Aaron Serbu
Summary
I strive to excel in anything I am doing. I continue to represent my employer with professionalism and sound advice to gain the trust and business from the customer. Authorized to work in the US for any employer Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Self Employed (Options Trader)
Self
02.2023 - Current
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Devised detailed hedge and trade strategies for specific trades.
- Monitored market trends and developed strategies to capitalize on potential opportunities.
Senior Loan Officer
Fairway Mortgage
02.2022 - 02.2023
- Reviewed and edited loan agreements to promote efficiency and accuracy.
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Maintained strict confidentiality of bank records and client information.
Executive Banker
Entrust Funding
03.2021 - 01.2022
- Explained different types of loans pertaining to client situations.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Checked loan documents for accuracy prior to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Sales/Project Manager
Los Gatos Roofing
05.2018 - 10.2020
- Scheduled appointment and ran lead
- Measure roof on-site and create bid on visit one with presentation on the first appointment
- Created systems to deliver digital and printed proposals to the customer on the first visit for high professional appearance
- Develop a cost-effective plan and schedule for completion of project following a logical pattern for utilization of resources
- Select and coordinate work of subcontractors working on various phases of the project
- Oversee performance of all trade contractors making sure that all specifications and regulations are being followed
- Responsible for proper administration of construction contracts and for obtaining all necessary permits and licenses
- Report to property owners/managers about progress and any necessary modifications of plans
- Maintained highest level of service from introduction through project completion and payment
- Grew sales each year in my territory from the previous year and the previous salesman.
Partner
MD Solutions
09.2016 - 02.2018
- Offering ancillary services for medical practices including blood and toxicology service, revenue producing devices and new products and tests
- Keeping our clients up to date with expanding and revolutionary technology.
Project Manager / Sales Manager
Storm Operations of America
03.2010 - 09.2016
- Generated self procured clients (no office supplied leads) in excess of 30 contracts in 30 days and generated over 1 million in sales in a storm season
- Prospect for property owners with storm damage or in need of re-roofing
- Assist Homeowner by attending adjuster meeting and negotiating damage,negotiate contract with Home owner, schedule and complete scope of work, file for depreciation, and collect payment
- Develop a cost-effective plan and schedule for completion of project following a logical pattern for utilization of resources
- Select and coordinate work of subcontractors working on various phases of the project
- Oversee performance of all trade contractors making sure that all specifications and regulations are being followed
- Responsible for proper administration of construction contracts and for obtaining all necessary permits and licenses
- Track and control construction schedule and associated costs to achieve completion of project within time and monies allocated
- Report to property owners/managers about progress and any necessary modifications of plans
- Maintained highest level of service from introduction through project completion and payment
Education
Bachelor of Science in Business Administration -
Arizona State University
Tempe, AZ01.2005
Skills
- Account Management
- Sales (10 years)
- Roofing Sales/ Project management (9 years)
- Negotiation
- Application preparation
- Interviewing
- Information Verification
- Terms negotiation
- Sales expertise
- Objection handling
- Closing Techniques
- Upselling strategies
Accomplishments
Reached top 5 Officer within 3rd month of employment at Entrust Funding in 2021.
Supervised team of 8 staff members (Storm Operations)
Highest month of sales in 20 year history at Los Gatos Roofing (2020)
Highest test Score in Entrust Funding for licensing test. 99% (NMLS test) 2021
Certification
- Tile Roofing Institute Certified
- Xactimate level 1 & 2 Certified
Completed 75 Hard
75 days of: 2 45 minute workouts everyday. No alcohol or substances allowed. Strict Keto diet. Read ten pages of non fiction self improvement books (The power of habit, Never split the difference) and take a progress picture.
Timeline
Self Employed (Options Trader)
Self
02.2023 - Current
Senior Loan Officer
Fairway Mortgage
02.2022 - 02.2023
Executive Banker
Entrust Funding
03.2021 - 01.2022
Sales/Project Manager
Los Gatos Roofing
05.2018 - 10.2020
Partner
MD Solutions
09.2016 - 02.2018
Project Manager / Sales Manager
Storm Operations of America
03.2010 - 09.2016
Bachelor of Science in Business Administration -
Arizona State University
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