Summary
Overview
Work History
Skills
Languages
Timeline
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Susana Lopez

El Paso,TX

Summary

Results-driven financial sales professional with a proven track record of exceeding sales targets in the automotive refinance industry. Thrives in a competitive, high-performance sales environment, leveraging strong negotiation skills and in-depth industry knowledge to drive success. Seeking a growth-oriented company with a solid foundation to further enhance sales achievements. Excited about the opportunity to bring record-setting sales performance to your organization and discuss how to contribute to your team's success.

Overview

14
14
years of professional experience

Work History

Loan Consultant

Auto Approve
04.2022 - Current
  • Start-to-Finish - knowledge of the auto refinance process
  • Title documentation knowledge for all 50 states
  • Ensuring all call recording disclosures met on every call
  • Superior product knowledge of a variety of loan products such as: AE Auto Essentials, APS, Extended Warranty/Service contract and GAP
  • Consistently closing sales penetration: Warranty 50-76% GAP 96% APS 30% AE 15%
  • High volume of daily Inbound/Outbound calls
  • Underwriting credit applications with 40+ lenders
  • Requesting referrals/company reviews from customers
  • Increased client retention rates by offering exceptional service and fostering strong relationships
  • Compiled documentation necessary to successfully fund over 60-80 loans per month.
  • Extensive knowledge of the full frontend auto refinance application and backend funding process
  • Remote employee for full length of employment
  • High energy and team building positive chats to increase productivity within a remote work setting
  • Consistently exceeding sales goals with self motivation

Financial Sales Representative

RefiJet
01.2019 - 03.2022
  • Processed complete auto refinance transactions, including underwriting, lender submissions, approvals, and document walkthrough (e-sign and title documents) to prepare loans for same-day funding and closing
  • Ensured 100% compliance with all state and federal laws and regulations
  • Demonstrated expert knowledge of loan products, including Extended Warranty/Service Contracts, and GAP coverage
  • Achieved top-tier sales penetration rates
  • Managed high call volume including outbound/inbound calls, live transfers from lead development reps, LendingTree, and approval campaigns
  • Conducted post-close follow-ups to ensure customer satisfaction, generate referrals, and request company reviews
  • First woman in the company to exceed $100,000 gross profit

Loan Officer

Reach Out Capital, LLC
10.2017 - 01.2019
  • Cold outbound calls using Five 9 CRM system with a daily dial goal of 200 calls
  • Leads consisted of small business owners with UCC filings, current ach loans
  • Collecting stipulations for funding, same day close

Account Executive II

The Academy of SFL
01.2015 - 10.2017
  • Excel and QuickBooks to prepare quotes, invoices, and analytics
  • ZenDesk Chat to generate business and provide customer service
  • Public speaking to recruit interest candidates in the tech field
  • Hosting events: Career Fairs, Technology conferences, career day at the academy
  • Social Media networking to connect with employers and potential clients
  • Appointment setting to close sale and help with resume and LinkedIn profile optimization for job placement aid

Sales Manager

T-Mobile
11.2011 - 01.2015
  • Setting and achieving employee and store's monthly and daily goals
  • Greeting customers upon walk-in and appointing an agent to aid
  • De-escalate high tension situations with irate customers
  • Outbound calls to schedule appointments and keep productivity high
  • Consistently in the top 2% store-wide sales in the region
  • Aiding employees to find sales opportunities and maximize store revenue

Skills

  • Achieved #1 gross profit earner 2022, 2023 and 2024 at AA
  • Loan structuring and Collateral valuation
  • Credit Underwriting
  • Customer service and sales expertise
  • Long term length negotiation
  • Exceptional organization skills
  • Strong problem-solving
  • Self-starter
  • Ability to multi-task
  • Prioritize workload
  • Manage time effectively
  • Excellent written and verbal communication skills
  • Superb attention to detail
  • Fast paced and high energy
  • Adaptable to new environments

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Loan Consultant

Auto Approve
04.2022 - Current

Financial Sales Representative

RefiJet
01.2019 - 03.2022

Loan Officer

Reach Out Capital, LLC
10.2017 - 01.2019

Account Executive II

The Academy of SFL
01.2015 - 10.2017

Sales Manager

T-Mobile
11.2011 - 01.2015

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Susana Lopez