David James
Jacksonville ,IL
Summary
Persuasive Broker with over 23 years of experience in soliciting potential clients to buy, sell and rent properties. Exceptional communication and negotiation skills to manage competing deadlines. Proficient in advising clients on prices, mortgages and market conditions. Committed to balancing demands of buyer with those of seller
Overview
30
30
years of professional experience
Work History
Broker
American Central Insurance Services Inc.
Springfield IL
12.2000 - 01.2024
- Increased client satisfaction by providing tailored investment advice and personalized service.
- Managed clients'' financial portfolios with a focus on risk management and diversification for optimal returns.
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded the company''s client base through effective networking and relationship-building strategies.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
Credit Analyst
FNB Springfield
Springfield IL
03.1998 - 12.2000
- Enhanced credit risk assessment by conducting thorough financial statement analysis and cash flow projections.
Credit Analyst
Bank One
Springfield, IL
07.1995 - 03.1998
- Enhanced credit risk assessment by conducting thorough financial statement analysis and cash flow projections.
Loan Officer
Pleasant Plains State Bank
Pleasant Plains, IL
12.1993 - 07.1995
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Examined customer loan applications for loan approvals and denials.
- Advised clients on mortgage, education and personal loans.
Education
Bachelor of Science - Business & Finance
Quincy University
Quincy, IL 12.1992
Skills
- Financial Analysis
- Portfolio Management
- Business Relationship Building
- Sales Strategy Development
Timeline
Broker
American Central Insurance Services Inc.
12.2000 - 01.2024
Credit Analyst
FNB Springfield
03.1998 - 12.2000
Credit Analyst
Bank One
07.1995 - 03.1998
Loan Officer
Pleasant Plains State Bank
12.1993 - 07.1995
Bachelor of Science - Business & Finance
Quincy University