Summary
Overview
Work History
Education
Skills
Timeline
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Joey Marquis

Ocala,FL

Summary

Dynamic business owner with a proven track record at Advanced Property R.E. Services LLC, excelling in business growth strategies and client account management. Skilled in negotiating contracts and maintaining strong relationships, I effectively increased customer satisfaction, driving sales revenue. Fluent in French and English, I bring ethical professionalism and report writing proficiency to every project.

Overview

15
15
years of professional experience

Work History

Business Owner

Advanced Property R.E. Services LLC
Ocala, FL
04.2017 - Current
  • Managed daily operations of construction site, ensuring compliance with safety and efficiency standards.
  • Monitored residential rehabilitation project timelines to ensure timely completion.
  • Developed and maintained contacts with contractors and real estate professionals.
  • Created marketing strategies to expedite sale of real estate properties.
  • Maintained accurate records of business transactions using accounting software, including QuickBooks.
  • Facilitated project completion by managing timelines, assigning tasks, and tracking progress.
  • Negotiated contracts and agreements with partners, vendors, and clients.
  • Established relationships with local suppliers to enhance operational capabilities.

Residential Mortgage Loan Officer

Wells Fargo Mortgage
Ocala, FL
05.2019 - 04.2023
  • Interpreted complex legal documents related to real estate transactions and mortgages.
  • Provided exceptional customer service throughout the entire loan process by responding promptly to inquiries from customers, lenders, attorneys.
  • Collaborated effectively with internal departments such as processing, underwriting, and funding in order to provide timely updates to customers.
  • Developed and maintained relationships with clients to ensure a successful loan process.
  • Resolved customer inquiries and complaints in a timely and professional manner.
  • Maintained current knowledge of local and federal laws, regulations and guidelines related to mortgages.
  • Negotiated terms of loans with borrowers to ensure compliance with applicable laws and regulations.
  • Conducted research on market trends to determine competitive rates for mortgage products.
  • Maintained accurate records of all loans processed including application files, closing documents, credit reports.

Case Manager

Youth and Family Alternatives
Ocala, FL
04.2015 - 04.2017
  • Utilized problem solving skills during difficult situations involving patient care or equipment malfunctions.
  • Collaborated with clinical staff to provide comprehensive care for each individual patient.
  • Participated in interdisciplinary teams focused on improving outcomes through better communication among departments.
  • Educated clients on available community resources and how to access them effectively.
  • Assisted clients with obtaining basic needs such as housing, food, clothing, transportation, employment assistance and medical care.
  • Maintained accurate records of client progress and documentation of all contacts with clients.
  • Monitored and evaluated case management services to ensure quality and effectiveness.

Senior Child Protective Investigator

DCF
Ocala, FL
12.2010 - 04.2015
  • Evaluated client eligibility for government benefits or entitlements such as Social Security Disability Insurance.
  • Adhered to legal requirements regarding confidentiality of information related to clients' cases.
  • Analyzed data from various sources such as medical records, school records, police reports and prior CPS history in order to make informed decisions about a family's situation.
  • Conducted in-depth investigations of child abuse and neglect cases, utilizing interviewing techniques to gather relevant information.
  • Prepared detailed written reports summarizing findings from interviews, home visits and other investigative activities.
  • Collaborated with law enforcement personnel, social service agencies, attorneys, medical professionals and other stakeholders to assess risk factors and develop effective intervention strategies.

Education

Bachelor of Arts (B.A.) - Business Management

Saint Leo University
Ocala
05.2009

Certification - Medical

EMT Certification
05.2023

Skills

  • Effective time management
  • Fluent in French and English
  • Independent work skills
  • Ethical professionalism
  • Report writing proficiency
  • Client account management
  • Business growth strategies
  • Commission-based sales

Timeline

Residential Mortgage Loan Officer

Wells Fargo Mortgage
05.2019 - 04.2023

Business Owner

Advanced Property R.E. Services LLC
04.2017 - Current

Case Manager

Youth and Family Alternatives
04.2015 - 04.2017

Senior Child Protective Investigator

DCF
12.2010 - 04.2015

Bachelor of Arts (B.A.) - Business Management

Saint Leo University

Certification - Medical

EMT Certification