Joseph Bricely
Troy,MI
Summary
Results driven finance professional with 10+ years of experience in financial analysis, client services, and relationship management. Skilled in financial data analysis, investment strategies, and leveraging home equity for debt consolidation savings. Adept at high pressure financial transactions, regulatory compliance, and delivering tailored solutions. Proficient in CRM platforms (Salesforce, Yardi, MRI, OnePage), risk management, and business development. A proactive leader with a track record of mentoring teams and optimizing operations. Pursuing a B.S. in Finance (Honors) at Wayne State University, seeking to apply expertise in a Global Wealth Management Internship at UBS.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Property Manager
Edward Rose & Sons
03.2024 - Current
- Manage client accounts, financial transactions, and lease compliance to ensure accuracy.
- Educate residents on financial account services, assisting with documentation and payments.
- Develop client engagement strategies to enhance retention and foster long term relationships.
- Train and oversee staff to improve customer experience and service efficiency and drive sales and renewal goals.
Senior Sales Consultant → Sales Manager
City Club Apartments
07.2017 - 03.2024
- Promoted from senior sales consultant to sales manager after 1 year, leading multiple Class A properties and overseeing client portfolios to drive leasing and retention.
- Managed account operations and lease negotiations, ensuring seamless client experiences.
- Trained and mentored sales teams, implementing strategic coaching initiatives to improve performance.
- Developed resident engagement and marketing strategies, enhancing client satisfaction and revenue growth.
Banker → Senior Banker
Rocket Mortgage
03.2020 - 02.2022
- Advanced from banker to senior banker after ranking in the top percentile in sales performance after the minimum 6 months required.
- Provided financial guidance on mortgages, refinancing, and home equity strategies to optimize client wealth.
- Assisted clients with document collection, loan approvals, and risk assessment, ensuring regulatory compliance.
- Maintained and expanded long term client relationships, securing repeat business and referrals.
Sales Consultant
Village Green
04.2016 - 07.2017
- Assisted clients with leasing contracts and financial applications to ensure smooth transactions.
- Conducted market research and property analysis to guide client decisions.
- Delivered high-touch customer service, increasing resident retention and referrals.
Education
Bachelor of Science - Finance
Wayne State University
Detroit, MI12.2026
Associate of Science - Business Administration
Oakland Community College
Auburn Hills, MI06.2023
Skills
- Financial Analysis & Market Research
- Wealth Management & Investment Strategies
- Client Relationship Management
- Risk Management & Compliance
- Data Analytics & Strategic Decision-Making
- CRM Software
- Sales & Negotiation
Certification
- Certified Apartment Leasing Professional (CALP)
Timeframe: 2018-2020
- Mortgage Loan Officer - Licensed in 19 states
NMLS ID: 1971045 - Timeframe: 2020-2022
Timeline
Associate Property Manager
Edward Rose & Sons
03.2024 - Current
Banker → Senior Banker
Rocket Mortgage
03.2020 - 02.2022
Senior Sales Consultant → Sales Manager
City Club Apartments
07.2017 - 03.2024
Sales Consultant
Village Green
04.2016 - 07.2017
Bachelor of Science - Finance
Wayne State University
Associate of Science - Business Administration
Oakland Community College
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