Summary
Overview
Work History
Education
Skills
references
Timeline
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Juan David Sossa

Miami,FL

Summary

Dedicated office professional with top-notch administrative qualities and solid historic background experience in professional institutions. History includes surpassing business targets, satisfying customer demands, and contributing to team success. Along with independently managing clerical needs and correspondence to support smooth business operations, upholding operational management duties, and exceeding institutional metric targets.

Overview

1
1
year of professional experience

Work History

Sales Coordinator

Whetstone Holdings
Miami, FL
04.2022 - Current
  • Achieved sales and service targets by cultivating and securing new customer relationships through department referrals, cold calls, inbound, and outbound leads.
  • Approximately 150 - 200 calls/day completed, generating 45-70 eligible applicants weekly further subject to working capital funding averaging monthly sums of $100,000 cumulative between colleagues
  • Exceeded sales quotas and increased profitability through effective sales strategy and consumer-oriented base planning.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base through referrals or refinancing.
  • Supported sales account managers by providing accurate and detailed reports.
  • Collaborated with upper management and underwriting to implement continuous funding metric consistency and exceed team goals.
  • Demonstrated clientele utility for working capital through our source of benefits and contrast alternative to other funding sources.
  • Implemented clientele marketing; through email tactics and strategies to grow lead generation
  • Taught sales tactics and built reinforcing strategies to automate constant pipeline generation of leads. Along with co-closing other sales representatives deals and providing constructive insight.
  • Expertise with CRM (Customer Relationship Management) and sales processes through sophisticated software such as Salesforce and HUD Fonality.
  • Kept detailed records of sales and customer information in CRM software, updating database regularly to maintain top-notch service.
  • Introduced into Granite Funding; (Formally know as Popcash Funding) and became the salesman with the highest closing rate of $55,000 in the first 2 - 2.5 weeks of opening.
  • Provided upmost customer engagement service catalyzing tremendous volume of future clientele into lead generation. Want to see some reviews? https://www.trustpilot.com/review/popcashfunding.com

Financial Analyst

Whetstone Holdings
Miami, FL
11.2021 - 04.2022
  • Analyzing data from prospective merchant’s; applications, credit reports, business bank statements & and other related financial diligent information
  • Verify and review all submissions for any inconsistencies and fraudulent activity
  • Determine and analyze credit reports, merchant processing documents, and bank statements to determine merchant’s eligibility for support given their business type and requested parameters.
  • Follow set protocols and business practices to efficiently work, track the flow of data, and accurately document all information
  • Communicate with upper management to request additional documents; analyze requests to determine appropriate courses of action and steps required alongside Underwriting and Pricing Departments.

CFS International Trade Office Coordinator

Arrowpac Inc. Container Freight Station, Import and Exports
Miami, FL
01.2021 - 06.2021
  • Analyzed documentation and supervised status of Ocean and Air shipment processes in compliance with U.S Department Customs & Border Protection throughout Shipper Export Declaration (SED) - Coordinated packages and material delivery through logistic operation softwares
  • Processed warehouse receipts prior outgoing shipment processes and entered container manifest by inputting file lot details within data entry slots through freight management systems
  • Reviewed daily revenue through financial statements and input values through spreadsheet applications
  • Released cargo freight shipments and provided clients with rates through communication tools
  • Experienced in specific International Freight Transportation & Management Logistics software applications such as Cargo Manager System (CMS) and Magaya Corporation Logistics.
  • Utilized communication tools and mediums to effectively interact with coordinators and staff
  • Organized and assisted fellow colleagues and co-workers with consistent day-to-day tasks
  • Interacted with customers by phone, email or in-person to provide information.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.

Education

Bachelors Degree - Business Administration And Management

Miami Dade College
Miami, FL

Skills

  • Organization management through scheduling and communicational utilities
  • Experienced with customer service and event coordination
  • Works very effectively in large and small group environments
  • Operational Management Expertise
  • Operating Procedures and Policies
  • Sales Quota Management
  • Punctual and flexible
  • Critical Analysis and Complex Problem Solving
  • Skilled with graphic design tools through technical design software classes
  • Expertise with customer engagement and sales processes through sophisticated software such as Salesforce and HUD Fonality
  • Customer Engagement Service Experience: 5 years
  • Microsoft Office (Word, Powerpoint, Excel, Access) Experience: 5 years
  • Adobe Software Photoshop & Premiere Pro Experience: 5 years

references

Arrowpac Incorporated, Michael R. Scarnaty: Vice President-CFS Operations

- Telephone: +1 (305) 322-5357

- Email: mike@arrowpac.com

Whetstone Holdings, Aurin Colon: Banking Department Supervisor

- Email: aurin.colon@everestbusinessfunding.com

Whetstone Holdings, Kreshnik Gashi: Sales Department Supervisor

- Email: nik.gashi@everestbusinessfunding.com

Timeline

Sales Coordinator

Whetstone Holdings
04.2022 - Current

Financial Analyst

Whetstone Holdings
11.2021 - 04.2022

CFS International Trade Office Coordinator

Arrowpac Inc. Container Freight Station, Import and Exports
01.2021 - 06.2021

Bachelors Degree - Business Administration And Management

Miami Dade College

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