MELISSA PEREZ
Deerfield Beach
Summary
Results-driven professional with extensive experience in call center operations and business development. Expertise in building strategic partnerships and generating financing opportunities, consistently closing deals through effective negotiation and relationship management.
Overview
23
23
years of professional experience
Work History
Senior Business Advisor
ROK Financial
Deerfield Beach
10.2025 - Current
- Established and onboarded strategic referral partners to generate commercial financing opportunities.
- Built and maintained strong relationships with partners to increase deal flow and funding volume.
- Conducted outbound calls to prospective merchants to discuss business financing options and qualify funding opportunities.
- Negotiated financing terms, addressed objections, collected required documentation and successfully closed funding deals while working with underwriting to facilitate a smooth approval process.
Senior Executive
Infinite Capital Center
Deerfield Beach
11.2015 - 09.2025
- Generated new clients to expand existing portfolio.
- Maintained and strengthened relationships with over 20 lenders.
- Collected applicant data and required stipulations for funding process.
- Explained options, rates, and terms to clients, successfully closing all deals.
Business Development Manager
Nation Safe Drivers
Boca Raton
12.2021 - 02.2024
- Train and create material/presentations to educate new hires of all our F/I products and benefits
- Generate monthly and quarterly reports of the department’s productivity and ensure my team is doing over 150k gross profit every quarter
- Develop sales strategies to create new sales opportunities internally and with outside field reps
- Oversee administrative functions including maintaining our CRM (Freshworks) up to date with deals being worked on
- Collaborate with F/I menu companies (Darwin, MenuSys, Stone Eagle, and CDK) to complete product setups and confirm products are enabled and working properly at the dealerships.
Funding Specialist
NextWave Enterprises
Miami
12.2012 - 10.2015
- Contact new and existing customers and discuss loan options-overcome objections and create solutions offered by our products
- Managed pricing and negotiated terms for loan offerings
- Provided product knowledge to customers based on their gross sales
- Produce Revenue for the company ranging from 200-350k.
Manager
City College
Fort Lauderdale
07.2009 - 03.2012
- Interview and training of new staff and communicate effectively to coach and develop employees
- Manage and direct all aspects of call center operations
- Develop and monitor performance and productivity of Call Center employees
- Oversee the training and delivery of our predictive dialer application to Director of Admissions and other staff from other campuses
- Writing and conducting performance evaluations, making employment decisions, setting up performance goals and provide weekly department performance reports.
Manager
Lumina Lasik
Boca Raton
08.2008 - 11.2008
- Facilitate team meetings to ensure effective communication within the team and that all team members have the most current information available
- Discuss and support goals and objectives which impact the team or individual
- Ensured adequate standards are met for payroll, performance documentation, and other employment duties
- Responsible for interviewing, coaching and giving feedback
- Properly analyze and report department daily results in sales and productivity.
Mgr/Coordinator/Trainer
Lasik Vision Institute
Lake Worth
03.2003 - 05.2008
- Supervised 50-60 of inbound and outbound reps that were within the organization and outsourced
- Create training material to instruct reps and discuss sales techniques via VOIP Monitored quality of reps every month and critique areas of improvement
- Enforce rules of the company on a daily basis
- Listen to calls and ensure that reps were following protocol and giving correct information to potential or existing patients
- Assisted in the recruitment of qualified representatives
- Give daily live support to reps and leaders in Q&A chat room.
Education
Associate Degree in Management Information Systems -
Northwood University
West Palm Beach, FL01-2000
Diploma -
G. Holmes Braddock
Miami, FL01-1998
Skills
- Bilingual- English, Spanish
- Proficient with Microsoft Windows, Outlook, Office, Word, Excel, PowerPoint
- Sales Presentations
- Pipeline Development
- Lead Generation
- Business Development
- Project Management
- CRM Platforms
- Typing 50WPM
- Financing negotiations
- Client relationship management
References
Available upon request
Timeline
Senior Business Advisor
ROK Financial
10.2025 - Current
Business Development Manager
Nation Safe Drivers
12.2021 - 02.2024
Senior Executive
Infinite Capital Center
11.2015 - 09.2025
Funding Specialist
NextWave Enterprises
12.2012 - 10.2015
Manager
City College
07.2009 - 03.2012
Manager
Lumina Lasik
08.2008 - 11.2008
Mgr/Coordinator/Trainer
Lasik Vision Institute
03.2003 - 05.2008
Associate Degree in Management Information Systems -
Northwood University
Diploma -
G. Holmes Braddock