LEYDA MARTINEZ
OKAHUMPKA,FLORIDA
Summary
Organized professional with meticulous attention to detail. Proven success adapting to different procedures while adhering to company standards. Background in maintaining financial records and meeting strict deadlines. Takes on challenging new role harnessing interpersonal skills, collaboration and problem-solving. Driven to deliver high-quality service and consistent results. Loyal employee with solid understanding of training and mentoring employees. Dedicated team player, proactive and hands-on in task completion. Energetic employee well-versed in strong communication and organisation skills. Seeks solutions to problems and applies extensive analytical knowledge to findings. Adept at multi-tasking, leading group discussions and managing projects.
Overview
13
13
years of professional experience
1
1
year of post-secondary education
1
1
Certification
Work History
Finance clerk
EBENEZER AUTO
SAN JUAN, PR
03.2024 - Current
- Recorded sales transactions, outgoing payments, and receipts to support financial governance.
- Monitored accounts payables and receivables to proactively spot and handle problems.
- Identified and resolved administrative errors, recommending preventative action to improve data quality.
- Navigated various accounting systems and followed different accounting techniques to meet company standards.
- Interpreted complex documentation, carrying out required action in line with strict operating standards.
- Reviewed financial records, documents and information to confirm accuracy and completeness.
- Updated and maintained relevant databases, financial records and filing systems.
- Provided excellent customer service by answering questions and resolving queries and issues.
- Assisted with general office administrative tasks including answering phone calls and emails.
- Reported financial discrepancies, errors and customer complaints to manager for swift resolution.
- Verified signatures on documents and distributed to meet financial regulations.
- Tracked and monitored financial transactions, flagging any concerns to manager.
FINANCE AND INSURANCE CLOSER
TRIANGLE DEALERS
10.2020 - 02.2024
- Carried out reference and credit checks on new clients.
- Working directly with customers to explain and recommend financing options, extended warranties, aftermarket products and other options
- Finding competitive rates to encourage customers to purchase vehicles
- Processing applications for vehicle financing and helping customers get approved
- Verifying that all paperwork is completed correctly and filed properly
- Maintaining strong relationships with lending institutions to have lots of program options and competitive rates
- Seeking out new programs that benefit customers and encourage them to buy
- Ensuring compliance by following all local, state and federal regulations
- Training the sales team on available financing and programs to ensure they promote them to customers
SALES SUPERVISOR
TRIPLE S VIDA
RIO GRANDE, PR
06.2012 - 08.2019
- Use expert technical & troubleshooting knowledge to assist other service representatives in solving problems.
- Demonstrate capability and interest in training others.
- Can be relied on to train service technicians and trainees.
- Teach other technicians how to solve problems without solving the problem for them.
- Keep technical knowledge up to date regarding equipment and concepts.
- When presented with a problem, know what to do, and why, and whether to repair or replace.
- Search out and read applicable manuals and online sources.
- Belong to and take advantage of technical organizations to improve technical knowledge.
- Demonstrate capability of a handling heavy workload of calls
- Upon receiving a customer complaint, follow systematic questioning techniques and relate answers to the functioning of the system.
- Follow point-by-point troubleshooting guides to find faults in a short period of time.
- Avoid needless callbacks by checking complete system before leaving the job.
- Check safety and limit controls for proper setting before leaving the job.
- When faced with a seemingly unsolvable problem, seek out help and solve the problem before leaving.
- Use proper tools and instruments for troubleshooting.
- Inform customer when arriving at or leaving the job and when planning to return.
- Explore a customer complaint to determine the real problem.
- Respond to customer complaints with the proper amount of sympathy and empathy.
- Recognize what has to be taught to customers and take required time to do so.
- Provide sales with qualified leads.
- Alert sales about competitive sales efforts. Provide Spot opportunities to meet Operational team goals.
Insurance sales agent
TRIPLE S VIDA
01.2011 - 08.2012
- Helped customers determine appropriate products and policy terms.
- Handled insurance queries from quotation stage to renewal.
- Gathered customer information to assess coverage needs and recommend products.
- Increased sales revenue by consistently meeting and
exceeding sales targe - Processed customer instructions for policy amendments.
- Guided clients on correct coverage limits based on analysis of risk factors.
- Communicated with customers to determine policy limits and degree of risk.
- Met with clients to assess insurance needs and answer policy questions.
- Maintained policies by calculating premiums and processing payments.
- Updated clients on changes and subsequent effects.
- Helped clients set up new policies and followed up about timely payments.
- Advised clients on coverage and claims to assist with informed decisions.
Education
Bachelor of Business Administration - MANAGER
UNIVERSIDAD ANA G MENDEZ
CAROLINA 08.2009 -
INSTITUTO DE BANCA & COMERCIO
02.2002 - 02.2003
Skills
- Data entry
- Invoice matching
- Customer service
- Safety focused
- Dependable and Responsible
- Cultural Awareness
- Active Listening
- Decision-Making
- Self-Motivated
- Critical Thinking
Languages
English
Beginner
Spanish
Fluent
Accomplishments
TRIP TO MADRID
TRIP TO COLOMBIA
TRIP TO DOMINICAN REPUBLIC
AWARDS FOR SALES
CERTIFICATED
Certification
PREMIER ACADEMY SALES EVOLUTION MASTER CLASS
PREMIER ACADEMY ETICHS AND COMPLIANCE TRAINING
PREMIER ACADEMY TRAINING FOR FINANCING MANAGERS AND F&I CLOSERS
References
References available upon request.
Timeline
Finance clerk
EBENEZER AUTO
03.2024 - Current
FINANCE AND INSURANCE CLOSER
TRIANGLE DEALERS
10.2020 - 02.2024
SALES SUPERVISOR
TRIPLE S VIDA
06.2012 - 08.2019
Insurance sales agent
TRIPLE S VIDA
01.2011 - 08.2012
Bachelor of Business Administration - MANAGER
UNIVERSIDAD ANA G MENDEZ
08.2009 -
INSTITUTO DE BANCA & COMERCIO
02.2002 - 02.2003
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