Morry Gutierrez
Austin,TX
Summary
Talented, resulted-driven Sales Representative with aptitude for building and maintaining client relationships. Seek to apply knowledge and abilities to increase company profitability, visibility and community growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Sales Associate
Carmax
07.2024 - Current
- Conducted comprehensive vehicle presentations to educate potential buyers on key features, benefits, and specifications.
- Developed strong rapport with clients through effective communication and active listening skills.
- Organized test drives for interested customers, providing an opportunity for hands-on evaluation of vehicles.
- Qualified and followed-up on potential new customer leads.
- Facilitated smooth delivery of purchased vehicles by coordinating with detailing teams and ensuring all necessary paperwork was completed promptly.
Insurance Agent
Comparion Insurance Agency
03.2024 - 07.2024
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services
- Built strong relationships with clients through consistent communication and excellent customer service.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Utilized CRM software to manage client relationships.
- Identified and solicited sales prospects in agency databases.
Consumer Loan Officer
Public Employees Credit Union
03.2023 - 03.2024
- Assisted members with completing loan applications and other paperwork.
- Assisted members in understanding loan terms and conditions to make informed decisions.
- Approved loan applications based on members creditworthiness and provided detailed financial advice.
- Developed strong relationships with members through high levels of customer service.
- Identified opportunities to cross-sell and upsell loan products to members.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Loan Officer
Colonial National Mortgage
06.2021 - 01.2023
- Originated FHA, VA and conventional loan mortgage programs.
- Advised and qualified Texas DPS Credit Union members by identifying correct mortgage programs.
- Worked with processors to expedite and assist processing of closing loans according to company and government policies.
- Attended sales seminars and builder/realtor meetings to increase loan volume.
- Locked loans at point of sale and submitted initial package to production staff.
- Maintained contact with customers to communicate loan progress and obtain required documentation.
Account Executive
Spectrum
12.2018 - 05.2021
- Maintained daily route planning in Salesforce with goal of cold calling, attending meetings and contacting prospective clients.
- Utilized friendly, professional approach to build rapport with potential customers.
- Qualified prospective customers by asking targeted, open-ended questions to determine best services for needs.
- Delivered sales presentations to win sales and confirmed details for smooth transaction.
Mortgage Loan Officer
Colonial National Mortgage
01.2014 - 12.2018
- Originated FHA, VA and conventional mortgage programs.
- Advised and qualified current and potential customers on correct mortgage programs.
- Worked with processors to expedite and assist processing of closing loans according to company and government policies.
- Participated in networking events with realtors to promote and market loan products.
- Locked loans at point of sale and submitted initial package to production staff.
- Maintained contact with customers to communicate progress of loan and obtain required documentation.
Education
High School Diploma -
Austin High School
Austin, TX 1995
Skills
- Customer relations
- Lead prospecting
- Teamwork and collaboration
- Interpersonal communication
- Sales
- Bilingual in Spanish
- Sales expertise
- Business Development
Certification
- Licensed-Texas Property & Casualty
- Licensed-Texas Life & Health
Timeline
Sales Associate
Carmax
07.2024 - Current
Insurance Agent
Comparion Insurance Agency
03.2024 - 07.2024
Consumer Loan Officer
Public Employees Credit Union
03.2023 - 03.2024
Loan Officer
Colonial National Mortgage
06.2021 - 01.2023
Account Executive
Spectrum
12.2018 - 05.2021
Mortgage Loan Officer
Colonial National Mortgage
01.2014 - 12.2018
High School Diploma -
Austin High School
- Licensed-Texas Property & Casualty
- Licensed-Texas Life & Health
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