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Loan & Sales Specialist Resume Example

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LOAN & SALES SPECIALIST
Summary
An innovative business minded, customer service oriented and proactive bilingual professional with broad strengths in CRM systems, sales, and management with more than 12 years of experience working directly with consumers in various call centers, as well as in person. A self- motivated, knowledgeable, competitve and resourceful business entrepreneur, capable of excelling in tasks that require both sales and managerial skills; with a record of surpassing goals and objectives that contribute to the bottom line performance and profitability of any organization.
Highlights
  • PROFICIENCY IN MICROSOFT WORD, EXCEL, POWER POINT, OUTLOOK AND CRM PROGRAMS
  • BUSINESS OWNER WITH EXPERIENCE IN MANAGEMENT, BUSINESS DEVELOPMENT AND SALES
  • Strong understanding of CRM importance and implementation;
  • Supportive and dedicated team management, leadership and guidance through projects;
  • Display of leadership and confidence to drive a company forward;
  • Understanding of the concept of consumer behavior; as well as unique selling techniques
  • Efficient and effective communication and interpersonal skills;
  • Understanding the importance of building rapport and listening to fulfill clients' needs
  • LANGUAGES
  • BILINGUAL: FLUENT IN BOTH ENGLISH AND SPANISH (WRITTEN AND ORAL).
Experience
FIRST FINANCIAL RELIEF GROUP, LLC
  • A company specialized in financial services.
  • Dedicated to help clients in the United States reach their financial goals.
  • The company partners with over 15 different financial institutions that offer various financial products such as Personal Loans, Business Loans, Mortgage-related products, Credit Monitoring and Credit Repair.
  • First Financial Relief a full-service firm that assists clients with a light-touch mode and a broad spectrum of financial resources to suit the needs of their clients at the lowest possible cost while maximizing the solution for the client.
06/2013 － Current C.E.O. & FOUNDER － Miami, Florida
  • Built company from the ground up, having done extensive Market Research to find a Niche to enter the industry Mastered marketing techniques to successfully create Organic Marketing Campaigns as well as pay-per-click Integrated business model and incorporated company with all the appropriate channels to ensure compliance Designed company's website and associated webpage with Google AdWords and set up Social Media Campaigns Successfully negotiated with providers on rates, commissions and terms and conditions to be profitable Hired and trained employees on company morale as well as the products being sold through unique techniques Function as a sales representative on the phone in a call center environment, bringing in new leads and sales.
Loan & Sales Specialist, 07/2012 － 02/2013 AMERICA ONE － Fort Lauderdale, Florida
  • A privately owned financial services company, specialized in finding the best type of loans for their clients.
  • With over 30 employees, America One is a company that works with clients one-on-one to identify client's qualifications, credit situation and income requirements, in order to help each client find the best type of loan, and the appropriate lender to meet their financial goals, and/or provide temporary solutions for clients that are facing financial hardships.
  • Identify the needs of the clients and find the solution that is most convenient for both the client and the company Apply sales techniques to motivate clients to purchase additional services offered by the company Maintain professional relationships with existing clients to upsell services or add products to their portfolios Meet daily, weekly and monthly goals and quotas set by the company in order to reach bonuses and other perks Implement efficient strategies and tactics to follow up with clients who did not purchase any products initially and offer discounts and other incentives to close sales and increase customer base while servicing new clients.
Team Leader and Sales Representative, 10/2008 － 10/2011 AT&T CORPORATION － Fort Lauderdale, Florida
  • Leader of telecommunications in the United States, specializes in both residential as well as businesses in providing and fulfilling the needs for telecommunication products for everybody.
  • AT&T offers services such as Internet, Cable TV, residential and business land telephone lines as well as VOIP phone lines, and also offers wireless communications with great cellphone coverage in the United States as well as worldwide.
  • Coaching and aiding sales representatives in closing sales and meeting daily, weekly and monthly objectives Implement new sales techniques and strategies to maximize individual as well as team and office production Maintain a high revenue per call and reduce talk time per call to maximize call volume and profitability Function as a top sales representative with a proven track record, surpassing every monthly and quarterly goals Increase effectiveness of cross-functional teams and assess their performance within the company as needed Implement new sales strategies and maintain outstanding customer service and telephone etiquette Train employees on products such as Internet, Cable television, phone service and wireless services and use tools such as Microsoft Word, Excel, PowerPoint as well as outlook and CRM systems to coach my team effectively.
Education
May 2012 Florida Atlantic University － Boca Raton, Florida Bachelor's Degree Business Administration Management Business Administration Management Member of AMA (American Marketing Association
Skills
BUSINESS DEVELOPMENT, BUSINESS OWNER, Cable, call center, closing, coach, Coaching, ORAL, interpersonal skills, concept, Credit, CRM, client, clients, customer service, Train employees, ENGLISH, Financial, functional, leadership, listening, Market Research, marketing, EXCEL, office, OUTLOOK, PowerPoint, POWER POINT, MICROSOFT WORD, works, rapport, selling, SALES, SPANISH, team management, telecommunications, telecommunication, telephone, telephone etiquette, phone, TV, television, type, unique, VOIP, website, WRITTEN
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Resume Overview

Companies Worked For:

  • FIRST FINANCIAL RELIEF GROUP, LLC
  • C.E.O. & FOUNDER
  • AMERICA ONE
  • AT&T CORPORATION

School Attended

  • Florida Atlantic University

Job Titles Held:

  • Loan & Sales Specialist
  • Team Leader and Sales Representative

Degrees

  • Bachelor's Degree Business Administration Management

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