Rene P. Email & Phone Number

San Antonio, Texas Metropolitan Area

Texas

• Provided strategic guidance and value by leveraging extensive negotiation expertise to shape the direction and options for various business initiatives.• Developed and implemented comprehensive business models to accurately forecast operating expenses and revenue based on in-depth market analysis and financial projections.• Consolidated and analyzed complex financial data to present actionable insights to senior leadership teams and clients.• Presented insightful financial analysis findings to clients, enabling informed decision-making and maximizing financial performance.• Advised clients on optimal capitalization amounts and sources, ensuring financial feasibility and long-term sustainability.• Created and negotiated persuasive financial proposals for prospective clients, securing new business opportunities and enhancing profitability.• Proactively identified and mitigated risks associated with projects, contract approvals, and other client accounting issues, safeguarding financial stability and minimizing potential losses.

San Antonio, Texas Metropolitan Area

• Provide expert advice and consultation on a wide range of commercial and privateproperty transactions, positioning buyers, sellers, and investors for optimal long-term benefit and gain while mitigating risk aligned with their specific objectives.• Identify and pursue business development opportunities that align with therequirements of high-value property listings.• Continuously monitor and evaluate market trends to provide clients with timely andinformed decision-making guidance.• Maintain comprehensive knowledge of property-related environmental regulationsand inspect new properties to ensure adherence to emerging codes and standards.• Oversee the entire due diligence process, including property inspection, paymentarrangements, document review, verification of negotiated rates, vendorcoordination, and prompt resolution of any arising concerns.

San Antonio, Texas, United States

Served as a client liaison throughout the entirety of the loan application process, from initial submission to completion.Proactively identified and resolved discrepancies in loan applications received from borrowers, lenders, and financial institutions, ensuring accuracy and efficiency in the processing of loan applications.Gathered and analyzed information from various sources to assess the eligibility of loan applicants.Collaborated closely with sales agents, financial planners, and accountants to attract new clients and strengthen existing partnerships.Conducted thorough reviews of loan files and ensured compliance with all applicable standards and guidelines.Partnered with underwriters to rectify any errors or omissions in loan applications, ensuring adherence to established guidelines.Drafted and implemented comprehensive onboarding and training programs for new loan officers, ensuring a smooth transition into their roles.Developed and executed strategic initiatives to expand the clientele base, resulting in a significant increase in annual sales revenue.Effectively communicated complex financial information to clients in a clear and concise manner, ensuring comprehension and informed decision-making.

Greater New York City Area

Served as a dedicated client liaison throughout all stages of the loan application process, ensuring seamless and efficient transactions from initial inquiry to completion.• Identified and resolved discrepancies arising from interactions with borrowers, lenders, and financial institutions, maintaining accuracy and operational efficiency at all times.• Gathered and analyzed comprehensive financial information from various sources to thoroughly assess applicant eligibility for various loan programs.• Collaborated effectively with sales agents, financial planners, and accountants to attract new clients and strengthen existing partnerships, expanding the client base and enhancing business relationships.• Conducted thorough reviews of loan files and implemented necessary updates to ensure alignment with established standards and guidelines, maintaining compliance with regulatory requirements.• Partnered closely with underwriters to identify and correct any inconsistencies or omissions in loan applications, ensuring adherence to underwriting guidelines and facilitating timely loan approvals.• Provided tailored financial advice to clients, carefully considering their specific goals and financial situations to recommend the most suitable loan options, maximizing their chances of securing favorable lending terms.• Compiled comprehensive closing packages, ensuring accuracy and completeness of all required documentation, facilitating smooth and efficient closing processes.• Developed and implemented strategic marketing plans to expand existing customer sales, resulting in a significant increase in annual sales figures.• Effectively conveyed complex financial information to clients in a clear, concise, and easy-to-understand manner, fostering trust and enhancing client satisfaction.

Texas

• Collaborated with team colleagues, internal IT personnel, and vendor partners to diagnose and resolve system issues, ensuring the timely completion of upgrades, resolutions, and maintenance tasks, maintaining system integrity and operational efficiency.• Monitored data hygiene and integrity, identifying opportunities to enhance data quality and ensure the accuracy and reliability of information stored within the system.• Developed detailed workflow diagrams and Gantt charts to clearly illustrate processes and timelines, fostering transparency and enabling effective task management.• Mapped process activities to identify shortcomings and propose actionable solutions to rectify operational inefficiencies, streamlining workflows and optimizing performance.• Optimized system and platform performance capabilities by implementing the most efficient and practical methods, ensuring the system operates at peak capacity to meet business requirements.• Established a comprehensive online configuration knowledge base to support system functionality, developing a robust system application overview that provides clear guidance and support for users.

Texas

• Managed the entire contract lifecycle, from preparation and signature to closing and handover to the onboarding team, ensuring seamless transitions and adherence to legal and regulatory requirements.• Prepared accurate and comprehensive cost estimates and bid documents by meticulously analyzing customer RFPs and collaborating with project managers to ensure alignment with project specifications and budget constraints.• Developed and maintained a centralized database to systematically store and manage pilots' findings for each client, facilitating efficient data retrieval, analysis, and utilization for future projects.• Provided expert business analysis and research based on pilots' findings, demonstrating how these insights can contribute to increased company revenue, improved operational efficiency, and enhanced process integration with existing software solutions.• Conducted nationwide training sessions for insurance adjusters on the effective use of forensic technology software to combat fraud claims, including instruction on medical terminology, the refutation of bodily injury claims using statistical government data, and the analysis of vehicular accident data to determine velocity.• Contributed significantly to sales engineering effectiveness by proactively identifying short-term and long-range issues within the sales process, recommending actionable solutions, and providing data-driven insights to optimize sales strategies.• Identified and pursued new sales opportunities by conducting thorough market assessments, devising winning sales strategies, and implementing effective sales tactics to expand the client base and drive revenue growth.

Texas

Master Of Business Administration (M.B.A.), International Business

Bachelor Of Arts (Ba), Sociology & Psychology