Jose L. Cervantes Jr.
Summary
Strategic and results-oriented leader with over a decade of cross-functional experience in account management, finance, marketing, and operations. Known for building high-performing teams, driving customer-centric initiatives, and delivering measurable value across client portfolios. Proven ability to streamline operations, manage multi-departmental collaboration, and foster long-term stakeholder relationships. Adept at navigating fast-paced environments while maintaining a hands-on, lead-by-example management style.
Overview
12
12
years of professional experience
Work History
Account Manager III
Agora Data
Arlington
01.2024 - Current
- Serve as a primary liaison for a portfolio of commercial auto dealer accounts, addressing operational and strategic needs.
- Partner cross-functionally with underwriting, servicing, and sales to deliver tailored, value-added financial solutions.
- Proactively resolve client issues by identifying root causes and aligning solutions across internal teams.
- Build and sustain strong relationships with stakeholders, enhancing client retention and satisfaction.
Finance & Insurance Manager
BMW of Monrovia
Monrovia
08.2022 - 01.2024
- Led finance deal submissions and managed high-volume documentation workflows to ensure timely funding.
- Sold financial products, extended warranties, and aftermarket items to drive additional dealership revenue.
- Delivered exceptional customer service in a fast-paced retail environment, supporting closing processes and compliance.
Dealer Services Relationship Manager
GM Financial
Cerritos
07.2020 - 08.2022
- Managed 50+ dealership relationships across territories, promoting GM Financial’s full suite of lending products.
- Increased dealer engagement through strategic business planning and data analysis.
- Mitigated risk by identifying potential dealer-related concerns such as fraud or contractual violations.
- Consistently exceeded field KPIs in volume, service, and compliance.
Dealer Services Credit Analyst
GM Financial
Cerritos
04.2018 - 07.2020
- Assessed creditworthiness of dealership-submitted applications and rendered timely credit decisions.
- Worked closely with dealers to ensure complete, compliant documentation for fast contract funding.
- Conducted outbound calls to develop dealer relationships and drive credit quality performance metrics.
Loan Services Team Lead
GM Financial
Arlington
11.2013 - 04.2018
- Supervised a team responsible for document scanning, funding reviews, and operational compliance.
- Trained and mentored new hires, improving onboarding efficiency and accuracy.
- Liaised with cross-departmental units to resolve high-priority issues.
- Ensured adherence to regulatory and company standards across loan processing and documentation.
Education
Bachelor of Arts - Finance
University of Texas At Arlington
Associate of Arts - Business
Tarrant County College
Skills
- Account and client management
- Cross-functional leadership
- Strategic planning
- Finance operations
- Event planning and promotion
- Operational efficiency
- CRM expertise
- Customer service excellence
- Contract management
- Staff development
- Salesforce proficiency
- CSC-AS400 knowledge
- Typing speed: 70 WPM
- Policy development
- Problem-solving skills
- Detail-oriented organization
- Written and verbal communication
- Team collaboration
Professional Attributes
- Strong problem-solving and analytical skills
- Highly detail-oriented and organized
- Exceptional written and verbal communication
- Thrive in team-oriented and independent roles
- Reputation for enthusiasm, efficiency, and leadership
Timeline
Account Manager III
Agora Data
01.2024 - Current
Finance & Insurance Manager
BMW of Monrovia
08.2022 - 01.2024
Dealer Services Relationship Manager
GM Financial
07.2020 - 08.2022
Dealer Services Credit Analyst
GM Financial
04.2018 - 07.2020
Loan Services Team Lead
GM Financial
11.2013 - 04.2018
Bachelor of Arts - Finance
University of Texas At Arlington
Associate of Arts - Business
Tarrant County College
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