Jose "Joe" Rangel
1633 Scenic Drive #102 Graford,TX
Summary
Service-centric professional with over a decade of experience leveraging advanced client relations, financial analysis, and organizational skills to surpass expectations. Continuously ranks among top performers in business development, retention, and referrals by providing high-value experiences in alignment with diverse needs. Excels in fast-paced business environments, strategically managing workload, needs assessment, client education, solutions development, and quality outcomes.
Overview
12
12
years of professional experience
Work History
Senior Home Lending Advisor
JPMorgan Chase
Dallas, TX
02.2012 - Current
Work closely with diverse clientele to assess and address individual needs, applying consultative approach to achieve objectives ranging in complexity.
Key Highlights:
- Maintain high levels of client satisfaction and retention through quality servicing and support.
- Collaborate with cross-functional teams and stakeholders - including internal and external partners - in order to surpass expectations within fast-paced, multi-project environment.
- Provide expert Salesforce CRM database pipeline management.
- Continuously ranked as top producer, averaging up to $45M sales annually and $18M cross-sell referrals.
Education
BBA - Accounting And Finance
Stephen F. Austin State University
Nacogdoches, TXSkills
- Consultative Selling & Solutions Development
- Complex Problem-Solving
- Multichannel, Cross-Functional Communications
- Full Sales / Engagement Lifecycles
- MS Office Suite, CRM (Salesforce)
- Upselling
- Business Development
- Client Account Management
- Sales Pipeline Management
- Multi-Tasking Strength
Earlier Experience
Home Loan Consultant - Bank of America, Plano, Texas
- Managed full lifecycle of client engagements - assessing needs, identifying and recommending optimal programs, and offering support throughout process.
- Achieved top customer loyalty by fostering long-term and highly productive relationships with commitment to ensuring optimal journey.
Timeline
Senior Home Lending Advisor
JPMorgan Chase
02.2012 - Current
BBA - Accounting And Finance
Stephen F. Austin State University
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