Joe L. Garcia Jr.
Dallas,TX
Summary
Seasoned Sales / Loan Officer with 20 years of experience in a finance environment with excellent English and Spanish skills and a proven track record of achieving exceptional results in both customer service and leadership roles.
Responsible Service Account Manager provided customer support to clients needing assistance with service plans. Researched inquiries, answered questions and offered solutions to resolve issues. Considered valuable team player with great organizational skills.
Overview
25
25
years of professional experience
Work History
Service Account Manager
United Health Care
10.2022 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Advocate4Me Tier One
United Health Care
11.2020 - 10.2022
- Delivered friendly service and offered expert support in every interaction.
- Counseled clients during emotionally challenging situations, offering empathy while maintaining professionalism.
- Managed challenging behaviors using de-escalation techniques and positive reinforcement strategies.
Vehicle Transporter
Self Employed
05.2019 - 11.2020
- Maximized fuel efficiency by employing eco-driving techniques when operating transport vehicles.
Valuations Coordinator
Cornerstone Temporaries
11.2018 - 04.2019
- Acted as Liaison between Lender and Appraiser to help coordinate immediate resolutions to Meet closing deadlines for First American Title Company.
Sales Agent / Customer Service / Team Supervisor
M & O Insurance
01.2014 - 10.2018
- Identified and solicited sales prospects to meet daily quotas
- Calculated quotes and educated potential clients on insurance options
- Modeled exceptional customer service skills with people from all walks of life.
Driver
WeDriveU
07.2008 - 01.2014
- Provided leadership support for contractual corporate assignments
- Maintain logs of working hours of vehicle service for repair status to follow applicable state and federal regulations.
Loan Officer
R. Moon & Associates - Affirmative Mortgage
05.1999 - 07.2008
- Originating FHA, Conventional and VA Loans, Reverse Mortgage Refi's Reviewing income / Credit documentation, calculating LTV Ratios, QC Compliant
Education
High School Diploma -
Comanche High School
Comanche, TX05.1981
Skills
- Sales and Marketing
- Processing
- Microsoft Office
- Outlook
- Verbal and Written Communication
- Time Management
- Complex Problem-Solving
Languages
Spanish
Native or Bilingual
Timeline
Service Account Manager
United Health Care
10.2022 - Current
Advocate4Me Tier One
United Health Care
11.2020 - 10.2022
Vehicle Transporter
Self Employed
05.2019 - 11.2020
Valuations Coordinator
Cornerstone Temporaries
11.2018 - 04.2019
Sales Agent / Customer Service / Team Supervisor
M & O Insurance
01.2014 - 10.2018
Driver
WeDriveU
07.2008 - 01.2014
Loan Officer
R. Moon & Associates - Affirmative Mortgage
05.1999 - 07.2008
High School Diploma -
Comanche High School
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