Adolfo Huerta

Provide customized financial solutions for business, including lines of credit, term loans, and cash management services, resulting in a 25% increase in business loan portfolio.

Conducted thorough credit assessments and financial analysis to determine lending risk, ensuring adherence to regulatory guidelines.

Cultivated strong relationships with clients, offering advisory services on cash flow, investments, and business expansion.

Collaborated with cross-functional teams to streamline loan processing, reducing turnaround time by 15%

• Developed customized lending solutions to meet the unique needs of small businesses and entrepreneurs.
• Conducted comprehensive financial analyses to identify opportunities for business expansion and risk mitigation.
• Proactively identified potential risks within client portfolios, implementing strategic measures to minimize losses.

• Built strong relationships with customers through personalized service, enhancing client loyalty and repeat business.
• Achieved high levels of customer satisfaction by providing exceptional after-sales service, including issue resolution and future needs analysis.
• Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
• Utilized CRM software tools effectively for tracking client interactions, follow-ups, deals progressions.
• Grew client base by analyzing consumer needs to introduce relevant products and complete sales processes.
• Applied prospecting expertise to generate and pursue leads, setting up appointments, and site visits to maintain budding relationships.
• Negotiated favorable contracts with clients, securing long-term partnerships and steady revenue streams.
• Managed key accounts with regular check-ins to assess satisfaction levels while proactively addressing concerns or challenges before they escalated.
• Implemented innovative sales techniques to increase conversion rates and boost overall sales figures.

• Assisted customers with challenging credit histories in securing suitable loan options to facilitate vehicle purchases.
• Maximized profitability by negotiating and structuring optimal automotive financing deals.
• Demonstrated expertise in various financial products, creating tailored presentations for customers, showcasing the benefits of specific financing plans based on their unique needs.
• Conducted regular reviews of customer credit applications to maintain accuracy and integrity in the approval process.
• Developed relationships with banks and financial institutions to secure competitive loan rates for clients, enhancing customer satisfaction and loyalty.
• Increased repeat business by establishing trust and rapport with customers through transparent and ethical finance practices.
• Processed loan applications and monitored progress from start to finish.
• Identified opportunities to cross-sell and upsell loan products to customers.
• Developed and maintained relationships with customers, lenders and other third parties.
• Evaluated loan requests and documents to verify accuracy and completeness.
• Approved loan applications based on customer creditworthiness and provided detailed financial advice.