Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rebecca Williams

Jacksonville,FL

Summary

Hardworking College Graduate seeking a career in finance. Bringing forth a motivated attitude as a fast learner with strong attention to detail. Dedicated, resourceful, and committed to becoming a dependable and valuable team member.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Workplace Planning Associate

Fidelity Investments
01.2023 - Current
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals by having one of my calls shown to the new hire team.
  • Gained knowledge of Know Your Customer and Anti Money Laundering protocols.
  • Learned how to navigate FocusPoint, Plan Profile, and Salesforce.
  • Nominated for Excellence in Action for the quarter by my peers and supervisor.
  • Passed my Securities Industry Essentials (SIE) Exam.
  • Passed my Series 7 General Securities Representative Exam.

Leasing Professional

American Landmark Apartments
05.2021 - 01.2023
  • Identified and maximized sales opportunities, and increased customer retention rates by providing excellent customer service at all times. Resulting in 13 5-Star Google Reviews mentioning their experience with me.
  • Closed over 100 New Leases and ensured we were above 96% pre-leased for our 348-unit property.
  • Awarded Top Leaser of the Month.
  • Qualified prospective residents by verifying applications, income, previous residency, credit and criminal background checks.
  • Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local and federal housing requirements.

Leasing Consultant

Fickling Management Services
05.2020 - 05.2021
  • Assisted in leasing-up the 244-unit new construction property from 57% to more than 97% occupied and 98% leased.
  • Closed approximately 70 new leases in a 10-month period.
  • Marketed vacancies to prospective tenants through social media advertising, open house events; explained advantages of location and services.
  • Demonstrated complete knowledge of the features and benefits of the community as well as trends and features of the local market to better position the Company's offerings versus competitors.

Professional / Front Desk Coordinator

Student Housing Solutions LLC
04.2018 - 05.2020
  • Promoted from Leasing Professional to Front Desk Coordinator
  • Oversaw company email, acting as a liaison for 14 properties.
  • Provided exceptional face to face and over the phone customer service to clients which resulted in receiving over 20 5-Star Google Reviews for the company based off my customer service.
  • Conducted apartment tours, answered questions and highlighted selling features and benefits of the property.

Education

Bachelor of Science - Criminology

Florida State University
Tallahassee, FL
04.2021

Undergraduate Certificate in Emergency Management & Homeland Security -

Florida State University
Tallahassee, FL
04.2021

Skills

  • Customer Service
  • Effective Time Management
  • Ability to Work Under Pressure
  • Coachable
  • Attention to Detail
  • Flexibility and Adaptability
  • Highly Organized
  • Critical Thinking Skills
  • Leadership Skills
  • Microsoft Office
  • FocusPoint
  • Salesforce

Certification

  • Securities Industry Essentials (SIE) Exam
  • Series 7 – General Securities Representative Exam

Timeline

Workplace Planning Associate

Fidelity Investments
01.2023 - Current

Leasing Professional

American Landmark Apartments
05.2021 - 01.2023

Leasing Consultant

Fickling Management Services
05.2020 - 05.2021

Professional / Front Desk Coordinator

Student Housing Solutions LLC
04.2018 - 05.2020

Bachelor of Science - Criminology

Florida State University

Undergraduate Certificate in Emergency Management & Homeland Security -

Florida State University
Rebecca Williams