Juan Gutierrez
Orange
Summary
Results-driven financial services and automotive lending professional with over seven years of leadership in dealership operations and consumer finance. Enhanced operational performance, led high-performing teams, and resolved complex financing challenges through collaboration with finance, sales, and executive leadership.
Overview
1
1
Language
7
7
years of professional experience
Work History
Financial Advisor
Boostify Financial Solutions
Irvine
07.2026 - Current
- Recommended personalized financial solutions that aligned customer goals with program requirements to promote long-term financial health.
- Translated complex financial concepts into clear recommendations that empowered customers to make informed financial decisions.
- Analyzed customer financial profiles to identify risk factors, lending challenges, and opportunities for enhanced financial outcomes.
- Utilized Pathway and Five9 to manage customer interactions while protecting sensitive financial information and ensuring accurate documentation.
Sales Manager | Sales Operations & Finance Support
Hyundai of Anaheim
Anaheim
03.2019 - 07.2026
- Led daily operations for dealership averaging 235 to 255 retail vehicle sales monthly.
- Collaborated with finance managers, lender partners, and executives to structure financing solutions that met diverse stakeholder needs.
- Balanced customer experience and lender requirements while resolving complex financing issues to maintain profitability.
- Managed CRM strategy using eLead, Reynolds & Reynolds, and VinSolutions to streamline lead management processes.
- Recruited, trained, and developed teams of up to 16 sales professionals, fostering accountability and performance.
- Achieved promotion through five leadership positions due to consistent operational excellence and performance.
- Resolved executive-level customer escalations through effective problem-solving and communication skills.
- Worked with executive leadership to enhance operational efficiency and dealership performance.
Education
High School Diploma -
Leonardo Ferrer High School
Maracaibo 07-2008
Skills
- Financial analysis
- Finance collaboration
- Automotive financing expertise
- Dealership operations support
- Managed over 110 qualified internet opportunities each month
- Led teams of up to 16 employees
- Career advancement
- Pathway
- Five9
- Elead CRM
- Reynolds & Reynolds
- VinSolutions
- Microsoft Office Suite
- Microsoft Excel
- Microsoft PowerPoint
- ChatGPT (Proficient)
- Claude AI (Proficient)
- Microsoft Copilot (Proficient)
Languages
Spanish
Native
Native
Timeline
Financial Advisor
Boostify Financial Solutions
07.2026 - Current
Sales Manager | Sales Operations & Finance Support
Hyundai of Anaheim
03.2019 - 07.2026
High School Diploma -
Leonardo Ferrer High School