JUSTIN BERES
Boca Raton,FL
Summary
Self-motivated professional with broad expertise in lead generation, qualification, and deal closing. Organized and detail-oriented in scheduling appointments and researching potential clients. Thrives in high-pressure environments and meets challenging sales targets. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
12
12
years of professional experience
Work History
Account Executive
Finally
03.2023 - Current
- Managed inbound leads from various marketing channels, engaging with potential clients through phone, email, and other channels to understand needs and offer solutions.
- Conducted needs assessments with clients, utilizing product knowledge to recommend tailored solutions.
- Oversaw the complete sales cycle, from lead qualification to deal closure, ensuring efficient pipeline movement and consistent communication.
- Built and maintained long-term client relationships by demonstrating empathy and responsiveness, serving as the primary point of contact.
- Exceeded monthly and quarterly sales targets, contributing to overall revenue growth. Maintained accurate records in the CRM system.
- Built and strengthened relationships with new and existing accounts, driving revenue growth.
- Resolved issues promptly to enhance customer satisfaction and elevate customer service.
- Stayed updated on industry trends, product features, and competition to position offerings effectively.
- Collaborated with marketing and customer success teams to enhance the overall customer experience.
- Acted as the voice of the customer, providing feedback on preferences and suggestions for product improvement.
Branch Manager
NEXA Mortgage LLC
01.2022 - 03.2023
- Recruited, hired and trained all branch personnel including mortgage loan officers/ MLOs, compliance, operations, underwriters, processing teams, and other mortgage professionals to build a well-rounded team of 15 employees
- Developed strong Business to Business relationships with over 200 realtors and self generated over 10,000 mortgage leads through cold calling, networking, and door knocking
- Met and exceeded monthly sales quotas of 20 new loans every quarter without supervision
- Analyzed cash management procedures, observed cash flow reports after debt consolidation, and maintained accurate spreadsheets reflecting cash expenditures
- Overlooked account disbursements of equity and debt consolidation directly from title funds to creditors.
- Met deadlines by proactively managing individual and team tasks and streamlining processes
Mortgage Home Loan Officer
Intelliloan
01.2020 - 01.2022
- Consulted with customers about their financial situation, financial and personal objectives, and lending needs for purpose of helping them achieve their home ownership goals
- Licensed in 15 states, closed over 250+ mortgage loans with a total sales volume of $60 Million+
- Established prominent phone sales skills through monthly company wide trainings
- Proven ability to learn quickly and adapt to new situations
- Provided professional services and support in a dynamic work environment
- Adaptable and proficient in learning new concepts quickly and efficiently
- Demonstrated respect, friendliness and willingness to help wherever needed
Payroll Auditor
Unite Here Health
08.2012 - 06.2019
- Performed Health, Welfare, and Pension Audits
- Identified and documented reporting errors (audit findings) after comparing reported contributions to actual fringe benefit contributions due
- Identified instances of inaccurate or non-substantiated contributions and non- qualified employers.
- Tracked funds, prepared deposits and reconciled accounts
- Developed financial models to assess and analyze financial performance of clients
- Cooperated with senior leaders to create operating budgets and initiate financial planning
Education
Bachelor of Science - Business
The College of New Jersey
Ewing, NJ01.2011
Skills
- Effective Communication: Exceptional communication skills, both written and verbal, enabling clear and concise reporting and effective collaboration with teams and clients
- Adaptability: Flexible and able to adapt to changing requirements and priorities
- Time Management: Outstanding time management skills to efficiently plan and execute engagements within set deadlines
- Analytical Thinking: Strong analytical abilities to identify patterns, trends, and anomalies in financial data
- Attention to Detail: Meticulous attention to detail to ensure accuracy in financial records and audit findings
- Problem-Solving: Adept at finding practical solutions to complex financial challenges and recommending process improvements
- Microsoft Office Suite: Proficient in Microsoft Excel, Word, and PowerPoint for data analysis, reporting, and presentations
- Customer Relationship Management (CRM): Familiarity with CRM software, such as Salesforce, for effective client communication and relationship management
- Lead Generation: Strong ability to identify, attract, and cultivate potential customers and clients through streams of marketing, cold calling, networking, social media etc
- Business-to-Business Sales: Proficient in working hard to establish partnerships and providing solutions that contribute to the success of both parties
Timeline
Account Executive
Finally
03.2023 - Current
Branch Manager
NEXA Mortgage LLC
01.2022 - 03.2023
Mortgage Home Loan Officer
Intelliloan
01.2020 - 01.2022
Payroll Auditor
Unite Here Health
08.2012 - 06.2019
Bachelor of Science - Business
The College of New Jersey
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