Gerardo Pinto
Summary
Experienced business leader with demonstrated strategic planning, problem-solving and team-building abilities. Successful at bringing in and training staff to handle customer and business needs. Motivational, diplomatic, and respectful of people from different backgrounds.
Overview
15
15
years of professional experience
Work History
Medical Equipment Technician
Adapt Health
Riverside, California
10.2025 - Current
- Assisted in inventory management of medical supplies and equipment.
- Trained patients on how to properly operate medical equipment.
- Implemented best practices for equipment handling and storage procedures.
- Trained new technicians on proper handling and storage of medical equipment.
- Delivered medical equipment and supplies to various departments within the hospital or other healthcare facilities as required.
Owner
SoCal Wash Pros LLC
, California
08.2024 - 10.2025
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Ensured compliance with applicable laws and regulations related to business operations.
- Created marketing campaigns to attract new customers.
- Researched potential partners in order to expand services offered.
- Identified new opportunities for growth, expansion, and diversification.
Business Development Manager
BBSI
Temecula, CA
05.2024 - 07.2024
- At BBSI I helped provide payroll administration, with a workers' comp program, staffing and recruiting, and a variety of HR and business consulting services in the Riverside County market.
- The most important aspect about helping business owners is understanding who they are and to uncover what reality is like for them today and what challenges they are facing.
- Understanding their business is crucial; I did that by building rapport and trust with each prospect or existing business.
- Establishing a great networking group like brokers, CPAs, and accountants is crucial in order to be successful.
Market Area Manager
Merchant Services
12.2023 - 04.2024
- My role with Merchant Services SoCal was short as I help supervised and lead the sales department on behalf of my brother (Business Owner/Partner) after him going through some personal issues.
- I helped with retention and new acquisitions by providing credit card processing solutions to existing and new clients.
- We helped all types of businesses as well as business sizes.
- Most of the clients ranged from $100k-$5million annual gross revenue.
- The ability to understand how banks work as well as the credit card processing world works, really gave prospects and clients peace of mind that we understood how it all comes together.
VP Business Development Officer
EH National Bank
Temecula, California
01.2023 - 11.2023
- Establishing new relationships, also fostering existing relationships.
- Continuously sourcing new transactions for the bank.
- Help with deposit growth and bring in new money.
- Setting expectations from the beginnings helps the client understand the process and helps build trust.
- Establish treasury management solutions for new and existing clients.
- Solutions for clients such as Remote deposit, positive pay, analysis accounts and recurring wire setups.
- I also have a profound knowledge and understanding of Commercial real estate financing and refinancing with owner occupied and investment properties.
- I have also helped many businesses with SBA 7(a), 504 and Express loans throughout my career.
- The ability to understand SBA loans and the lengthy process is crucial as it helps set the right expectations to clients to help mitigate as well as provide a great overall experience.
- Setting the right expectation by knowing your products and your audience is key to building a healthy book of business which helped me uncover solutions for clients and be a successful Development Officer.
- Lastly, I have also worked with Practice solutions for Doctors, Veterinarians and Dentist professionals.
- This includes partner buyouts, new acquisitions, and startups.
- I have had the privilege to be part of the Temecula Valley Chamber of Commerce which has helped set up a great networking environment.
- It has helped build rapport with local businesses which includes wineries, breweries, doctors, brokers, attorneys, CPAs and many more.
Senior Relationship Manager Business Specialist
Bank of America
Camarillo, CA
05.2019 - 01.2023
- Work with and target business clients/prospects anywhere from 2-10million annual gross revenue.
- Process loans, lines of credit, business credit cards, TM services, equipment loans etc.
- As a Relationship Manager I build relationships with consumer and small business clients by using consultative questioning approach that helps gain in-depth knowledge of clients' business and financial life priorities, to help uncover and meet financial needs.
- Job Duties: - Deepening relationships with consumer and small business clients by identifying their financial needs offering appropriate solutions and connecting clients with specialists!
- Building rapport with every client will help deepen every single relationship whether it is business or personal.
- Effective outreach is a very important skill that brings in quality appointments to help drive more business to the financial center and that is one of my many strengths.
- I also did a multiple owner occupied commercial real estate deals from new acquisitions to refinancing existing property.
Online Sales Manager
DCH Toyota Of Simi Valley
Simi Valley, California
06.2017 - 06.2019
- Worked closely with new & used car sales managers and our service team to ensure we did not miss out on any opportunities.
- Managed website sales, pricing, inquiries and promotions.
- Developed and implemented targeted online sales strategies such as Costco programs and Kelly Blue Book cash offers.
- Identified potential opportunities for improvement in our online sales team processes.
- Weekly sales meetings to ensure everyone is up to date on monthly sales and goals.
Small Business Specialist
US Bank
Los Angeles, CA
02.2013 - 05.2017
- Work with business clients/prospects with gross annual revenue between 2-10 million.
- As a small business specialist, I managed and developed process small loans, lines of credit, TM services, business credit cards, and equipment finance loans.
- As a result, I can be a successful all-around financial officer by achieving the branch's goals and surpassing quarterly goals.
- I managed to build my pipeline prior to beginning new quarters by, prospecting, follow up calls with non-existing, existing customers, and referrals.
- Customer service is priority, I always make sure every staff member is alert and focused and ready to provide great customer service to exceed all customers need.
- Motivate the teller line and keep them up to date with current promotions as well as coaching them on how to cross sale products or services to each customer.
- Build a business loan pipeline three times my minimum expectation to ensure we meet the branches goal every quarter.
- Refer and utilize the right partners and get them involved with specific customer request such as investments, merchant services, payroll etc.
- I frequently like to participate and lead meetings, conference calls and other events to gain that leadership experience.
- I canvas once to twice a week promote all the great products and services we offered as bank especially in business banking.
Small Business Specialist
Wells Fargo Bank
Simi Valley, CA
02.2011 - 02.2013
- Provided strategic advice to clients on how to optimize their business processes and maximize profits.
- Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
- Identified needs of customers promptly and efficiently.
Education
High School Diploma -
Simi Valley High School
Simi Valley, CA06.2010
Skills
- Excel in team leadership
- Decision-Making
- Problem-Solving
- Effective Verbal and Written Communication
- Interpersonal Communication
- Sense of Direction
- Business Management
- Business Development
- Client relationship management
- Financial analysis and planning
- Risk analysis
- Compliance
- Commercial Lending
- Commercial Real Estate
- SBA Loans
- New Acquisitions
- Treasury Management
- Deposit Growth
- Fostering existing relationships
- Relationship building
- Connected with the Latino/Hispanic Small Business Community and local community
Languages
- English
- Spanish
References
References available upon request.
Timeline
Medical Equipment Technician
Adapt Health
10.2025 - Current
Owner
SoCal Wash Pros LLC
08.2024 - 10.2025
Business Development Manager
BBSI
05.2024 - 07.2024
Market Area Manager
Merchant Services
12.2023 - 04.2024
VP Business Development Officer
EH National Bank
01.2023 - 11.2023
Senior Relationship Manager Business Specialist
Bank of America
05.2019 - 01.2023
Online Sales Manager
DCH Toyota Of Simi Valley
06.2017 - 06.2019
Small Business Specialist
US Bank
02.2013 - 05.2017
Small Business Specialist
Wells Fargo Bank
02.2011 - 02.2013
High School Diploma -
Simi Valley High School