Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Melissa Weiman

Sarasota,FL

Summary

My background in financial analysis and client management, honed across roles from Licensed Realtor to Branch Manager, underpins a proven track record of results, with a commitment to continuous education and excellence. Client-oriented, successful in developing long-term relationships with clients. Resourceful team player.

Overview

17
17
years of professional experience

Work History

Licensed Realtor

Keller Williams Select Realty
07.2024 - 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.

Branch Leader

TRUIST
05.2022 - 04.2024
  • Collaborated with other branches to share best practices and drive consistent performance across the organization.
  • Evaluated employee performance fairly using a comprehensive appraisal system that took into account individual contributions as well as team dynamics.
  • Established strong relationships with clients to foster trust, loyalty, and long-term business partnerships.
  • Boosted customer satisfaction with proactive communication, timely issue resolution, and personalized service.

Senior Relationship Banker

SunTrust and BBT
03.2019 - 05.2022
  • Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
  • Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
  • Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
  • Resolved complex customer issues, resulting in increased trust and loyalty among clients.

Administrative Assistant

Jerry Hoffer's New Life Landscape, INC
08.2014 - 03.2019


  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruption.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Optimized calendar management for President by scheduling appointments while considering priorities and minimizing conflicts.
  • Organized office events such as holiday parties, promoting a positive company culture and boosting morale.
  • Streamlined invoice processing procedures to ensure timely payment of vendors.
  • Maintained inventory of office supplies and placed orders.

Branch Manager, BDO and Credit Analyst

Savannah Bank, N.A.
09.2010 - 07.2014
  • Assessed credit risk and analyzed financial statements.
  • Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
  • Analyzed credit scores to determine borrowers' creditworthiness.
  • Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
  • Ensured compliance with internal policies and regulatory requirements through diligent documentation of all credit decisions.
  • Enhanced customer relationships through effective communication of complex financial information, contributing to loyalty and retention.
  • Supported the sales team in negotiating favorable terms, balancing business growth and credit risks effectively.
  • Made decisions and recommendations about extending lines of credit.
  • Streamlined the loan approval process for faster results by implementing an efficient credit scoring system.
  • Gathered loan documentation for underwriting.
  • Participated in loan committee meetings to provide input on lending processes.
  • Cross-trained existing employees to maximize team agility and performance.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.

Spa Boutique and Sales Manager

Mirbeau Inn and Spa
01.2008 - 09.2009
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.
  • Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Collaborated with advertising group to create uniformity between advertising messages and retail incentives.
  • Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
  • Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
  • Delivered recommendations to long-term accounts to promote brand awareness to key audience.

Education

High School Diploma -

Port Charlotte High School
Port Charlotte, FL
05.1991

Skills

  • Strong Communication Skills
  • Leasing and sales
  • Contract Negotiation
  • Continuing Education Commitment
  • Financial analysis capabilities
  • In-depth Local Knowledge
  • Property valuation
  • Home staging techniques
  • Social Media Marketing
  • Database Administration
  • Excellent teamwork
  • Strong organizational skills
  • Highly Professional
  • Client-oriented
  • House showings
  • Notary Public
  • Negotiation expertise
  • Client management
  • Lead Follow Up
  • Works well independently
  • Lender relations

Affiliations

  • Manatee Sarasota Alliance
  • Great Mates, Bradenton Yacht Club
  • Brandon Chamber of Commerce
  • Wine Woman and Shoes Committee Member
  • Manatee County Chamber

Timeline

Licensed Realtor

Keller Williams Select Realty
07.2024 - Current

Branch Leader

TRUIST
05.2022 - 04.2024

Senior Relationship Banker

SunTrust and BBT
03.2019 - 05.2022

Administrative Assistant

Jerry Hoffer's New Life Landscape, INC
08.2014 - 03.2019

Branch Manager, BDO and Credit Analyst

Savannah Bank, N.A.
09.2010 - 07.2014

Spa Boutique and Sales Manager

Mirbeau Inn and Spa
01.2008 - 09.2009

High School Diploma -

Port Charlotte High School

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Melissa Weiman