Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Overview
16
16
years of professional experience
Work History
Real Estate Agent/Mortgage Loan Originator
Executive Bankers Realty/Bankers Home Loans
2017.08 - Current
Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
Negotiated, facilitated, and managed real estate transactions.
Communicated with clients to understand property needs and preferences.
Maintained connections with clients to encourage repeat business and referrals, which increased our sales by 11%
Developed and implemented strategic marketing plans to increase potential for selling properties and generated over 10% more leads.
Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
Conducted comprehensive market analysis to identify opportunities for investors.
Real Estate Agent
VIP Real Estate Firm
2011.04 - 2017.07
Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
Negotiated, facilitated, and managed real estate transactions.
Communicated with clients to understand property needs and preferences.
Maintained connections with clients to encourage repeat business and referrals, which provided increased of referrals and sales of 11%+ annually.
Business Relationship Manager
Chase Bank
2009.09 - 2011.03
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Built and maintained relationships with new and existing clients while providing high level of expertise, improved our sales 8%+ annually.
Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Acquired, managed, and retained portfolio of 100 business clients with annual revenue of $1 - $5 million for my assigned branch; provided business deposit and cash management solutions and managed business credit opportunities up to approximately $500,000.
Regularly conducted in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business, improved our referrals by 10%+ annually.
Relationship Manager
Mission Valley Bank
2007.06 - 2009.08
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Built and maintained relationships with new and existing clients while providing high level of expertise.
Acquired, managed, and retained a portfolio of 150 business clients with annual revenue of $1 - $10 million for my assigned branch; provided business deposit and cash management solutions and managed business credit opportunities up to approximately $1,000,000.
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
Branch Manager
California Federal Bank/Citibank
Apr1999 - 2007.05
Maintained friendly and professional customer interactions.
Assessed employee performance and developed improvement plans.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Engaged employees in business processes with positive motivational techniques.
Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
Complied with regulatory guidelines and requirements.
Boosted sales and customer loyalty by 12% through incentive programs.
Education
Bachelor of Science - Business Management
California State University
Northridge, CA
05.1987
Skills
Life Insurance
Fixed & Variable Annuities
Mutual Funds
Residential & Commercial Property Sales
Residential & Commercial Lending
Timeline
Real Estate Agent/Mortgage Loan Originator
Executive Bankers Realty/Bankers Home Loans
2017.08 - Current
Real Estate Agent
VIP Real Estate Firm
2011.04 - 2017.07
Business Relationship Manager
Chase Bank
2009.09 - 2011.03
Relationship Manager
Mission Valley Bank
2007.06 - 2009.08
Branch Manager
California Federal Bank/Citibank
Apr1999 - 2007.05
Bachelor of Science - Business Management
California State University
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