Lizbeth Partida
Woodburn,OR
Summary
Extensive marketing, supervisory and management experience with a comprehensive sub / near-prime finance background. Skilled in establishing and maintaining dealer relations, upholding policies and procedures, as well as recruiting and developing staff, develop and implement sales strategies, establish and maintain relationships with customers, and monitor sales performances. Experienced in conflict mediation / resolution and team building. Fluent in English and Spanish, and some Portuguese.
Overview
16
16
years of professional experience
Work History
Business Development Manager
LOBEL FINANCIAL
05.2014 - Current
- Develop and maintain strong business relationships
- Marketing to car dealerships both on phone and in person experience
- Oversee territories of WA, OR and ID
- Reading credit reports
- Attention to detail and work well in a fast paced & under pressure environment
- Meet deadlines
- Full knowledge of industry marketing and sales techniques
- Highly adaptable to fast paced, high energy work environment
- Leadership experience for over 8 years
- Organizational skills, have command of interpersonal and communication skills
- Bilingual Spanish/ English Review all facets of loan process for compliance and adherence to company policies and procedures
- Review credit reports, calculate income, examine book valuations, negotiate with dealers
- Ensure stipulations and documentation are in order and are valid
- Staff management
- Stay abreast of competing markets
- Knowledgeable about all loan processing and funding applications
- Generated detailed sales reports and forecasts to analyze performance and track progress.
- Contacted key dealerships regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.
- Ensured dealer satisfaction by addressing inquiries promptly, resolving issues, and providing exceptional service.
- Developed successful sales team through rigorous coaching, performance management, and ongoing training
- Expanded market share within region by identifying growth opportunities and collaborating with cross-functional teams
PERSONAL BANKER
WELLS FARGO
01.2013 - 01.2014
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
- Managed approximately 30 incoming calls, emails and faxes per day from customers
- Receive direction from managers and exercise judgment within defined policies and procedures
- Develop understanding of bank products and services to connect to customers' needs
- Interact with customers to demonstrate care and build relationships
- Provide appropriate options for bank products and services to customers
- Refer customers' financial needs to other bankers and partners as needed.
REAL ESTATE
SAN ANTONIO, TX
01.2008 - 01.2010
- Assist buyers and sellers in marketing and purchasing of real estate property at best prices and with best terms
- Estimate property value through skillful comparative market analysis
- Develop business networks and collaborate with contractors, mortgage lenders, and attorneys
- Develop expert knowledge of real estate best practices, market standards, mortgage financing, neighborhoods, schools, and other considerations for buying and selling
- Prospect for buyer leads, convert leads to appointments, close for agreements, and conduct high-level fiduciary needs analyses
- Select and show homes and properties that meet client needs, help identify best options, and assist clients with redefining needs when necessary
- Consult with clients to ensure fiduciary service of real estate transactions, from initial contact through contract to close, and provide advice on market conditions, prices, and mortgage options
- Build lists of properties that include detailed specifications, and market them through open houses, advertisements, networking, and existing relationships
- Lead negotiations with industry professionals and clients, and review contract terms to verify accuracy.
Education
High School -
Judson High School
San Antonio, Texas01.2007
Skills
- Branch Operations Management Business Development
- Excellent time management skills
- Excellent work ethic
- Attention to Detail
- Coaching and Mentoring
- Client Relationship Management
- Strong team-builder
- Verbal/written communication
- Sales management
- Business Development
- Interviewing and Hiring
- Work Prioritization
- Strategic Planning
- Loan Documentation
- Marketing
- Business Relationship Management
Referrals
References available upon request.
Timeline
Business Development Manager
LOBEL FINANCIAL
05.2014 - Current
PERSONAL BANKER
WELLS FARGO
01.2013 - 01.2014
REAL ESTATE
SAN ANTONIO, TX
01.2008 - 01.2010
High School -
Judson High School
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