Jordan Castaneda
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure a promising position. Hardworking employee enthusiastic about learning Adaptable.. Pursues opportunities to learn new skills and contributes to group success. Offers strong relationship-building and problem-solving abilities.
Overview
21
21
years of professional experience
Work History
Lead Tax Preparer/Manager
United Tax Pros
12.2022 - 09.2023
- Assessed client tax situations to determine best filing options.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Utilized tax software to prepare returns and meet deadlines.
Sales Advisor
Drive Time Car Sales
06.2016 - 03.2022
- Running sales meetings
- Greet walk ins
- Reaching out to inquiries interested in purchasing a vehicle by phone or email and setting up appointments
- Gathering stipulations necessary to complete the auto financing process, close the sale and deliver vehicle.
- Listened to customer details and offered matching solutions to meet wide range of requirements.
Remote Inside sales / B2B Account Manager / Management
Freerateupdate.com
10.2011 - 04.2016
- Business Development for a lead generator
- Managed salespeople under me
- Duties performed in office then remotely
- I held meetings with sales team, phone prospecting and performing product presentations
- Follow up on inquiries and present our service to mortgage professionals looking to increase their business and get them enrolled
- I was responsible for onboarding new clients including demonstration of lead set up on our dashboard
- Managed my existing client base
- Secured new accounts by strategically pursuing leads, generating $100K - $150K in revenue monthly.
- Connecting consumers looking to refinance or purchase a home with mortgage professionals.
Ecodrink Sales Demonstrator
SGN Nutrition
10.2012 - 09.2013
- Promoting a natural vitamin drink to foot traffic in Sam's Club or Costco
- This was a part-time position on Saturdays and Sundays only.
- Assisted customers in locating items, addressed questions and provided product samples.
- Set up product displays before demonstrations and checked after completing presentation to maintain attractive sales space.
- Greeted customers warmly and pleasantly answered inquiries.
Inside Sales
IS3 StopZilla
10.2011 - 09.2012
- Taking incoming calls as well as calling previous customers and convincing them to renew memberships.
Outside Sales/Appointment Setter
American Medical Diagnostics
10.2011 - 09.2012
- Driving to potential prospects and setting appointments for sales presentations
- Resolving any issue in a timely manner
- Reaching the highest level of customer satisfaction.
Inside/Outside Retail Loan Officer
Approved Mortgage Solutions
04.2004 - 10.2011
- Duties include customer service, handling inbound and outbound calls
- Meeting with clients on purchasing or refinancing a property in office or at their home
- Gather and submit loan documents needed to process and close loans
- Keep constant communication with lenders on the status of the underwriting process and clear all conditions needed to close loans before the expiration of locked rates
- Keeping borrowers informed of the progress of loans and assisting them with any concerns.
Inside/Outside Retail Loan Officer
Bran Castle Mortgage
11.2002 - 10.2004
- Duties include calling potential clients, pre-qualify, price and quote borrowers
- Gather and submit loan documents to lenders needed to close loans
- Communicate with lenders on the status of the underwriting process and clearing all conditions needed to close loans
- Keeping borrowers informed of the progress of loans.
Education
Some College - Business Administration
Miami Dade Community College
Miami02.1994
Skills
- Product Demonstrations
- Upselling
- Bilingual - English/Spanish
- Sales/Customer Service Background
Languages
English
Spanish
Timeline
Lead Tax Preparer/Manager
United Tax Pros
12.2022 - 09.2023
Sales Advisor
Drive Time Car Sales
06.2016 - 03.2022
Ecodrink Sales Demonstrator
SGN Nutrition
10.2012 - 09.2013
Remote Inside sales / B2B Account Manager / Management
Freerateupdate.com
10.2011 - 04.2016
Inside Sales
IS3 StopZilla
10.2011 - 09.2012
Outside Sales/Appointment Setter
American Medical Diagnostics
10.2011 - 09.2012
Inside/Outside Retail Loan Officer
Approved Mortgage Solutions
04.2004 - 10.2011
Inside/Outside Retail Loan Officer
Bran Castle Mortgage
11.2002 - 10.2004
Some College - Business Administration
Miami Dade Community College
Similar Profiles
Alexander HernandezAlexander Hernandez
Tax Preparer at United Tax ProsTax Preparer at United Tax Pros
Jeffrey PhamJeffrey Pham
Marketing Intern at Tax United ProsMarketing Intern at Tax United Pros
Michele EdlinMichele Edlin
Receptionist Administrator at MTK Tax Pros...Mesa Tax ProsReceptionist Administrator at MTK Tax Pros...Mesa Tax Pros
Tabatha MillerTabatha Miller
Lead Tax Preparer/Accounts Manager/Accounting and Payroll Manager at Maedex Tax & Farm Accounting, LLCLead Tax Preparer/Accounts Manager/Accounting and Payroll Manager at Maedex Tax & Farm Accounting, LLC
April HolmesApril Holmes
Office Manager/Lead Tax Preparer at RT Mallard CPA dba JH Tax ServiceOffice Manager/Lead Tax Preparer at RT Mallard CPA dba JH Tax Service