Sales Executive with a strong track record in client relationship management and strategic market research. Enhances customer satisfaction and retention through effective presentations, driving significant sales growth. Collaborates with teams to identify opportunities and maximize client engagement.
Overview
43
43
years of professional experience
Work History
Front Line Sales Associate
Travel and Leisure
Anaheim, California
02.2026 - 09.2026
Greeted customers and provided exceptional customer service.
Presented customers with tailored ownership package options to meet their vacation needs.
Ensured customers were satisfied with the presentation and their purchase.
Conducted follow-up calls post-sale to reinforce customer satisfaction with their ownership purchase.
Collaborated with team members to enhance customer satisfaction.
Helped customers find specific products, answered questions, and offered product advice.
Organized and maintained detailed records of customer interactions and transactions to ensure service accuracy.
Worked with fellow sales team members to achieve group targets.
Provided accurate information about products, prices and services.
Sales Executive
Keller Williams
10.2025 - 02.2026
Identified and pursued sales opportunities to surpass sales goals
Cultivated client relationships to drive customer satisfaction and retention
Presented property listings effectively to prospective buyers, highlighting key features
Assisted in negotiating contracts, ensuring clarity and compliance with regulations
Performed market research to uncover leads and growth opportunities
Collaborated with team members to strategize on property listings and marketing approaches
Participated in training sessions to improve product knowledge and sales techniques
Sales Associate
RE/MAX
01.2023 - 09.2025
Assessed customer needs and employed suggestive selling techniques to increase sales opportunities.
Cultivated relationships with customers to promote loyalty and encourage repeat business.
Provided exceptional customer service, fostering strong relationships with clients throughout the buying process.
Facilitated open houses, showcased properties to potential buyers, and addressed inquiries to enhance client engagement.
Collaborated with team members to develop marketing strategies that enhanced property visibility.
Maintained accurate records of client interactions and property listings using CRM software.
Assisted clients in property searches, providing tailored recommendations based on preferences and requirements.
Vice President/Mortgage Broker
Financial Brokers of America Inc
01.1986 - 12.2020
Spearheaded risk management strategies that reduced financial exposure for clients and the organization.
Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
Led strategic initiatives to enhance client engagement and retention across diverse financial products.
Transformed customer experience by designing and executing service improvement initiatives that increased customer satisfaction.
Streamlined operational processes to enhance service delivery and decrease turnaround times.
Collaborated with cross-functional teams to align business goals with market trends and client needs.
Developed and implemented comprehensive training programs for senior management and sales teams.
Office Manager/Business Development Manager
Dr. Rafael Corbisiero
01.2000 - 03.2018
Managed daily office operations to ensure efficiency and productivity.
Coordinated scheduling and appointment management to optimize staff and patient availability.
Oversaw inventory management, ensuring adequate supplies for all office functions.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Implemented streamlined filing systems, reducing time spent on document retrieval.
Developed training programs for new employees to enhance onboarding experience.
Led team meetings to address operational challenges and foster collaboration.
Developed strong vendor relationships to ensure reliable service delivery., negotiating contracts for cost savings while maintaining high-quality services.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Travel Agent
Whittier Travel Agency
01.1990 - 01.2000
Increased client satisfaction by creating customized travel itineraries tailored to individual preferences and needs.
Developed customized travel itineraries based on client preferences and budgets.
Provided expert advice on destinations, accommodations, and transportation options.
Researched and sourced competitive travel packages, enhancing client offerings and satisfaction.
Coordinated logistics for group travel arrangements, ensuring seamless experiences for clients.
Facilitated visa and documentation acquisition for clients, navigating complex regulations to prevent travel delays.
Offered comprehensive travel insurance options, ensuring clients were well-informed and protected.
Implemented process improvements that enhanced efficiency in booking procedures.
Underwriter
Wells Fargo Mortgage
01.1984 - 01.1986
Evaluated loan applications to determine risk and compliance with underwriting guidelines.
Analyzed borrower credit reports and financial statements for approval decisions.
Analyzed credit, income, compliance, title documents, and appraisals during the underwriting process.
Recommended approval and denial decisions by accurately assessing risk levels.
Identified potential risks and recommended mitigating measures to minimize company losses.
Reviewed property appraisals to ensure accurate valuations aligned with lending policies.
Examined credit reports, financial statements and tax returns to determine repayment capability.
Collaborated with mortgage brokers to clarify documentation requirements and expedite processes.
Cultivated relationships with brokers to increase quality submissions and enhance underwriting success.