Moises Peguero
Bronx, NY *****
**************@*****.***
Professional Summary
Detail-Oriented, patient, and professional addressing the needs and questions of customers and work team with safety and respect. Strengths include the ability to work in fast paced environments, good stamina, time management, maintaining the cleanliness of the work area, leadership skills, and problem- solving techniques. Always willing to take feedback on my work from my employer and company. Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
MCA
Gotham Capital Services, LLC-New York, NY
March 2025 to Present
1. Lead Generation and Outreach
• Cold Calling/Emailing: Reach out to business owners who may need quick working capital.
• Follow-up on Leads: Contact warm leads through phone, email, or SMS
• Social Media Prospecting: Use LinkedIn, Facebook, and other platforms to find potential clients.
• Partnership Building: Develop relationships with accountants, attorneys, and other professionals who can refer clients.
1. Client Qualification
• Pre-Screening Clients: Evaluate if a business meets minimum MCA requirements (monthly revenue, time in business, credit history, etc.).
• Gathering Documents: Request and review necessary documents such as bank statements, tax returns, and credit reports.
• Analyzing Financials: Assess the client’s cash flow to determine how much they can qualify for. 1. Lender Matching and Submission
• Choosing the Right Lender: Match clients with the best MCA providers based on their financial profile and needs.
• Package Submission: Prepare and submit the necessary documentation to lenders.
• Application Follow-up: Track applications and address any issues that arise. 1. Negotiation and Deal Structuring
• Negotiate Terms: Work with lenders to negotiate the best terms for the client.
• Explaining Offer to Client: Walk clients through the funding offers, ensuring they understand repayment terms, fees, and other obligations.
1. Closing Deals
• Contract Signing: Assist clients with signing agreements and fulfilling final requirements.
• Coordinating Funding: Ensure smooth disbursement of funds to the client. 1. Client Relationship Management
• Post-Funding Follow-Up: Check in with clients after funding to address concerns and build long-term relationships.
• Upselling and Renewals: Monitor client repayment progress and offer renewal or additional funding when appropriate.
1. Administrative Tasks
• CRM Management: Update client information and status in your CRM system.
• Compliance Checks: Ensure adherence to industry regulations and maintain accurate records.
• Reporting and Tracking: Monitor daily performance and sales goals. Non Clinical Coordinator
Amor Homecare Inc-Queens, NY
September 2024 to Present
• Call patient before visiting
• Interviewing them for purpose of needs regarding their environment and health concerns.
• Verify Identity for Security and Privacy reasons.
• Submit Patient Information and Environment to Agency. Delivery Driver
GMAP Logistics-Mount Vernon, NY
November 2024 to January 2025
1. Pickup Vehicle at Required time in a Designated Location. 2. Pickup Packages from Warehouse
3. Deliver Packages in New York and Connecticut.
4. Take pictures of where the packages would be left. Foot Courier
CMAP Industries LLC-Manhattan, NY
July 2024 to August 2024
• Time Management
• Go to Anchor Point and Pickup Loads
• Deliver Packages safely to customers and on time
• Contact the customer regarding any issues.
Sales Associate
Foot Locker-Valley Stream, NY
September 2023 to December 2023
• Greet and meet Customers
• Assist them with their needs
• Putting Apparel back on empty shelves
• Time Management
• Cleaning and Organization of the store
• Answering questions about Store credit and Discounts. Remote Appointment Setter
Remote
January 2023 to April 2023
1. Lead Generation and Prospecting
• Identify Target Prospects: Use lead lists, CRM databases, and online platforms like LinkedIn to identify business owners who fit the target profile.
• Research Prospects: Gather relevant information about the business (industry, revenue, pain points) to personalize outreach.
2. Outreach and Initial Contact
• Cold Calling/Cold Emailing: Make a high volume of calls and send personalized emails to initiate contact with potential clients.
• Social Media Messaging: Engage prospects via LinkedIn, Facebook, and other platforms to generate interest.
• Inbound Lead Follow-up: Respond quickly to inbound leads generated through website forms, ads, or referrals.
3. Qualifying Leads
• Ask Qualifying Questions: Determine if the prospect is a good fit by asking questions about their business, revenue, time in business, and funding needs.
• Pre-Screening: Ensure the prospect meets the basic requirements for the service/product being offered.
• Objection Handling: Address any initial objections or concerns to keep the conversation moving forward. Education
Associate's degree in Business
Nassau Community College - Garden City, NY
September 2023 to May 2025
Skills
• Written Communication (2 years)
• Schedule Appointments (2 years)
• Customer Service (4 years)
• Hospitality (4 years)
• Computer Literacy (4 years)
• Insurance Sales (1 year)
• Courier (3 years)
• Communications (2 years)
• Delivery driver experience (2 years)
Languages
• English - Fluent
• Spanish - Expert
• Portuguese - Beginner
Certifications and Licenses
Life Insurance License
August 2024 to August 2026
Driver's License
May 2023 to July 2025