koepke
Chandler
Summary
Results driven Finance Manager with experience in auto refinance and indirect lending. Skilled in structuring deals, analyzing credit, and working with lenders to secure competitive financing options. Proficient in industry platforms including Dealertrack, RouteOne, CUDL, LexisNexis, and ADD. Known for strong attention to detail, compliance adherence, high product attachment rates and delivering excellent customer service while maximizing profitability.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Finance Manager
Yield Solutions Group
Denver
03.2025 - Current
- Managed a team of 22 loan consultants
- Direct point of contact to 41 lenders for approval, overturn, BE and FE adjustments and loan documents
- Structure and finalize auto refinance deals, ensuring compliance with lender and regulatory requirements
- Analyze customer credit profiles to match with optimal lending solutions
- Utilize Dealertrack, RouteOne, and CUDL to submit, track, and finalize loan applications
- Maintained relationships with lenders to secure competitive rates and timely approvals
- Review contracts for accuracy and completeness before funding
- Ensure adherence to all federal, state, and company compliance standards
- Explained loan terms and financial products to customers, ensuring understanding and informed decision-making
- Conducted weekly meetings with top 25 lenders to review look to book, rates, and FE and BE allowances, enhancing revenue for both parties
Consultant, Lender Relations & Product Trainer
Lending Arts Auto Refinance
Denver
03.2021 - Current
- Liaised between financial institutions and internal sales teams, strengthening lender partnerships and enhancing product knowledge. Managed relationships with 32 lenders to ensure alignment on underwriting guidelines, program updates, and funding requirements, facilitating smoother deal flow and increasing approval rates.
- Developed and delivered training programs on finance products, compliance standards, and system utilization (including Dealertrack, RouteOne, and CUDL). Equipped team members with essential knowledge and tools to present financing options effectively, structure deals, and maximize customer value.
- Monitored performance metrics to identify opportunities for product adoption, increasing penetration rates from 26% to 58% with ESC, 61% to 84% with GAP, and 12% to 44% with UTL. Collaborated with leadership to implement strategic initiatives that enhanced revenue generation and improved lender engagement.
Full Desk Loan Consultant
Auto Approve Auto Refinance
Denver
04.2021 - 05.2023
- Managed the full lifecycle of auto refinance transactions from initial customer inquiry through funding, serving as a single point of contact to ensure a seamless and efficient experience. Engaged directly with customers to assess financial needs, review credit profiles, and present tailored refinancing options that improve loan terms, reduce monthly payments, or lower interest rates.
- Structured deals by gathering documentation, verifying identity and income, and submitting applications through lending platforms like RouteOne and CUDL. Collaborated with lenders to secure approvals, negotiate terms, and resolve stipulations, expediting funding and ensuring timely completion of loan processes.
- Ensured contract and documentation accuracy while adhering to compliance and regulatory standards, maintaining integrity of loan transactions.
Director of Sales and Retention
HomeAdvisor
Golden
10.2011 - 02.2021
- Started as a Sales Rep 10/2011 to 04/2014
- Promoted to Retention Manager 04/2014 to 01/2015
- Promoted to Director of Sales and Retention 01/2015 to 02/2021
- Led 31 sales and retention teams in fast-paced home services marketplace, improving customer lifetime value and achieving sales targets through effective operations management in new business development and client retention.
- Developed strategic initiatives to enhance contractor acquisition and long-term retention. Implemented data-driven sales processes and performance metrics, boosting team productivity and close rates while collaborating with cross-functional teams to improve product offerings and customer experience.
- Analyzed key performance indicators to identify trends and reduce churn. Built strong client relationships by optimizing service usage and proactively addressing concerns, fostering a culture of accountability and customer-centric selling that contributed to sustained revenue growth.
Education
High School Diploma -
Belford High School
Thornton, CO05-2009
Skills
- Loan structuring and approval rates
- Compliance management
- Customer credit analysis
- Dealertrack, CUDL, Routeone utilization
- Document verification
- Contract completion and contract detail
- Lender relations
- Product education and attachment
Certification
Relay Certified in CO, AZ and Texas
Accomplishments
Top Performer Revenue 2025
Timeline
Finance Manager
Yield Solutions Group
03.2025 - Current
Full Desk Loan Consultant
Auto Approve Auto Refinance
04.2021 - 05.2023
Consultant, Lender Relations & Product Trainer
Lending Arts Auto Refinance
03.2021 - Current
Director of Sales and Retention
HomeAdvisor
10.2011 - 02.2021
High School Diploma -
Belford High School