Experience

• 

  Toyota motor credit corporation

  Feb 1996 - Jun 1998

  Service representative

  Contacted clients when insurance policies lapsed & requested proof of insuranceWorked with auto insurance agencies and companies to obtain insurance binders or policy copies.Contacted clients with leased vehicles when term up to advise of end of lease options

• 

  Jm rowley insurance agency

  Jul 1998 - Aug 1999

  Service representative

  (KOA) policiesServiced current and potential customers as they came to the officeWrote an operation manual for agency to use advising of all my responsibilities and how to process quotes, policies, etc.

• 

  Principal financial group

  Oct 1999 - Dec 2008

  Senior client service manager

  Evaluated target clients and proposed marketing strategies for current products and services Maintained ongoing relationships with clientsAddressed client and participant inquiriesInterpreted and delivered informationProvided guidance on 401k plans, investments, industry practices, DOL and IRS regulations, 401k legislation and current market conditionsMet with clients annually to review current products and servicesServed as representative of Principal Financial Group to my clientsCoached current and new staff membersReviewed and analyzed plan investmentsReviewed and analyzed plan and trust documents Show less

• 

  Wells fargo financial

  Jul 2009 - Jun 2010

  Collector

  Collect on past due mortgagesProvide customers excellent serviceHelp customers see options of payment given their financial situation

• 

  Kforce professional services

  Dec 2010 - Oct 2012

  Funding relationship specialist

  I worked closely with Finance Managers at Hyundai and Kia dealerships to ensure that they are paid on paper submitted to Hyundai Capital America.

• 

  Hyundai capital america

  Jan 2012 - now

  Manage Facility, Director Admin Assistant, Corporate Culture Events Coordinator, Brand Ambassador to company locally & globally. * Coach and develop team members to perform to the best of their abilities.* Train new funding team members as needed on processes including but not limited to lease and retail funding and marketing bulletin information. * Manage and create reports to better support team processes and evaluate production strategies I worked closely with Finance Managers at Hyundai and Kia dealerships to ensure that they are paid on paper submitted to Hyundai Capital America.

  • Manager, Executive Administration

    Aug 2021 - now

  • Facility & Events Coordinator, HR Analyst II

    Feb 2016 - Aug 2021

  • Analyst III, Funding Supervisor

    Oct 2012 - Feb 2016

  • Funding Relationship Specialist

    Jan 2012 - Oct 2012