Victor Nicolas
Los Angeles,CA
Summary
Meticulous professional with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.
Overview
14
14
years of professional experience
Work History
Real Estate Investment Advisor /Senior Project Manager
Sttratuss Development & Consulting
Los Angeles, CA
02.2019 - Current
- Prepare/update schedules, budgets, manage subcontractor and field management on a routine basis
- Advise clients throughout the negotiation process to help them get maximum value for their property
- Assist clients with finding proper general contractor/s for property repairs to minimize cost and maximize value.
- Maintains an accurate and in-depth knowledge of all aspects of the community, particularly in areas such as rent and pricing information, vacancies, apartment availability, lease expirations, etc.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
Business Banker
Bank Of America National Association
Los Angeles, USA
02.2015 - 02.2019
- Company Overview: Los Angeles, CA
- Served clients with annual revenues from $500K up to $5 million
- Responsible for growing the profitability of the small businesses customer base
- Analyze the client's financial condition and recommend financial solutions that best meet the client's business and personal needs
- Accountable for prospecting and acquiring new priority small business, as well as retaining existing business relationships
- Identify the client's needs and coordinate client involvement with other product specialist
- Grow client acquisition through partnership with Financial Center, Customer Contact Center, Merchant Services, Business Banking partners, and other leadership
- Prospect, cold call, network and develop new business opportunities within the small business banking community, within a specific territory
- Commercial Real Estate Lending, Practice Solutions/Business Lending
- Payroll
- Los Angeles, CA
Relationship Manager
Bank Of America National Association
Los Angeles, USA
09.2012 - 05.2015
- Company Overview: Los Angeles, CA
- Partnered closely with the financial center manager to ensure all of the responsibilities were completed with quality and that exceptional client care was delivered
- Understood the clients financial needs to offer the appropriate solution
- Connected clients with specialists
- Los Angeles, CA
Service Sales Specialist
Bank Of America National Association
Los Angeles, USA
08.2011 - 09.2012
- Company Overview: Los Angeles, CA
- Prospect for additional opportunities and business
- Maintained and upgrade current customer base
- Consistently met and exceeded monthly sales quota with acceptable profitability
- Responsible for conducting sales and product training as a means for cultivating opportunities through assigned territory sales representatives
- Los Angeles, CA
Education
High School Diploma -
Santee High School
Los Angeles, CA06.2008
Skills
- Bilingual (Fluent Spanish)
- Microsoft Office
- Management abilities
- Training abilities
- Corporation Account opening
- Home Loans
- Real Estate
- Insurance Billing
- Business Auto Loans
- Marketing
- Financial Advising
- Payroll
- Commercial lending
References
Available upon request
Timeline
Real Estate Investment Advisor /Senior Project Manager
Sttratuss Development & Consulting
02.2019 - Current
Business Banker
Bank Of America National Association
02.2015 - 02.2019
Relationship Manager
Bank Of America National Association
09.2012 - 05.2015
Service Sales Specialist
Bank Of America National Association
08.2011 - 09.2012
High School Diploma -
Santee High School