Lorene Brana
North Richland Hills,USA
Summary
Experienced banking professional with over 15 years of sales experience in the finance industry, working with various industries. Effective communicator and seasoned expert, known for developing new relationships and customer retention. Ambitious sales leader who pursues new business opportunities and customer connections by serving on various boards in the community. Drives growth continuously with a forward-thinking approach and a tenacious pursuit of sales closings. Strategic Sales Leader with a consultative and concierge selling approach. Adept at identifying clients' wants and needs while managing multiple projects locally and regionally. Multicultural and fluent in Spanish, offering solid comprehension of cultural diversity and inclusion.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Real Estate Agent
Real Estate
Dallas, TX
07.2022 - Current
- Manages real estate transactions from initiation to closing.
- Advises clients on market conditions, pricing and legal requirements for property transactions.
- Facilitates closing processes between lender, mortgage companies, buyers and sellers.
- Shows residential properties and explains features, value and benefits of available homes.
- Negotiates purchase agreements and contracts with buyers and sellers.
- Creates detailed property descriptions for use in marketing material.
- Promotes active listings through social media marketing, open houses and newsletters.
- Develops networks with appraisers, lenders, and home inspectors to facilitate real estate transactions.
- Schedule and attend weekly appointments with clients.
- Prepare comparative market analysis to estimate properties' value.
- Participate in community outreach programs to promote services offered by the company.
- Organize promotional materials used in sales presentations.
- Maintain current and accurate CRM database of prospective customers.
- Oversee and negotiate offers for real estate purchases on clients' behalf.
- Assist in the preparation of documents such as representation contracts, purchase agreements, closing statements, deeds and leases.
National Sales Executive
AIS
Dallas, TX
03.2022 - 02.2024
- Arranged and facilitated meetings with C-suite executives in the banking industry to establish strategic relationships and drive client acquisition.
- Represented AIS at industry conventions to promote brand awareness, and drive market engagement.
- Collaborated with teams across global offices to ensure seamless client service and relationship management.
- Maintained open communication with leadership to facilitate business development.
- Generated leads per week and pursued appointment opportunities to convert prospects into new customers.
- Responded promptly to customer inquiries via phone or email.
- Generated leads through cold calling, networking events, referrals.
- Researched potential clients, identified decision makers and developed relationships with them.
Financial Wellness Consultant
PNC Bank
Dallas, TX
10.2020 - 03.2022
- Strategic in new business development and relationship management of B2B clients.
- Provided guidance on Workplace Banking, Consumer-Directed Healthcare, INDI, Financial Wellness Achievement Center, and Retirement Services.
- Managed the client experience from start to finish to ensure a long-lasting relationship.
- Developed, coached, and trained FSCs on financial workshops and execution strategies for new client acquisitions.
- Managed effective network of internal and external relationships as the Vice President of the North Texas Multicultural EBRG, LOB Champion in the PNC Women's Business Development group and is the Lead Chair for the group's External Event Committee
- Lorene was part of the Dallas Regional Chamber's Talent Attraction Council and serves on behalf of PNC, on the Klyde Warren Park DEI Task Force, is a member of The Garland Chamber of Commerce and the Garland Women's Steering Committee and also leads the Global HR Round Table with Dallas SHRM
- She was awarded the Multicultural Women Leadership Award and participated in the Bonnie St. John Transformational Leadership Program.
- Partnered with senior managers to develop and implement strategic sales and marketing plans.
- Sought out new business continuously through established pipelines and novel prospecting techniques.
- Trained and developed new team members to improve product knowledge and selling abilities.
- Conducted a high volume of promotional sales calls to increase the client base.
- Cross-trained in different positions to best support the team during peak periods.
- Marketed brand and products to drive revenue growth.
Business Development Officer
PNC Bank
Dallas, TX
07.2019 - 10.2020
- Earned the 2020 Market All-Star award for performance and contributions to the team.
- Communicated with other corporate departments to develop effective business strategies.
- Used excellent verbal skills to engage customers in conversation and effectively determine their needs and requirements.
- Listened to customer needs to identify and recommend best products and services.
- Coached and developed FSC's on financial wellness workshops and sales materials.
- Lead team on Market Sales Calls.
Business Development Officer
Colonial Life
Dallas, TX
01.2018 - 07.2019
- Educated and advised clients on the best products that fit their needs to achieve their financial and retirement goals for them and their families.
- Developed relationships with clients gaining trust and developing the sales process from start to finish.
- Managed and grew an active book of business through follow through and consistency.
- Gained new clients through referrals and marketing.
- Exceeded customer expectations by providing excellent customer service and value.
- Educated and counseled clients on the best products that suit their company's needs.
- Conducted group meetings and trainings.
