Michael Puertas
New York,NY
Summary
Seasoned top-achieving sales professional with over a decade of experience in customer service and client satisfaction. Rigorous communicator known for building excellent rapport and cultivating successful client relationships through engaging communication style and consultative approach. Commitment to ideals of consistency and dedication in order to build the most successful business partnerships. Resourceful and focused on supporting team success and achieving positive results.
Overview
19
19
years of professional experience
1
1
Certification
Work History
IAPDA Certified Debt Specialist
National Debt Relief
New York, NY
06.2022 - 11.2024
- Successfully guided over 1,000 clients in developing tailored debt repayment strategies, achieving over $20 million in program enrollments.
- Awarded the Million Dollar Club for enrolling $1.8 million in consumer debt within the first month, earning the top training rank.
- Recognized among the top 23 agents in 2023, based on the highest conversion and payment-clear rate metrics. Earned multiple awards for exceptional sales performance.
- Outlined the benefits and limitations of various debt relief options, including bankruptcy, consolidation loans, and debt settlement programs.
- Enhanced team member performance through strategic and tactical approaches, motivational coaching, and best practices. Provided support and guidance to colleagues to maintain a collaborative work environment.
FINANCIAL CONSULTANT
Century Consulting Services
New York
01.2020 - 01.2021
- Performed detailed credit analysis to identify and develop personalized solutions to better suit my client’s needs in various financial situations, increasing program enrollment, and closing over $12 million of consumer debt.
- Consistently exceeded quota by 200% on a monthly basis since January 2020, surpassing all other sales colleagues, and closing 25% more business.
- Cultivated strong prospective client relationships via one-on-one consultations on both short- and long-term sales cycles, closing 10% of annual debt enrolled among over 30 sales consultants.
- Coached new employees using a hands-on approach to promote cooperation, productivity, surpass sales goals, and provide a quality customer experience.
National Sales Director
ICM Marketing
New York
01.2016 - 01.2019
- Executed the sales of advertising space for USA TODAY Special Edition and Premium Publications Division, as well as over 100 professional sports franchises and events.
- Averaged $500k net in annual sales, and demonstrated yearly growth of 20% in individual sales performance and new business.
- Executed marketing plans with C-suite level executives, including head marketers in the key industries of health care, finance, and government.
- Renewed and expanded existing clients by developing strategies, packages, and client-specific presentations in an array of local, regional, and national platforms.
- Managed hospitality for over 50 customer accounts to facilitate my client’s business growth through entertainment value: luxury suites, premium events, travel, and corporate reservations for clients.
Funding Specialist
Assure Funding
New York
01.2014 - 01.2016
- Performed all aspects of commercial lending, from generating new business to closings for term loans, SBA loans, and working capital lines of credit.
- Negotiated loan terms, analyzed corporate and personal financial statements, and prepared cash flow analysis.
- Credited for significant revenue achievements, including $50k monthly average loans processed, while exceeding quarterly loan origination targets by 150%.
- Implemented an efficient process for the loan transfer department, resulting in a 30% average volume increase of loans released.
- Actively participated in business and community events to build a portfolio of prospective clients and develop an extensive referral network.
Quality Control Manager
SCA Appraisal Company
New York
01.2006 - 01.2012
- Administered daily production, performance, and quality objectives for appraisers, spanning field training and development, improvement initiatives, compliance, scheduling, and department attainment.
- Achieved a 100% department accuracy rate by establishing a high-quality audit process and ongoing monitoring of quality metrics.
- Demonstrated exceptional time management by coordinating site pre-inspections and post-repair audits with policyholders.
- Generated damage appraisal and market evaluations on specialty vehicles and heavy equipment.
- Effectively negotiated the cost of repairs, alternate part utilization, refinishing, and mechanical operations with repair facility owners.
Education
BACHELOR OF ARTS - Politics, Economics and Law
SUNY Old Westbury
01.2014
ASSOCIATE IN ARTS - Liberal Arts
Nassau Community College
01.2010
Skills
- Consultative Selling
- Effective Team Leadership
- Negotiation
- Accountability
- Risk Assessment
- Key Account Management
- High-Profit Prospecting
- New Business Development
- Strategic Partnership
- Improving Efficiency
- Project Planning
- Microsoft Office Suite
- Salesforce
- LinkedIn Sales Navigator
- Yesware
- SalesLoft
- ZoomInfo
- Audatex Estimating
- Debt Management Strategies
- Budget Planning
Certification
- International Association of Professional Debt Arbitrators (IAPDA), Issued November 11, 2022
References
- Steven Sarmiento, Regional Manager, Restore Hyper Wellness, 305.710.7350
- Jacob Rubin, Managing Partner, TBI Solutions LLC, 347.768.0541
Timeline
IAPDA Certified Debt Specialist
National Debt Relief
06.2022 - 11.2024
FINANCIAL CONSULTANT
Century Consulting Services
01.2020 - 01.2021
National Sales Director
ICM Marketing
01.2016 - 01.2019
Funding Specialist
Assure Funding
01.2014 - 01.2016
Quality Control Manager
SCA Appraisal Company
01.2006 - 01.2012
BACHELOR OF ARTS - Politics, Economics and Law
SUNY Old Westbury
ASSOCIATE IN ARTS - Liberal Arts
Nassau Community College
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