Alfredo Zena
Chula Vista
Summary
Accomplished sales and business management professional with 18+ years of experience in business development, finance, and customer relationship management. Demonstrated success in identifying growth opportunities, implementing data-driven business strategies, and executing marketing initiatives that increase revenue and customer engagement. Skilled at leading teams, developing long-term client relationships, negotiating complex transactions, and delivering exceptional customer service. Known for professionalism, ethical leadership, and an entrepreneurial approach to achieving organizational goals. Bilingual in English and Spanish.
Overview
17
17
years of professional experience
Work History
Mortgage Advisor – Business Development
Cardinal Financial Co
San Diego, CA
02.2023 - 02.2026
- Engaged with real estate agents and industry experts to foster collaboration and increase referral opportunities.
- Guided clients through mortgage application process to streamline documentation submission and enhance approval likelihood.
- Ensured compliance of all mortgage transactions with federal and state regulations.
Mortgage Advisor
Lend Smart Mortgage LLC
San Diego, CA
07.2022 - 02.2023
- Assisted clients in navigating the mortgage process, specializing in First Time Home Buyer programs.
- Providing detailed information about various mortgage products and services.
- Generated business by networking and creating successful referral partnerships.
Mortgage Advisor
Cardinal Financial Co
San Diego, CA
11.2018 - 06.2022
- Evaluated clients financial profiles to recommend suitable mortgages products.
- Focused on daily tasks along with aggressive marketing campaigns.
- Generated new business through networking efforts and execution of creative marketing plans and implementing aggressive advertising with a minimal budget.
Mortgage Advisor
Guild Mortgage
San Diego, CA
01.2017 - 10.2018
- Specializing in residential lending; Conventional, FHA, V, Jumbo, and DAP program.
- Created Business opportunities by prospecting Referral partners and current/past clients by maintaining needs through a multitude of value-added initiatives and marketing.
- Proudly practicing and coached by The CORE Training program for the last years.
Jr. Loan Officer / Business Development
Pure Mortgage
San Diego, CA
02.2016 - 12.2016
- Coordinated referral networking groups and Client appreciation events.
- Delivered A+ Communication and direction.
- Gathered initial client information to help get the pre-qualification process started.
Business Development / Marketing Assistant
Guild Mortgage
San Diego, CA
08.2014 - 11.2016
- Created Business opportunities by prospecting Referral partner’s through-out the County.
- Maintained business relationships, providing Marketing materials and diligent services.
- Organized Real Estate Agent Social Events.
Sales Consultant
Sears
Chula Vista, CA
06.2011 - 05.2014
- Consulting, educating, and demonstrating the most recent home appliance products.
- Surpassing daily quotas, receiving Sears Best of Blue recognition for the month of August, September, and October 2012. Most sold products, services, and extended warranties.
- Superior in coordinating deliveries, solving merchandise conflicts and up selling merchandise.
- High volume of customer referrals and return business as a result of product awareness and savvy sales skills.
- Excellent in multitasking when consulting with a variety of customers.
VP Sales & Marketing
UARIK Inc.
San Diego, CA
09.2008 - 08.2010
- Planned developed and launched a new brand of Vodka.
- Demonstrated ability to select, train, self-motivated customer-oriented employees.
- Prepared plans for cost analysis, marketing, and sales territories, opened 70% of all accounts in San Diego.
- Targeted decision-making general managers and owners by carefully developing a level of credibility and trust, thereby growing brand loyalty.
Education
Training Pros
CAundefined
The CORE Training Inc.
01-2018
Real Estate Finance
Allied Business Schools
Laguna Hills, CA01-2010
Business Management
Southwestern College
Chula Vista01-2003
High School - undefined
Chula Vista High School
01-2000
Skills
- Skilled in Microsoft Office applications
- CRM data management expertise
Languages
Spanish
Native or Bilingual
Timeline
Mortgage Advisor – Business Development
Cardinal Financial Co
02.2023 - 02.2026
Mortgage Advisor
Lend Smart Mortgage LLC
07.2022 - 02.2023
Mortgage Advisor
Cardinal Financial Co
11.2018 - 06.2022
Mortgage Advisor
Guild Mortgage
01.2017 - 10.2018
Jr. Loan Officer / Business Development
Pure Mortgage
02.2016 - 12.2016
Business Development / Marketing Assistant
Guild Mortgage
08.2014 - 11.2016
Sales Consultant
Sears
06.2011 - 05.2014
VP Sales & Marketing
UARIK Inc.
09.2008 - 08.2010
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The CORE Training Inc.
Business Management
Southwestern College
High School - undefined
Chula Vista High School
Training Pros
Real Estate Finance
Allied Business Schools
Professional Overview
Implicit experience in sales, business management, finance, and customer service. Proven ability to build strong client relationships, communicate effectively across all organizational levels, and consistently achieve business objectives. Skilled in consultative sales, office operations, customer relationship management, and problem resolution in fast-paced environments. Recognized for professionalism, strong interpersonal skills, and a commitment to delivering exceptional customer experiences while supporting organizational growth. Experienced collaborating with customers, cross-functional teams, and executive leadership. Bilingual in English and Spanish.