Summary
Overview
Work History
Education
Skills
References
Additional Credentials
Affiliations
Certification
Languages
References
Timeline
Generic
Raza Ali

Raza Ali

Plano

Summary

Dynamic financial services professional with an MBA and over two decades of experience, including a successful tenure at Chase Bank. Proven track record in driving growth through strategic relationship building and risk awareness. Adept at leveraging technology for enhanced client interactions while mentoring teams to achieve exceptional results.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Virtual Banker III

Chase Bank
Plano
02.2024 - Current
  • Oversaw a portfolio of 300 clients through tailored client solutions.
  • Enhanced customer connections through a relationship-focused strategy.
  • Built trust by asking open-ended questions, listening actively, and educating customers.
  • Partnered with private client advisors, mortgage bankers, and business relationship managers to provide targeted financial solutions.

Managing Broker of Real Estate Brokerage

Change Realty, LLC.
Plano
07.2012 - Current
  • Worked jointly with operations team and product partners to optimize methods.
  • Identified potential business risks in operational processes.
  • Oversee onboarding process to enhance client satisfaction.
  • Promoted effective team dynamics through maintaining solid relationships across various business sectors.

Direct Flex Officer & Sr. Lending Officer

Priority Financial Network (PFN), SunWest, Loan Depot, etc.
Plano
07.2018 - 03.2024
  • Generated new mortgage business utilizing cross-marketing skills and referral business.
  • Presented a one-stop RE shopping solution to builders, realtors, employers, customers, etc.
  • Developed and trained junior LO’s to focus on self-generated business.
  • Collaborated with C-level executives to determine KPIs for sustainable quarterly growth.

Financial Services Representative

TD Ameritrade / Charles Schwab / Ameriprise
Southlake
09.2022 - 08.2023
  • Expedited service levels and generated new business via customer education.
  • Fostered relationships with new and existing customers through excellent customer service skills.
  • Utilized CRM systems to track client interactions, transactions, and progress towards financial goals.
  • Worked collaboratively with other departments to provide comprehensive solutions for clients.
  • Assisted with completion of documentation such as FAFSA paperwork, answered questions, and delivered key information.
  • Analyzed client financial statements and data to evaluate financial health and investment opportunities.
  • Conducted risk assessments to tailor financial advice and strategies to individual client profiles.
  • Utilized assistive software, reporting tools and illustrations to educate clients on financial services and planning.
  • Built and maintained strong client relationships through exceptional service and communication.

Director of Real Estate Investment fund & GM of Property Management

Serene Global Group & Progressive PM
Richardson
03.2017 - 04.2018
  • Generated investment funds for new projects by utilizing relationship marketing skills
  • Performed detailed due diligence to source accredited investors for projects
  • Presented quarterly progress reports to Class A & B investors for the investment fund

Area & Region Manager (Producing) - Niche Home Financing Provider

Guidance Residential, LLC
Plano
09.2005 - 02.2017
  • Promoted three times for exceeding sales objectives and being in the top 1% category in 15 years
  • Received the company’s “Chairman’s Club” membership award for being the highest producer consecutively for a decade
  • Managed a team of sales associates in four different states to increase production
  • Led business development teams to increase inbound sales at various company-sponsored events
  • Presented seminars to a group of 50+ people and SOIs to establish the brand

Real Estate Sales Consultant

REMAX Gateway
Richardson
01.2010 - 06.2012
  • Received the ‘Best Rookie of the year’ award in 2011 by closing more than 10 million in sales the first year
  • Successfully built a team of 4 agents to generate over 25 million in sales in 2nd year of production

Business Development Manager

Print-ON
Mississauga
11.2004 - 08.2005
  • Led training sessions to increase sales by identifying trends and implementing strategies to drive improvement
  • Instigated easy credit qualifying questionnaire to expedite business transaction
  • Established standard collection policy and procedure that prevented 10% reduction in losses from previous years

Government Staffing Consultant

Spherion Staffing Solutions
Toronto
09.2003 - 11.2004
  • Managed a portfolio of clients providing outsourcing support for temporary and permanent staffing needs for federal, provincial and municipal government’s
  • Partnered with senior Government Officials to establish and implement HR guidelines relating to recruiting, employee relations, compensation and other HR functions like change and performance management
  • Responsible for RFP responses while ensuring solution profitability through proposal process

