Paola Loera
Upland,United States
Summary
Well organized, attentive to detail and vigilant in achieving safety and environmental impact reduction objectives. Analytical and meticulous sales professional with comprehensive experience in relationship-building, partnership cultivation and profit channel growth. Self-motivated leader with natural talent for networking and territory development. Excels at leveraging customer data to deliver strong solutions. Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes. Multifaceted leader with analytical and diligent approach to building and leading strong teams. Expert in crisis handling, alliance building and service screening. Great communication, conflict management and multitasking abilities.
Overview
11
11
years of professional experience
1
1
Certificate
Work History
House Manager
LOERA HOME
Upland, CA
10.2016 - Current
- Supervised residents preparing meals and handling chores and provided constructive feedback.
- Managed day-to-day operation of home to comply with regulations and agency standards.
- Assisted residents with daily hygiene and living tasks.
- Managed all intake and discharge paperwork and procedures for residents.
- Evaluated performance, adjusted strategies and maintained agile, sustainable operations.
- Maintained positive living environment through communication and relationship-building skills that proved beneficial to both visitors and residents.
- Utilized exemplary negotiation skills to obtain manufacturing service agreements and assure quality standards.
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
- Supervised and performed human resource management functions for 4 subordinates.
Relationship Banker, Small Business Specialist
JPMorgan Chase
Azusa, CA
10.2014 - 10.2016
- Developed customized solutions of deposit, lending and other products for small business customers.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Worked with clients to address and respond to client and partnership management issues.
- Presented new and additional products and services to existing customers.
- Solved customer challenges by offering relevant products and services.
- Generated growth in balances through sale, marketing, promotion and referral of products
- Discovered clients' financial needs and provide product and service recommendations
- Developed new customer accounts including checking, savings and lines of credit
- Processed sales referrals and promoted bank services and products, resulting in branch sales increase.
- Resolved customer issues on personal savings, checking and lines of credit accounts.
- Delivered prompt, accurate and excellent customer service.
- Adhered to security and audit procedures.
- Increased daily sales by 5% by upselling checking and savings banking products and financial services to customers.
Licensed Sales Agent Manager
LAS AUTO INSURANCE
Paramount, CA
06.2011 - 10.2014
- Reviewed customer service agreements for terms and conditions pricing and accuracy.
- Promoted continuing education opportunities for sales team to bolster skills and add value to department.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Recruited and hired top-level talent to add value and expertise to sales department.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Met with clients, delivering presentations and educating on product and service features and offerings.
- Generated B2B & B2C sales leads, turn them into sales, track and measure results
- Managed relationships with all teams, vendors, sponsors, internal clients, and prospects
- Produced contracts, reports, letters, and proposals for clients.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Education
Bachelor of Science - Gender Studies
University of California - Los Angeles
Los Angeles, CA07-2013
Associate of Science - Social Sciences
East Los Angeles College
Monterey Park, CA06-2010
Skills
- Interdisciplinary Care
- Procedures Compliance
- Strategic Sourcing
- Applicant Qualification
- Client Relationship Management
- Team Recruiting and Onboarding
- Customer Information Databases
- Account Closing
- Conflict Resolution Techniques
- Managing Operations and Efficiency
- Employee Coaching and Motivation
- Performance Tracking and Evaluations
- Conflict Resolution Techniques
- Managing Operations and Efficiency
- Employee Coaching and Motivation
- Performance Tracking and Evaluations
- Administration and Reporting
Certification
- PROJECT MANAGEMENT CERTIFICATE- Google
- FINRA SERIES 6 & 63 [12/14-12/17]
- LIFE INSURANCE LICENSE [12/14-12/17]
- PERSONAL LINES LICENSE [12/11-12/15]
Languages
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
House Manager
LOERA HOME
10.2016 - Current
Relationship Banker, Small Business Specialist
JPMorgan Chase
10.2014 - 10.2016
Licensed Sales Agent Manager
LAS AUTO INSURANCE
06.2011 - 10.2014
Bachelor of Science - Gender Studies
University of California - Los Angeles
Associate of Science - Social Sciences
East Los Angeles College
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