Summary
Work History
Education
Skills
Timeline
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Jose L Torres

Summary

Dynamic professional with proven expertise in client relationship management and data analysis at Honda Financial Services. Successfully developed customized account plans, enhancing client financial profiles and driving efficiency improvements. Adept at Salesforce administration and project coordination, demonstrating strong leadership skills to exceed growth targets and foster lasting client partnerships.

Work History

Customer Accounts

Honda Financial Services
  • Develope and maintain strong relationships with clients and serving as their primary point of contact for all inquiries and issues.
  • Provide customers loan assistance and curing customers account by intaking funding and applying it correctly to customers loan.
  • Use salesforce to manage and input client information towards customer financial profile growth.
  • Use integrated programs to maintain customer's account with the likes of salesforce, cass, and excel, but also other CRM programs.
  • Create customized account plans for each client, outlining goals, objectives, and action steps to drive success for clients.
  • Analyzed current processes and recommended improvements to increase efficiency.

Contract Specialist

Meridian Link
  • Inspected contracts for accurate terms, pricing, and conditions. Maintain accuracy on all contracts related to signatures and processing data.
  • Used Salesforce program to maintain data for research purposes, but also related to the maintenance of third-party vendors.
  • Assisted in the preparation, reviewing, and administration of contracts.
  • Administered Contracts related to banking, credit unions, lenders, and third-party vendors with success rate of 98% exceeding success rate and helping in the introduction of new clients.
  • Monitored contract performance to identify potential issues or discrepancies.

Production Coordinator

PromoShop
  • Assist in production of marketing material for fortune five hundred companies and improving year over year production and sales.
  • Managed multiple promotional marketing products with an intricate networking.
  • Assisted account executives with communication to vendors by relaying information via phone calls and emails to effectively keep production on time helping exceed 75% growth year over year for the company.
  • Administered production by being consistent, detailed orientated, and taking leadership of production when Account Executives needed teamwork to finish product on time.
  • Created a brand of my services by assisting in effective Customer Services, catering to account executives,and marketing my skills as an effective supervisor to production.

Education

Bachelor of Science - Business Administration-Marketing & Advertising emphasis

California State University of Dominguez Hills
Carson, CA

Skills

  • Client relationship management
  • Data analysis
  • Salesforce administration
  • Financial profiling
  • Project coordination
  • Leadership skills
  • Industry expertise

Timeline

Customer Accounts

Honda Financial Services

Contract Specialist

Meridian Link

Production Coordinator

PromoShop

Bachelor of Science - Business Administration-Marketing & Advertising emphasis

California State University of Dominguez Hills

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