Phoenix, Arizona, United States
Driven and passionate leader with an entrepreneurial mindset, consistently delivering more than expected. Known for optimizing for efficiency and big-picture thinking. Efficient and effective professional with experience in negotiations and contracting. Demonstrated ability to review, comprehend, and interpret complex legal documents with proven analytical and problem-solving skills, employing discerning judgment in interpreting regulations and applying standards that protect the organization. Confidently navigates, translates, and delivers effective communications through lean six sigma evaluation, and data/root cause analyses to persuade, negotiate, and influence intuitive action to support undeniable solutions. Currently manages a $4M portfolio in swing trade equities market for new import/export business that achieved $700K profit within the first year. Respected and supportive servant-leader who understands how to identify and retain exceptional talent. Fluent in English and Spanish. Client Relations | Portfolio Management | Supply Chain Leadership | Business Transformation | Compliance | Business Development | Quality Assurance | Risk Management & Mitigation | Evaluations & Audits | Consulting | Lean Six Sigma | Project Management
Built successful career based on results-driven experiences, operation enhancements, stellar civil suit resolution record, and high-performance team development. Portfolio manager that builds strong working relationships with clients, driving new business and maintaining current portfolio to consistently exceed company-established profit goals.
Performed comprehensive changes to staffing and training to turn around a significant monthly loss to profitability. Added value through increased marketing and client relationships to generate month-over-month market penetration.
Marketed and sold a variety of financial products and services to dealerships, managing multi million-dollar accounts while performing complex financial data and sales report assessments to minimize investment risks and maximize company profitability. Recruited, hired, trained, and directed a team of 14 Customer Service Representatives and 48 Bilingual Service Center Representatives, establishing asset recovery standards and administrative procedures focused on compliance, privacy, and productivity.