Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Mario Moises

Orlando

Summary

High-performing Sales Professional with a proven track record in high-ticket sales, client acquisition, and revenue growth. Skilled in building trust-based relationships, identifying customer needs, and closing complex deals through consultative selling. Strong background in finance, credit analysis, and real estate fundamentals, with the ability to explain complex financial concepts in simple, actionable terms. Recognized for discipline, adaptability, and consistent performance in fast-paced, results-driven environments.

Overview

6
6
years of professional experience

Work History

Business Counseling

CEO
Boston
03.2022 - Current

Develop tailored business strategies, fostering entrepreneurial growth.
Implement creative solutions, driving client success and market differentiation.
Analyze market trends and client data to provide data-driven recommendations.
Identify key growth opportunities and optimize business processes.
Partner with clients to understand unique challenges.
Facilitate workshops and brainstorming sessions, cultivating innovative business solutions.
Deliver actionable insights leading to substantial revenue growth.
Track and measure KPIs, ensuring tangible improvements in client operations.
Forecast industry shifts, preparing clients for future challenges.
Develop long-term strategic plans, positioning businesses for sustained success.

Real Estate Administrative Assistant

One Group financial Services
Boston
01.2024 - 12.2025

Facilitated real estate transactions by coordinating with agents and clients effectively.
Streamlined administrative processes to enhance operational efficiency across the team.
Implemented innovative technologies to improve client experience and elevate service quality.
Maintained accurate property databases while ensuring compliance with legal documentation.
Conducted comprehensive market research to support informed decision-making for clients.
Managed logistics for property showings, optimizing scheduling and enhancing customer engagement.
Drove successful property closings, contributing to team sales targets and retention strategies.

Car Salesperson

Tasca Toyota of Boston
Boston
12.2023 - 12.2025

Cultivated strong customer relationships, resulting in numerous referrals and repeat business.
Negotiated vehicle sales terms to maximize profitability while addressing customer needs.
Developed extensive product knowledge to communicate features and benefits effectively.
Trained junior sales staff on effective sales techniques and customer engagement strategies.
Analyzed market trends to adjust inventory offerings and pricing strategies.
Coordinated financing options with finance department, improving turnaround time for customers.
Responded promptly to telephone and email inquiries from potential customers.
Closed sales by overcoming objections, negotiating price, and completing purchase contracts, consistently ranking among top three in store.

Personal Banker Assistant

Banco Nacional de Cuba
Santiago
09.2019 - 02.2022

Assisted in daily banking operations, enhancing client satisfaction and improving service efficiency.
Managed customer accounts, resolving issues promptly and maintaining high client retention.
Supported loan processing, ensuring compliance and contributing to increased loan approvals.
Collaborated with team to streamline processes, resulting in reduced transaction times.
Analyzed financial data, providing insights that supported strategic decision-making.

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Education

Automotive Finance Manager Training

AFIP
Colleyville
12-2025

Sales Associate

Colibri Real Estate
Miami Beach, FL
12-2025

Tax Preparer

Universidad De Impuestos
Miami, FL
10-2022

Credit Analyst And FCRA Compliance

CRO
Texas City, TX
05-2022

Bachelor of Arts - Business Administration And Management

Western Governors University
Salt Lake City, UT

Bachelor of Science - Medicine

Universidad De Oriente
Santiago de Cuba

Skills

Business analysis
Customer relationship management
Market research
Financial management
Regulatory compliance
Sales strategies
Project management
Effective communication
CRM proficiency
Microsoft Excel expertise
Lending regulations
Risk assessment
Report analysis
Loan documentation
Collateral valuation
Credit scoring
Term negotiation
Data interpretation
Loan evaluation
Portfolio management
Credit risk assessment
Data analysis skills
Credit decision making
Credit reporting practices
Underwriting processes
Banking operations knowledge
Tax credits expertise
Business taxation knowledge
Bookkeeping proficiency
IRS representation skills
QuickBooks expertise
Sales negotiation techniques
Team collaboration skills
Sales management strategies
Client interviewing skills
Analytical thinking abilities

Languages

Spanish
Native/ Bilingual
English
Full Professional
Portuguese
Professional

Timeline

Real Estate Administrative Assistant

One Group financial Services
01.2024 - 12.2025

Car Salesperson

Tasca Toyota of Boston
12.2023 - 12.2025

Business Counseling

CEO
03.2022 - Current

Personal Banker Assistant

Banco Nacional de Cuba
09.2019 - 02.2022

Automotive Finance Manager Training

AFIP

Sales Associate

Colibri Real Estate

Tax Preparer

Universidad De Impuestos

Credit Analyst And FCRA Compliance

CRO

Bachelor of Arts - Business Administration And Management

Western Governors University

Bachelor of Science - Medicine

Universidad De Oriente
Mario Moises