Creates environments of substantiated respect and trust, developing meaningful relationships with clients and coworkers, that establish a foundation for true collaborative success. Employing Sales and Marketing career experience, in 2007 started a real estate practice. With clients from first-time home buyers to C-level executives, has worked conscientiously for over 15 years handling clients' most significant financial and personal investments. Using comprehensive knowledge of crucial community factors, has worked with Fortune 500 companies including GE, Pepsi, Genentech, and Chevron to relocate executives to the Bay Area. The respected insight and area acumen are used by the same companies as a companion of talent acquisition. Well-qualified Realtor with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Hi, I’m
Lana Fitzpatrick
Realtor
Orinda,CA
Summary
Overview
32
years of professional experience
Work History
COLDWELL BANKER ORINDA
REALTOR
01.2007 - Current
Job overview
- Business and sales development, Comprehensive client care, Award-winning service provider
- Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
- Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
- Conducted thorough research on comparable properties to develop strategic pricing recommendations for sellers based on current market trends.
- Increased property sales by effectively marketing listings and utilizing strong negotiation skills.
- Created compelling listing presentations that showcased properties'' unique features while highlighting their potential value to prospective buyers.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated, and managed real estate transactions.
- Reviewed and executed confidential documents, contracts and disclosures.
- Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
HIH INSURANCE COMPENSATION AND LIABILITY
UNDERWRITER
01.1994 - 01.2000
Job overview
- Developed and maintained brokerage relationships, Created development strategies for new business, Managed business book servicing over 500 clients, Responsible for $15 million+ in regional business, Broker, client, and service departments client services key liaison, Led cross-functional team to strategically re-engineer revenue-generating departments and strengthen productivity
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Made approval and denial recommendations by determining accurate risk levels.
- Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
- Developed strong relationships with brokers, leading to higher volume of quality submissions and successful underwriting.
- Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
PIATTI RISTORANTÉ
MANAGER AND EVENT COORDINATOR
01.1992 - 01.1994
Job overview
- Marketing and business development, Developed and implemented complete banquet operations, Managed banquet operations for groups of up to 200, Management office development and operations
- Controlled costs to keep business operating within budget and increase profits.
- Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
- Developed and maintained relationships with customers and suppliers through account development.
- Developed strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Education
DOMINICAN UNIVERSITYSan Rafael, CA
Bachelor of Science, Business Administration from Business Management
06.2000
University Overview
CA BUREAU OF REAL ESTATESacramento, CA
Licensed Real Estate Agent from Real Estate Law And Practice
07.2007
University Overview
NATIONAL CHARITY LEAGUEMoraga
from Philanthropic, Community Engagement, Volunteer Org
04.2022
University Overview
Skills
- Strategic Problem-Solving
- Time Management
- Financial Management
- Works Well Under Pressure
- Critical Thinker
- Effective Communication
- Trust Building
- Client Relations
- Project Planning and Management
- Travel Arrangements and Logistics
- Contract Negotiation
- Negotiation
- Property Valuation Expertise
- Home staging proficiency
Affiliations
Affiliations
- Mother and Daughter philanthropic organized to fundraise and serve various charities throughout the San Francisco Bay Area including Foodbanks, Crisis Shelters, and people transitioning from houselessness.
- Coldwell Banker Top 100 Agents, Northern California
- Coldwell Banker International President's Elite Top 3% Agent Nationally
Core Values
Core Values
- Clear Communication
- Enthusiasm
- Integrity
- Bravery
- Mindfulness
- Personal Growth
- Loyalty
- Acceptance
- Authenticity
- Family
- Curiosity
- Friendship
- Respect
References
References
AVAILABLE UPON REQUESTInternational Travel, Art Hisory, Culture
International Travel, Art Hisory, Culture
Discovering the world and meeting new people brings me joy and fulfillment. I plan trips for friends and family. I try to travel in the less touristy areas of other countries and the U.S. to get to know local culture. I appreciate Native American and other indigenous art.
Timeline
REALTOR
COLDWELL BANKER ORINDA
01.2007 - Current
UNDERWRITER
HIH INSURANCE COMPENSATION AND LIABILITY
01.1994 - 01.2000
MANAGER AND EVENT COORDINATOR
PIATTI RISTORANTÉ
01.1992 - 01.1994
DOMINICAN UNIVERSITY
Bachelor of Science, Business Administration from Business Management
CA BUREAU OF REAL ESTATE
Licensed Real Estate Agent from Real Estate Law And Practice
NATIONAL CHARITY LEAGUE
from Philanthropic, Community Engagement, Volunteer Org