Microsoft Office Proficient(Word, Excel, Powerpoint)
Edwin Mezua
Client Relationship Manager & Marketing Coordinator
Chatsworth,CA
Summary
Results-focused sales manager and marketing professional offering resourcefulness, work ethic and expertise in all areas of client relationships and marketing. Highly polished and driven individual with advanced understanding of sales, customer relations and goal planning.
Overview
16
16
years of professional experience
4
4
years of post-secondary education
1
1
Language
Work History
Founder, Privatized Banking Consultant, & Marketing Coordinator
Wealth CAP Financial & Insurance Solutions
Beverly Hills, CA
04.2021 - Current
- Educated Clients and set up financial solutions using privatized banking policies
- Founder of the company in which I created the brand logo, website, as well as email newsletters for current clients and potential clients
- Created content for marketing campaigns via social media and email to retain existing clients and generate new clients.
Marketing Coordinator & Sales Trainer
New Line Smile Marketing
Los Angeles, CA
09.2016 - 03.2020
- Business to Business Marketing for Dental Offices
- Coordinated marketing campaigns to generate new business for Dentists who would hire our company to facilitate that
- Trained new employees on sales and marketing practices to generate new clients for the dental practices we were hired by
Contracting Specialists & Senior Care Coordinator
Medfocus Radiology/One Call Diagnostics, Santa Monica
Santa Monica, CA
05.2010 - 07.2016
- Negotiated Radiology and Electrodiagnostic Contracts with Radiology sites and Doctor's Offices
- Updated Adjustors and Nurse Case Managers on any Contracting issues or scheduling issues
- Coordinated radiology appointments with out of network providers
- Assisted CEO and supervised scheduling team when main supervisor would leave for the day.
Credit Operations Manager and Client Relations Trainer
Gateway To Serenity, Inc
Malibu, CA
02.2008 - 03.2010
- Trained and coordinated operations in a Credit Consulting Center
- Trained teams on client relations to generate new clients and retain current clients
- Helped resolve any issues to keep clients on board when any scenario happened in which they might have felt to leave.
Senior Mortgage Specialist and Manager
Fidelity Mortgage Associates, Beverly Hills
09.2004 - 12.2007
- Trained all new employees
- Provided a personalized mortgage and refinancing plan for my clients
- Managed day to day operations throughout the center
- Handled roughly 100 calls a day via clients, banks, and real estate personnel.
Education
Bachelor's degree - Business Finance, Marketing
University of Southern California
Los Angeles, CA 08.2004 - 05.2008
Skills
Strategic planning
Operations management
Consulting
Business prospecting
Content creation for email & social media campaigns
Software
Timeline
Founder, Privatized Banking Consultant, & Marketing Coordinator
Wealth CAP Financial & Insurance Solutions
04.2021 - Current
Marketing Coordinator & Sales Trainer
New Line Smile Marketing
09.2016 - 03.2020
Contracting Specialists & Senior Care Coordinator
Medfocus Radiology/One Call Diagnostics, Santa Monica
05.2010 - 07.2016
Credit Operations Manager and Client Relations Trainer
Gateway To Serenity, Inc
02.2008 - 03.2010
Senior Mortgage Specialist and Manager
Fidelity Mortgage Associates, Beverly Hills
09.2004 - 12.2007
Bachelor's degree - Business Finance, Marketing
University of Southern California
08.2004 - 05.2008