Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Timeline
Generic

Jonathan Sanchez Martinez

Huixquilucan

Summary

Credit Analyst at Westlake Financial responsible for reviewing vehicle loans prior to funding. Sales Representative at OneStar houscallpro with experience cold calling professionals in small businesses and conducting 20-minute software demonstration presentations on Zoom. Worked in Retention and Credit and Collection departments at AT&T, expanding skill set. Collaborated with solar companies to schedule appointments and insurance companies. Eager to learn and share skills with others.

Overview

7
7
years of professional experience

Work History

Credit Analyst

Westlake Financial
01.2024 - Current


  • Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
  • Identified potential problem loans early on through ongoing monitoring activities, enabling prompt remedial actions when needed.
  • Gathered loan documentation for underwriting.
  • Advised senior management on credit risk trends, influencing strategic planning and risk management policies.
  • Reduced delinquency rates, implementing rigorous monitoring and follow-up strategies with at-risk accounts.

Sales

Housecall pro
11.2022 - 01.2024
  • Achieved sales targets consistently by developing effective sales strategies and building strong client relationships.
  • Improved sales performance through the creation of compelling sales materials and presentations.

Sales

Porch.com
02.2021 - 11.2022
  • Achieved sales targets consistently by developing effective sales strategies and building strong client relationships.
  • Achieved sales targets consistently by implementing effective sales strategies and techniques.

Retention and credit and collection

AT&T
04.2020 - 02.2021
  • Increased customer retention rates by developing and implementing effective loyalty strategies.

TTEC
06.2018 - 03.2020
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.

Education

Bachilleres -

Skills

  • Problem Solving
  • Teamwork
  • Leadership
  • Communication
  • Fast Learner
  • Leadership Skills
  • Ability to Multitask
  • Adaptability
  • Computer Skills
  • Ability to Work Under Pressure
  • Ability to Work in a Team
  • Communication Skills
  • Customer Service

Languages

Spanish
English

Hobbies and Interests

  • Calisthenics
  • Running
  • Spend time with the Family
  • Walk my dogs
  • Handyman jobs

Timeline

Credit Analyst

Westlake Financial
01.2024 - Current

Sales

Housecall pro
11.2022 - 01.2024

Sales

Porch.com
02.2021 - 11.2022

Retention and credit and collection

AT&T
04.2020 - 02.2021

TTEC
06.2018 - 03.2020

Bachilleres -

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Jonathan Sanchez Martinez