Brian Garcia
Santa Claus
Summary
Dynamic finance professional with a proven track record at Town and Country Ford, adept in contract negotiations and customer service. Excelled in reducing process discrepancies and maximizing client savings, showcasing exceptional problem-solving and relationship-building skills. Achieved notable customer satisfaction through effective communication and financial expertise.
Overview
18
18
years of professional experience
Work History
Warranty Agent
C Berman Associates
05.2024 - Current
- Informed clients of policies and procedures.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Negotiated contracts with buyers and sellers to maximize customer savings.
- Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
- Developed new business and managed new and existing clients.
Finance Director
Town and Country Ford
08.2007 - 05.2024
- Collaborated with team leaders to define standards, policies and procedures to meet company revenue goals.
- Reduced process discrepancies through measured implementation of performance reporting and data systems.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Processed loan applications and monitored progress from start to finish.
- Negotiated loan terms and conditions with customers to secure best deal.
- Assisted customers with completing loan applications and other paperwork.
- Monitored pipelines to track and log status of loans.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Developed and maintained relationships with customers, lenders and other third parties.
- Explained very technical financial information to applicants in easy to understand language.
Education
High School Diploma -
Tell City High School
Tell City IN05-1995
Skills
- Contract negotiations
- Order fulfillment
- Recordkeeping proficiency
- Customer needs determination
- Problem-solving skills
- Resolving customer issues
- Information documentation
- Organizational skills
- Polite communication skills
- Contract negotiation expertise
- Ensuring customer satisfaction
- Professional networking
- Contract negotiation
- Positive attitude
- Conflict resolution
- Customer complaint resolution
- Financial document preparation
- Relationship building
- Customer service
- Product sales
- Sales closing
- Industry expertise
Timeline
Warranty Agent
C Berman Associates
05.2024 - Current
Finance Director
Town and Country Ford
08.2007 - 05.2024
High School Diploma -
Tell City High School
Similar Profiles
Muhammad Hashim RazaMuhammad Hashim Raza
Teacher Helper at Lucas BermanTeacher Helper at Lucas Berman
Jacob GayleJacob Gayle
Internal Wholesaler at Neuberger BermanInternal Wholesaler at Neuberger Berman
SARA AMOUSSISARA AMOUSSI
Assistant IT Project Manager at Neuberger BermanAssistant IT Project Manager at Neuberger Berman