Summary
Overview
Work History
Education
Skills
Timeline
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Jarad Lopez

Houston,Texas

Summary

Roofing and remodeling sales professional with experience in bringing creative solutions to win customer loyalty. Strong interpersonal communication skills that concentrate on listening to what customers want. Extensive experience successfully negotiating with insurance companies on behalf of customers. Highly analytical with experience in business banking and auto financing with a focus on sales and credit analysis. Strong networking skills with the ability to work well in a fast paced environment. Self-motivated and self-starter that has excellent leadership skills. Experience coordinating teams to execute projects with aggressive timelines for on-time completion. Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.

Overview

14
14
years of professional experience

Work History

Sales Rep

Remedy Roofing
06.2020
  • Called new and existing residential and commercial clients to obtain business
  • Performed roof inspections and sales presentations to potential clients
  • Highest producing sales representative on the team by three times the volume
  • Attended insurance adjuster meetings and grew relationships with insurance companies and adjusters to facilitate claims for clients
  • Collaborated with supplement teams for supplements submitted pre-approval and post approval
  • Created roofing system reports with invoices for potential and existing clients
  • Maintained and utilized company-wide softwares, such as Acculynx.

Owner

Lopez R&R Sales, LLC. (Now, Triple R Remodeling, Inc.)
09.2021 - Current
  • Started with residential roofing, expanded to commercial roofing, windows, interior and exterior collateral damage
  • Source reliable teams for specific projects through extensive external network of repair professionals
  • Collaborate with insurance companies on behalf of clients
  • Attend adjuster meetings and negotiate payments for specific repair items on client’s claim
  • Submit supplements for claims not included in main claim
  • Led teams through all project phases of completion for a 20,000 square foot commercial building approved by insurance from hurricane damage resulting in on-time and on-budget completion for client
  • The commercial building had a 18 guage standing seem metal roof, which needed to be fully replaced
  • Perform onsite inspections to produce quotes and submit invoices for clients
  • Completed multiple remodeling, window and roofing projects for residential homes.

Realtor

Remax All City
12.2019 - 03.2022
  • Created comparative market analysis for clients
  • Prepared documents including purchase and sale agreements, closing statements, and lease agreements
  • Collaborated with lenders to prepare clients for making an offer
  • Accompanied buyers during inspections and provided professional advice in regards to the value of the property with comparable data
  • Provided advice to clients about competitive pricing and market trends.

Sales Consultant/Finance Manager

360 Motors
09.2019 - 03.2020
  • Increased sales for company by 400% in the first month
  • Reviewed and submitted credit applications to lenders
  • Collaborated with multiple lenders to structure loans to maximize net revenue to dealer
  • Analyzed credit reports to ensure financial health of borrower
  • Maintained customer database by constant communications and personal interaction
  • Managed online marketing outlets including CarGurus, Facebook Marketplace, TrueCar, and other proven internet advertising sources
  • Established in-house financing processes and guidelines
  • Negotiated pricing with clients on front-end and back-end products
  • Contacted leads and set appointments
  • Closed walk-in and phone lead sales
  • Created spreadsheets to streamline processing payments for in-house financing and buying process.

Realtor

Keller Williams - Wallingford
01.2019 - 12.2019
  • Direct consumer and business to business marketing to create clientele
  • Created spreadsheets to manage clientele
  • Focused on relocation and first time home buyers
  • Sales training to solidify customer service and delivery to win business
  • Collaborated with lenders to pre-qualify buyers.

Catalog Specialist

Amazon Prime Video
02.2018 - 07.2018
  • Tracked asset deliveries to ensure content is ready for launch to customers
  • Forecasted and identified upcoming movie and episode launches
  • Created a spreadsheet that tracked and measured Service Level Agreement (SLA) terms and conditions
  • Performed a quality check on content prior to release approval
  • Developed Standard Operating Procedure (SOP) for the Prime Video Catalog Specialist position.

