Talk to sales Try for Free
Taylor Smith

Taylor Smith

Finance Manager

Followers of Taylor Smith609 followers
location of Taylor SmithWashington, District of Columbia, United States

Connect with Taylor Smith to Send Message

Connect

Connect with Taylor Smith to Send Message

Connect

  • Timeline

  • About me

    Senior Account Manager at Callahan & Associates, Inc.

  • Education

    • Lampeter Strasburg High School

      2005 - 2009

      -Student/Athlete with GPA of 3.9-Member of Varsity Lacrosse program-Heroes Program: provide a good example for younger students in the community as a high school graduate, athlete, and member of the community-Youth Group Leader

    • Harvard Business School Online

      2021 - 2021
      Sustainable Business Strategy

      This course explored how changes in consumers and markets are moving organizations to put purpose at the forefront of their strategy, leading to a greater impact on the markets they serve and better business outcomes. It challenged me to consider how my company can turn these ideas into action to better serve our clients and community.

    • University of Delaware

      2009 - 2013
      Bachelor's degree Philosophy 3.4 GPA

      Activities and Societies: Crew Team Study Abroad: New Zealand 2012 Philosophy Club Dean's List Student/Employee - Dining Hall I attended the University of Delaware for 4 years achieving an overall GPA of 3.4 and worked part-time from 2010 to 2013 in addition to attending University. I received a Bachelor's Degree in Philosophy and a Minor in Legal Studies.

  • Experience

    • Sheridan Ford Sales

      Sept 2013 - Jul 2015
      Finance Manager

      ● Salesman, Credit Analyst, Loan Officer & Product Expert● Responsible for interdepartmental cooperation & communication: sales, accounting, management & service● Resolution of customer complaints/issues● Maintained knowledge on all extended warranties for automotive and made sales accordingly.● Established and maintained good working relations with various finance sources.● Prepared necessary paperwork and submitted it for approval.● Monitored rate quotations.● Reviewed paperwork and ensured correct details.● Administered all auto application forms and received filled forms for customers.● Gathered knowledge of all competitors program and ensured effectiveness of product.● Responsible for overseeing and monitoring customer loan application and perform loan approval process Show less

    • National Agents Alliance - The Alliance

      Oct 2016 - Oct 2019
      Producer

      Financial Services Professional representing 12 firms and specializing it tailor made family protection programs to guarantee long term financial wellbeing. Top 5% national producer 3 years consecutively attained through active listening, client advocacy and market knowledge. I love not only getting things done, but getting them done in a fiercely compassionate and ethical way.

    • Robert Half

      Mar 2020 - Sept 2020
      Recruiting Manager

      I consult and coach candidates in order to help place them in the specialized positions they deserve and desire. I'm a client advocate who keeps things simple, genuine, efficient and above all - fun! Let's get to work.

    • Callahan & Associates, Inc.

      Sept 2020 - now

      Develop strong, trusting and long-lasting relationships with Credit Union leadership on a national level. Credit Union leaders hire us at Callahan & Associates to identify strategic growth opportunities that increase member value. We accomplish this through creating meaningful dialogue, providing strategic counsel, connecting people and helping organizations realize strategic value by leveraging our competitive analytics, best-practice media, leadership consulting, and collaborative ventures.

      • Senior Account Manager

        Jan 2024 - now

      • Account Manager

        Sept 2020 - now

  • Licenses & Certifications

    • How to Use LinkedIn Learning

      LinkedIn
      Mar 2020
      View certificate certificate

    • Life And Disability Insurance Analyst

      XCEL Testing Solutions - Preparing People to Pass

  • Honors & Awards

    • Awarded to Taylor Smith
      Ethos Manager Training Ethos Completion of Ethos Management Training in Dallas, Texas. A week-long seminar reviewing and critiquing our sales process and loan construction.

  • Volunteer Experience

    • Primary School Teacher

      Issued by Golden Gate American School on Oct 2015
      Golden Gate American SchoolAssociated with Taylor Smith