BRIAN PEREZ
Sales Management & Analyst Professional
Round Rock,TX
Summary
Accomplished professional and business leader with hands-on experience driving sales strategies forward with proven record capturing new business for industry-leading organizations. Thrives in high-volume environments with ability to navigate ever-changing market needs, improve customer engagement, and continuously drive year-over-year profitability.
• Recognized in experience across Business Development, Product Management, Sales, Consumer Engagement,
Compliance, and Performance Development & Management, and Process Improvement.
• Adept at cultivating partnerships and building trusted cross-functional relationships, including executive-
level, key stakeholder, client, and team member communications alike within leading organizations.
• Unparalleled ability to collaborate with diverse teams, and ensure a high level of performance standards, while
simultaneously enhancing operations focused on business solutions, and revenue generation.
• Experience complemented by extensive sales and management training.
Overview
15
15
years of professional experience
Work History
Financial Services Analyst
Apple Inc/ Apex Systems
08.2023 - Current
- Developed processes & procedures for Apple Financing, LLC’s new lending product prior to product deployment
- Analyzing loan origination & management systems for process improvement & efficiency opportunities
- Onboarded, trained & reallocated new & existing staff members to meet developing & future business needs
- Lead cross-team meetings between developers & business ops staff members in troubleshooting software outages & breaks
Centralized Disclosure Department
DHI MORTGAGE
01.2016 - 07.2023
- Directly recruited into this hands-on role overseeing responsibility for concisely analyzing and preparing comprehensive loan documentation while concurrently ensuring state compliance.
- Drives business processes and ensures accurate loan details for on-time closes by collaborating cross-functionally with Loan Officers, Loan Processors, and Loan Closers.
- Notable Achievements:
- Recognized as top 3% performer across department exceeding aggressive goals by achieving month-over-month incentives.
- Successfully averages 28 loans per day, surpassing daily goal of 22.
- Utilizes in-depth mortgage product knowledge to ensure correct loans procedures in ever-changing business environment.
Financial Services Advisor 2
BBVA COMPASS BANK
09.2013 - 01.2016
- Actively counseled high net-worth individuals, small businesses, and corporate clients to help maximize their year-over-year monetary growth and significantly broaden the banking relationship.
- Served as a trusted resource in seamlessly handling customer service issues, requests, and maintaining fulfillment of customer requests.
- Notable Achievements:
- Tactically cross-sold banking services to expand customer relationships, such as: accounts, products, & loans.
- Significantly increased profit by 20% in the first year; and by 35% within second year.
- Effectively expanded and maintained an ever-growing book-of-business.
Service Manager 2
WELLS FARGO / WACHOVIA
03.2009 - 09.2013
- Service Manager 2 | 2011 to 2013
- Banker | 2009 to 2011
- Rapidly promoted to develop and manage a high-performance 15-member team, including maintaining schedules, employee files, performance reviews and disciplinary actions, as needed.
- Strategically coached and developed team to consistently achieve aggressive daily, monthly, and quarterly goals while concurrently ensuring delivery of revenue growth.
- Oversaw responsibility for cash funds, balancing daily transactions, and assisting individuals accounts.
- Notable Achievements:
- Drove store to perfect shops and ongoing incentives by maintaining excellent customer service.
- Increased revenue by 32% within the first year.
- Recognized for excellent adherence to compliance by regulating policy and procedures.
- Vastly improved and increased team product knowledge and trained them to overcome objections by
- communicating future changes and conducted daily huddles.
Education
Some College (No Degree) -
TECHNICAL COLLEGE SYSTEM OF GEORGIA
Tifton, GASkills
Operational Leadership
Profitability Analysis
Process Improvement
Team Building
Product Management
Partnership Development
Compliance
Product Sales & Marketing
Client Assessments
Strategic Planning
Client Relations
Revenue Generation
Coaching & Mentoring
Cross-functional Communications
Technical Acumen
Issue Resolution
Customer Service
Salesforce
Business Development
Professional Title
Sales Management Professional
Training
EXTENSIVE SALES & MANAGEMENT TRAINING - WELLS FARGO
Timeline
Financial Services Analyst
Apple Inc/ Apex Systems
08.2023 - Current
Centralized Disclosure Department
DHI MORTGAGE
01.2016 - 07.2023
Financial Services Advisor 2
BBVA COMPASS BANK
09.2013 - 01.2016
Service Manager 2
WELLS FARGO / WACHOVIA
03.2009 - 09.2013
Some College (No Degree) -
TECHNICAL COLLEGE SYSTEM OF GEORGIA