Maribel Abundiz
Elk Grove,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Small Business Officer
BMO
03.2023 - Current
- Produced annual improvement plans to drive performance management and business efficacy.
- Made organization-wide financial decisions aligned with long-term fiscal health of organization.
- Created and implemented financial accounting and reported systems across organization.
- Developed multi-year forecasts and financial risk mitigation solutions.
- Reconciled business and creative needs.
- Evaluated business data and reported o findings to inform stakeholders.
Realtor
Berkshire Hathaway Home Services Real Estate
06.2022 - Current
- Advised and informed prospective clients on current market activities and conditions.
- Handled day-to-day happenings of real estate office to consistently grow client base and increase revenue.
- Compared recently sold area properties to determine competitive market prices.
- Educated clients by delivering explanations of short sales processes, mortgage loan processing and foreclosures.
- Increased home sales through persuasion, negotiation and closing prowess.
- Educated clients on changing or updating properties, buying and selling techniques and processes to maintain curb appeal.
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
RentPath Sales Executive , Sales rep
08.2019 - 08.2021
- Cross sell with other partners in industry to not only offer ILS services (Internet Lead Services) but also connect clients with partners in other industries within marketing to ensure take care of all needs necessary to have successful apartment community that stands out from competition
- Drop in to all properties in territory to do check ins and make sure all is well regardless if are advertising with us
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages
- Retained excellent client satisfaction ratings through outstanding service delivery
- Surpassed sales objectives several consecutive years by cultivating productive client partnerships
- Increased sales by offering advice on purchases and promoting additional products
- Enhanced marketing and sales strategies to increase profitability and develop organizational pipeline
- Determined problem areas and resolved issues related to profitability and business objective achievement
Small Business Consultant
Bank of America
12.2014 - 08.2019
- Responsible for growth and development of small business relationships in Stockton Area
- Through daily prospecting, cold calling, and arranging meetings within banking center, help roughly 500 local small business owners grow their business; assist with funding clients’ growth, help them anticipate future banking needs, and provide technical support
- Serve as mediator and manage customer relations between each independent business owner and partners (merchant, payroll, lending)
- By analyzing banking offers am able to develop action plans specific to each client designed to increase overall value receive; maximizing client’s profitability and convenience
- Continuously strive to increase customer pipeline
- Through aggressive goal setting and consistent customer touches, I repetitively move prospects from book of business into personal pipeline
- Work cross-functionally with relationship managers in banking center to uncover any potential small business opportunities
- Consistently recommend process improvements within banking center, specifically in regards to referrals and scheduling appointments
- Regularly lead conference calls with other Small Business Consultants in market
- Achieved 5-Star grade three times (less than 10% of Small Business Consultants achieve this rank each quarter)
- Have exceeded banking center’s small business goals every single quarter since taking this role (16 consecutive quarters)
- On average, have funded 150-200% to goal within each sales metric
- Top merchant services referrer in Sacramento Small Business Market for 16 consecutive quarters
- Achieved “Exceeds/Exceeds” Ranking for 2018
- Handled 10 calls per day to address customer inquiries and concerns
- Worked with customers to understand needs and provide excellent service
- Collaborated with team members to achieve target results
Education
Some College (No Degree) - Criminology
California State University Fresno
Fresno, CABachelor of Science - Legal Studies
Abraham Lincoln University
Los Angeles, CA05.2025
Skills
- Portfolio Management
- Client Plan Reviews
- Partnership Management
- Customer Relationship Management
- Account Documentation
- Equity and Debt
- Complex Problem-Solving
- Prospecting Techniques
- Financial Budgeting
- Cash Flow Projections
- Client Rapport-Building
- Community Relations
Languages
Spanish
Native or Bilingual
Timeline
Small Business Officer
BMO
03.2023 - Current
Realtor
Berkshire Hathaway Home Services Real Estate
06.2022 - Current
RentPath Sales Executive , Sales rep
08.2019 - 08.2021
Small Business Consultant
Bank of America
12.2014 - 08.2019
Some College (No Degree) - Criminology
California State University Fresno
Bachelor of Science - Legal Studies
Abraham Lincoln University