Mario Chavez
Continuous Improvement Analyst
Hollywood,FL
Summary
Dedicated and motivated individual with a "go-getter" mindset, seeking a challenging account manager position where I can leverage my enthusiasm, positive attitude and excellent problem solving skills to contribute to the success of the organization.
Overview
2
2
years of professional experience
4
4
years of post-secondary education
Work History
Senior Financial Consultant
Milestone Solutions
09.2023 - Current
- Developed comprehensive financial plans for clients, leading to significant savings & credit improvement.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Analyzed financial needs of clients and developed tailored strategies with budgeting and cash flow management.
- Researched new methods of debt resolution including settlement offers and alternative repayment plans.
- Identified opportunities for cost savings by consolidating multiple debts into one loan or refinancing existing loans.
Sales Representative
Trusted Capital Homes
01.2023 - 08.2023
- Negotiated purchase agreements with buyers and sellers.
- Assisted clients with paperwork required for closing transactions.
- Generated leads through cold calling and networking activities.
- Managed sales pipeline by actively following up with prospects and hot leads.
Education
Thunderridge High School
Highlands Ranch, CO 04.2011 - 07.2015
MSU Denver
Denver, COSkills
- Proven track record of taking initiative and going above and beyond to ensure task at hand success
Exceptional interpersonal and communication skills, fostering positive relationships with team members, clients
Accomplishments
- Won an award in most sales (2019) Invited to a regional call
- Total Debt Enrolled 5.2 Million with Milestone Solutions
Languages
Spanish
Timeline
Senior Financial Consultant
Milestone Solutions
09.2023 - Current
Sales Representative
Trusted Capital Homes
01.2023 - 08.2023
Thunderridge High School
04.2011 - 07.2015
MSU Denver
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