JULIE MARTINEZ
Garland
Summary
Results-driven Licensed Texas Real Estate Sales Agent with 8 years of experience in sales, leasing, and client relationship management. Specializes in enhancing client satisfaction through superior service and efficient transaction management. Background includes real estate, insurance, banking, and public service, complemented by strong organizational skills. Bilingual in Spanish, skilled in driving sales and managing pipelines while ensuring compliance.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Leasing Specialist
CooperZadeh Management
04.2025 - Current
- Welcome and assist prospective residents in person, by phone, and via email with professionalism and courtesy.
- Conduct property tours, highlighting key features and benefits to effectively showcase rental homes.
- Manage and respond to inquiries from online leads and walk-in traffic, ensuring timely communication.
- Process rental applications, verify documentation, and prepare lease agreements accurately.
- Maintain precise records in the property management system and track leasing activity.
- Coordinate move-ins, move-outs, and ongoing resident communications.
- Supported marketing initiatives through social media campaigns, flyers, and community outreach events to attract potential residents.
- Delivered exceptional customer service to current residents, addressing concerns promptly to maintain satisfaction.
Life & Health Insurance Agent
TX
Plano
09.2023 - 04.2025
- Customized life and health insurance solutions by advising on financial goals and risk tolerance.
- Educated clients on diverse insurance products, including term life, whole life, Medicare, ACA plans.
- Recommended personalized coverage options aligned with budget, increasing client retention and satisfaction.
- Expanded client base and revenue through strategic networking, referrals, and community engagement.
- Strengthened long-term client relationships via proactive follow-ups and dedicated service support.
- Assisted clients with policy updates, claims processing, and renewals efficiently.
- Prepared accurate quotes and documentation in line with state regulations.
- Maintained compliance with industry standards through continuous education.
Real Estate Agent
TX
Dallas
07.2017 - 09.2023
- Managed end-to-end real estate transactions, exceeding client expectations through strategic negotiations.
- Conducted needs assessments to facilitate effective property selection and boost referral rates.
- Coordinated with lenders, title companies, and inspectors, ensuring seamless transaction processes.
- Ensured 100% accuracy in documentation while adhering to Texas real estate regulations.
- Ensured 100% accuracy in documentation, adhering to Texas real estate regulations.
- Negotiated contracts and agreements between buyers and sellers to finalize sales.
- Organized open houses to effectively showcase properties to potential buyers.
- Displayed residential properties, articulating features, value, and benefits of homes available.
Worker Advisor
Texas Health and Human Services Commission
05.2011 - 05.2017
- Conducted client interviews to gather financial and personal information, facilitating accurate benefits eligibility assessments.
- Processed applications using state eligibility systems, ensuring confidentiality and compliance with state regulations.
- Educated clients on program requirements, promoting understanding and adherence to state policies.
- Contributed to process improvements that increased departmental efficiency and productivity.
BSA/QC Assistant Manager
United Central Bank
06.2000 - 04.2011
- Monitored account activity for compliance with federal banking regulations, including Bank Secrecy Act (BSA), ensuring adherence and reducing potential violations.
- Prepared and filed SARs and CTRs with comprehensive documentation to support regulatory reporting and compliance efforts.
- Conducted OFAC reviews and risk assessments to strengthen regulatory compliance and mitigate potential risks.
- Improved reporting accuracy and internal controls, reducing institutional risk exposure.
Skills
- Lease administration
- Unit leasing
- Tenant screening
- Real estate sales
- Open house management
- Client management
- Negotiation skills
- Financial review
- Loan and insurance analysis
- Marketing execution
- Social media marketing
- Customer service
- Problem-solving
- Effective communication
Certification
- Texas Real Estate Sales Agent License, 07/01/17
- Life and Health Insurance License, 08/01/23
Timeline
Leasing Specialist
CooperZadeh Management
04.2025 - Current
Life & Health Insurance Agent
TX
09.2023 - 04.2025
Real Estate Agent
TX
07.2017 - 09.2023
Worker Advisor
Texas Health and Human Services Commission
05.2011 - 05.2017
BSA/QC Assistant Manager
United Central Bank
06.2000 - 04.2011