Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Duarte Velosa

Summary

Solid foundation in financial principles and strong focus on customer service. Eager to continue learning and growing within the finance and insurance sector. Ability to grasp complex financial concepts and apply analytical skills to real-world scenarios sets me apart. Ready to utilize and further develop financial analysis and customer service skills in a Business Manager role. Key strength is adaptability, enabling productivity even in the face of change during work hours.

Overview

18
18
years of professional experience

Work History

Finance & Insurance Manager

Parramatta Motor Group
02.2023 - 01.2025
  • Implemented innovative financing solutions to secure favorable funding terms for clients.
  • Led process improvements initiatives, resulting in enhanced operational efficiency within the finance department.
  • Strengthened client relationships through exceptional customer service, leading to increased retention rates.
  • Identified opportunities to cross-sell and upsell loan products to customers.

Finance & Insurance Manager

Rockdale Mazda
02.2022 - 01.2023

Same as above.

Assistant Used Car Manager

Suttons Zetland
08.2017 - 12.2020
  • Maintained up-to-date knowledge of industry trends and regulations affecting pre-owned vehicle sales.
  • Assisted in developing an online presence for the dealership, increasing visibility among potential clients searching for used cars online.
  • Played a key role in resolving customer complaints, turning negative experiences into opportunities for repeat business.
  • Managed used vehicle wholesales and auction acquisitions and monitored and adjusted inventory to optimize customer options.

Sales Consultant

Concord Landrover
05.2015 - 07.2017
  • Provided sales and customer service assistance to walk-in traffic
  • Followed up with existing customers to provide additional support and address concerns.
  • Responded to telephone and in-person requests for information.
  • Streamlined sales processes to improve efficiency, leading to quicker deal closings and increased productivity.

Sales Consultant

Purnell Motors
02.2012 - 04.2015

As above

Sales Consultant

Tynan Motors
01.2010 - 01.2012
  • Developed strong relationships with customers for repeat business and referrals.
  • Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
  • Completed registration paperwork and sales documentation.
  • Best sales numbers for June & July 2012.

Aldi Store Manager

Aldi
01.2007 - 01.2010
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Best performing Store Miranda 2008 and highest turnover of store opening lakemba Aldi 2009.

Education

business sales courses, Australian OHS, first aid, fire awareness, extinguisher training

Aldi Training

Skills

  • Teamwork
  • Customer service
  • Multitasking Abilities
  • Excellent communication
  • Organizational skills
  • Team collaboration
  • Decision-making
  • Cash handling
  • Loan servicing
  • Relationship building
  • Customer relations
  • Loan processing coordination
  • Loan origination

Languages

Portuguese
Native or Bilingual

Timeline

Finance & Insurance Manager

Parramatta Motor Group
02.2023 - 01.2025

Finance & Insurance Manager

Rockdale Mazda
02.2022 - 01.2023

Assistant Used Car Manager

Suttons Zetland
08.2017 - 12.2020

Sales Consultant

Concord Landrover
05.2015 - 07.2017

Sales Consultant

Purnell Motors
02.2012 - 04.2015

Sales Consultant

Tynan Motors
01.2010 - 01.2012

Aldi Store Manager

Aldi
01.2007 - 01.2010

business sales courses, Australian OHS, first aid, fire awareness, extinguisher training

Aldi Training
Duarte Velosa