Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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James Loewenberg

Montrose,New York

Summary

Motivated Commercial Property Owner. Passionate about providing excellent service and exceeding expectations.

A fast learning, self motivated professional offering strong communication and working well under pressure. Works effectively with teams, as well as independently, on reaching goals.

Talented professional well-versed in Property Management, Roofing, Real Estate, lending, small business banking and team management.

Overview

26
26
years of professional experience

Work History

Real Estate Agent

Coldwell Banker
Yorktown, NY
07.2021 - Current
  • Advised clients on market conditions, prices, mortgages, legal requirements and related matters.
  • Developed networks with appraisers, lenders, and home inspectors to facilitate real estate transactions.
  • 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.
  • Maximized market share by working with clients and building relationships.

Commercial Property Owner

Loewenberg Inc.
Montrose, NY
04.2021 - Current
  • Conducted market research to determine competitive rental rates for commercial properties.
  • Negotiated lease agreements with tenants, ensuring compliance with local laws and regulations.
  • Managed overall tenant relations, promoted tenant satisfaction and streamlined services delivery.
  • Managed and oversaw operations, maintenance and administration of properties.

Roofing Specialist

Custom Copper and Roofing Corp.
Katonah, NY
07.2020 - Current
  • Installed various types of roofing materials such as asphalt shingles, slate, tile, metal panel and membrane systems.
  • Performed maintenance checks on installed roofs to identify signs of deterioration or leaks that require repair or replacement.
  • Utilized specialized tools such as power drills, saws and nail guns when installing new roofs or performing repairs.
  • Repaired existing roofs by removing old material and replacing with new material.
  • Ensured compliance with applicable building codes and safety regulations during all phases of project execution.
  • Assisted in the installation of insulation, flashing, gutters, skylights, vents and other components related to roof construction.
  • Operated equipment with strong focus on safety and ground communication.
  • Set up ladders or scaffolding to safely access roof.

Business Managing Director

Sterling National Bank
Florida, NY
01.2020 - 07.2020
  • Effectively manage more than 600 client relationships for three branch locations.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Provide cash flow analysis to help improve client's flow.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Networked within communities to identify and capitalize on business opportunities.
  • Help create business connections as a community conduit.
  • Explore business owners personal banking and wealth needs.
  • Establish professional relationships with CPA's and Attorneys to build Centers of Influence base.

Branch Manager Vice President

Key Bank
Ossining, New York
01.2013 - 12.2019
  • Managed day to day operations of entire banking center with emphasis on deepening client relationships
  • Evaluated success of achieving branch goals of staff personnel through coaching and observations
  • Monitored customer satisfaction by conducting interviews and reviewing client feedback in monthly surveys
  • Expanded sales opportunities through outside sales and effective partnering with mortgage and business partners
  • Provided positive and constructive feedback to associates to reinforce bank's mission and values
  • Conducted daily huddles to review commitments, results and reinforce positive motivational behaviors

Warehouse Manager

Mac Group Inc.
White Plains, NY
01.1999 - 01.2013
  • Coordinated and monitored the receipt, storage, and dispatch of goods within the warehouse.
  • Negotiated contracts with suppliers for material procurement needs.
  • Monitored staff performance, identified areas for improvement, and provided training as needed.
  • Developed strategies to optimize workflow processes in order to maximize productivity.
  • Assisted in recruiting, hiring, onboarding, and managing warehouse personnel.
  • Increased productivity through cross-training and thorough training of both current employees and new hires.
  • Operated forklifts to fill or empty overhead spaces.
  • Hired, trained and motivated warehouse staff to meet tight schedules and demanding performance targets.
  • Established and maintained good relations with customers, vendors, and transport companies.
  • Led warehouse layout optimization projects, improving workflow and space utilization.
  • Consistently met company and department objectives within budget and time constraints.
  • Established transportation cost standards and economical shipping practices.

Education

Business & Communicaton

Suny Oneonta
Oneonta, New York, USA
1996

Skills

  • Exceptional customer service
  • Strong sense of banking ethics
  • Excellent communication skills
  • Organized
  • Team player
  • Reliable
  • Positive, friendly, and energetic
  • Small business relations
  • Debt and credit management
  • Cash Management analysis
  • Product and service knowledge
  • Sales leadership
  • Revenue generation
  • Strategy development

Accomplishments

Earned #1 Branch Manager Award 2015

Consistently maintained 150% or better of established production goals

Repeatedly received recognition from superiors for excellence in service

Improved business loan production by 200%

Exceeded quotas for four straight quarters

Maintained customer service scores in excess of 95%

Timeline

Real Estate Agent

Coldwell Banker
07.2021 - Current

Commercial Property Owner

Loewenberg Inc.
04.2021 - Current

Roofing Specialist

Custom Copper and Roofing Corp.
07.2020 - Current

Business Managing Director

Sterling National Bank
01.2020 - 07.2020

Branch Manager Vice President

Key Bank
01.2013 - 12.2019

Warehouse Manager

Mac Group Inc.
01.1999 - 01.2013

Business & Communicaton

Suny Oneonta
James Loewenberg