Results driven financial professional committed to delivering quality services and building excellent working relationships. Team player with an upbeat, positive attitude and years of experience in sales, finance, real estate, and customer service. Skilled people motivator with proven leadership abilities.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Support Agent /Inside Sales
Redfin
Tampa, FL
01.2020 - 11.2023
Primary point of contact for buyers and sellers contacting Redfin.
Coordinate and guide buyers and sellers through the home sales process.
Help facilitate and manage transactions involving multiple Redfin departments.
Provide Redfin field agents with listing appointment opportunities.
Communicate which Redfin service would be of most benefit.
Set expectations, answer questions, and communicate with excellent customer service.
Work alongside the field team, pricing analyst, transaction managers, and support agents in other markets.
Committed to ensuring quality services and performance.
Attended weekly meetings, trainings, 1 on 1's and more.
Salesforce, CRM, Excel, Slack, Zoom.
Licensed Medicare Specialist
Total Insurance Brokers
Tampa, FL
03.2017 - 01.2020
Provided guidance to customers regarding Medicare products and services.
Explained eligibility details and affordability options to patients with kindness and respect.
Verified customer eligibility for certain types of health care coverage under Medicare programs.
Reviewed documentation from clients prior to enrollment into a specific plan or policy.
Processed applications for Medicare plans and insurance policies.
Participated in team meetings to discuss strategies for improving product offerings under the umbrella of the Medicare program.
Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
Real Estate Agent
Mcbride Kelly & Associates Realty
Tampa, FL
07.2016 - 01.2020
Advised clients on market conditions, prices, mortgages, legal requirements and related matters.
Negotiated purchase agreements and contracts with buyers and sellers.
Assisted in the preparation of documents such as representation contracts, purchase agreements, closing statements, deeds and leases.
Managed marketing strategies for properties including advertising campaigns and open houses.
Generated leads through networking activities such as cold calls, social media marketing, and referrals from past clients.
Calling Zillow pre foreclosure leads.
Provided guidance to clients throughout the entire buying or selling process.
Prepared comparative market analysis to estimate properties' value.
Analyzed potential investment opportunities based on financial reports.
Investment Analyst Intern
Big Star Capital
Tampa, FL
08.2014 - 05.2016
Assisted in the development of financial models for potential investments and acquisitions.
Prepared presentations to summarize research findings and proposed recommendations.
Presented analysis results to senior management team for review and approval.
Developed reports on current holdings and tracked performance against benchmarks.
Assessed potential exit strategies for mature investments.
Reviewed costs, expenses and revenues associated with construction projects.