Cesar Tercero Email & Phone Number

San Antonio, Texas, United States

SCOPE OF ACCOUNTABILITY: Serve as a first point of contact for the Social Security Administration answering a wide variety of questions via telephone and in person; manage the review of eligibility of all applicants and cases, assess urgency of situations to determine immediate referrals to other programs or agencies as needed, and explain rights of appeal, fair hearings, and legal rights if the cases have been denied.INVESTIGATIVE MANAGEMENT: Perform detailed interview of existing and potential recipients and manage all investigative work for the verification of information, income, and document authenticity; research and gather information, analyze and determine eligibility, analyze a claimant’s benefit payment history if needed, and review and refer suspected fraud cases to investigations for appropriate action.ADMINISTRATIVE MANAGEMENT: Prepare detailed documentation on all in-person and phone call activities; manage and prepare reports, correspondence, and documents, inspecting to ensure they are complete, accurate, correctly stated, and could stand on their own merits in further investigations or legal proceedings. Ensure all sensitive documents and records are filed in compliance with required procedures and consistent with record handling and retention requirements; oversee the maintenance of database control and archival of historical and case documents for tracking and to ensure that all information is readily available for retrieval or to supplement information already available.COMMUNITY RESOURCES MANAGEMENT: Refer applicants to other state agencies or community resources when appropriate; serve as an agency liaison representing the organization for a multi-agency effort to assist individuals with their needs; work closely with diverse agencies with an emphasis on improving quality, accountability, and efficiency of the service.

San Antonio, Texas Metropolitan Area

Serve as client's advisor for personal and business financial planning, investment, retirement, annuities, life insurance products, and a variety of long- term care products to generate personal savings and provide financial security. * Plan, research, and execute comprehensive strategies to market organizational products and services and increase referrals for the organization; oversee vision, strategic planning and direction, new and existing account development, expansion, sales and marketing, public relations management, key account management, and all referral contacts for the organization. * Provide financial analysis for clients and recommend effective and viable solutions regarding issues in all personal and business financial areas; oversee the strategic financial planning for clients to enhance financial strength, growth, and performance. * Independently manage the entire sales cycle, from initial client consultation and presentation through the final sales closing; build solid client base using consultative selling skills and product knowledge to design successful portfolios to fit the needs and budget of each account.

San Antonio, Texas, United States

Serve as client advisor and subject matter expert on finding homes and that fit their needs; call on potential and existing customers, builders to develop new business, prepare all prospective applications, and effectively carrying out all stages of planning and implementation.* Interview applicants to develop information concerning their needs and desires and obtain and analyze pertinent financial and credit data to determine whether loan will be an acceptable risk; accompany qualified buyers to property sites, quote purchase price, describe property features, and discuss conditions of sales. * Arrange for the appraisal of residential properties and review appraisals to ensure compliance with the terms of each loan; prepare and review contract and loan packages for proper documentation; coordinate with Mortgage Processors and Underwriters to ensure loans are being processed, approved, and closed in a timely manner.* Act in an advisory capacity to customers on matters pertaining to mortgage lending, credit, interest rates, loan terms, financing, and closing costs, and keep clients informed of new trends and developments in the local real estate market and changing rules and regulations. * Prepare and present bids on behalf of the customer, negotiating the contract between the buyer and seller.* Study property listings and pursue generate property leads directly managing advertising and sales efforts with an emphasis on new business development and customer relations. * Serve as the point person for the organization to create referrals for future business and added profitability; integrated creative marketing plans to create awareness and preference to achieve satisfaction levels that enable further sales, generate traffic, and ensure an influx of potential clientele. * Work closely with, and develop profitable relationships with area builders, developers, mortgage and title companies, inspectors and area businesses.

San Antonio, Texas Area

Directed and executed all sales, marketing, project management, procurement and business initiatives to ensure efficient operations of commercial equipment to restaurant, grocery and institutional end-users and achieved financial goals: increased annual sales from 9% to 23%.* Implemented and developed new tactics in the U.S., Australia, Japan, Germany and the UAE by performing research, setting up new distribution avenues which increased sales from 35% to 50%, while maintaining the company’s presence in over 65 countries.* Identify sales trends and achieved financial objectives by capitalizing on business opportunities and developed strategies to impact the business for added profitability by implementing and executing strategic plans in order for the company to increase its footprint within the restaurant, grocery, wholesale and government distribution network.* Continuous improvement in sales by prospecting, relationship management, networking and plan development strategies to communicate product value to customers; managed and grew the company’s business relationships with customers such as Sam’s, Torchy’s Tacos, Bill Miller, Taco Cabana etc.* Developed plans and built business relationships in order to maintain and support the sales, service and procurement for entire customer market to include grocery, restaurant, wholesale and government accounts. (i.e. HEB, Kroger, Wal-Mart, Universities, Government Agencies)* Accountable for all KPI’s, project management, financials and annual volume; prepared spreadsheets by utilizing Salesforce and excel to gather data for submission to President/CEO on a monthly basis.* Gathered documentation for sales data by utilizing analytical skills via CRM (Salesforce) to evaluate trends, opportunities gaps in order to implement marketing strategies to entire customer base.

