John Raccioppi
Summary
20 years of experience focusing on consumers' financial needs and proposing solutions. Trained and mentored staff to meet ambitious sales targets. Devises strategic sales plans for company in various industries. Enthusiastic eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of the lending field .
Overview
10
10
years of professional experience
Work History
Loan Broker
Two Day Funding
Staten Island, NY
03.2018 - 02.2020
- Successfully closed average of 4-8 per month.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
Insurance Agent
Veritas
New Brunswick, NJ
01.2016 - 05.2019
- Explained features, disadvantages and advantages of Veba policies to promote insurance sales.
- Developed marketing strategies to create leads, boosting sales.
- Met with customers to provide information about available products and policies.
- Identified and solicited sales prospects in agency databases.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Founder
JP Thomas
New York, NY
03.2013 - 11.2015
- Handled accounts, logistics and other customer-related issues.
- Maintained full compliance with trade laws and regulations by tracking changing conditions.
- Sought out new business to profitably enhance company assets.
Broker
Chelsea Financial
Staten Island, NY
10.2009 - 02.2012
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Devised detailed hedge and trade strategies for specific trades.
- Promoted and managed key accounts through direct communication with clients and advising on stock opportunities and market trends.
- Maintained relationships with clients long term.
Skills
- Business relationship building
- Documentation expertise
- Sector expertise
Timeline
Loan Broker
Two Day Funding
03.2018 - 02.2020
Insurance Agent
Veritas
01.2016 - 05.2019
Founder
JP Thomas
03.2013 - 11.2015
Broker
Chelsea Financial
10.2009 - 02.2012