Julio Lazo
Dallas,TX
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Accomplished in bringing in new customers and maximizing revenue. Persuasive communicator with personable style.
Overview
12
12
years of professional experience
Work History
Field Agent
Comparion Insurance A Liberty Mutual Company
06.2023 - Current
- Well-developed persuasion and negotiation skills
- Build relations with dealerships/realtors/lenders/social network groups/businesses
- Proven track record of meeting and exceeding sales targets in field sales environment
- Expertise in identifying and prospecting new clients to expand customer base
- Skilled in building and maintaining strong relationships with clients to ensure customer satisfaction and loyalty
- Proficient in using Customer Relation Management software to track sales activities, manage leads and generate reports for performance analysis
- Flexibility and adaptability to work in dynamic and fast pace sales environment.
Sales Associate
Comparion Insurance A Liberty Mutual Company
06.2022 - 06.2023
- Utilize consultative sales techniques to prospect and initiate new business sales
- Assists in processing of new business, including contacting customers to finalize sales and service transactions
- Contributes to and executes marketing plan with Lead Sales Agent
- Identifies mass marketing prospects through existing book of business and community prospecting opportunities.
Asset Sales
Liberty Mutual
04.2019 - 06.2022
- Engage with customers and maximize sales opportunities with each call
- Analyze customers reason for calling in and provide solution
- Proficient following up with prospects
- Strong listening skills and able to meet customer’s requirements
- Effective with offering Non-Traditional Revenue
- Making efficient and easy to understand explanation of services/coverages
- Simplify their decision to buying today, creating urgency
- Suggestive cross sales/multiple lines within one lead
- Strong time management skills.
Sales Professional
Toyota of Dallas
09.2017 - 03.2019
- Check/verify paperwork involved with cash, finance, or loan transactions
- Understands and can clearly explain terms and conditions
- Solicit extended warranty sales (aftermarket)
- Effective follow-up skills to achieve monthly targeted sales goal
- Strong analytical, problem solving, facilitation, organization, and planning skills
- Assist in acquiring approval from lenders
- Seek bank approval on financed and leased deals
- Contract new business, sell, and close deals.
Funding Associate Retail/Lease/Commercial
Chrysler Capital A Santander Consumer USA Company
11.2014 - 08.2017
- Inbound/Outbound Call Center
- Analyze credit applications based on SC USA’s program and negotiates a structure with each dealership that puts SC USA in a profitable position
- Follows up with dealers on pending contracts
- Assists in resolving problems that may arise on pending contracts
- Meets monthly application and funding volume goals within assigned portfolio
- Perform other duties as assigned/Special projects as requested.
Call Center
Santander Consumer USA
04.2013 - 11.2014
- Ensure all documents necessary to complete vehicle loan are obtained
- Calculate debt to income ratio
- Build relationships with dealerships, request specific documents necessary to complete loan
- Familiarize and specialize with all lines of business such as warranties
- Ability to multitask work and complete application while conducting conversation with dealer in high-volume environments
Mortgage Loan Officer
Bank of America
03.2012 - 03.2013
- Gathering customer information and filling out applications appropriately and accurately
- Review customer's debt to income ratio
- Familiar with laws pertaining to mortgage modification, fraud and familiar with FHA loans and Government loans
- Recognize different types of investors/ decide which investors are serviced with us.
Education
Associate of Science -
Brookhaven College
Dallas, TX 05.2001 -
Skills
Able to work under stressful conditions meeting deadlines
Effective follow-up and problem solving skills
Team orientated
Bilingual - English/Spanish
Ability to follow instructions and make decisions without supervision
Highly productive and efficient in completing tasks
Proficiency in Microsoft Office applications such as Word, Excel, PowerPoint
Ability to negotiate with people in difficult situation
Excellent verbal and written communication skills
Able to work under stressful conditions meeting deadlines
Data Entry ability to type 50 wpm
Accomplishments
- Achieved 100K club by completing target goal with accuracy and efficiency. (Won a trip to Las Vegas)
- Consistently achieved rookie of the month
- Top sales producer within the department consisting of 12 other teams
Timeline
Field Agent
Comparion Insurance A Liberty Mutual Company
06.2023 - Current
Sales Associate
Comparion Insurance A Liberty Mutual Company
06.2022 - 06.2023
Asset Sales
Liberty Mutual
04.2019 - 06.2022
Sales Professional
Toyota of Dallas
09.2017 - 03.2019
Funding Associate Retail/Lease/Commercial
Chrysler Capital A Santander Consumer USA Company
11.2014 - 08.2017
Call Center
Santander Consumer USA
04.2013 - 11.2014
Mortgage Loan Officer
Bank of America
03.2012 - 03.2013
Associate of Science -
Brookhaven College
05.2001 -