Summary
Overview
Work History
Education
Skills
Accomplishments
Military Experience
Certification
Timeline
Receptionist
Jamie Lucena
Open To Work

Jamie Lucena

DeLand

Summary

Business operations professional specializing in regulatory compliance and customer relationship management. Proven ability to manage high-volume transactions and enhance workflows, achieving substantial operational efficiencies. Strong analytical and marketing skills utilized to provide effective solutions in financial services, real estate, and nonprofit sectors.

Overview

2027
2027
years of professional experience
1
1
Certification

Work History

REALTOR®

Coldwell Banker Realty
Lake Mary
03.2019 - Current
  • Managed full-cycle transactions exceeding $3M annually, ensuring seamless execution from listing to closing.
  • Managed real estate transactions from initiation to closing.
  • Oversaw and negotiated offers for real estate purchases, securing favorable terms for clients.
  • Assisted clients in buying and selling residential properties.
  • Executed digital marketing strategies that effectively generated and converted leads, increasing client engagement.
  • Prepared and presented detailed market analyses to clients.
  • Educated customers about mortgage products and loan processes relevant to their needs.
  • Maintained current and accurate CRM database of prospective customers.

Team Lead / Compliance Specialist

DXC Technology
01.2016 - 10.2021
  • Managed high-volume regulatory casework with 95% resolution rate
  • Ensured compliance with industry standards and regulations.
  • Verified consistency, quality, and conformance of completed work to uphold standards.
  • Resolved customer complaints and issues promptly, ensuring high levels of satisfaction.
  • Trained 20+ employees and improved workflows by 15%
  • Led project teams to ensure timely delivery of technology solutions.
  • Facilitated collaboration across teams and business clients to align project goals.
  • Provided leadership and guidance to team members, ensuring timely and high-quality task completion.

Marketing Manager / Treasurer

Tennessee Death Row Dogs
Hermitage
08.2011 - 01.2016
  • Managed social media campaigns, enhancing community engagement and raising awareness for animal adoption.
  • Developed marketing strategies to promote animal adoption programs.
  • Coordinated fundraising events, generating support for rescue operations and animal care.
  • Collaborated with local businesses for sponsorship and partnership opportunities.
  • Created promotional materials to highlight adoptable pets and success stories.
  • Developed social media marketing strategies, strengthening brand presence and driving sales for the rescue.
  • Oversaw website updates to ensure accurate information and user-friendly navigation.
  • Performed market analysis to better understand target audiences.
  • Monitored and maintained financial records, including budgets, investments, and expenditures.

Member Service Rep II

Southeast Financial CU
01.2010 - 01.2012
  • Educated members on financial products and services, improving their financial literacy.
  • Managed and updated member accounts and documentation, ensuring accuracy and compliance.
  • Presented services and products tailored to meet member needs.
  • Processed loan applications and documented decisions in compliance with policy requirements.
  • Analyzed financial statements and credit reports to assess borrower creditworthiness.
  • Monitored member accounts for suspicious activities, including large transfers.
  • Ensured adherence to banking regulations and internal policies.
  • Assisted in account creation and processed deposits and withdrawals, ensuring accurate transaction records.

Intelligence Specialist

United States Marine Corps
Jacksonville
1997 - 2001
  • Developed comprehensive assessments of potential threats and vulnerabilities, informing strategic responses.
  • Conducted research and analysis of intelligence data, identifying critical trends and patterns for decision-making.
  • Produced briefings for leadership on current intelligence trends and assessments, enhancing situational awareness for operational planning.
  • Provided situational awareness updates during field operations and exercises, enhancing operational readiness.

Education

MBA - Business Administration

Post University
Waterbury

Bachelor of Arts - Criminal Justice

Saint Leo University
Saint Leo, FL

Skills

  • Market analysis
  • Regulatory compliance
  • Conflict resolution
  • Marketing communications
  • Research and analysis
  • Financial analysis
  • Strategic planning
  • Microsoft Office Suite
  • Web management
  • Zoom and Teams proficiency
  • Negotiation tactics
  • Data analysis
  • Risk mitigation
  • Compliance oversight
  • Transaction management
  • Digital marketing
  • Customer management
  • Project management

Accomplishments

  • Generated $3M+ in annual real estate transaction volume through client acquisition and negotiation
  • Top Gun Award Recipient - Women's Council of Realtors
  • Built a nonprofit to 40K+ supporters and 2,000+ rescues
  • Resolved 95% of Department of Insurance complaints
  • Improved operational efficiency by 15% through process optimization

Military Experience

Intelligence Specialist, United States Marine Corps

Certification

  • Real Estate License - State of Florida

Timeline

REALTOR®

Coldwell Banker Realty
03.2019 - Current

Team Lead / Compliance Specialist

DXC Technology
01.2016 - 10.2021

Marketing Manager / Treasurer

Tennessee Death Row Dogs
08.2011 - 01.2016

Member Service Rep II

Southeast Financial CU
01.2010 - 01.2012

Intelligence Specialist

United States Marine Corps
1997 - 2001

MBA - Business Administration

Post University

Bachelor of Arts - Criminal Justice

Saint Leo University
Jamie Lucena