Christopher Perez
Sales Account Executive / CRM Specialist / Recruiter / Coach
Chicago
Summary
Persistent and highly motivated Account Executive and Recruiter with experience in sales, resolving customers problems and build relationships with clients. A specialist in OutBound Calling in sales and coaching, with a high level of customer service provided. Experience working Remote for 3 years with high level results. Extremely patient to have good communication with people. Highly efficient in different type of software programs to do an efficient job. Able to use many different CRM's, SaaS, Phone dialers, G-Suites, Zoom, Microsoft 365, etc.
Relentless Sales Account Executive with 3 years of diverse experience with small and medium businesses. Well-versed at building broad sales pipelines that produce excellent revenue results. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Stays calm under pressure.
Overview
13
13
years of professional experience
7
7
years of post-secondary education
2
2
Certificates
1
1
Language
Work History
Account Executive / Outbound Sales Specialist
The Mortgage Marketing Animals
Palm Harbor, FL
08.2022 - 02.2024
- Generated leads and established relationships with potential customers through outbound telephone calls.
- Made average of 100 outbound and inbound calls per day.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Trained clients on product features and updates to secure buy-in.
- Increased sales performance by implementing tailored coaching strategies .
- Increased sales revenue through strategic cold calling and lead generation activities.
- Utilized CRM systems for tracking leads, managing customer information, and prioritizing daily tasks efficiently.
- Maintained accurate records of client interactions, ensuring consistency in follow-ups and long-term relationship building.
- Educated customers on product and service benefits, explaining features and answering questions.
- Explained product prices and packages as well as answered questions and addressed concerns of customers.
- Provided information about available products and services, membership details, and purchase advantages.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
- Set up virtual Zoom meetings, invited guests and disseminated agendas.
- Experienced with productivity tools such as Slack, Zoom, Google Docs and Sheets.
- Managed user access rights, roles, and permissions within systems to maintain data security and integrity.
- Created custom dashboards for various departments or user groups tailored specifically to their needs.
- Made customers aware of current and new programs and services.
- Achieved high levels of customer retention with proactive communication and followups.
- Experience working Remotely
Recruiter
Success Mortgage Partners / MMA
Plymouth, MI
06.2023 - 01.2024
- Strong Communication Skills, able to clearly articulate job requirements to candidates and convey candidate qualifications to hiring managers. Skilled in active listening to understand both candidate and client needs.
- Attention to Detail handling sensitive information and ensuring compliance with regulatory requirements. Excellent attention to detail to accurately assess candidate qualifications, verify credentials, and ensure all necessary documentation is in order.
- Tech-Savvy proficient in using applicant tracking systems (ATS), job boards, social media platforms, and other digital tools to streamline processes and reach a wider pool of candidates.
- I always adhere to ethical standards, maintain confidentiality, and prioritize the best interests of both clients and candidates throughout the recruitment process.
- Managing multiple open positions simultaneously while meeting tight deadlines. Strong organizational and time management skills to prioritize tasks effectively and ensure timely delivery of quality candidates.
- Able to handle rejection, setbacks, and the pressures of a fast-paced environment while remaining focused on achieving goals and delivering results.
- Monitored recruitment metrics to identify areas for improvement and implemented changes accordingly.
- Maintained compliance with federal and state employment laws during entire recruitment process.
- Increased candidate placements by developing and maintaining relationships with clients and candidates.
- Experience working Remotely
Customer Service / Mortgage Loan
Suarez Home & Finance
01.2022 - 06.2022
- First point of contact received all calls and all documents that were needed to start Mortgage Loan.
- Used Sales Force, Ring Central, Credit Plus, Drop Box, Calendly, Microsoft Office and Adobe Professional.
- Collect customers information to start there application.
- Calculate customers income, no matter how different their income was. Such as 1099, W2's, C Corp, Business Income, Retirement Income, Pensions, Bank Statement Incomes, etc.
- Advise them on what there Mortgage Loan options are.
- Secure all sensitive information and run customers Credit Report and explain/advise on Credit Reports, to let them know if they qualify for Mortgage Loan.
- Set up follow up calls with customer, send out emails, confirm all information is correct, make sure all customers that spoke with I would retain them to convert them to closed loan.
- Follow up with daily meetings and have good communication with office on new and past clients.
- Keep track of Excel Sheets with progress to meet daily, weekly, and monthly goals.
- Used Microsoft Word and other software tools to create documents and other communications.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Increased customer satisfaction by resolving issues.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
- Worked with customers to understand needs and provide excellent service.
- Demonstrated respect, friendliness and willingness to help wherever needed
- Experience working Remotely
Customer Service Representative
Pandora Jewelry
10.2021 - 01.2022
- Greet Customer in the up most refreshing and happy tone to ensure the customer you are there to help.
- Taking orders fir Customer that can't fulfill their purchase on there own.
