The company is successfully changing the way people in need of
loans interact with their
community financial institutions by employing a unified online
application process that enables borrowers to get low - interest
loans directly from
community banks and credit unions.
Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate
loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit
applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between
bank and clients, partners, outside vendors, and
community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance