Gabriel Estrada

• Improved and maintained F&I product penetration to reach special pricing on back end product for the dealership
• Improved the F&I per vehicle from sub $1,000 to $2,000+
• Improved customer satisfaction with personalized follow-up calls to ensure clarity and satisfaction with finance agreements, boosting CSI scores from 70's to 95%+
• Ensured 100% accuracy in all finance contracts, DMV paperwork, title processing, and lender requirements
• Actively worked as a closer and trainer for sales staff to close motorcycle deals by presenting numbers clearly, overcoming objections, and guiding customers to commitment
• Maximized front-end and back-end gross through effective deal structuring and supportive leadership

Conduct inbound and outbound sales calls to understand clients tax problems
Understand client's issue, and match them with the company's services to resolve tax problems
Collaborate with teammates to help onboard clients they are unable to close
Read and understand clients tax transcripts and wage and income records to present resolution strategies
Set proper expectations for clients moving forward to ensure greatest possible outcomes
Manage time efficiently to meet and exceed monthly sales goals for tax investigations, and moving them forward in the process with resolutions

• Provide top-tier customer service for home buyers and homeowners by assessing current financial situations
• Create game plan for borrowers who are not yet ready to buy or refinance by assessing credit report, income, and assets to set them up for future success
• Set and achieve daily, monthly, quarterly and yearly goals for various metrics including talk time, outbound calls, originations and fundings
• Prospect new clients by marketing myself outside of provided leads, and networking events
• Analyze business tax returns and P&L statements to determine true income
• Maintain a relationship with borrowers after a loan closing, holding the ability to obtain repeat and referral business

• Communicate with borrowers to help choose the best mortgage for their financial needs
• Leading trainings for my team on various sales skills that pertained to the current market
• Qualifying applicants to determine their eligibility for a home loan based off of credit, assets, & income
• Maintain and exceed required production for originations and fundings
• Assist clients with improving financial health by counseling on issues such as excessive spending and borrowing, credit utilization, credit diversity, and length of credit
• Remain current and knowledgeable with all lending guidelines
• Updated borrowers through each step of the loan application, approval, and closing processes while remaining attentive to generating new business

• Maintaining relationships with automotive brokers to deliver to high profile clients
• Boosted customer retention by providing exceptional product support and addressing user concerns
• Assisted with demonstrations for new vehicle deliveries to showcase functionality
• Explaining and signing purchase and lease contracts with clients
• Supported sales representatives during client meetings by providing expert knowledge on specific features or functionalities of the given product line.