Leonel Antonio García JR
North Las Vegas,NV
Summary
Dynamic finance professional with experience spanning customer service, fintech sales, mortgage refinancing for VA IRRRL loans, and early-stage startup operations. Adept at building strong client relationships, translating complex financial concepts into clear solutions, and driving revenue growth. Skilled in adapting to fast-changing markets, optimizing workflows, and contributing to business growth in both corporate and startup environments. Passionate about the future of finance, with a strong interest in blockchain technology, cryptocurrency, and decentralized finance (DeFi) as emerging tools for creating a more transparent, equitable, and innovative global financial system.
Overview
8
8
years of professional experience
Work History
Loan Coordinator
Atlantic Capital Funding
08.2024 - Current
- Submitted loan applications to underwriter for verification and recommendations.
- Maintained strict confidentiality of bank records and client information.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Collaborated with other departments to promptly process loan applications.
Executive Sales Representative
TradeAlgo
09.2022 - 08.2024
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Successfully sold a premium trading program to a targeted audience, overcoming significant sales resistance and market skepticism.
- Demonstrated ability to articulate the value proposition and benefits of the program to high-net-worth individuals and professional traders.
- Successfully converted high-value leads into significant investments into IPO, driving over $900,000 in total invested from my leads.
Customer Service Executive
Nevadas Cleaning Services
03.2020 - 09.2022
- Provided exceptional customer service by addressing customer concerns, answering service-related questions, and ensuring customer satisfaction.
- Assessed customer service trends and evaluated complaints to determine areas in need of enhancement.
- Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
Line Cook
Vintners Grill - Fine Dining
01.2018 - 01.2020
- Prepared multiple orders simultaneously during peak periods with high accuracy rate, maximizing customer satisfaction, and repeat business.
- Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.
- This job helped me develop a strong foundation for my work ethic, teaching me the importance of multi-tasking and execution.
Education
High School Diploma -
San Diego Charter School
San Diego, CA01.2019
Skills
- Loan documentation
- Pipeline management
- CRM proficiency
- Analytical and critical thinking
- Verbal communication
- Customer service
- Follow-up skills
- Objection handling
- Process improvements
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
Judge a man by his questions rather than his answers.
Voltaire
Timeline
Loan Coordinator
Atlantic Capital Funding
08.2024 - Current
Executive Sales Representative
TradeAlgo
09.2022 - 08.2024
Customer Service Executive
Nevadas Cleaning Services
03.2020 - 09.2022
Line Cook
Vintners Grill - Fine Dining
01.2018 - 01.2020
High School Diploma -
San Diego Charter School
Similar Profiles
Manjit SinghManjit Singh
Senior Litigation Paralegal at Pearl Capital Business Funding Funding LLCSenior Litigation Paralegal at Pearl Capital Business Funding Funding LLC
Kara CollacottKara Collacott
Residential Mortgage Broker at Coastal Capital FundingResidential Mortgage Broker at Coastal Capital Funding
Bob MishamiemBob Mishamiem
Fractional Sales Consultant at B2B Funding & Capital StrategyFractional Sales Consultant at B2B Funding & Capital Strategy
Lena JohnsonLena Johnson
Sales Ambassador at Orangetheory FitnessSales Ambassador at Orangetheory Fitness
Guadalupe CupaGuadalupe Cupa
Caregiver Attendant at Blue Sky ManorCaregiver Attendant at Blue Sky Manor