Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Generic
Gracia Plena  Joaquin
Open To Work

Gracia Plena Joaquin

Mortgage Loan Consultant / Sales Executive
Silang Cavite

Work Preference

Job Search Status

Open to work

Desired Job Title

Loan ConsultantSales ExecutiveSocial Media MarketerGeneral Virtual Assistant

Work Type

Part Time

Location Preference

Hybrid
Location: Silang Cavite, PH
Open to relocation: No

Salary Range

3/hr - 530/hr

Important To Me

Work-life balanceCompany Culture

Summary

Professional with strong background in loan consulting, adept at analyzing financial data, assessing risk, and providing tailored lending solutions. Known for fostering team collaboration and delivering consistent results, adaptable to changing needs, and dependable in high-pressure situations. Strong skills in financial analysis, client relationship management, and regulatory compliance. Highly valued for reliability, flexibility, and results-driven mindset.

Overview

6
6
years of professional experience

Work History

Loan Consultant

Asialink Financing Corporation
Imus Cavite
11.2019 - 04.2026
  • Managed a diverse portfolio of loans, ensuring compliance with company policies and industry regulations.
  • Reviewed customer applications closely to identify any opportunities for further development and revenue.
  • Collaborated with team members to develop strategies for meeting sales targets consistently.
  • Increased client retention rates by offering exceptional service and fostering strong relationships.
  • Maintained open communication with old clients to cement relationships, drive referrals and obtain repeat business.
  • Handled paperwork and moved between customers and lending institutions to smoothly resolve any concerns.
  • Improved loan processing efficiency by streamlining workflows and implementing best practices.
  • Achieved sales goals consistently by tenaciously pursuing new connections and loan opportunities.
  • Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
  • Enhanced customer satisfaction rates with timely responses to inquiries and thorough explanations of loan processes.

Sales Executive

NXT MILE MOTORS INC
Silang Cavite
04.2025 - 01.2026
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
  • Delivered exceptional customer service, resulting in a high percentage of repeat business and client referrals.
  • Demonstrated expert product knowledge during client interactions, addressing questions/concerns confidently and offering solutions tailored specifically for them.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Analyzed sales data regularly to monitor progress towards goals and make necessary adjustments to strategy as needed.
  • Implemented CRM system for better customer tracking, leading to improved follow-up processes and higher conversion rates.
  • Expanded market share with strategic territory planning and targeted prospecting.
  • Optimized sales funnel management, enhancing lead generation and conversion rates.
  • Enhanced client satisfaction, providing exceptional after-sales support and maintaining regular communication.
  • Pioneered adoption of CRM software to improve customer relationship management and data analysis.
  • Performed cold-calling and follow-ups with leads to secure new revenue.

Education

No Degree - Business Administration And Management

CAP College Foundation, Inc.
Tagbiliran Bohol, Philippines

Skills

Customer relationship management

Documentation review

Loan structuring

Loan applications

Lead generation programs

Pre-qualification

Credit assessment

Loan servicing

Customer service-focused

Document analysis

Cash handling

Relationship building and management

Risk management assessments

Sales expertise

Timeline

Sales Executive

NXT MILE MOTORS INC
04.2025 - 01.2026

Loan Consultant

Asialink Financing Corporation
11.2019 - 04.2026

No Degree - Business Administration And Management

CAP College Foundation, Inc.
Gracia Plena JoaquinMortgage Loan Consultant / Sales Executive