Giovanni Barbosa
Beaverton,OR
Summary
Bilingual Loan Specialist offering years of expertise in loan application processing and payment negotiation. Excellent track record of explaining complex financial information in simplified terms to foster customer comprehension. Meticulous and personable with proficiency in Salesforce/CRM.
Overview
19
19
years of professional experience
Work History
Commercial Equipment, Financing/Allegiant Partner
03.2021 - Current
- Sales and Credit Analysis/, Examine, evaluate, or process loan applications of customers within EFA or lease through Equinox and Paynet score
- Work with sub-prime and prime customers
- Structure Cal Cap Programs
- Navigate SecretaryofState.com
- Navigate sales dashboard: Salesforce logging activity (calls, text, and emails)
- Prospecting from data pool, creating new customer base, work with controlled inventory, Work with vendors (Dealerships and Line-haul Dealers) all over USA new and used, private party sales, and sell dealer warranties
- TValue: Calculate payment structure with approval of credit from credit program (%Rate) adding Invoice Cost, Shipping, Taxes and Doc Fee's
- Submit to credit and Doc's to finalize funding.
Town Toyota
01.2006 - 01.2021
- Examine, evaluate, or process loan applications of customers interested in purchasing automotive
- Market additional products such as Gap insurance and service contracts
- Track daily sales and automotive inventory and develop end of month reports CRM
- Meet and greet customers in a prompt and professional business-like manner
- Assist customers in deciding and test-driving vehicles to demonstrate features and benefits of vehicle
- Answers questions and assists customers in every aspect of buying automobiles
- Negotiate price, terms, and conditions and follow direction of sales manager on duty
- Escort customers throughout sales process according to automobile sales systems that are in place at dealership
- Continuously upgrading Toyota certification by attending training regarding latest products available in market
- Utilizes product knowledge and bilingual ability to serve Hispanic clientele.
Wenatchee Valley Medical Center
05.2003 - 12.2005
- Performed ultrasound and electrical stimulation; prepared patients with mechanical traction and whirlpool, monitored patients while using exercise equipment, ordered and maintained supplies needed for daily operations, called next day patients to remind them of their scheduled appointments
- Maintained current Employee Health and Safety Training Requirements, demonstrated competent computer skills in general word processing and scheduling, canceling, and re-scheduling patient as needed, managed patient charts regarding checking insurance converge and date last seen
- Obtained information from Plus or CMR, filed dictation; purged charts as needed and interpreted (English/Spanish).
Education
Associate of Arts & Transfer Degree -
Wenatchee Valley College
2005
Skills
- Customer Service
- Exceptional Communication
- Knowledgeable Computer Ability
- Detailed Oriented
- Self-Starter
- TValue
- Credit Analysis
- Sales
- Bookkeeping
- Marketing
- Team Player
- Salesforce
Languages
Spanish
Native or Bilingual
Timeline
Commercial Equipment, Financing/Allegiant Partner
03.2021 - Current
Town Toyota
01.2006 - 01.2021
Wenatchee Valley Medical Center
05.2003 - 12.2005
Associate of Arts & Transfer Degree -
Wenatchee Valley College
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