Results-driven and client-focused financial services sales professional with a proven track record of establishing new clients, nurturing relationships, and delivering exceptional results. Committed to providing outstanding customer service and staying up-to-date with industry trends. Open to relocation.
Overview
11
11
years of professional experience
Work History
Mortgage Loan Officer Branch Manager
Lending House
01.2022 - Current
Collaborate effectively with loan team of 8 to accurately assess loan conditions
Stay abreast of finance knowledge by attending conferences and reading industry publications
Provide exceptional customer service on daily basis
Meet initial underwriting conditions set by underwriting in timely manner
Developed strategic plans for day-to-day financial operations.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
Leveraged strong communication skills to establish rapport with customers, addressing their needs and concerns and guiding them through the purchasing process
Utilized CRM software to maintain accurate records of customer interactions, follow-ups, and sales leads
Attended regular product training sessions to stay updated on the latest features, specifications, and industry trends
Received multiple customer service commendations for maintaining high levels of customer satisfaction.
Inbound Sales Representative
Hilton Grand Vacations
03.2019 - 09.2020
Drive performance to meet or exceed weekly goals.
Developed and maintained working knowledge of products and services to deliver timely, accurate information.
Exceeded productivity targets and sales goals by 16%.
Increased overall sales by 18% through streamlining sales procedures and maintaining long-term relationships with clients.
Financial Services Representative
Wyndham Destinations
01.2016 - 01.2019
Audit all products for data accuracy and compliance with state, regulatory, and underwriting requirements while meeting 98% accuracy rating
Conducted financial modeling and analysis to identify and assess risks in business operations.
Logging and delivering of hold checks while shipping and receiving of all contract types.
Responded to inquiries from clients and provided financial advice to drive fiscal growth.
Reservation Agent
Central Florida Investments
01.2013 - 01.2016
Answered incoming phone calls and developed friendly rapport with callers while answering questions, making recommendations, and leading conversations to bookings.
Provided high level of customer service to each person by engaging customer and using active listening and effective interpersonal skills.
Generated and reported performance metrics to management to inform decision-making.
Education
Associate of Arts - Business Administration And Management
Valencia College
Orlando, FL
05.2024
High School Diploma -
Freedom High School
Orlando, FL
05.2016
Skills
Spanish
Banking
Appraisal Reports
Operations Analysis
Financial Expertise
Mortgages and Loans
Sales Goals
Strategic and Financial Planning
Influencing and negotiating with customers
Development in any professional field
Sales Campaign Development
Training Junior Team Members
Additional Information
Willing to relocate: Anywhere, Authorized to work in the US for any employer
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Mortgage Loan Officer Branch Manager
Lending House
01.2022 - Current
Automotive Sales Representative
Scott Robinson Automotive Group
10.2020 - 01.2022
Inbound Sales Representative
Hilton Grand Vacations
03.2019 - 09.2020
Financial Services Representative
Wyndham Destinations
01.2016 - 01.2019
Reservation Agent
Central Florida Investments
01.2013 - 01.2016
Associate of Arts - Business Administration And Management
Loan Officer (NMLS#2027997) at Aloha Capital/Allied Lending/Planet Home LendingLoan Officer (NMLS#2027997) at Aloha Capital/Allied Lending/Planet Home Lending
General Manager / Executive Manager at Feddon Automotive Group – Valley Chevrolet, GMC, CDJR, MitsubishiGeneral Manager / Executive Manager at Feddon Automotive Group – Valley Chevrolet, GMC, CDJR, Mitsubishi