E-commerce Order Management

Costco Wholesale
10.2017 - 12.2017
  • Managed vendor performance to maintain scheduled delivery execution
  • Updated database specific to each vendor and orders to enhance customer service
  • Created reports to identify orders outside of the scheduled delivery time and notify the buyers of the delay
  • Developed relationships with vendors to align key performance initiatives to benefit customers
  • Analyzed trends in performance to implement process improvements internally and with external vendors.

Reconciliation Coordinator

Superior HealthPlan
02.2017 - 06.2017
  • Identified specific errors and trends in the details of the medical requests
  • Large data analysis of medical records to identify error trends and to ensure data integrity
  • Aligned data with company policies and procedures which minimize error impact on the organization
  • Corrected the errors that were made within the details of medical requests per policies
  • Identified duplicate requests and merged those files to ensure accuracy
  • Aligned the medical requests with the policies and procedures of the organization
  • Collaborated closely with a team reconciling errors to complete multiple projects ahead of schedule.

Credit Analyst

JP Morgan Chase
07.2013 - 11.2016
  • Provided accurate and efficient customer service to all internal and external stakeholders regarding small business loan applications
  • Collaborated with underwriters, loan coordinators, and SBA Eligibility Officers to provide assistance in each phase of the credit application process
  • Provided customer service to both bankers and customers in evaluating credit applications
  • Preliminary review of small business credit applications with a maximum exposure limit of $500k including installment loans, lines of credit, letters of credit, SBA loans/lines, and commercial real estate loans
  • Reviewed and analyzed submitted financials for completion and accuracy to fulfill both pre-approval and post-approval requirements
  • Created Excel analysis with client submitted data to support and validate accurate execution of loans
  • Trained and mentored newly hired credit analysts, underwriters, loan coordinators, and SBA Eligibility Officers on standard operating procedures and systems
  • Identified system and procedural issues, while developing job aids to highlight the solutions to improve efficiencies
  • Extracted data from bank statements and input that data into excel spreadsheets to support loan consideration analysis
  • Increased production of the Credit Service Center by a measured 15% by efficiently answering hotline calls
  • Created training aids from the issues solved which are reviewed and implemented by upper management.

Artist Management

Self-Employed
01.2010 - 07.2013
  • Planned, organized, and executed live music events for artists and establishments
  • Managed budgets; select event venues; handle bookings and artist relations
  • Collaborated with team to create graphic design promotional materials
  • Maintained social media sites and contacts on a daily basis to promote events online and public
  • Coordinated with other employees about artists and show updates; assign and lead team member
  • Promoted and developed a brand.

Education

Bachelor of Business Administration, Finance -

University of Texas at San Antonio
12.2012

Skills

  • Advanced MS Office skills
  • Excellent written and verbal communication
  • Texas Realtor License
  • Customer service
  • Financial health analysis
  • Data analytics
  • Advanced Excel
  • Extensive insurance knowledge
  • Roofing and Remodeling technical knowledge
  • Sales
  • Credit risk assessment
  • Process and productivity improvements
  • Project management
  • Objection handling
  • Cold-calling
  • Strategic Planning
  • Customer Relations

Timeline

Owner

Lopez R&R Sales, LLC. (Now, Triple R Remodeling, Inc.)
09.2021 - Current

Sales Rep

Remedy Roofing
06.2020

Realtor

Remax All City
12.2019 - 03.2022

Sales Consultant/Finance Manager

360 Motors
09.2019 - 03.2020

Realtor

Keller Williams - Wallingford
01.2019 - 12.2019

Catalog Specialist

Amazon Prime Video
02.2018 - 07.2018

E-commerce Order Management

Costco Wholesale
10.2017 - 12.2017

Reconciliation Coordinator

Superior HealthPlan
02.2017 - 06.2017

Credit Analyst

JP Morgan Chase
07.2013 - 11.2016

Artist Management

Self-Employed
01.2010 - 07.2013

Bachelor of Business Administration, Finance -

University of Texas at San Antonio
Jarad Lopez