Hector Julio

My primary responsibility is to build and maintain strong relationships with business owners seeking loans or merchant cash advances. This involves understanding their financial needs, providing tailored solutions, and ensuring a high level of customer satisfaction throughout the loan process.

Loan Application Processing

I oversee the loan application process from start to finish. This includes gathering necessary documentation, assessing creditworthiness, and collaborating with underwriters to facilitate timely approvals. My role requires meticulous attention to detail to ensure compliance with lending regulations.

Financial Analysis and Reporting

Conducting thorough financial analyses is crucial. I evaluate clients’ financial statements, cash flow projections, and overall business health to recommend appropriate funding options. Additionally, I prepare reports for internal stakeholders that summarize client performance and potential risks.

Problem Resolution

I act as a liaison between clients and our internal teams to resolve any issues that may arise during the loan lifecycle. This includes addressing concerns about payment schedules or terms of service, and ensuring that clients feel supported throughout their experience.

Sales Cycle Design and Client Identification

Led a team of eight that secured $350,000 in revenue within one year. We scheduled appointments for HVAC installation businesses while concurrently booking three to fifteen high-value installation appointments daily.

Outreach strategies:

Implemented a multi-channel outreach strategy, including cold calling, emailing, and texting, to connect with potential clients. This diverse approach allowed me to engage with prospects through their preferred communication methods, effectively increasing the likelihood of establishing meaningful connections.”

Accomplishments:

As a team leader, I have gained experience in persuasion, empathy, and leadership. Additionally, I have acquired extensive knowledge in the HVAC and home appliance industries.

Responsibilities:

Contacted individuals with upcoming court dates for traffic violations via cold call, email, or text promoting legal representation services. Utilized a system to record all calls and relevant information. Successfully closed deals and finalized transactions. Managed the pipeline through cold calls and actively promoted legal representation services. Pursued leads and effectively utilized the CRM system to record all calls and relevant data. Consistently finalized transactions by successfully closing deals.

Quotas: I assertively made between 60 to 200 calls daily to effectively sell 5 to 15 attorney representations daily to individuals with pending court dates throughout the United States.

Accomplishments:

Accumulated extensive experience in persuasive communication, self-confidence, and sales pipeline management during tenure at WinIt. Consistently contributed to increased company revenue through effective cold calling and maintaining a well-structured pipeline, resulting in 5-15 daily sales. Proficient in Sales Pipeline Development, Inside Sales, Sales Management, CRM Integration, Cold Calling, and Global Business.

Utilizing CRM platforms to proactively reach out, diligently track pending follow-ups, nurture leads, flawlessly book appointments, and manage logistics. Maintaining meticulous records of all leads, and qualifying them, reaching to B2B and B2C companies that might find interest in the service and managing the sales pipeline. Additionally, I confidently closed deals and actively participated in meetings with top decision-makers.

On a daily basis, I made an average of 60 to 150 calls to potential clients who showed interest in shipping their merchandise globally. Through my efforts, I was able to book 1 to 2 appointments per day. Additionally, I engaged in around 5 to 15 conversations daily to ensure that the clients' needs were met.