Andrew Fox
Pawtucket,RI
Summary
Adaptable Financial Services Representative recognized for productivity and efficiency in task completion. Focused on financial analysis, customer relationship management, and regulatory compliance. Excel in communication, problem-solving, and time management to deliver exceptional service and solutions in fast-paced environments.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Resident Financial Services
North Cottage Program Inc
Norton, MA
06.2005 - 06.2022
- Handled social security accounts.
- Collection of client fees.
- Analyzed financial data to identify opportunities for increasing profitability.
- Fostered relationships with new and existing customers through excellent customer service skills.
- Interacted and knowledgeable with the following software's: Business works, Sage, Sage Intact
Real Estate Sales Agent
Compass Rose Real Estate
Nantucket, MA
05.1999 - 05.2005
- Managed customer inquiries promptly and professionally.
- Maintained an up-to-date knowledge of local real estate markets and trends.
- Researched competitive properties for comparison purposes when pricing a listing.
- Cultivated relationships with bankers, appraisers and lenders establishing long-term relationships.
- Negotiated purchase contracts, leases, and other agreements with parties involved in real estate transactions.
- Initiated procurement, serviced all aspects of the sale, to the finalization of the closure.
- Productivity was an average of 50+ rentals a year.
Skills
- Financial Product Sales
- Sales Quota Achievement
- Risk Management
- Regulatory Compliance
- Real estate
- Professional and personable
Certification
- MA Real Estate Sales Person License 1999-2006
- Bay State Real Estate School - Real Estate Sales Person 1999
- Bay State Real Estate School -Real Estate Broker 2002
Timeline
Resident Financial Services
North Cottage Program Inc
06.2005 - 06.2022
Real Estate Sales Agent
Compass Rose Real Estate
05.1999 - 05.2005
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