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Click here or scroll down to respond to this candidateCandidate's Name
Customer Success Representative - OpCity Realty
Austin, TX Street Address
EMAIL AVAILABLE
PHONE NUMBER AVAILABLE
Authorized to work in the US for any employer
Work Experience
Account Manager
Austin Business Finance - Austin, TX
July 2019 to Present
Commercial Lending, Equipment Finance
100+ Outbound call per day.
Provide solutions for companies with growth potential.
Provide capital solutions, work with inhouse underwriters and brokers.
Account Executive
Generational Equity - Austin, TX
November 2017 to June 2019
100+ Outbound call per day
Spoke with medium and small business owners regarding options specific to Mergers and Aquisitions
Connected Ownership Groups with potential buyers and Private Equity Firms.
Customer Success Representative
OpCity Realty
July 2017 to October 2017
Coordinated home buyers in regards to mortgage financing and real estate requirements.
Spoke with 100+ interested residential buyers per day.
Marketing Advisor
Dun & Bradstreet
December 2016 to June 2017
Assisted medium and small businesses with a variety of marketing and lead generation needs.
Customer Support Specialists
Education Partners
April 2016 to October 2016
Works with Universities, Government Agencies, and Student to create an efficient Financial Aid
Experience.
Loan Officer/ Account Executive
GoAccredited
July 2014 to March 2016
Led team of Loan Officers, provided a variety of financial instruments to medium and small businesses
Throughout the U.S.
Responded to an average of 150 inbound/outbound calls per day.
Coached and trained Loan Officers to originate, administrate, and fund loans.
Performed underwriting on large volume of loan applications.
Negotiated agreements with wholesale lenders.
Consultant
January 2014 to June 2014
Provided important information to a group of investors from Laredo and Mexico
The investors renovate residential real estate in several cities in Texas
Set up lines of credit, warehouse loans, consulted on leasing, sale, and owner financing
Analyzed credit reports, appraisals, and engineering surveys
Mediated Will and Estate 07/2013-12/2013
Brought Resolution among multiple relative who had an interest to several real estate properties and
other assets.
Customer Service Representative
Austin Energy
March 2013 to July 2013
Provided Customer Service relating To Water, Waste water, Recycling, Solid Waste, and Electricity
Supervisor
Convergys - Laredo, TX
May 2011 to 2012
Managed, scheduled, coached and trained a team of twenty customer care agents Led all tactical
aspects: schedule, budget, quality control, communication, and team on a daily basis Responsible for
ongoing financial analysis, payroll and payable hours to agents
Customer Care Agent
September 2008 to May 2011
Provided customer service to Convergys clients o Effective and trusted liaison between client
and Convergys Recognized for superior customer experiences by management Led day-to-
day customer service and provided strategic insight for multiple Convergys clients o Consistently
exceeding their expectations Managed multiple clients across accounts simultaneously
Operations Manager
Sames Motor Company - Laredo, TX
September 2007 to September 2008
Consulted and helped expand financing options Established lender guidelines Managed and
resolved various credit issues to help customers o Resolutions drove sales, ultimately driving revenue
for the company Established and maintained relationships with lenders to expand lending options
Account Executive
GMAC Wholesale Mortgage - Laredo, TX
September 2006 to September 2007
Led opening of office and developed new territory Managed accounts with retail mortgage brokers
throughout South Texas
Distribution Manager
Argosy Amusements, Inc - Dallas, TX
September 2005 to September 2006
Led global support of electronic manufacturers Supervised sales staff of eight Managed production
of office
Mortgage Manager/Co-Owner
Amistad Financial Services - Laredo, TX
September 2003 to September 2005
Established and operated mortgage company Funded residential loans Built and maintained
excellent relationships with real estate brokers and home builders
Loan Officer
Geo Mortgage Services - Laredo, TX
September 2001 to September 2003
Closed residential mortgage loans Obtained vast knowledge of FHA, VA and Texas Vet financing
Education
Bachelor in Liberal Arts in Liberal Arts
The University of Texas - Austin, TX
August 1982 to May 1986
Certifications/Licenses
driver's license
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