Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Juan E. Lozano

Berwyn

Summary

A sales professional with great customer service skills, not only looking to sell a service or product but to develop a professional relationship with a client. The experience in the customer service side, have developed great listening skills to be able to address concerns and able to find solutions to prevent foreclosure, utilizing exceptional communication and empathy to navigate sensitive situations while ensuring compliance with mortgage regulations, all while prioritizing a positive customer experience.

Experienced with client relationship management, enhancing customer satisfaction through personalized service and strategic account planning. Utilizes negotiation and conflict resolution skills to maintain and renew client contracts, ensuring alignment with business objectives. Track record of leveraging analytical insights to drive client retention and business development.

Overview

29
29
years of professional experience

Work History

Account Manager

Pepin Graphics
03.2021 - Current
  • Develop and maintain strong relationships with existing clients through regular communication, proactive outreach, and servicing existing account
  • Understanding client needs, goals, and marketing strategies to tailor graphic solutions to specific lines of business
  • Conduct needs analysis to identify potential new business opportunities within existing accounts

Bi-Lingual Loss Mitigation Default Specialist

AHP Servicing
03.2021 - 03.2023
  • Provide monthly updates to private investors
  • Negotiated repayment plans with delinquent borrowers in accordance with company policies and procedures
  • Provided guidance and assistance to customers throughout the loan modification process

Bi-Lingual Account Manager

Fay Servicing LLC
05.2013 - 03.2023
  • Serviced distress mortgages, ensure overall quality and adhering to all CFPB rules and regulations
  • Provide monthly updates to private investors
  • Resolved customer inquiries regarding payment plans, interest rates, account balances, escrow accounts
  • Monitored delinquent accounts to ensure timely payments were received in accordance with contractual agreements
  • Responded quickly to customer complaints and escalated issues when necessary

Loan Officer

Bank of America
04.2012 - 04.2013
  • Cultivated relationships with key decision makers through regular client visits and follow-up calls
  • Attended various networking events to identify sales opportunities and build relationships
  • Provided timely customer service support to resolve any issues quickly and efficiently
  • Developed sales pipeline by cold-calling, canvassing and obtaining referrals
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements

Mortgage loan Originator

United Financial Mortgage
01.2007 - 05.2012

Loan Officer

Primera Mortgage
10.1998 - 01.2007

Account Executive

La Z FM radio station
08.1997 - 10.1998

Account Executive

La X radio station
09.1996 - 08.1997

Education

Business Administration and Psychology -

National Louis University
Chicago, IL
09.1999

Skills

  • Account Management
  • Pipeline Management
  • Complaint Handling
  • Loan Feasibility Assessment
  • Property Evaluation
  • Payment Schedule Computation

Languages

Spanish
Native or Bilingual
English
Full Professional

Timeline

Account Manager

Pepin Graphics
03.2021 - Current

Bi-Lingual Loss Mitigation Default Specialist

AHP Servicing
03.2021 - 03.2023

Bi-Lingual Account Manager

Fay Servicing LLC
05.2013 - 03.2023

Loan Officer

Bank of America
04.2012 - 04.2013

Mortgage loan Originator

United Financial Mortgage
01.2007 - 05.2012

Loan Officer

Primera Mortgage
10.1998 - 01.2007

Account Executive

La Z FM radio station
08.1997 - 10.1998

Account Executive

La X radio station
09.1996 - 08.1997

Business Administration and Psychology -

National Louis University
Juan E. Lozano