Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jesus Rios

Chicago

Summary

Dynamic professional with extensive experience at Newity, excelling in loan closing processes and team leadership. Proven track record in operational efficiency and compliance oversight, driving significant improvements. Adept at managing client relationships and training teams, leveraging strong communication skills and expertise to achieve outstanding results.

Overview

11
11
years of professional experience

Work History

Sr. Associate

Newity
Chicago
08.2020 - Current
  • Developed loan closing process for SBA 7a Program to enhance efficiency and compliance.
  • Managed and trained a team of over 10 loan-closing professionals, ensuring high performance.
  • Led project teams to streamline in-house software, driving operational improvements.
  • Managed client relationships, aligning service delivery with expectations from brokers and the SBA.
  • Collaborated with cross-functional teams to implement strategic initiatives with funding bank.

Sr. Business Development Representative

Canon Solutions America
Itasca
05.2019 - 06.2020
  • Cultivated relationships with key stakeholders to drive business growth.
  • Identified new market opportunities to expand company reach.
  • Managed customer accounts ensuring high levels of satisfaction and retention.
  • Analyzed competitor offerings to enhance product positioning and strategy.

Tesla Advisor

Tesla
11.2018 - 03.2019
  • Managing my own book of business to attract clients, set up consultations, and close sales.
  • Outbound calls, emails, and in person consultation for both vehicles and Tesla Solar Products.
  • Bi-weekly advisor training sessions with focus on competition, technology, and new business acquisition.
  • Financial application and approval for Tesla products
  • Led training on competitions technology for autonomous driving

Relationship Manager

Bank of America
01.2018 - 11.2018
  • Personal and Small Business Banker tasked with training Customer service reps and relationship bankers on hitting monthly sales targets.
  • Performed financial audits, operations management for the Financial center, and new business acquisition.
  • Middle management for the Financial center with operational/ sales support for the Financial Center Manager
  • Achievement- Q3 18’- Sales target of 112%

Consultation Agent

Geek Squad
01.2016 - 12.2017
  • Client facing position to troubleshoot, repair, and assist with all technological questions on site.
  • Fast paced environment with heavy deadlines for customers.
  • Working well under pressure and managing multiple clients at the same time.

Apple Specialist

BestBuy
07.2015 - 01.2016
  • Apple trained specialist to assist customers with all their questions and specifications required.
  • Achievement- Only part timer for Chicago Metro to reach 1 million in revenue for 2015

Computer Sales

Best Buy
06.2014 - 07.2015
  • General Sales with knowledge required for all Computers and Cameras.

Education

Bachelor of Science - Business Administration with a Specialization in Finance

Illinois Institute of Technology
Chicago, IL
12.2017

Skills

  • Planning and organization
  • Results orientation
  • Communication skills
  • Adaptability
  • Customer relationship management
  • Salesforce expertise/ CRM
  • Loan closing expertise
  • Project management
  • Operational efficiency
  • Team leadership
  • Training and development
  • Compliance oversight

Timeline

Sr. Associate

Newity
08.2020 - Current

Sr. Business Development Representative

Canon Solutions America
05.2019 - 06.2020

Tesla Advisor

Tesla
11.2018 - 03.2019

Relationship Manager

Bank of America
01.2018 - 11.2018

Consultation Agent

Geek Squad
01.2016 - 12.2017

Apple Specialist

BestBuy
07.2015 - 01.2016

Computer Sales

Best Buy
06.2014 - 07.2015

Bachelor of Science - Business Administration with a Specialization in Finance

Illinois Institute of Technology

Similar Profiles

CREATE PROFILE
Jesus Rios