Project: Financial Operations & Revenue Growth; Finance Manager – Active Water Sports

Overview: As Finance Manager at Oregon’s largest boat dealership, I oversee the full loan process for customers, from application to final funding. I ensure smooth communication between customers, banks, and insurance providers while maximizing dealership revenue through strategic financing and backend product sales.

Responsibilities:
•Guided 30+ clients at a time through the loan approval process, tailoring bank options based on credit files and purchase details.
•Managed sensitive financial and personal data while preparing accurate paperwork for banks and insurance providers.
•Negotiated directly with banks to secure approvals and resolve potential issues or denials.
•Sold backend products including GAP coverage, tire & wheel protection, and extended warranties to enhance revenue and customer security.
•Maintained detailed tracking of loan status and revenue, ensuring all funding matched expected amounts.

Goal: To streamline the financing experience for customers while increasing dealership revenue through strategic lending decisions and product sales, despite rising interest rates and price increases.

Outcome:
•Increased dealer reserve revenue from $204,748 in 2023 to $327,300 in 2024, and $410,215 YTD in 2025 (with three months still to go).
•Achieved these results even as average loan rates climbed from 6.74% (2023) to 8.53% (2025).
•Established reliable systems for tracking 30+ clients at different loan stages, ensuring accuracy and efficiency.