CARLO M.
Mid-Level Financial Services and Customer Support Professional
Open to offersNew to PlatformPortfolios
About
Carlo M. is a seasoned professional with over 15 years of experience in the financial services and customer support industries, adept at serving consumers in the U.S. and Canada. He has excelled in roles related to auto loan originations and closing, vehicle remarketing, and debt settlement, bringing a robust set of skills that include loan advisory, financial analysis, and compliance management. Carlo's expertise spans across diverse sectors such as banking, telecommunications, and automotive, with a notable achievement as the #1 Overall Stack-Ranked Performer in the Auto Loan Closing Department at JPMorgan Chase. With a background in mass communication from the Polytechnic University of the Philippines, he also has practical skills in digital marketing and AI-powered productivity tools, demonstrating strong adaptability to emerging technologies and market demands. His career highlights reflect a profound capability in consultative selling and pipeline management, contributing to his reputation for delivering exceptional service and operational efficiency.
Experience
Debt Settlement Consultant
Simula Financial · 2025 — 2026Consulted with U.S. consumers who had unsecured debt ranging from $10,000 to over $80,000. Designed customized debt settlement plans based on individual financial assessments while overseeing high-volume enrollment and onboarding processes. Maintained compliance with TSRA and FTC standards.Loan Advisor
Spring Financial · 2025 — 2025Provided assistance to pre-qualified customers in assessing their eligibility for credit-building loans. Guided applicants through the loan approval and funding processes while educating them on responsible credit-building techniques. Successfully converted outreach initiatives into funded loans through various engagement channels including phone, email, and SMS.Senior Sales & Purchasing Manager
Wheelzy LLC · 2022 — 2025Oversaw daily management of 40 to 60 inbound vehicle acquisition leads. Developed competitive purchase offers for vehicles across the United States, negotiating and finalizing purchase agreements with private sellers. Provided coaching to purchasing agents and contributed to operational efficiency enhancements while aiding in the reduction of purchase-to-resale cycle times.Auto Loan Originations, Closing Specialist & Vehicle Remarketing/Lease end consulting
JPMorgan Chase & Co. · 2014 — 2022Originated and facilitated the closing of auto loans, coordinating effectively with both borrowers and dealerships. Conducted thorough credit reviews and verification of documentation, while assisting customers with lease-end options and financing solutions. Led remarketing efforts for repossessed vehicle assets and ensured adherence to compliance standards including ECOA, TILA, and Fair Lending regulations.Customer Service & Technical Support Representative
VXI Global · 2012 — 2014Supported customers with billing inquiries, technical troubleshooting, and retention services. Achieved high satisfaction ratings and first-call resolution results while assisting customers with their account management and service issues.Customer Service Representative
Sykes Asia · 2008 — 2012Managed billing inquiries and provided ongoing account maintenance and customer support. Addressed technical concerns and service-related issues, consistently meeting customer satisfaction objectives.
Skills & Expertise
Education
- Bachelor of Science in Mass CommunicationPolytechnic University of the Philippines
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