Summary
Overview
Work History
Education
Skills
Timeline
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TOLIN PETERSON

SHORELINE,WA

Summary

Proven track record as a Licensed Real Estate Broker at Preview Group, enhancing client satisfaction and increasing sales volume through expert negotiation and comprehensive market analysis. Skilled in property valuation and client representation, I excel in developing strong client relationships.

Overview

21
21
years of professional experience

Work History

Licensed Real Estate Broker

Preview Group
01.2008 - Current
  • Reviewed contracts, lease agreements, title reports and appraisals on behalf of clients.
  • Volunteered with the Washington State Housing Finance Commission to educate first time home buyers about available down payment assistance programs.
  • Developed customized marketing plans for each listing using a mix of traditional advertising methods, digital platforms, social media outreach, and targeted email campaigns.
  • Delivered exceptional customer service by promptly addressing concerns or queries from clients throughout the entire transaction process.
  • Assisted clients with cleaning, landscaping, staging photographing homes for sale/rent to maximize aesthetic appeal and generate buyer/tenant interest.
  • Increased sales volume by developing and maintaining strong relationships with clients and other real estate professionals.
  • Conducted comprehensive market analysis to accurately price properties for optimal results in competitive markets.
  • Streamlined transaction processes, ensuring timely closings and minimal delays for both buyers and sellers.
  • Enhanced client satisfaction by providing timely and accurate property information during the buying or selling process.
  • Mentored junior agents within the brokerage firm on sales strategies, market analysis techniques, and effective negotiation tactics for professional growth.
  • Maintained in-depth knowledge of local market trends, neighborhood statistics, school ratings, and community amenities to effectively advise clients on property values.
  • Provided expert guidance to first-time homebuyers navigating the complexities of purchasing their first property.
  • Negotiated purchase contracts and lease agreements to establish maximum value for clients.
  • Bought, renovated and flipped houses using real estate and construction knowledge.

Financial Advisor

Chase Bank
01.2004 - 12.2007
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Increased client retention rates with personalized communication and regular portfolio reviews.

Education

BBA - Finance

University of Washington
Seattle, WA
06.2023

Skills

  • Residential/Commercial/Multifamily Real Estate
  • Buyer/Seller Representation
  • Property Management
  • Property valuation
  • Contract review
  • Appraisal review
  • Construction management
  • Home inspections
  • Title Examination
  • Lease Negotiations
  • Real Estate Law
  • Escrow management

Timeline

Licensed Real Estate Broker

Preview Group
01.2008 - Current

Financial Advisor

Chase Bank
01.2004 - 12.2007

BBA - Finance

University of Washington

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TOLIN PETERSON