Gabriel Estrada II
Yorba Linda,CA
Summary
I am an experienced sales professional with a proven track record of success in developing new business and increasing sales both on the phone and in person. I have a strong background in customer service, and I am highly skilled in building relationships with clients and developing tailored solutions to meet their needs.
Overview
9
9
years of professional experience
Work History
Settlement Officer
Clear Start Tax Relief
02.2024 - Current
- 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 or exceed monthly sales goals.
Self Employed
Caring for Family Member
03.2023 - 01.2024
- Took time to care for family member
- Woodworking projects as a source of income.
Mortgage Loan Officer
New American Funding
07.2022 - 03.2023
- 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.
Mortgage Loan Officer
loanDepot
08.2020 - 06.2022
- 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 new business.
Product Specialist
Rusnak - Jaguar Land Rover
11.2015 - 08.2020
- Working with automotive brokers to deliver to high profile clients
- Explaining and signing purchase and lease contracts with clients
- Working together to find clients' needs and wants in a new vehicle
- Assisting service customers with any technical questions in person and over the phone
- Assist used car manager with various managerial tasks, including lease return intake and used car appraisals
- New Vehicle handover to customers, educating them on every feature of their new car.
Education
Bachelor of Arts - Economics & Business Administration
California State University Fullerton
Fullerton, CA05.2019
Skills
- Various Sales CRM Software
- Microsoft Office
- Client Acquisition and Retention
- Negotiation Expertise and Closing Sales
Timeline
Settlement Officer
Clear Start Tax Relief
02.2024 - Current
Self Employed
Caring for Family Member
03.2023 - 01.2024
Mortgage Loan Officer
New American Funding
07.2022 - 03.2023
Mortgage Loan Officer
loanDepot
08.2020 - 06.2022
Product Specialist
Rusnak - Jaguar Land Rover
11.2015 - 08.2020
Bachelor of Arts - Economics & Business Administration
California State University Fullerton
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