Versatile sales professional with experience in real estate, mortgage lending, and insurance. Known for collaborative teamwork, strong negotiation, and detailed CRM management, with a focus on building trusted relationships and moving transactions forward efficiently.
Work History
Real Estate Agent
8 Months
Creative Spaces | 02.2026 - Current
Guided clients through office property searches, viewings, and offer preparation.
Coordinated listing appointments, and follow-up communications.
Prepared leasing agreements, disclosures, and transaction paperwork accurately.
Researched local market trends to support pricing and negotiation strategy.
Maintained CRM records for leads, client activity, and property updates.
Communicated with lenders, inspectors, and title teams to keep deals moving.
Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
Licensed Insurance Agent
15 Years 8 Months
AAA Auto Club Group | 02.2011 - Current
Closed new business through consultative selling and responsive follow-up.
Advised members on auto, home, and life insurance coverage options aligned with individual needs.
Reviewed existing accounts to identify coverage gaps and cross-sell opportunities.
Quoted policies accurately while applying underwriting guidelines and carrier requirements.
Processed policy changes, renewals, and endorsements with strong attention to detail.
Maintained CRM records and documentation to support accurate account management.
Calculated quotes and educated potential clients on insurance options.
Recommended type and amount of coverage based on analysis of customer circumstances.
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
Real Estate Agent
6 Years
Charles Rutenberg RealtyLLC | 01.2007 - 01.2013
Coordinated listing appointments, open houses, and follow-up communications.
Prepared purchase agreements, disclosures, and transaction paperwork accurately.
Guided clients through property searches, viewings, and offer preparation.
Scheduled showings and managed calendar changes with prompt client updates.
Reviewed market research data and changed sales plans accordingly.
Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
Mortgage Loan Officer
7 Years 1 Month
the Mortgage Zone | 01.2004 - 02.2011
Originated mortgage applications and guided borrowers through loan options, disclosures, and qualification requirements.
Advised clients on conventional, FHA, VA, and refinance programs based on eligibility and goals.
Analyzed income, assets, credit, and collateral to structure accurate loan recommendations.
Coordinated with processors, underwriters, and real estate partners to keep files moving toward closing.
Reviewed documentation for compliance with lending guidelines, investor standards, and regulatory requirements.
Negotiated loan terms and resolved underwriting conditions to strengthen approval outcomes.
Cultivated referral relationships with agents, builders, and financial professionals to expand pipeline activity.
Worked with underwriters to fix application problems and resolve issues.