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Sales Representative Financial Services

Location:
Santa Ana, CA
Posted:
December 01, 2023

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Resume:

Ignacio Gonzalez

Santa Ana, CA *****

ad1mol@r.postjobfree.com

949-***-****

Sales "Closer" Manager

Lifestyles Holidays Vacation Club

October 2006 to March 2020

Puerto Plata, Dominican Republic

Explained and demonstrated to new customers the advantages of owning a vacation package

Upgraded existing owners to upscale luxurious memberships

Trained and managed new sales representatives to help meet daily sales goals

Demonstrated the different payment options and advantages of paying amount in full

Managed workflow and efficiency in each step of all projects

Identified sales best practices and implemented process improvements to increase productivity

Sales Representative

Allegro Vacation Club

May 2003 to October 2006

Puerto Plata, Dominican Republic

Persuaded potential customers on advantages of vacationing as a member, which included property tours of the hotel and virtual tours of different properties globally

Interviewed customers to determine and accommodate their specific requirements

Educated potential customers on the current packages that were available

Maintained detailed documentation of the club's packages

Developed a substantial customer base by networking with past customers

Kept management informed by submitting activity and results reports

Senior Credit Analyst

Deutsche Bank Financial Services - Irvine, CA

June 2000 to May 2003

Reviewed new and existing accounts for retail dealers of motorcycles, musical instruments, and horse trailers in California

Assisted customers who qualified for commercial loans with competitive interest rates, which included an analysis of personal and business financial statements, balance sheets, and financial liquidity

Confirmed adequate insurance and inventory coverage for customers, securing collateral by obtaining perfected security interests for all assets and inventory

Consistently exceeded quarterly goals by making regularly scheduled customer calls and cultivating strong relationships

Maintained follow up to successfully resolve billing concerns

Reviewed credit applications, ensuring completeness, and requested additional information if required

Education

Bachelor's in Business Administration/Finance, Cum Laude

California State University. Fullerton - Fullerton, CA

June 2000



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