Summary
Overview
Work History
Education
Skills
References
Languages
Timeline
Generic

Jonathan Perez

Dublin,CA

Summary

Experienced senior financial services funding specialist seeking a position at Rivian to leverage acquired skills. Proficient in Route One, Microsoft Office (Excel, Word, PowerPoint, etc.), and Adobe Acrobat. Bilingual and adept at listening, reading, and adapting quickly. Known for diligence, dependability, and the ability to excel independently or in collaborative team environments. Results-driven professional, skilled in managing complex transfer processes and ensuring seamless departmental coordination. Proven track record of enhancing operational efficiency through strategic planning and execution. Highly focused on team collaboration and adaptability to changing requirements. Known for strong analytical and communication skills.

Overview

11
11
years of professional experience

Work History

Account Maintenance Specialist-Lease Transfers

Tesla
08.2022 - Current


  • Consisted of handling Tesla’s lease assumption operations for US and Canada.
  • Assist customers in the lease transfer process in which consists of credit applications, ordering vehicle titles, scheduling customers in for transfer dates, acquiring documents required for transfer, granting vehicle app access to new assignees, and preparing registration packets.
  • Routinely check with each state for any updated documents needed for new transferees seamlessly register their vehicle after completing a lease transfer.

Funding Resolution Specialist

Tesla
08.2018 - 08.2022
  • Routinely review emails that involves generating funding delay cases in which we would need to reach out to customers for items that our partnering lenders specifically require, resolve, and submit funding packets for funding.
  • Also contact delivery specialists/managers in delivery centers throughout the US and Canada to routinely update them in any changes regarding our bank lender’s stipulation requirements from customers to help prevent excessive funding delays and help keep AR to a minimum.
  • Was also in close contact with Tesla's credit/underwriting analyst team to provide documents to clear customer’s stipulations and assist in any bank push-backs and regularly contact our partnering lender’s credit analysts for further clarifications to help resolve funding delay cases.

Maintenance Fabricator/Welder

Strategic Materials Inc.
06.2013 - 02.2019
  • Ensuring the glass-processing plant is operating and provide the necessary procedures keep it running in optimal condition.
  • Obtained experience in welding/fabrication, cutting metal, AutoCad, and proper maintenance/storage of highly flammable/hazardous materials.
  • Certified in operating heavy machinery such as forklifts, boom lifts, and front loaders.
  • Collected production data and assisted supervisors and managers with Excel/Powerpoint sheets for their monthly presentations.

Education

Some College (No Degree) - Business Administration And Management

Chabot College
Hayward, CA

High School Diploma -

San Leandro High School
San Leandro, CA
06.2013

Skills

  • Lease Assumption Expertise
  • Funding Operations
  • Bank Reconciliation
  • Credit Analysis
  • Accounts Receivable
  • Data Analysis
  • Microsoft Office
  • Training abilities
  • Reliability
  • Critical Thinking

References

  • Brad Wood, (408) 335-3571, Vice President/Sr. Partner Manager, US Bank
  • Paul Faherty, (323) 864-0084, Western Regional Manager, Strategic Materials Inc.
  • Zachary Taylor, (650) 787-0453, Manager, Funding, Tesla
  • Ivan Guevarra, (949) 294-5689, Supervisor, Third-Party Lending, Tesla

Languages

Spanish
Native or Bilingual

Timeline

Account Maintenance Specialist-Lease Transfers

Tesla
08.2022 - Current

Funding Resolution Specialist

Tesla
08.2018 - 08.2022

Maintenance Fabricator/Welder

Strategic Materials Inc.
06.2013 - 02.2019

Some College (No Degree) - Business Administration And Management

Chabot College

High School Diploma -

San Leandro High School

Similar Profiles

CREATE PROFILE
Jonathan Perez