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Sales Producer Travel Consultant

Irvine, CA
October 18, 2021

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Summary of work experience

** ***** ** ******* **** the public in finance, underwriting, leasing and sales

Understanding of underwriting requirements of several lending banks

Establish and maintain lender relations

Monitor, maintain and update sales activity, pipeline and other pertinent information using the CRM or applicable contact management system

Assume responsibility for proper documentation and data integrity

Getting loan documents funded through various lenders

Maintain current occupational sales license

Successfully and in a timely manner maintain salesforce with sales and service updates

Held California fire and causality license

Business office management

Current Sales License

Top Sales Producer


Cal State San Marcos

Bachelor’s Degree in Psychology


SC Car Zone

Sales And Finance Consultant April18-March 20

Present vehicles to clients based on the requirements of the individual

Placing clients with a lender based on bank’s underwriting qualifications

Assist clients in understanding their APR is the most competitive for their credit history

Assume responsibility for finance paperwork as well as DMV paperwork

Top Sales Producer

Allen Cadillac

Sales, Leasing And Finance Consultant September 15- April 18

Assist clients in finding and purchasing/leasing vehicles

Delivery of vehicle in a timely manner and assist client with features and benefits

Introduce vehicle to client and give a brief familiarization of the benefits of the product

Top Sales Producer

San Diego Jaguar Lotus And Aston Martin

Sales, Leasing And Finance Consultant May 11-September 15

Explain the benefits of why leasing a luxury vehicle is an advantage

Working knowledge of standard office equipment

Familiarization of underwriting to different lending banks

Keeping several banks relationships with the dealership

Presentation of luxury vehicles and introduce client to high level of craftsmanship that the company offers

Give the client above exceptional service

Assure the client they are getting tailor fitted financing

Responsibility of financial and DMV paperwork

Keeping client retention

Top sales Producer

The Crue Construction Company

Business Office Manager April 08-May 11


Contracts in both business and individuals

Customer service

Event planning to create strong employee relationships


Keeping accounts current

Account orders

Jaguar Land Rover Newport Beach

Sales, Leasing And Finance Consultant October 05-April 08

Responsible for financing paperwork

Relationships with banks

Underwriting knowledge for different banks

DMV paperwork, vehicle registration, title

Presentation of vehicles to suite the individual’s needs

South Coast Auto Insurance

Sales January 00- October 05

Writing insurance estimates

Underwriting knowledge of over 30 insurance companies

Responsible for client paperwork to insurance company

Responsible for insurance binders sent to company in a 72 hour deadline

Transfer of written paperwork to computer data entry


Demonstrated proficiency in basic computer applications

Proven ability to communicate verbally and in writing with internal and external clients and with various levels of management

Ability to work in a team environment

Excellent negotiation skills

Able to investigate, recommend and initiate process improvements

Strong analytical and problem-solving skills

Understanding of the appraisal process and ability to adequately review appraisals


PADI dive certified at Area 14 Camp Pendleton

US Sail certified in light and medium air

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