Samuel Fernandez Jr.
Tampa,FL
Summary
Motivated and results-driven professional with a background in business, finance, and customer service. Skilled in case management, financial analysis, inside and outside sales, and B2B relationship-building. Bilingual in English and Spanish with proven ability to deliver exceptional service, manage accounts, and process loans. Known for strong organizational and time management skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Junior Broker
Premium Merchant Funding
10.2022 - 10.2023
- Facilitated funding solutions for small businesses, providing customized financial products to meet client needs
- Managed client accounts, ensuring high satisfaction and long-term relationships
- Analyzed financial data to assist with business growth strategies and product offerings
- Delivered inside sales support and oversaw loan processing, ensuring compliance and accurate documentation
Community Service Volunteer
MSP
05.2016 - 08.2016
- Assisted in naming a new branch of the company
- Supported case managers in providing resources and assistance to individuals in need
Community Service Volunteer
Westminster Christian School
05.2015 - 08.2015
- Coordinated activities for youth development and community enrichment
- Helped with event planning and the management of resources for school initiatives
Community Service Volunteer
Kendall Christian School
05.2014 - 08.2014
- Assisted in planning and executing community-based programs and educational initiatives
- Provided administrative support and contributed to resource management
Education
No Degree - Business
Miami Dade College
Miami, FL08.2021
High School Diploma -
Westminster Christian School
Palmetto Bay, FL07.2017
Skills
- Case Management
- Social Work
- Financial Concepts
- Sales & Account Management
- B2B & Direct Sales
- Cold Calling
- Loan Processing
- Financial Planning
- Budgeting
- Payroll
- Accounting & Bookkeeping
- Accounts Payable/Receivable
- General Ledger Reconciliation
- Microsoft Office Suite
- QuickBooks
- Data Entry
- Leadership & Team Management
- Time Management
- Customer Service
- Bilingual: English
- Bilingual: Spanish
- Deal closing
- Sales presentations
- Client acquisition
- Upselling strategies
Certification
- QuickBooks Certification
- [Any other relevant certifications]
Additional Information
Available to relocate or travel as needed., Strong interpersonal and communication skills, capable of managing relationships across all levels.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Junior Broker
Premium Merchant Funding
10.2022 - 10.2023
Community Service Volunteer
MSP
05.2016 - 08.2016
Community Service Volunteer
Westminster Christian School
05.2015 - 08.2015
Community Service Volunteer
Kendall Christian School
05.2014 - 08.2014
High School Diploma -
Westminster Christian School
- QuickBooks Certification
- [Any other relevant certifications]
No Degree - Business
Miami Dade College
Similar Profiles
Cameron Mc WilliamsCameron Mc Williams
Business Development Representative at Premium Merchant FundingBusiness Development Representative at Premium Merchant Funding
Brady GalvinBrady Galvin
Financial Sales Representative at Premium Merchant FundingFinancial Sales Representative at Premium Merchant Funding
Syed ShahSyed Shah
Sales Associate at Premium Merchant FundingSales Associate at Premium Merchant Funding