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Burke Harris

@burkeharris

Analytical finance professional specializing in auto refinance lending.

United States
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What I'm looking for

I am looking for a role that fosters growth, values collaboration, and offers opportunities to leverage my analytical skills in finance and operations.

I am an analytical and operations-focused finance professional with over 4 years of experience in indirect auto refinance lending across all 50 states and 180+ lenders. My expertise lies in building and automating CRM and pipeline tracking systems that enable scalable sales workflows, improve forecast accuracy, and recover revenue opportunities. With a strong background in operations and leadership roles spanning over a decade, I excel in data analysis, client relationship management, and revenue optimization.

In my current role as an Auto Loan Specialist and Loan Officer, I consistently rank as a top performer, managing nationwide client pipelines and designing purpose-built Excel-based CRM systems. My analytical skills have allowed me to track sales funnel performance and identify high-probability opportunities, contributing to improved close rates. I am passionate about supporting my peers through training and mentorship, fostering a collaborative environment that enhances team performance and client satisfaction.

My previous experience as an Assistant Project Manager and Lead CMT Technician has equipped me with strong project management skills and the ability to oversee complex operations. I have successfully redesigned reporting workflows and enhanced technician training, leading to increased efficiency and accuracy. I am committed to continuous improvement and leveraging my diverse skill set to drive success in every project I undertake.

Experience

Work history, roles, and key accomplishments

T(
Current

Auto Loan Specialist & Loan Officer

The Savings Group (RateGenius,AUTOPAY,TRESL)

Nov 2021 - Present (3 years 9 months)

Consistently ranked as a top-performing auto refinance specialist, managing nationwide client pipelines. Designed and implemented purpose-built Excel-based CRM systems with workflow automations, enhancing seller efficiency and data hygiene.

AA

Assistant Project Manager

Arias & Associates

Aug 2019 - Present (6 years)

Promoted to Assistant Project Manager, managing contractor and business owners’ satisfaction with hundreds of testing assignments. Supervised, trained and mentored a staff of 10–15 technicians, managed scheduling, vehicle fleet maintenance, equipment inventory and calibrations, employee certifications, and timely data analysis and reporting.

AA

Lead CMT Technician

Arias & Associates

Aug 2018 - Present (7 years)

Lead CMT Technician on the branch’s most important client: Kalahari Resort, a $500 million project. Ensured construction operation methods and materials met and complied with owner and city approved engineering standards and architectural design plans.

SE

Home Renovation & Repair Services

Self Employed

May 2017 - Present (8 years 3 months)

Managed small-scale residential renovation projects, including carpentry, electrical, plumbing, and finish work. Oversaw budgeting, client communication, scheduling, and material procurement from quote to project completion.

BA

Assistant Operating Partner & Multi-Unit Trainer

BlackFinn Ameripub

Sep 2006 - Present (18 years 11 months)

Promoted through progressive leadership roles across 9 market launches, managing new site operations, sales ramp-up, and performance enablement across diverse teams. Led training and development of managers from entry-level to senior operators, designing company-wide playbooks, SOPs, and scalable onboarding programs adopted across 14 units.

Education

Degrees, certifications, and relevant coursework

Old Dominion University logoOU

Old Dominion University

Bachelor of Science, Criminal Justice

Completed a Bachelor of Science degree with a minor in Psychology. Focused on criminal justice principles and psychological concepts.

Tech stack

Software and tools used professionally

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Burke Harris - Auto Loan Specialist & Loan Officer - The Savings Group (RateGenius,AUTOPAY,TRESL) | Himalayas