Jason Small
Fort Worth,TX
Summary
Results-driven and customer-focused sales professional. A quick learner with a willingness to take challenges head on. Eager to contribute to a successful sales team, assist clients in their home buying journey, and build knowledge from experienced professionals to become a valuable asset in the industry.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Sales Associate
Trinity Real Estate Investment Services
01.2023 - 09.2023
- Spoke with Investors daily about Real Estate investment opportunities.
- Built relationships with many types of investors, from single property investors to large portfolio owners.
- Put together proposals for clients at current market rates.
- Spoke with lenders and received up to date loan information.
- Made 60+ cold calls daily, prospecting potential buyers or sellers.
Client Implementation - Rental Property
SafeRent Solutions / CoreLogic
12.2019 - 09.2022
- Monitored, managed and updated accounts on a daily basis.
- Walked users and clients through proper use of products in company software.
- Conferred with management to establish employee needs for new systems and modifications for current platforms.
- Trained colleagues on processes, platform functionality, and day to day duties.
Counselor
Kanakuk Kamps, Inc
05.2018 - 08.2018
Customer Service Telebanker
BancFirst
09.2017 - 05.2018
- Resolved problems and discrepancies concerning customers' accounts.
- Identified transaction errors when debits and credits did not balance.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Exceeded monthly team metrics at every point.
- Fielded over 100 calls daily.
Skills
- Interpersonal Skills
- Client Engagement
- Problem Solving
- Customer Service
- Employee Coaching and Training
- Salesforce and Microsoft Dynamics CRM
Certification
- Texas Real Estate License
References
- Satara Britton - SafeRent Solutions - satara.britton@saferentsolutions.com / 404-772-1067
- Carlos Rainwater - Crow Holdings Capital - CRainwater@CrowHoldings.com / 817-247-0427
Timeline
Investment Sales Associate
Trinity Real Estate Investment Services
01.2023 - 09.2023
Client Implementation - Rental Property
SafeRent Solutions / CoreLogic
12.2019 - 09.2022
Counselor
Kanakuk Kamps, Inc
05.2018 - 08.2018
Customer Service Telebanker
BancFirst
09.2017 - 05.2018
- Texas Real Estate License
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