Summary
Overview
Work History
Education
Skills
References
Timeline
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Jesus David Sanchez

Santa Ana

Summary

Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.

Overview

8
8
years of professional experience

Work History

Claims Adjuster

Portfolio
10.2023 - Current
  • Highly skilled claims adjuster specializing in cosmetic car warranty claims
  • Commitment to exceptional customer service and accurate assessments
  • Pay invoice for claims
  • Receive and compose emails
  • Receive and distribute corresponding emails and faxes to fellow adjusters
  • Answer inbound calls from Service Advisor, Dealer Agent, Service Manager.

Loan Consultant

Auto Approve
04.2023 - 10.2023
  • Successfully sold ancillary products and extended warranties
  • Prequalified customers and ensured compliance throughout the sales process
  • Read Credit reports for prequalification
  • Answer incoming calls and transfer to corresponding Consultant
  • Compose Email and Text to customer
  • Send and walk through signing of Docu-Sign contracts
  • Collect Necessary documentation from customer via fax, email and text
  • Educated consumers on building credit and provided exceptional customer service
  • Maintained compliance throughout the sales process and received excellent customer reviews.

Account Manager

Prime Logix LLC
12.2022 - 04.2023
  • Handled escalated calls and resolved client concerns
  • Managed payment requests and contributed to client retention strategies
  • Managed payment changes from changing amount or term
  • Handled inbound calls and provided excellent customer service
  • Called clients on 30, 60, and 90 day updates.

Loan Officer

MotoRefi
04.2022 - 11.2022
  • Sold ancillary products and guided customers through the refinancing process
  • Educated consumers on building credit and provided exceptional customer service
  • Compose Email and Text to customer
  • Send and walk through signing of Docu-Sign contracts
  • Collect Necessary documentation from customer via fax, email and text.

Auto Loan Officer

National Auto Loan Network
06.2019 - 02.2022
  • Prequalified customers and successfully sold ancillary products
  • Maintained compliance throughout the sales process and received excellent customer reviews
  • Read Credit reports for prequalification
  • Answer incoming calls and transfer to corresponding Consultant
  • Compose Email and Text to customer
  • Send and walk through signing of Docu-Sign contracts
  • Collect Necessary documentation from customer via fax, email and text
  • Educated consumers on building credit and provided exceptional customer service
  • Maintained compliance throughout the sales process and received excellent customer reviews.

Receiver

Restoration Hardware
05.2016 - 04.2018
  • Provided exceptional customer service and assisted customers in finding luxury furniture
  • Maintained a clean and organized sales floor
  • Received truck deliveries
  • Composed price tags
  • Built Furniture with tools
  • Checked off invoice with items we received
  • Disassembled furniture when customers purchased item
  • Wrapped and assisted customer putting item in vehicle.

Education

High School Diploma -

Los Amigos High School
01.2018

Skills

  • Extensive knowledge of auto financing and warranty policies
  • Proficient in sales techniques and CRM software
  • Excellent communication and interpersonal skills
  • Fluent in English and Spanish
  • Extensive knowledge of auto loans and interest rate
  • Team Player
  • Flexible
  • Caseload Management
  • Policy Interpretation
  • Sales background
  • Advanced computer skills
  • Critical Thinking

References

Available upon request

Timeline

Claims Adjuster

Portfolio
10.2023 - Current

Loan Consultant

Auto Approve
04.2023 - 10.2023

Account Manager

Prime Logix LLC
12.2022 - 04.2023

Loan Officer

MotoRefi
04.2022 - 11.2022

Auto Loan Officer

National Auto Loan Network
06.2019 - 02.2022

Receiver

Restoration Hardware
05.2016 - 04.2018

High School Diploma -

Los Amigos High School
Jesus David Sanchez