Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
LUISA PEREZ

LUISA PEREZ

Summary

Experienced with property transactions, client consultations, and market analysis. Utilizes negotiation skills and strategic planning to facilitate successful sales. Track record of leveraging communication and relationship-building to achieve client satisfaction.

Overview

18
18
years of professional experience

Work History

Licensed Realtor

Vista Homes Realty
10.2020 - Current
  • Conducted comprehensive market analyses to determine optimal listing prices for sellers, maximizing profits while minimizing time on market.
  • Maintained up-to-date knowledge of local market trends and regulations, providing valuable insights and advice to clients.
  • Coordinated appointments with buyers, sellers and other realtors to show buyers and tenants prospective homes.
  • Facilitated smooth transactions by coordinating with various stakeholders such as title companies, inspectors, appraisers, and attorneys.

Personal Banker Officer

Truist Bank
03.2016 - 02.2021
  • Assisted customers in navigating online banking platforms, increasing their comfort level with digital transactions.
  • Enhanced branch reputation through active participation in community events and outreach programs.
  • Educated clients on credit-building strategies, enabling them to improve their financial profiles.
  • Utilized CRM software efficiently to track client interactions and identify sales opportunities within the existing client base.

Personal Banker

Fifth Third Bank
01.2013 - 03.2016
  • Maximize the depth and profitability of client relationship while partnering with sales specialists including Investments, Payroll and Merchant Services to ensure quality customer service.
  • Acquire, retain, and expand client relationships.
  • Proactive in retail lending to help discover and meet client financial needs.
  • Cross trained in both teller and banker roles remaining knowledgeable with Product expertise.

Sales and Service Associate

Popular Community Bank/Banco Popular
02.2007 - 01.2013
  • Responsible for opening accounts, processing deposits and payments.
  • All teller transactions done with accuracy and efficiency.
  • Processed Cash advances, withdrawals and check cashing maintaining proper cash limits.
  • Generated daily reports inclusive of Large Currency Transactions, Analysis reports, and Monetary Instrument Logs.

Education

Associate of Science - Human Services

University of Phoenix
Orlando, FL
05-2013

No Degree - General

Valencia College
Orlando, FL
06-1998

Skills

  • Strong communication skills
  • Leasing and sales
  • Contract negotiation
  • Client-focused service
  • Open house organization
  • Multilingual capacity

Languages

Spanish

Timeline

Licensed Realtor

Vista Homes Realty
10.2020 - Current

Personal Banker Officer

Truist Bank
03.2016 - 02.2021

Personal Banker

Fifth Third Bank
01.2013 - 03.2016

Sales and Service Associate

Popular Community Bank/Banco Popular
02.2007 - 01.2013

Associate of Science - Human Services

University of Phoenix

No Degree - General

Valencia College