Adrian Rojas
West Covina,CA
Overview
2
2
Languages
9
9
years of professional experience
Work History
Inside Sales Representative
Lobel Financial
09.2025 - 08.2026
- Facilitated in-house deals through underwriting and funding processes, ensuring efficient turnaround times.
- Managed inbound and outbound calls to support dealer funding requests and customer account inquiries.
- Evaluated credit applications and verified documentation for loan package completeness and accuracy.
- Coordinated with dealers to resolve missing items, underwriting questions, and contract stipulations.
Loan Officer
Westlake Direct LLC
10.2021 - 10.2025
- Facilitated digital finance solutions for customers and dealerships, improving collaboration. Established direct lending pathways and fostered dealership relationships to expand networks. Oversaw auto loan processing, contracting, and funding, cultivating strategic partnerships with dealerships and enhancing referral networks. Earned recognition as the Top Salesman of the Year in 2024.
- Evaluated credit applications and matched borrowers with suitable loan options.
- Verified income, employment, and documentation for accurate loan processing.
- Communicated loan terms clearly and answered borrower questions throughout application process.
Assistant Team Lead
Shift Technologies
06.2020 - 09.2021
- Led sales team, monitored KPIs, enhanced training efficiency, and streamlined customer appointment handling. Analyzed customer feedback to refine appointment processes and increase customer satisfaction.
- Coordinated daily team workflows to maintain service consistency and task completion.
- Monitored work queues and prioritized assignments to meet operational deadlines.
- Supported team leads with scheduling, escalations, and shift handoff communication.
Level 6 Associate March
In N Out Burger
03.2017 - 08.2020
- Achieved Level 6 Associate, highest level for regular associates, reflecting strong performance and reliability in mastering restaurant operations. Trained in all kitchen positions, gaining comprehensive knowledge of food preparation, quality control, and operational standards to ensure consistent quality and cleanliness.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
Education
Bachelor of Science - Finance
California State University- Long Beach
Long BeachSkills
- Loan processing
- Strategic sales
- Account management
- Client management
- Upselling
- Data accuracy
- Microsoft applications
- Bilingual - English and Spanish
- Exceptional customer service
- Loan processing
PROFESSIONAL EXPERIENCE
I was awarded the Top Salesman of the Year award in 2024.
Languages
English
Native or Bilingual
Spanish
Professional Working
Timeline
Inside Sales Representative
Lobel Financial
09.2025 - 08.2026
Loan Officer
Westlake Direct LLC
10.2021 - 10.2025
Assistant Team Lead
Shift Technologies
06.2020 - 09.2021
Level 6 Associate March
In N Out Burger
03.2017 - 08.2020
Bachelor of Science - Finance
California State University- Long Beach