Oversaw all merchandising and sales standards for a designated San Antonio territory consisting of over 22 large retail stores that include HEB, Wal-Mart, Lowe’s and La Fiesta with yearly sales of over 1.2M cases of Coca-Cola products. • Managed all aspects of the day-to-day operations including marketing, staff scheduling to support all activities, labor cost control, human resources, staff leadership and development, collection procedures, security and safety measures, and sales efforts with an emphasis on new business development and customer relations.• Directly supervised, evaluated, set goals and supported a team of over 22 Merchandisers; provided performance level feedback and coordinated daily goals and incentives; evaluated employee job performance, provided instructions and counseling on staff work performance issues, handled all disciplinary issues, implemented step-level corrective action, and made employment decisions as needed. • Provided training to all new and existing staff members in the sale of products including all sales strategies, presentation, selling, and closing techniques for the marketing of merchandise to build sales and enhance the level of customer service provided. • Managed the administration for a budget including the acceptance, disbursement, and accounting of monies for labor, inventory, supplies, resources, and equipment for all merchandising activities; allocated all labor hours, anticipated hours required to maintain an efficient and streamlined operation, and scheduled the staff accordingly.• Built and maintained strong working relationships with store management and operating personnel; worked closely to coordinate displays with store merchandising plans; managed all weekly customer visits to ensure adherence to merchandising standards.

Oversaw vision, strategic planning and direction, new and existing account development, expansion, sales, marketing, and public relations for the sale and distribution of Coca-Cola products to retail, commercial, and governmental accounts in the El Paso and Southern New Mexico region; • Planned, coordinated, and executed the implementation of all national marketing promotions; conducted presentations to demonstrate products, new product introduction, and market conditions for products; organized, and executed all logistical requirements for all deliveries, managing and coordinating equipment to be utilized. • Managed sales through aggressive strategies, preparing all prospective customer presentations, identified needs, cost justifications, and effectively carried out all stages of planning and implementation, including the scheduling, receiving, and delivery of products; prepared all forecast of required inventory to meet customer demands.• Directly supervised, evaluated, and supported the performance and work efforts of 25 Account Managers managing all routes; designed and delivered all training programs with an emphasis on corporative initiatives.• Provided training to Account Managers in the sale of products, sales strategies, presentation, selling, and closing techniques for the marketing of new and existing products to exceed daily, weekly, and monthly sales goals; served as the point person for the region for all public relations initiatives; integrate all plans and initiatives to create awareness and preference to achieve satisfaction levels that enabled further sales and account growth.

Store Manager with full P&L responsibility for the strategic planning, development, and operations management of a coffeehouse for this leading retailer, roaster and brand of specialty coffee in the world; led and transitioned the operation from concept through feasibility analysis, strategic planning, and market development. • Managed the day-to-day operations including sales, marketing, finance and accounting, labor cost control, purchasing, human resources, staff leadership and development, cash collection procedures, proper utilization of resources, food safety measures, and sales efforts with an emphasis on new business development and customer relations. • Oversaw all projected profits, sales forecasting, preparation of financial reports, accounts payable/receivable, and auditing of expenses. • Managed budget administration and funding activities for a yearly budget including the acceptance, disbursement, and accounting of monies for inventory, supplies, resources, and equipment; directed all internal audits for compliance with all organizational policies and procedures. • Directly supervised, evaluated, and supported a team of over 25 staff members; allocated all labor hours, anticipated hours required to maintain an efficient and streamlined operation, and scheduled the staff accordingly.• Managed all restaurant inventory; ordered all food and supplies, conducted daily and weekly inventory control duties, and implemented food and labor cost control programs to reduce operational expenditures.• Coordinated all financial and general accounting functions for the organization, handling all accounting procedures, accounts payables/receivables, cash flow statements, taxes, payroll, and related administrative management to include records management and reporting of organizational statistics.