Amit Patel
Pflugerville,TX
Summary
Dynamic professional with a proven track record at Pinnacle Home Loans, excelling in financial analysis and customer relationship management. Achieved significant sales targets through strategic negotiation and proactive client engagement. Adept at portfolio management, I thrive in collaborative environments, consistently enhancing client experiences and driving revenue growth.
Overview
16
16
years of professional experience
Work History
Junior Loan Originator
Pinnacle Home Loans
Plano, TX
10.2024 - Current
- Facilitated mortgage loan applications to enhance client experience and efficiency.
- Analyzed financial documents to determine loan eligibility and communicate requirements.
- Collaborated with underwriters and realtors to achieve successful loan approvals.
- Exceeded sales and processing targets through proactive engagement with clients.
New Car Sales Consultant
Covert Cadillac
Austin, TX
02.2015 - 01.2024
- Achieved $600,000 in annual Cadillac sales through strategic negotiation and relationship management.
- Analyzed sales data to identify trends and adjust sales strategies accordingly.
- Established strong connections with potential customers via proactive outreach efforts.
- Assisted customers during service appointments, demonstrating new technology to increase vehicle interest.
- Collaborated with Sales Managers to consistently exceed departmental sales goals.
- Maintained professional rapport post-sale, enhancing customer retention and satisfaction.
- Completed online courses in product knowledge and sales strategies, earning GM certification.
- Built and nurtured robust customer relationships to improve overall sales experience.
New Car Sales Consultant
Onion Creek Volkwagen
Austin, TX
05.2014 - 12.2014
- Formulated effective sales strategies to enhance customer satisfaction and profitability.
- Negotiated vehicle pricing and secured financing options for customers.
- Managed daily inventory data to support customers throughout sales process.
Portfolio Manager
Improved Horizons Financial
Killeen, TX
09.2012 - 04.2014
- Coordinated hotel renovation projects with subcontractors, ensuring completion within budget constraints and deadlines.
- Reviewed budgets for multiple renovation projects valued between $1,000,000 and $1,500,000.
- Negotiated favorable rates with subcontractors and vendors to adhere to allocated budgets.
- Collaborated with city officials to secure building permits and maintained compliance through inspections.
- Led renovations that increased appraisal values exceeding $2,000,000.
- Managed cash flow statements and analyzed profit and loss reports for financial oversight.
- Evaluated securities investments, delivering decisions that enhanced portfolio profitability.
- Formulated strategies to optimize risk based on corporate and personal profiles.
General Manager
Comfort Suites
Copperas Cove, TX
02.2011 - 08.2012
- Oversaw daily hotel operations, integrating front desk, housekeeping, and maintenance functions.
- Implemented revenue management strategies to optimize occupancy rates and increase profitability.
- Developed targeted marketing plans for acquiring corporate and leisure clients.
- Managed budgets and financial planning to ensure fiscal stability and control expenses.
- Hired, trained, and supervised staff to enhance service quality and operational efficiency.
- Ensured compliance with safety, health, and hospitality regulations across all operations.
- Negotiated vendor contracts while maintaining relationships for cost-effective procurement.
Director of Business Operations
Improved Horizons Financial
Killeen, TX
07.2009 - 01.2011
- Organized employee schedules, prepared payroll, and performed employee relations functions.
- Assumed authority for hotel in the absence of the General Manager and served as Assistant General Manager for all operations within the hotel.
- Maintained statistical-financial records.
- Dealt with customer queries and complaints.
- Recruited and monitored relevant staff for their specific operations.
- Managed the total sales efforts within the hotel to generate revenue.
- Maintained and developed key accounts/prospects.
Education
Business Management -
Austin Community College
Austin, TxSkills
- Financial analysis and assessment
- Sales strategies and expertise
- Customer relationship management
- Problem solving and negotiation
- Team collaboration and communication
- Portfolio management and advising
- Credit evaluation and documentation review
- Computer literacy and Microsoft Office
Timeline
Junior Loan Originator
Pinnacle Home Loans
10.2024 - Current
New Car Sales Consultant
Covert Cadillac
02.2015 - 01.2024
New Car Sales Consultant
Onion Creek Volkwagen
05.2014 - 12.2014
Portfolio Manager
Improved Horizons Financial
09.2012 - 04.2014
General Manager
Comfort Suites
02.2011 - 08.2012
Director of Business Operations
Improved Horizons Financial
07.2009 - 01.2011
Business Management -
Austin Community College
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