With nearly 18 years' experience in the banking industry, I am well qualified in improving operations and problem solving. I am a detail-oriented team player with strong organizational skills and the ability to handle multiple projects simultaneously with a high degree of accuracy. I am highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals.
Overview
23
23
years of professional experience
Work History
Real Estate Agent
Berkshire Hathaway
08.2018 - Current
Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms
Determine clients’ needs and financials abilities to propose solutions that suit them
Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a fair and honest dealing
Perform comparative market analysis to estimate properties’ value
Display and market real property to possible buyers
Maintain and update listings of available properties
Cooperate with appraisers, escrow companies, lenders and home inspectors
Develop networks and cooperate with attorneys, mortgage lenders and contractors
Promote sales through advertisements, open houses and listing services
Remain knowledgeable about real estate markets and best practices
Review and executed confidential documents, contracts and disclosures.
Establish positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
Educate clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
Develop new business and managed new and existing clients.
Real Estate Agent
RE/Max Edge
05.2012 - 08.2018
Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms
Determine clients’ needs and financials abilities to propose solutions that suit them
Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a fair and honest dealing
Perform comparative market analysis to estimate properties’ value
Display and market real property to possible buyers
Maintain and update listings of available properties
Cooperate with appraisers, escrow companies, lenders and home inspectors
Develop networks and cooperate with attorneys, mortgage lenders and contractors
Promote sales through advertisements, open houses and listing services
Remain knowledgeable about real estate markets and best practices
Review and executed confidential documents, contracts and disclosures.
Establish positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
Educate clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
Develop new business and managed new and existing clients.
Customer Service Manager
People's United Bank
10.2008 - 10.2018
Responsible for the daily operations of the Customer Service Associate staff and the customer experience
Resource to junior staff in facilitating adherence to the organization's customer service standards
Supports products and services application to customer needs to advance the branches referral goals and modeling techniques for junior staff
Deliver accurate, quick and efficient customer service
Proactively anticipates customer needs and acts upon opportunities for product referral
Models these behaviors for the Customer Service staff
Open accounts and performs a wide range of customer services
Supervises all operational activities including staffing, cash levels, supplies, inventory, balancing including ATM's and TAU's in compliance with the bank's policies and procedures
Ensures sound and efficient operations by monitoring staff differences, cash items and appropriate reports
Train new Customer Service staff in the research and resolution of transaction/balancing problems
AVP Office Manager
First Southern Bank
07.2006 - 04.2008
Responsible for managing the day- to-day activities in a full service branch, including sales and the day-to-day production and operations functions
Over see the day-to-day operations, to ensure compliance with all policies and procedures
Manage and schedule Tellers and Personal Banking staff
Maintain financial records
Implement and reviews bank policies and procedures
Plan and accomplish branch sales goals
Ensure that customer services are provided, including opening accounts, provide customers with information, and resolving banking problems for customers
Create sales development activities
Assist Human Resources and Market Managers to initiate hiring, training, performance appraisals, resolving routine employee issues, performance management, and scheduling hours and work
Oversee the activities of the branch staff, ensuring compliance with set policies and procedures
Provide service to present and potential customers seeking consumer and small business loans
Assist Market Manager in coordination of branch activities and facilitation of the production process
Promote, cross-sell, and services a full range of financial products and services
Responsible for new accounts, client retention and existing client cross-selling and relationship expansion
Assistant Branch Manager
American Eagle Federal Credit Union
12.2004 - 06.2006
Mentor for East Hartford High School Branch (mentored 3 students)
Directly supervise the Teller Supervisor, Tellers & MFR's
Effectively coach and develop Teller Supervisor, Tellers & MFR's to improve knowledge and skills
Responsible for the hiring of new Teller Supervisor and participate in the hiring of Teller's and MFR's
Responsible for the performance appraisals of Teller Supervisor and contribute to the performance appraisals of Tellers and MFR
Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws, including planning, assigning, and directing work; rewarding and disciplining employees; addressing complaints and resolving problems through a process of on-going communication
Assists the Branch Manager in the development and implementation of an effective plan to meet branch goals
Regularly assess progress to goals with Branch Manager, and assists in adjusting the plan as needed to meet branch goals
Consistently contribute to the attainment of individual and branch goals
Responsible for the security of the branch, employees, and members
Collaborate with branch manager in planning and facilitating branch meetings
Actively listen and ask questions to determine all financial needs of members
Demonstrate excellent member service by cross-selling additional Credit Union products and services to meet member's financial needs
Accurately open new member accounts on core system
Effectively process Visa, consumer loan and home equity loan applications
Office Manager
Corporate America Family Credit Union
09.2002 - 12.2004
Directly supervise the Teller Supervisor and Tellers
Effectively coach and develop Teller Supervisor and Tellers to improve knowledge and skills
Responsible for the hiring of new Teller Supervisor and participates in the hiring of Teller's
Responsible for the performance appraisals of Teller Supervisor and contribute to the performance appraisals of Tellers
Monitor performance behaviors / Coach and document activities
Training and orientation of new staff
Actively listen and ask questions to determine all financial needs of members
Demonstrate excellent member service by cross-selling additional Credit Union products and services to meet member's financial needs
Strive to achieve branch and corporate goals
Effectively underwrite consumer loans
Collections of delinquent loans
Customer Service Manager
Peoples Bank
06.2000 - 09.2002
Supervise and motivate a team of six
Directly supervise the Teller Supervisor, Tellers and CSR's
Effectively coach and develop Teller Supervisor, Tellers and CSR's to improve knowledge and skills
Responsible for the hiring of new Teller Supervisor and participates in the hiring of Teller's and CSR's
Responsible for the performance appraisals of Teller Supervisor and contribute to the performance appraisals of Tellers and CSR's
Monitor performance behaviors / Coach and document activities
Actively listen and ask questions to determine all financial needs of the customers
Demonstrate excellent customer service by cross-selling additional products and services to meet customer's financial needs
Effectively underwrite, close, and book Mortgages, Home Equity, and consumer loans
Market and Tech Advisor at Berkshire Hathaway HomeServices The Preferred RealtyMarket and Tech Advisor at Berkshire Hathaway HomeServices The Preferred Realty
Real Estate Broker Associate at Berkshire Hathaway HomeServices Premier PropertiesReal Estate Broker Associate at Berkshire Hathaway HomeServices Premier Properties
Marine Corps Sergeant, 3531 Motor Vehicle Operator at United States Marine Corps ReserveMarine Corps Sergeant, 3531 Motor Vehicle Operator at United States Marine Corps Reserve