
Owner/Operator at The Financial Consulting Team
Baton Rouge, Louisiana Area

Owner/Operator at The Financial Consulting Team
Baton Rouge, Louisiana Area
(Management Consulting industry)
2004 — Present (5 years )
Conulting Auto-Dealers on finance compliance, software,inventory management,sales training, and how to manage in house financing
(Automotive industry)
January 2000 — February 2003 (3 years 2 months)
Assuring that the employees of the sales department conduct their affairs in a manner conducive to good citizenship within the community, and operate within the laws and regulations of all local, state, and federal jurisdictions. Assisting the dealer/general manager with the development and maintenance of relationships and alliances with manufacturers, industry associations, suppliers, and vendors that promote the goodwill of the company and serve its interests best. Assisting the Dealer/General Manager in developing and implementing all policies, procedures, and processes necessary to being recognized for superior customer satisfaction. Creating and implementing sales and marketing plans that will assure the dealership is; aggressively seeking new customers and markets; achieving its full sales potential; and, fulfilling its obligations under the terms of its Sales and Service Agreements for superior representation and total customer satisfaction. Assuring that all purchase agreements, bills of sale, finance contracts, lease agreements, applications for registration, and all other documents necessary to the sale and lease of vehicles are completed accurately and in full compliance with all local, state, and federal laws, and submitted to the accounting office in a proper and timely fashion.
(Automotive industry)
1994 — 2000 (6 years )
Review all figures agreed upon between the customer and Sales Department. Review and verify credit application information, credit reports and determine the customer’s creditworthiness to work with lenders to structure loans according to published lending guidelines. Prepare all paperwork, such as loan agreements, D.M.V documentation and other legal documents required by state and federal regulatory agencies.
Finance
•Continued education in finance compliance including but not limited to the laws of Full Disclosure, privacy laws, Gramm-Leach-Bliley, The USA patriot Act, and I.R.S. reporting laws. Compliance of financial sales were also revised and taught.
Finance Training
Louisiana Dealer Services teaches required training in finance compliance, and the regulations involved in contracting the sale of credit life, accident & health insurance. Service contracts and other after market products.