Andy Pantoja
San Clemente,CA
Summary
Personable Door Salesman offering 2-years background directly selling residential solar by going door-to-door. Persuasive and negotiable individual well-versed in setting up demos for products and suggesting specific products based on customer preferences. Superb team player recognized as consistent performer successful at exceeding monthly quotas.
I also consider myself to be a reliable restaurant manager with independent approach to handling high-volume customer loads. Well-versed in assisting wait staff with drinks and food orders. Excellent relationship-builder and multitasker always ready to support team needs. Licensed Realtor dedicated to supporting buyers and sellers throughout all phases of real estate transactions. Highly skilled in assisting prospective buyers in visiting, selecting, inspecting and making offers of purchase on real estate properties. Provides accurate and detailed information to clients and company. Committed to customer service excellence.
Overview
12
12
years of professional experience
Work History
Solar Sales Consultant
Better Earth Solar
01.2021 - Current
- Prepared analyses of customer's current and projected electrical usage, demonstrating financial return on investment via new system introduction.
- Created sales and marketing tools, growing clientele and generating quality sales leads.
- Mentored new sales team to surpass goals in alignment with brand standards.
- Discussed solar benefits with customers and drew comparisons with power company rates and drawbacks.
- Produced quotes, proposals and contracts as part of sales process.
- Generated solar energy customer leads to develop new accounts.
- Traveled by foot or automobile to deliver or sell merchandise or services.
- Used scripts or persuasive sales techniques to convince clients in purchasing Residential Solar
General Manager
La Siesta Restaurant
08.2011 - Current
- Managed budget implementations, employee reviews, training, schedules and contract negotiations.
- Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
- Implemented operational strategies and effectively built customer and employee loyalty.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
Licensed Mortgage Loan Originator NMLS 1873353
TBD
12.2021 - Current
- Prepared documents for customers, submitting and overseeing through each step of closing process.
- Collected information from banks, institutions and employers to assess applicant eligibility.
- Fielded customer complaints and provided solutions.
- Monitored pipelines to track and log status of loans.
Real Estate Agent. DRE 02036900
Keller Williams
03.2021 - Current
- Developed and maintained relationships with clients through networking, postcards and cold calling.
- Communicated with clients to understand property needs and preferences.
- Presented purchase offers to sellers for consideration.
- Represented buyers and sellers of developed and undeveloped properties.
Loan Officer Assistant
Mortgage Updates
09.2021 - 01.2022
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Managed event planning and execution for learning lunches and other business-centered gatherings.
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners and past clients.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Assembled important paperwork and disclosures for borrower.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
- Communicated with customers daily to request information and complete paperwork.
- Set up files using loan officer checklist and submitted on-time for processing.
- Scheduled meetings and appointments and maintained well-organized master calendar.
- Monitored key dates to obtain information by deadlines.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Filed completed loan applications with underwriting and made approval or denial recommendations.
- Produced and submitted completed loan packages to title and escrow professionals.
- Reviewed and validated details of loan applications and closing documentation.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Set up, stored and updated customer files, department records and regulatory paperwork.
Account Executive
The Lender
09.2021 - 09.2021
- Negotiated sales deals between customers and agency, resulting in mutually beneficial agreements and cultivated relationships.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Drove new business development through qualifying leads, building relationships and executing strategic sales.
- Increased profitability and pipeline development by leveraging diverse marketing channels and sales strategies.
- Used targeted questioning strategies to discover insight on prospect needs and requirements.
- Upsold special packages while preparing quotes for potential clients.
- Identified customer needs and achieved service levels that met and exceeded expectations.
Education
High School Diploma -
San Clemente High School
San Clemente, CA06.2005
Skills
- Adaptability and Flexibility
- Performance Improvement
- Employee Performance Evaluations
- Training and Onboarding
- Front of House Management
- Problem Solving
- Scheduling Staff
- Relationship Building
- POS Terminal Operation
- Critical Thinking
- Calm and Pleasant Demeanor
- Team Leadership
- Work Planning and Prioritizing
- Reliable and Responsible
- Written and Verbal Communication
- Document Preparation
- Solution Optimization
- Sales Proficiency
- Customer Relationship Management
- Customer Accounts Management
- Professional Relationships
References
Nicholas Wejbe (949) 445-2335
Todd Carbone (949) 610-6539
Dennis Morris (805) 390-6964
Languages
Spanish
Native or Bilingual
Timeline
Licensed Mortgage Loan Originator NMLS 1873353
TBD
12.2021 - Current
Loan Officer Assistant
Mortgage Updates
09.2021 - 01.2022
Account Executive
The Lender
09.2021 - 09.2021
Real Estate Agent. DRE 02036900
Keller Williams
03.2021 - Current
Solar Sales Consultant
Better Earth Solar
01.2021 - Current
General Manager
La Siesta Restaurant
08.2011 - Current
High School Diploma -
San Clemente High School
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