Joel Opizo
Miami ,FL
Summary
Talented professional manager seeking to fill an executive role.
Results-driven business professional with background in account management and client relations. Known for fostering collaborative team environments and delivering impactful results. Highly adaptable and skilled in strategic planning and customer service, ensuring client satisfaction and business growth.
Overview
5
5
years of professional experience
Work History
Account Executive
AD Mortgage
11.2023 - Current
- Responsible for selling the following mortgages: non-QM mortgages, conventional and bank statement mortgages, DSCR mortgages, foreign national and ITIN mortgages, as well as, P&L mortgages
- Responsible for managing National Account and 25 other brokerages and banks
- Performed sales calls and cold calls to grow volume, revenue and new clients
- Maintained contact and built relationships with the client base daily to solicit new business and request new loan lock-ins
Account Manager
MTN Consulting
05.2022 - 08.2023
- New customer acquisitions and account management
- Campaign development, tracking progress
- The development of a team and public speaking
- Sales and leadership training workshops
Assistant Manager
Floor & Decor
01.2020 - 05.2022
- Responsible for achieving sales budgets and providing an exceptional shopping experience to every customer through established company guidelines concerning sales, customer service, and staff training and development
- Drive, teach and adhere to the P's of retail to include but are not limited to People, Product, Price, Purchasing, Position, Presentation, Promotion and Pro Services
- Assist the Chief Executive Merchant in supporting, modeling, and enhancing seamless customer service focus by creating an environment that is friendly, helpful, knowledgeable and quick for customers and co-workers
- Strategically merchandize and utilize the company guidelines to outline merchandising practices
Education
Barbara Goleman
Miami, FL05.2019
Skills
- Client relationship building
- Account management
- Relationship building and management
- Pipeline management
- New business opportunities
- Sales quota achievement
- Customer rapport
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Account Executive
AD Mortgage
11.2023 - Current
Account Manager
MTN Consulting
05.2022 - 08.2023
Assistant Manager
Floor & Decor
01.2020 - 05.2022
Barbara Goleman
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