- Enrolled individual clients with Insurance products that meet their needs.
- Cross sold Life Insurance, Annuities, Dental and Vision, Cancer, Long Term Care, Home Health Care, and Hospital Indemnity Insurance.
Business Development Manager
Sagecrest Solutions
Dallas, TX
08.2015 - 12.2017
- Established new relationships in the Healthcare industry with Physician offices increasing revenue for the labs and practices.
- Directed recruitment, training, staff development initiatives to maximize productivity and revenue potential through development of sales team.
- Managed team of 15 Sales Reps and Clinical Advocates in 3 states.
- Cultivated strong business relationships with customers to drive business.
- Developed new processes, protocols, and forms for the lab and physicians' offices.
- Administered daily operations to ensure compliance by Clinical Advocates and Physicians for Blood, PGX, Cystic Fibrosis, Ashkenazi Jewish, Toxicology, Women's Health, NIPT, Allergy and Pharmacy.
- Medical device sales, Health Review Body Scan.
- Trained successful business development personnel to optimize marketing performance and learn industry.
- Trained team to optimize marketing performance.
- Facilitated and managed business development plan based on market and industry research.
VP Business Banking Relationship Manager
JP Morgan Chase
Fort Worth, TX
07.2010 - 07.2015
- Managed business banking relationships for five branches in Fort Worth, TX: Benbrook, Camp Bowie, CB & Normandale, Clifford, and Ridgmar.
- Managed a portfolio of over 200 business clients, including physicians, internists, gastroenterologists, obstetricians, psychologists, and dentists.
- Coached and mentored over 30 bankers with new techniques for establishing, maintaining, and deepening relationships.
- Developed new client relationships from $500K to $10MM in revenue.
- Worked with key decision-makers and owners, learning about their business to help develop the best strategy for positive cash flow.
- Outside of calling, I attended and hosted networking events, and served as an ambassador for the Fort Worth Hispanic Chamber of Commerce.
- Volunteered for Habitat for Humanity.
- Called on COI's and developed relationships for referrals.
- Partnered with colleagues in other bank areas to cross sell bank products and increase revenue for the firm.
- Cross sold new Business Accounts, Lending Products, Lines of Credit, OORE, CC, Merchant Services and Payroll Services.
- Provided customers with first-rate experience and developed long-lasting relationships.
Licensed Relationship Banker
JP Morgan Chase
Fort Worth, TX
11.2006 - 07.2010
- Provided excellent customer service and effectively resolved customer issues.
- Adhered to all operational, security, risk, and regulatory policies and procedures.
- Maintained knowledge of all products, services, technology, and policies.
- Developed key business and community relationships by being active in the community.
- Educated both consumer and business customers on leveraging technology in order to drive sales and service.
- Cross-sold products to deepen the relationship.
- Answered customers' questions and explained available services such as accounts, bonds, and securities.
- Worked successfully with a diverse group of coworkers to accomplish goals as a team.
Education
Real Estate License - Real Estate
TREC
Dallas, TX06-2020
Genetics Training - Health Review Full Body Scan Certification
Premier Genomics
11.2015
Some College (No Degree) - Business
Columbia College
Fort Worth, TX05-2010
Skills
- Brand development and marketing
- Strategic conversations with C-Suite Level
- Meeting and exceeding sales goals
- Mentoring
- Sales initiatives
- Client relationship management
- Staff training
- Consultative and relationship selling
- Territory and account management
- Sales and market development
- Cold calling
- Promotional sales events
- Cross-cultural sales background
Languages
Spanish, Native/Bilingual
Activities and Honors
- 2020 Market All-Star
- Multicultural Women Leadership Award-Bonnie St. John Transformational Leadership Award 2021
- SME for The New Employee Experience
- Distribution Listen, Learn and Act Group Leader
- I LEAD by Example Winner
- INDI Focus Group Leader
- Top 5 Clifton Strengths 1.Achiever 2.Positivity 3.Consistency 4.Futuristic 5.Woo
Certification
- Texas Real Estate License
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Real Estate Agent
Real Estate
07.2022 - Current
National Sales Executive
AIS
03.2022 - 02.2024
Financial Wellness Consultant
PNC Bank
10.2020 - 03.2022
Business Development Officer
PNC Bank
07.2019 - 10.2020
Business Development Officer
Colonial Life
01.2018 - 07.2019
Business Development Manager
Sagecrest Solutions
08.2015 - 12.2017
VP Business Banking Relationship Manager
JP Morgan Chase
07.2010 - 07.2015
Licensed Relationship Banker
JP Morgan Chase
11.2006 - 07.2010
Real Estate License - Real Estate
TREC
Genetics Training - Health Review Full Body Scan Certification
Premier Genomics
Some College (No Degree) - Business
Columbia College
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