SERGIO PEREZ
Sylmar,US
Summary
Experienced professional with a strong background in management, lending leadership, customer service, and operations, seeking to transition in medical representative role. Know for delivering exceptional customer service, fostering positive client relationships, and managing complex administrative task with efficiency.
Overview
17
17
years of professional experience
Work History
Sr. Mortgage Advisor
New American Funding
01.2022 - Current
- Achieved high customer retention rates through proactive follow-up strategies and personalized client support services.
- Enhanced client satisfaction levels by addressing concerns promptly and maintaining open lines of communication throughout the lending process.
- Expanded business through referrals by consistently delivering exceptional service and fostering long-term customer relationships.
- Conducted thorough pre-qualification assessments, ensuring clients had a clear understanding of their financial position before entering the home-buying process.
- Advised clients on credit improvement strategies, helping them secure better loan terms and ultimately achieve homeownership goals.
Sr Home Mortgage Consultant
Wells Fargo Home Mortgage
07.2017 - 01.2022
- Performed daily maintenance on loan applicant database to generate new clients.
- Analyzed applicants financial status, credit and property evaluation to determine feasibility of granting loan.
- Educated customers on variety of loan products and program options.
- Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
- Generate new mortgage leads by developing sustain relationships within real estate community, branches and referrals
Regional Trainer
TM Wireless / T-mobile
10.2014 - 03.2016
- Create role playing, simulations, team exercises, group discussions, videos and lectures to instruct participants in various teaching methods.
- Extensively trained new and existing employees to continue development and growth.
- Reviewed daily metrics of account executives to evaluate their strengths and opportunities.
- Clearly communicated objectives for all lessons, units and projects to all participants.
- Increased profits through effective sales training and troubleshooting profit loss areas.
Retail Store Manager
T-mobile
02.2008 - 08.2014
- Analyze and develop store strategies to maximize traffic and optimize profitability
- Ensure high level of customer satisfaction through excellent customer service and provide coach back when needed
- Maintain outstanding store conditions and visual merchandising standards to meet regional level
- Trained team members in successful strategies to meet operational and monthly sales goals
- Oversaw employee performance, opportunities and increased efficiency to maintain individual targets
Education
Real Estate
Allied Real Estate Schools
Laguna Hills2016
Real Estate
Allied Real Estate School
Laguna Hills, Ca2016
Associate of Arts - Business Administration
Los Angeles Mission College
Sylmar, CA2010
High School Diploma
Chatsworth High School
Chatsworth, Ca1999
Skills
- Basic clerical knowledge
- Great Communication Skills
- Bilingual in Spanish
- Proficient in 10-key
- Microsoft Exchange
- Microsoft Excel
- Microsoft Office
- Multitasking and Organization
- Relationship Building
- Proficient in creating and maintaining schedules
- Customer Service
- Problem-Solving
- Team Leadership
- Flexible Schedule
Timeline
Sr. Mortgage Advisor
New American Funding
01.2022 - Current
Sr Home Mortgage Consultant
Wells Fargo Home Mortgage
07.2017 - 01.2022
Regional Trainer
TM Wireless / T-mobile
10.2014 - 03.2016
Retail Store Manager
T-mobile
02.2008 - 08.2014
High School Diploma
Chatsworth High School
Real Estate
Allied Real Estate Schools
Real Estate
Allied Real Estate School
Associate of Arts - Business Administration
Los Angeles Mission College
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