Rene Juarez
Flushing,NY
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
High-achieving Real Estate Agent successful at developing and executing targeted business initiatives to drive customer growth, achieve sales objectives and enhance bottom-line profits. Results-oriented and friendly individual with expertise in tenant relations and lead development. Reliable and driven with strong time management and prioritization abilities.
Highly organized executes case flow management through advanced technical skills. Successful at sorting and categorizing high volumes of legal documents and data. Prioritizes tasks and remains productive while balancing multiple projects and stakeholders.
Overview
4
4
years of professional experience
Work History
Real Estate Agent
Scope Realty
Manhattan, NY
09.2023 - 11.2024
- Developed networks with appraisers, lenders, and home inspectors to facilitate real estate transactions.
- Showed residential properties and explained features, value and benefits of available homes.
- Coordinated appointments to show homes to prospective buyers.
- Provided client guidance regarding market conditions, mortgage options, and legal requirements.
Operations Manager
Leonard's Palazzo
Great Neck, NY
08.2020 - 11.2023
- Managed scheduling, training and inventory control.
- Reviewed daily financial reports and reconciled accounts to keep information current and accurate.
- Established and maintained positive working relationships with community organizations, acting as corporate representative at meetings and events.
- Identified areas of deficiency and performed root-cause analysis to solve problems.
- Implemented policies and standard operating procedures and managed quality, customer service and logistics.
- Prepared staff work schedules and assigned team members to specific duties.
- Connected with clients and developed strategies to achieve sales and customer service goals.
- Performed cost analysis for various projects to determine budget requirements.
Financial Advisor
New York Life Insurance Co
Melville, NY
12.2022 - 05.2023
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Recommended strategies to clients to help achieve financial goals.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
- Analyzed wills, insurance policies, and corporate contracts for potential financial risks and opportunities for improvement.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
Paralegal
Romano Law Group
Manhattan, NY
06.2021 - 10.2022
- Prepared trial notebooks for court proceedings.
- Stayed abreast of changes in legislative and regulatory guidelines.
- Reduced workflow downtime by effectively organizing and managing client billing and case management files.
- Proofread documents prior to filing them with courts or submitting them to opposing counsels.
- Maintained contract database with relevant information for categorization and easy access.
- Conducted research on relevant laws, regulations, judicial decisions, and legal articles.
- Entered data into and managed litigation databases and Excel spreadsheets.
Education
Master of Finance - Building And Property Maintenance
LaGuardia Community College of The City University of New York
Long Island City, NY12-2023
Skills
- Performance Monitoring
- Organizational Management
- Financial Management
- Health and Safety Compliance
- Business Planning
- Marketing
- Maintenance Planning
- Inventory Management
- Goal Setting
- Project Leadership
- Business Development
- Data Management
- Consultative Sales
- Business Intelligence
- Maintaining Compliance
- Fluent in Spanish,English
- Staff Retention
Languages
Spanish
Professional
English
Professional
Timeline
Real Estate Agent
Scope Realty
09.2023 - 11.2024
Financial Advisor
New York Life Insurance Co
12.2022 - 05.2023
Paralegal
Romano Law Group
06.2021 - 10.2022
Operations Manager
Leonard's Palazzo
08.2020 - 11.2023
Master of Finance - Building And Property Maintenance
LaGuardia Community College of The City University of New York
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