Luis

Lead Manager:

Manage and qualify motivated seller leads in the wholesale real estate market.

Conduct cold calls, follow-ups, and ongoing outreach to property owners.

Identify motivation, property condition, price, and timeline to determine lead viability.

Schedule qualified appointments for the acquisitions team.

Maintain accurate records and lead progress using CRM tools.

Collaborate with marketing and acquisitions to improve lead flow and conversion.

Track key performance metrics such as contact rate, qualified leads, and appointments set.

Business Development Consultant:

Prospected and closed B2B opportunities for outsourced contact center solutions across various industries.

Conducted discovery calls and sales presentations tailored to client needs.

Designed and delivered onboarding programs for new clients and internal hires.

Trained sales and support teams on CRM usage, call handling, compliance, and client-specific workflows.

Created SOPs, training manuals, and performance tracking tools to ensure consistent service quality.

Acted as liaison between clients and operations to ensure seamless account launches and KPI alignment.

Supported long-term client retention through relationship management and performance optimization.

Senior Financial Advisor / Retention Specialist:

Provided new financing solutions to existing clients looking to purchase additional vehicles.

Built strong client relationships to support repeat business and long-term loyalty.

Educated customers on financing terms, vehicle eligibility, and approval processes.

Collaborated with dealerships and internal departments to ensure smooth loan processing.

Maintained detailed records of client interactions and deal flow using CRM tools.

Consistently met or exceeded monthly targets for funded deals and customer satisfaction.