- Assist Customer with Warranty replacement, if they have any broken or damaged or defective items.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Use Excel Worksheet to check inventory, to add customers to warranty replacement and to do my payroll.
- Use Sale Force to create a new case with customers information and also use this customers information to check if they have a previous case to resolve the customers issue.
- If a customer is upset or wants to speak with a manager, always deescalate to not transfer calls to supervisor. Only when absolutely necessary.
- Use IBM to look up customers orders.
- Communicate with Supervisor and team, through Microsoft Teams.
- Handled over 50 customer calls per day.
- Experience working Remotely
Mortgage Loan Originator
NEXA Mortgage
09.2021 - 12.2021
- Call potential clients and build close relationship through Zoom
- Talk to clients all day, help them with best loan options.
- Strong communication with customer and Lenders, Title Company.
- Use Calyx, Lenders Portals, Encompass, to upload 1003 URLA
- Use Microsoft Office 365.
- Use Google Suite.
- Collected information from banks, institutions and employers to assess applicant eligibility
- Daily use of Google Suite, and Office Suite with borrowers, lenders, attorneys and title companies.
- Experience working Remotely
Customer Service Specialist
Amerisave Mortgage
Chicago, IL
03.2021 - 03.2021
- Used Inbound CRM to read scripts and transfer Leads to Mortgage Loan Originator.
- Always with best energy after many rejects.
- High call volume about 200+ calls per day
- Followed all Federal Guidelines.
- Telemarketing Mortgages.
- Experience working Remotely
Cold Caller
Top Caliber Leads
Chicago, IL
03.2020 - 02.2021
- Make calls to many people and inform them about New Life Insurance plans and Final Expenses.
- Keep good attitude even when begin rejected.
- Make sure I get all the correct information, like name address phone number and age to close on sale.
- Report to all my supervisors about all my sales and progress.
- Help people understand what it is that we offer and hopefully they are willing to listen.
- Handled over 300+ calls per day.
- Experience working Remotely
Truck Driver
Southern Mail Services, CR Express, USF Holland.
01.2016 - 12.2019
- Good communication with Customers.
- Enhanced customer relations by consistently delivering shipments according to schedule and quickly addressing any concerns.
- Positive attitude when interacting with Rail Personnel, Custom Officers, Warehouse Customers and State Police Officer.
- Completed regular inspections and maintenance actions, as well as basic equipment repairs, to keep equipment operating at peak levels.
- Loaded and unloaded products at warehouses and customer locations using hand trucks, pallet jacks and forklifts.
- Dropped and hooked trailers and changed configuration of equipment.
Assistant Supervisor
ProSORT
03.2014 - 12.2015
- Manage 20+ employees.
- Provide excellent communication with employees and higher managers.
- Manage emails, M.S. Office, Excel and Word.
- Worked to get time sensitive mail and documents done and shipped.
- Efficiently solve problems when they occurred.
Assistant Manager
BenTo Cafe
02.2011 - 02.2014
- Manage 15+ employees.
- Place online order for produce and beverage.
- Use M.S. Office, Word and Excel. to organize earnings and losses.
- Manage cash register.
- Provide excellent guest and to our long term customers.
Education
Software Engineer - Software Engineer
Programmer Coach
Chicago IL - Remote 03.2022 - 03.2024
No Degree - Business Management
Borough of Manhattan Community College of The City University of New York
New York, NY 08.2012 - 08.2013
High School Diploma -
Murry Bergtraum High School For Business Careers
New York, NY 09.2008 - 06.2012
Skills
Highly Proficient in Computer Software and Programs
Certification
Truck Driver CDL Class A
Timeline
Recruiter
Success Mortgage Partners / MMA
06.2023 - 01.2024
Account Executive / Outbound Sales Specialist
The Mortgage Marketing Animals
08.2022 - 02.2024
Software Engineer - Software Engineer
Programmer Coach
03.2022 - 03.2024
Customer Service / Mortgage Loan
Suarez Home & Finance
01.2022 - 06.2022
Customer Service Representative
Pandora Jewelry
10.2021 - 01.2022
Mortgage Loan Originator
NEXA Mortgage
09.2021 - 12.2021
Mortgage Loan Originator
09-2021
Customer Service Specialist
Amerisave Mortgage
03.2021 - 03.2021
Cold Caller
Top Caliber Leads
03.2020 - 02.2021
Truck Driver
Southern Mail Services, CR Express, USF Holland.
01.2016 - 12.2019
Truck Driver CDL Class A
01-2016
Assistant Supervisor
ProSORT
03.2014 - 12.2015
No Degree - Business Management
Borough of Manhattan Community College of The City University of New York
08.2012 - 08.2013
Assistant Manager
BenTo Cafe
02.2011 - 02.2014
High School Diploma -
Murry Bergtraum High School For Business Careers
09.2008 - 06.2012
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