Summary
Overview
Work History
Education
Skills
Timeline
Generic

Francisco Daniel Loaiza

San Diego

Summary

To obtain a full time position that upholds my values, while helping to prepare me for the competitive workforce and my career. Committed and motivated with exceptional customer service and decision making skills. Strong work ethic, professional demeanor and great initiative. Meticulous Technician with advanced accounting, mathematical and software experience. Successful at keeping accounts current and accurate for compliant financial recordkeeping. Well-organized, diligent and focused professional.

Highly motivated professional with several years of entrepreneurial and management experience. Skillfully creates and maintains professional and loyal relationships with co-workers, staff and clients while managing administrative and sales employees. Comfortable working independently as manager and leader and as collaborative team member. Applies business acumen and experience and exercises decisive judgment to meet and exceed organizational goals.

Overview

9
9
years of professional experience

Work History

Business owner

Mobiltelefon co.
05.2019 - Current
  • Started my own business by seeking several distributors and selling phones to several cellphone shops and clients.
  • I had an exponential growth in sales and sales interactions.
  • Have learned how to deal with clients and their buying habits.
  • Have analyzed markets and worked on accounting to keep my records.
  • Created account process manuals for facilities management accounts.
  • Reported financial data and updated financial records in ledgers and journals.
  • Set up and updated Excel spreadsheets to track financial data.

Assistant project manager

Capital Alliance
08.2017 - Current
  • Worked in new lending software project to import leads into accounts and create risk scores and FICO scores for the underwriters.
  • Also, was in charged of marketing projects to seek improvement in our lead generation such as mass mails, voicemail drops and fax.

Operations Intern

Reliant Funding
05.2016 - 12.2016
  • Worked in the underwriting department preparing leads into accounts ready to be sent to several lenders for approval or denial.
  • Also, was in charge of a project called scoreboard risk in order to analyzed default rates based on several factors.
  • Compiled statistical information for special reports.
  • Verified that information in the computer system was up-to-date and accurate.
  • Managed team of 5 interns and served as their team leader to monitor their task.

Attraction Manager

Major League Baseball
07.2016 - 07.2016
  • Managed team of volunteers during the MLB All Star Fanfest.
  • Monitored security issues and kept shrinkage low.
  • Directed and supervised staff performance.
  • Coordinated and directed their task and duties.
  • We had record-breaking attendance for the MLB event.

Education

Bachelor of Science - Finance

San Diego State University

High School -

Chula Vista High School

Skills

  • Sales strategy
  • Financial analysis
  • Customer relationship management
  • Lead generation
  • Team leadership
  • Project management
  • Data reporting
  • Strategic Decision-making
  • Business planning
  • Customer service
  • Operations management
  • Excel management
  • Effective communication

Timeline

Business owner

Mobiltelefon co.
05.2019 - Current

Assistant project manager

Capital Alliance
08.2017 - Current

Attraction Manager

Major League Baseball
07.2016 - 07.2016

Operations Intern

Reliant Funding
05.2016 - 12.2016

Bachelor of Science - Finance

San Diego State University

High School -

Chula Vista High School
Francisco Daniel Loaiza