Jose Luis Ortega
Santa Ana,CA
Summary
Highly creative and hardworking business professional with an aptitude for solving complex problems; willing to go above and beyond for new employer. With over 5 years of collective experience in sales, marketing, and customer service.
Overview
13
13
years of professional experience
Work History
Uber Partner
Uber
Anaheim, CA
06.2023 - Current
- Greet passengers and provided a safe and comfortable ride to their destination.
- Provide customer service by answering questions, providing recommendations, and responding to feedback.
- Assist passengers with loading luggage into the trunk of the car when needed.
- Adhere to local driving laws while transporting passengers safely from point A to point B.
- Provide helpful information about local attractions or points of interest upon request from customers.
Account Executive
National Credit Partners (KVC Group)
Santa Ana, CA
08.2023 - 02.2024
- Manage and build relationships with ISO affiliates.
- Onboard referral clients.
- Identify client needs for business working capital and offer: MCA's, term loans, lines of credit, and hard money through CapExDirect (KVC Group).
- Identify existing business MCA debt, explain the process of debt restructuring through NCP (KVC Group).
- Qualify client for debt restructuring if loan was denied.
- Follow up with clients via email, phone, and text to collect documents and close clients.
Sales Team Lead
Peachtree Debt Relief (KVC Group)
Santa Ana, CA
08.2023 - 12.2023
- Responsible for overseeing a team of 6 sales people.
- Provided training on sales procedures for new sales people.
- Helped in developing the professional skillset of each individual team member.
- Identified client needs and showed them the benefit of the financial product to ensure client satisfaction.
- Trained and coached new sales personnel on best practices, customer service, and account management.
Debt Consultant
Americor
Irvine, CA
12.2022 - 04.2023
- Inside Sales
- Use a consultative approach with clients to enroll them in debt settlement program.
- Leverage client needs to build rapport and close sale.
- Design debt settlement program parameters for prospects to facilitate affordability and program completion.
- Communicate with internal teams to submit enrolled clients and assure compliance was maintained.
- Closed over $500,000 in the second month at the company.
- Salesforce
Field Sales & Marketing Representative
Techtronic Industries - TTI
Orange, CA
07.2022 - 12.2022
- In person sales.
- Create marketing events and demo's for contractors and business owners to drive sales.
- Worked inside of 4 different Home Depot's with their staff to drive sales and TTI product growth.
- Train Home Depot employee's on new TTI products to increase sales.
- Help the 4 stores in their marketing and sales efforts for TTI brands through product placement, demo's, placing new POP (Point of Purchase).
- Created sales reports for 4 stores showing sales performance
- Manage and organize the allocation of TTI products in stores.
Licensed Loan Officer
Generation Lending Inc
Aliso Viejo, CA
12.2021 - 06.2022
- Receive inbound leads and get 3-5 applications per day.
- Discuss clients mortgage needs and help the client with a refinance loan or home purchase loan.
- Communicate with internal teams on underwriting process.
- Relay information to client and gather documents.
- Have a knowledge and understanding of Federal programs for Federal Housing Act, Conventional, ARM, Non-QM, Jumbo, Bank Statement programs.
- Show clients different loan options based on down payment, interest rate, and term.
- Adhered to federal and state compliance guidelines relative to mortgage lending.
- Delivered high levels of customer service.
Sales Account Manager
Fifth NutriSupply
Montclair, CA
05.2019 - 10.2021
- Business to business supplier sales and inside sales.
- Build relationships to generate business with existing clients and cold call new clients.
- Cold call new clients and send samples of materials.
- Keep track of samples sent and ensure it passed quality testing. Ship a new sample from a new batch of product if it did not pass.
- Negotiate pricing to win new purchase orders.
- Find which items the client uses the most and promote these items based on volume.
- Submit client purchase orders to internal teams for processing, shipping, and submit bill of lading for material shipments upon client pick-up.
- Monitor market trends to maximize marketing accuracy based on trends.
- Keep track of the blanket order shipment dates and ensure timely delivery by communicating with internal teams.
- Travel and meet with existing clients across the USA in their manufacturing facilities.
- Attend Expo's and trade-shows (Supplyside West) in Las Vegas, NV.
Master Personal Trainer
LA Fitness
Mission Viejo, CA
01.2013 - 12.2018
- Coach client on proper exercise form and design client workout programs based on individual goals.
- Manage client appointments.
- Have weekly check-ins, measure bodyweight, strength, and monitor clients progress.
- Maintain clients accountable for their goals by following up via text and phone calls.
- Provide superior customer service and build relationships with clients.
- Grew customer base through word-of-mouth referrals based on customer satisfaction and results.
- Featured on LA Fitness website as a standout trainer based on performance and weightloss transformations.
Cashier
Sears
Laguna Hills, CA
07.2011 - 10.2012
- Operated cash register to receive payment by cash, check and credit card.
- Accepted cash and credit card payments, issued receipts and provided change.
- Answered customer questions and provided store information.
- Collected payments and provided accurate change.
- Delivered high level of customer service to customers using active listening and engagement skills.
- Preserved appearance of store by arranging and replenishing displays and merchandise racks.
- Cash reconciliation.
Education
Bachelor’s - Finance, Real Estate, and Law
California Polytechnic University
Skills
- Inside Sales
- Outside Sales
- Marketing
- B2B Sales
- Negotiation
- Conflict Resolution Skills
- Highly Creative
- Integrity
- Coachable
- Microsoft: Excel, Word, Powerpoint
Languages
- English
- Spanish
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Accomplishments
- Promotion from cashier to electronic sales consultant at Sears.
- Promotion from personal trainer to master personal trainer at LA Fitness based on client success, retention, and key performance indicator metrics.
- Secured multiple yearly blanket orders at Fifth Nutrisupply and established great business to business relationships.
Timeline
Account Executive
National Credit Partners (KVC Group)
08.2023 - 02.2024
Sales Team Lead
Peachtree Debt Relief (KVC Group)
08.2023 - 12.2023
Uber Partner
Uber
06.2023 - Current
Debt Consultant
Americor
12.2022 - 04.2023
Field Sales & Marketing Representative
Techtronic Industries - TTI
07.2022 - 12.2022
Licensed Loan Officer
Generation Lending Inc
12.2021 - 06.2022
Sales Account Manager
Fifth NutriSupply
05.2019 - 10.2021
Master Personal Trainer
LA Fitness
01.2013 - 12.2018
Cashier
Sears
07.2011 - 10.2012
Bachelor’s - Finance, Real Estate, and Law
California Polytechnic University