Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Jeremy Soldate

Sammamish

Summary

Results-oriented team member utilizing efficiency, organization, and education to maintain pipeline growth at a high level. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals. Experienced in Multiple fields such as, Investment Lending, Real Estate, Technical Skills for programs utilized by the industry.

Overview

10
10
years of professional experience

Work History

Management Services Administrator

Trailside Homes LLC
07.2023 - Current
  • Initiate loans for new construction projects and refinances for ongoing projects.
  • Manage budgets for new construction projects working with the Construction Manager
  • Create and Maintain Management Services
  • General office Administrator assistance
  • Assist President role with office and loan management.

Associate Account Executive

Civic Financial Services
10.2018 - Current
  • Built and strengthened relationships with new and existing clients to drive pipeline growth.
  • Qualified leads, built relationships and executed sales strategies to drive new business.
  • Trained clients on product features and updates to secure buy-in.
  • Met and exceeded service level goals to achieve standards and expectations.
  • Worked in a dual-role in both operations and sales at a high level.

Property Acquisitions Broker

Heaton Dainard
04.2018 - 09.2018
  • Cold call potential leads and discover their home selling needs
  • Monitored contract execution to verify complete fulfillment of terms.
  • Advocated for client needs and obtained desired considerations for sales and purchases.
  • Compared properties possessing similar features to determine competitive market prices.
  • Write and negotiate offers with home sellers
  • Ability to perform in a wide area and fast paced market

REAL ESTATE BROKER

Keller Williams Realty
06.2014 - 04.2018
  • Take a newly generated lead through the entire purchase and sale process
  • Cold call clients to generate new team leads
  • Host events geared towards showing off a new listing to bring in attention
  • Negotiate on the sellers/buyer's behalf throughout the sales process.
  • Developed innovative strategies and tactics to promote real estate listings and generate new business opportunities.

RETAIL SALES CONSULTANT

AT&T
03.2016 - 04.2017
  • Being a part of and held accountable to team standards
  • Ability to perform in a fast paces market
  • Coordinate a transaction through all third party and back office consultants associated with transactions
  • Listen closely to customer needs to be able to offer a personalized experience.
  • Developed professional relationships with customers to increase loyalty, retention and rapport.

Education

BENTONVILLE HIGH SCHOOL

business marketing, General Business

UNIVERSITY OF ARKANSAS
2014

Skills

  • Sales Expertise
  • Communication
  • Technical Skills across Mortgage/Real Estate platforms
  • Sales Strategies Implementation
  • Lead Generation
  • Client Management
  • Proficiency in:

- Microsoft Office Products

- Encompass

-CRM Software (Salesforce, Boomtown, ETC)

Accomplishments

  • 2021 Top Producer Associate Account Executive
  • 1500+ Files Reviews in a Transaction Coordinator Role
  • Year over Year growth as a Sales Account Executive
  • 2022 Record year for Personal Business

Timeline

Management Services Administrator

Trailside Homes LLC
07.2023 - Current

Associate Account Executive

Civic Financial Services
10.2018 - Current

Property Acquisitions Broker

Heaton Dainard
04.2018 - 09.2018

RETAIL SALES CONSULTANT

AT&T
03.2016 - 04.2017

REAL ESTATE BROKER

Keller Williams Realty
06.2014 - 04.2018

BENTONVILLE HIGH SCHOOL

business marketing, General Business

UNIVERSITY OF ARKANSAS
Jeremy Soldate