Jackie Lee

Investment Advisor

PFS Inc

02.2018 - 02.2020

Developed customized investment strategies based on client financial goals and risk tolerance.
Conducted comprehensive market analysis to identify potential investment opportunities and trends.
Advised clients on asset allocation to optimize portfolio performance and mitigate risks.
Cultivated long-term relationships with clients through regular communication and personalized service.
Collaborated with internal teams to create educational resources for clients on investment products.
Led workshops on financial literacy, empowering clients to make informed investment decisions.

Real Estate Broker

Realty Connection Assoc, Inc

10.2011 - 02.2020

Assisted clients in property searches and scheduled viewings.
Researched local market trends to support client inquiries.
Maintained up-to-date knowledge of real estate regulations and practices.
Created marketing materials for property listings using social media platforms.
Organized open houses, ensuring properties were presentable and accessible.
Participated in training sessions to enhance negotiation and sales skills.
Provided administrative support by managing paperwork and documentation processes.
Cultivated lasting relationships with past clients through consistent follow-up contact to support their ongoing real estate needs or concerns.
Negotiated favorable contract terms for clients by effectively leveraging market knowledge and strong communication skills.
Negotiated real estate contracts to navigate transactions between buyers and sellers.
Facilitated successful negotiations between buyers and sellers to reach mutually beneficial agreements in a timely manner.
Expanded clientele base with exceptional service delivery, resulting in numerous positive reviews and recommendations from satisfied customers.
Provided guidance and consultation to clients to make well-informed decisions in real estate investments.
Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
Negotiated purchase contracts and lease agreements to establish maximum value for clients.
Compared properties possessing similar features to determine competitive market prices.
Conducted competitive market analysis to determine optimal pricing for properties.
Collaborated with mortgage brokers, attorneys, and other stakeholders to expedite processes while maintaining clear communication channels throughout each transaction.
Conducted thorough due diligence investigations for clients to identify potential risks or concerns before proceeding with transactions.
Stayed current on industry trends and market fluctuations by attending professional development courses, conferences, and networking events.
Boosted referral business by establishing a strong network of professional contacts in the real estate industry.
Managed complex transactions involving short sales, foreclosures, or other challenging situations with tactful problem-solving skills.
Advised clients on home staging techniques to maximize property appeal during open houses or showings.
Streamlined the transaction process for clients with efficient coordination of inspections, appraisals, and closing activities.
Facilitated smooth closings, coordinating with all parties involved to ensure seamless transaction.
Maintained up-to-date knowledge of real estate laws and regulations, ensuring compliance in all transactions.
Boosted sales revenue by skillfully negotiating deals that met both buyer and seller expectations.
Improved client satisfaction with personalized property matching, understanding their needs, and preferences.
Negotiated favorable contract terms for clients, protecting their interests and achieving optimal outcomes.
Built strong relationships with clients through exceptional communication skills and personalized service.
Organized and hosted open houses to generate interest and expedite sale of properties.
Assisted clients in staging their homes for sale, resulting in quicker sales and often above asking price.
Developed strong relationships with mortgage lenders, facilitating smoother financial transactions for clients.
Achieved high client retention rate by consistently delivering exceptional service and follow-up.
Fostered team environment, sharing insights and strategies to collectively improve brokerage performance.
Helped clients navigate transactions, complete paperwork and finalize sales or purchases.
Developed successful marketing strategies to promote properties and maximize exposure.
Evaluated properties for potential salability and pricing.
Advocated for client needs and obtained desired considerations for sales and purchases.
Monitored contract execution to verify complete fulfillment of terms.
Coordinated rental agreements for [Type] properties, keeping occupancy high and helping renters find suitable spaces.
Cultivated strong relationships with agents, lenders and title companies.
Bought, renovated and flipped houses using real estate and construction knowledge.

Real Estate Investor

Self Employed

03.2000 - 03.2015

Self-motivated, with a strong sense of personal responsibility.
Proven ability to learn quickly and adapt to new situations.
Passionate about learning and committed to continual improvement.
Managed time efficiently in order to complete all tasks within deadlines.
Paid attention to detail while completing assignments.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Strengthened communication skills through regular interactions with others.
Developed and maintained courteous and effective working relationships.

Summary

Overview

Work History

Investment Advisor

Real Estate Broker

Real Estate Investor

Education

Bachelor of Science - Nursing

Skills

Timeline

Investment Advisor

Real Estate Broker

Real Estate Investor

Bachelor of Science - Nursing

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