Branch Manager

Chase Inc.
Vancouver
06.2000 - 03.2004
  • Exceeded production goals by 110% through management of sales staff responsible for the selling of assigned financial products and services
  • Promoted 4 times for exceeding production goals by 30% annually
  • Generated higher profits by focusing on high net worth clients and small businesses by providing personalized service to satisfy their financial needs

Private Client Banker serving Small Business & High Networth clients

Dell Financial Services & Frost National Bank
Austin
01.1999 - 05.2000
  • Exceeded sales quota by 125% utilizing customer relationship building techniques
  • Optimized service levels utilizing proactive CRM skills
  • Implemented risk-based lending program that allowed the loan portfolio to grow while increasing the company’s average yield per loan

Education

Masters of Business Administration (MBA) - MIS

St. Edward’s University
Austin, TX
05.2000

Bachelors of Commerce (BCOM) - Finance with minor in Marketing

UNBC
Prince George, Canada
05.1998

Associates Diploma - General Business

Douglas College
Vancouver, Canada
08.1995

Skills

  • MBA (MIS) with over two decades of expertise in real estate and financial services
  • Successfully implemented cross-functional projects, fostering client satisfaction, and loyalty
  • Recruited, trained, and managed high-performing teams, increasing productivity and revenues by over 35% year to year
  • Consistently ranked in the top 1% of sales producers by exceeding performance goals for over 15 years
  • Demonstrated strong risk awareness and quality assurance through proactive problem-solving and KPI analysis
  • Skilled in utilizing collaboration technologies (WebEx, Zoom) to manage virtual client engagements effectively
  • Delivered impactful presentations and training, earning recognition for interpersonal and public speaking skills
  • Excellent interpersonal and organizational abilities
  • Strategic thinking, with the ability to adapt to change
  • Demonstrated team-building skills, and ability to work in a team environment, along with experience in managing conflict and adapting to change
  • Microsoft Office Proficiency
  • Eager to explore Treasury Development
  • Mentorship and guidance experience in relevant fields

References

Available Upon Request

Additional Credentials

  • Texas Real Estate Commission (TREC), Austin, TX, 01/01/10, Present
  • National Mortgage Licensing System (NMLS), Nationwide, 09/01/05, Present

Affiliations

  • Active member of several BRG's at Chase
  • Actively involved with VB Culture Council and DEI initiatives to promote Chase's core values of Service, Heart, Curiosity, Courage, and Excellence, which guides the company's operations and commitment to customers and the community
  • Received several core value recognition from leadership and VB team

Certification

  • Completed required licenses: SIE, S6, S63 and Insurance License
  • Actively pursuing PMP certification via Guild

Languages

Hindi
Limited
Arabic
Limited
Urdu
Limited

References

References available upon request.

Timeline

Virtual Banker III

Chase Bank
02.2024 - Current

Financial Services Representative

TD Ameritrade / Charles Schwab / Ameriprise
09.2022 - 08.2023

Direct Flex Officer & Sr. Lending Officer

Priority Financial Network (PFN), SunWest, Loan Depot, etc.
07.2018 - 03.2024

Director of Real Estate Investment fund & GM of Property Management

Serene Global Group & Progressive PM
03.2017 - 04.2018

Managing Broker of Real Estate Brokerage

Change Realty, LLC.
07.2012 - Current

Real Estate Sales Consultant

REMAX Gateway
01.2010 - 06.2012

Area & Region Manager (Producing) - Niche Home Financing Provider

Guidance Residential, LLC
09.2005 - 02.2017

Business Development Manager

Print-ON
11.2004 - 08.2005

Government Staffing Consultant

Spherion Staffing Solutions
09.2003 - 11.2004

Branch Manager

Chase Inc.
06.2000 - 03.2004

Private Client Banker serving Small Business & High Networth clients

Dell Financial Services & Frost National Bank
01.1999 - 05.2000

Masters of Business Administration (MBA) - MIS

St. Edward’s University

Bachelors of Commerce (BCOM) - Finance with minor in Marketing

UNBC

Associates Diploma - General Business

Douglas College

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