Experienced Business Salesperson offering proven track record of working with customers to achieve solutions and drive company growth. Skilled in networking with industry professionals to build lead pipeline and increase client base.
Overview
24
24
years of professional experience
Work History
Business Development Coordinator
Cal State L.A. Federal Credit Union
03.2023 - Current
Enhanced client relationships through regular communication and prompt responses to inquiries.
Identified new business opportunities by researching market trends and competitor analysis.
Created customized presentations tailored to specific client needs, showcasing the company''s expertise in their industry verticals.
Monitored competitor activities closely, identifying gaps in the market that could be leveraged for further growth opportunities.
Coordinated trade show appearances including booth design, staffing, and promotional materials to maximize company exposure and generate leads.
Wrote and distributed press releases to increase brand visibility.
Generated sponsorships with related and partnering entities to enhance marketing objectives.
Continually maintained and improved company's reputation and positive image in markets served.
Created and managed social media campaigns to increase brand engagement.
Generated new business with marketing initiatives and strategic plans.
Sales Representative Team Leader
Realtor.com
07.2022 - 03.2023
Boosted customer satisfaction by providing knowledgeable product information and addressing concerns promptly.
Maintained high call volume for increased sales opportunities with efficient time management skills.
Nurtured long-lasting client relationships by offering personalized solutions for their needs.
Streamlined the sales process with effective communication, resulting in quicker deal closures.
Utilized CRM software efficiently to manage leads and track client interactions for better follow-up strategies.
Increased sales revenue by implementing strategic marketing plans and fostering strong relationships with clients.
Led a team of sales representatives to improve overall performance through mentoring, coaching, and regular evaluations.
Mortgage Originator
Fairway Independent Mortgage
01.2017 - 03.2022
Streamlined the loan application process for smoother transactions, resulting in improved client satisfaction.
Managed a diverse pipeline of loans while adhering to strict deadlines and regulatory requirements.
Participated in networking events within the community to promote company brand awareness and establish valuable connections within the industry.
Developed tailored marketing strategies targeting specific audiences leading growth in clientele.
Mortgage Originator
LA Financial Credit Union
12.2014 - 07.2016
Managed a diverse pipeline of loans while adhering to strict deadlines and regulatory requirements.
Provided exceptional customer service by promptly addressing inquiries and resolving issues related to loan applications or documentation.
Developed and maintained relationships with customers, lenders and other third parties.
Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Vice President – Private Residential Loan Consultant
City National Bank
01.2013 - 03.2014
Enhanced company profitability by implementing strategic business plans and optimizing operational processes.
Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
Collaborated with senior management to develop strategic initiatives and long term goals.
Business Consultant
Mortgage Bank of California
07.2012 - 01.2013
Increased client satisfaction by implementing tailored solutions for their unique business needs.
Implemented data-driven decision-making processes to optimize resource allocation and boost profitability.
Conducted employee training sessions on change management principles, enabling smooth organizational transitions during growth phases or restructuring initiatives.
Private Relationship Manager
JPMorgan Chase
06.2010 - 07.2012
Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
Built and maintained relationships with new and existing clients while providing high level of expertise.
Established strong relationships with key stakeholders for effective collaboration and streamlined decision-making processes.
Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
Mortgage Loan Officer
Bank of America
02.2000 - 07.2010
Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Checked loan documents for accuracy prior to closing.
Education
Bachelor of Science in Business Finance - Business Administration
Cal State Los Angeles
Los Angeles, CA
06.2005
Skills
Excellent communication
Bilingual Spanish
Sales/Marketing
Market Research
Lead Generation
Project Management
Public Speaking
Relationship Building
Lead Development
Market Development
Digital Marketing
Social Media Platforms
Affiliations
Pasadena Board
Realtors
Los Feliz Chamber of Commerce
Timeline
Business Development Coordinator
Cal State L.A. Federal Credit Union
03.2023 - Current
Sales Representative Team Leader
Realtor.com
07.2022 - 03.2023
Mortgage Originator
Fairway Independent Mortgage
01.2017 - 03.2022
Mortgage Originator
LA Financial Credit Union
12.2014 - 07.2016
Vice President – Private Residential Loan Consultant
City National Bank
01.2013 - 03.2014
Business Consultant
Mortgage Bank of California
07.2012 - 01.2013
Private Relationship Manager
JPMorgan Chase
06.2010 - 07.2012
Mortgage Loan Officer
Bank of America
02.2000 - 07.2010
Bachelor of Science in Business Finance - Business Administration
Service Operations Engineer / Systems Administrator at Michigan State University Federal Credit UnionService Operations Engineer / Systems Administrator at Michigan State University Federal Credit Union