IVAN VELIZ
Los Angeles,CA
Summary
Results-driven Branch Supervisor successful at overseeing diverse areas to enable business success and maintaining relationships. First-rate trainer and coach with exceptional communication and organizational abilities. Superior work ethic combined with uncompromising integrity. Advanced user of Great Plains, DealerCenter & DealWriter.
Overview
8
8
years of professional experience
Work History
Business Development Manager
Lobel Financial
03.2023 - 08.2024
- Visited and consulted with new and existing dealers within the Orange County market.
- Reviewed all applications sent to Lobel. Reviewed stips for deals in house and for proposed contracts. Reviewed consumer sub prime credit applications.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decision makers.
- Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
- Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
- Generated new business with marketing initiatives and strategic plans.
Branch Supervisor
Lobel Financial
02.2021 - 04.2023
- During my tenure at Lobel Financial, I was responsible for:
- Overseeing branch operations by posting payments, closing batches, monitoring the branch work flow and productivity.
- Speaking to dealers. Submitting and resubmitting deals for dealerships trying to maximize profits. Reviewing customer credit and interpreting credit, being able to distinguish trade lines and advise if customer is using their social security number or if they are using a Social Security Number variance. Working in Dealwriter, Dealertrak and RouteOne.
- Building new relationships with dealers and maintaining the current relationship with active dealers. I would be responsible for driving to dealers and pitching our Lobel Financial Program.
- I would also assist in underwriting. I would complete customer interviews and verify employment, references and residency.
- Completing branch reports through Excel, Telnet and Great Plains.
Loan Officer
Westlake Financial Services
03.2018 - 01.2022
- During my tenure at Westlake Financial Services I was responsible for:
- Interacting with customers, advising on their buying powers and reviewing customer credit.
- I would perform soft pulls on a customer's credit and reviewed credit for customers. When reviewing soft pulls, income will also be checked to determine the buyers PTI and DTI. Once prequalified they would be routed to the closest Westlake dealer with a prequalification voucher.
- Maintaining strong relationships with dealers was another responsibility. I would be responsible in hashing and rehashing deals for customers.
Accounts Receivable Specialist
Internet Brands
05.2016 - 03.2018
- Developed and maintained positive relationships with clients to maximize collections.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Proficient with Great Plains software.
Education
Associates Degree - Business
El Camino College
Los Angeles08.2025
Skills
- Security Awareness
- Corporate Social Responsibility
- Team Goals
- Phone Inquiries
- Excellent Math Skills
- Proficient in Microsoft Office Programs
Timeline
Business Development Manager
Lobel Financial
03.2023 - 08.2024
Branch Supervisor
Lobel Financial
02.2021 - 04.2023
Loan Officer
Westlake Financial Services
03.2018 - 01.2022
Accounts Receivable Specialist
Internet Brands
05.2016 - 03.2018
Associates Degree - Business
El Camino College