Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

Roberto Morales

Miami,FL

Summary

Seasoned broker officer, and real estate investor bringing several-year record of success building high-impact sales through effective team leadership and application of insightful market strategies. Worked well with several underwriting teams to present clients with efficient financing. Also closed several deals along side title companies and lawyers to provide transparency to the closing process.

Proficient in creating business opportunities through tactical utilization of marketing technology. Distinguished and award-winning customer service and sales expert leveraging and capitalizing on proficiency with markets and industry network.

Overview

25
25
years of professional experience

Work History

Broker Owner and Real Estate Investor for Grand L

Elevenone Realty LLC
Miami, FL
03.2011 - Current
  • Succeeded in effectively reviewing loan documents and collaborating with underwriting personnel.
  • Developed long-term relationships with customers by providing personalized service and advice.
  • Researched and identified potential opportunities for clients to maximize their investments.
  • Reviewed and analyzed financial data to ensure accuracy of customer accounts.
  • Negotiated contracts between buyers and sellers in a timely manner.
  • Prepared detailed reports on market trends, stock prices, economic indicators.
  • Monitored client portfolios to identify areas of improvement or risk reduction strategies.
  • Assisted customers in making informed decisions about their investments based on current market conditions.
  • Evaluated customer's risk tolerance before recommending specific investments.
  • Communicated regularly with clients regarding portfolio performance and changes in the marketplace.

CEO

Creative Custome Design
Miami Gardens , FL
04.2003 - 06.2010
  • Developed and implemented strategic business plans to increase company profitability.
  • Created and maintained relationships with key stakeholders, including customers, suppliers, government agencies, and other industry partners.
  • Overseen the daily operations of the organization and ensured compliance with applicable laws and regulations.
  • Managed executive team members to ensure successful execution of projects in a timely manner.
  • Maintained open communication channels between departments to maximize efficiency and productivity.
  • Directed long-term research initiatives to identify new markets for growth opportunities.
  • Assessed financial performance of the organization on a regular basis and identified areas for improvement.
  • Recruited, trained, mentored, and managed employees at all levels within the organization.
  • Analyzed market trends and customer data to inform decision-making processes.
  • Established policies and procedures that promoted an ethical work environment.
  • Negotiated contracts with vendors to secure competitive pricing for goods or services.
  • Cultivated relationships with external organizations to build partnerships that benefited both parties.
  • Monitored budgetary expenditures across multiple departments to ensure fiscal responsibility.
  • Signed and approved budgets for new funding and program initiatives.
  • Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
  • Led strategic planning and execution to enhance profitability and company growth.

Relationship Manager

Bank of America
Miami, FL
05.1999 - 04.2003
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
  • Evaluated customer feedback to identify areas of improvement in products or services offered.
  • Collaborated with internal teams to develop strategies that would increase customer engagement levels.
  • Analyzed market trends and identified potential new customers through research activities.
  • Maintained accurate records of all client interactions within the company's CRM system.
  • Ensured compliance with relevant laws and regulations when dealing with customers.
  • Resolved escalated customer issues efficiently and effectively within established timelines.
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Addressed customer questions and concerns regarding products and services.
  • Prepared and presented detailed reports on client account status and growth opportunities to senior management.
  • Analysed client financial statements to offer tailored advice and products.
  • Participated in networking events and industry conferences to attract new clients.
  • Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
  • Established strong relationships with clients through regular, personalized communication.
  • Negotiated terms and conditions of client contracts to ensure mutual satisfaction.
  • Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
  • Provided expert financial advice to clients, enhancing their decision-making process.
  • Conducted risk assessments for client portfolios, recommending strategies to mitigate potential losses.
  • Led training sessions for junior relationship managers on client service best practices.

Education

BBA - Finance And International Business

Florida International University
Miami, FL
06-1999

Skills

  • Financial Analysis
  • Market trend expertise
  • Financial Planning
  • Risk Mitigation
  • Relationship Management
  • Business Growth
  • Sales strategy development
  • Compliance requirements
  • Market dynamics
  • Sales technique development
  • Marketing Strategies
  • Contract Negotiation
  • Prospecting and Networking
  • Risk Management
  • Risk Assessment
  • can work with credit and underwriting teams efficienty

Languages

Spanish
Professional

References

References available upon request.

Timeline

Broker Owner and Real Estate Investor for Grand L

Elevenone Realty LLC
03.2011 - Current

CEO

Creative Custome Design
04.2003 - 06.2010

Relationship Manager

Bank of America
05.1999 - 04.2003

BBA - Finance And International Business

Florida International University

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Roberto Morales