Results-driven Realtor and Financial Manager with a strong record of enhancing revenue through strategic negotiation and exceptional client relations. Achieved significant financial process improvements at Bluewater Wealth Strategies, LLC, while integrating digital marketing techniques. Proficient in property valuation and HR leadership, consistently surpassing performance targets and employer expectations.
Overview
8
8
years of professional experience
Work History
Realtor
eXp Realty, LLC
Panama City, FL
10.2024 - Current
Responded promptly to customer inquiries via phone or email regarding available properties.
Promoted property sales through advertisements, open houses and participation in multiple listing services.
Advised clients on market trends and local real estate conditions, helping them make informed decisions.
Promoted sales through advertising, open houses and Multiple Listing Services.
Maintained accurate records of client interactions and transactions.
Increased personal revenue by completing multiple home and property sales.
Facilitated deals between sellers, buyers and brokers for maximum profits.
Communicated with clients to determine property needs and budget constraints.
Realtor
eXp
Raleigh, NC
09.2024 - Current
Promoted property sales through advertisements, open houses and participation in multiple listing services.
Advised clients on market trends and local real estate conditions, helping them make informed decisions.
Generated leads through networking activities, cold calling prospects, referrals.
Responded promptly to customer inquiries via phone or email regarding available properties.
Maintained accurate records of client interactions and transactions.
Increased personal revenue by completing multiple home and property sales.
Facilitated deals between sellers, buyers and brokers for maximum profits.
Communicated with clients to determine property needs and budget constraints.
Florida and Oklahoma Notary
Notary
Panama City, FL
06.2017 - Current
Maintained records of all notarial acts performed.
Checked customer ID documents for completeness and accuracy prior to notarizing them.
Administered oaths and affirmations on legal documents to affirm clients' honor and accountability.
Informed customers about fees charged for Notary services.
Scheduled appointments with customers in need of Notary services.
Checked for signs of coercion in either party or fraud and refused to notarize suspect transaction.
Financial Manager
Bluewater Wealth Strategies, LLC
Panama City, FL
06.2017 - 12.2023
Reported payroll utilizing ADP; administered employee benefits, including SEPP IRA, insurance and vacation.
Monitored market conditions, industry trends, competitor activity, and customer needs in order to inform investment strategy decisions.
Drove financial process improvements, resulting in increased accuracy in sales commission payouts.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Compiled and delivered financial statements for association and foundation to Board of Directors and Board of Trustees and prepared variance narratives, trends and charts.
Evaluated potential risk associated with investments and business operations.
Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
Negotiated and reviewed business contracts and financial models with profitability and financial success in mind.
Developed invoicing systems and internal controls to boost billing efficiencies.
Advised senior management on complex financial matters including taxation issues.
Implemented new revenue recognition process for fixed-price arrangements, resulting in compliance improvement.
Prepared year-end financial statements, and developed year-end audit book for CPA firm to reduce and control audit costs.
Created reports for executive financial reviews.
Collaborated with auditors during periodic reviews of corporate accounts and records.
Created executive analysis reports highlighting business issues, potential risks and profit opportunities.
Analyzed competitors and market trends to facilitate business growth.
Administrative Assistant/Realtor at Pittsburgh Home Girls LLC/eXp Realty LLCAdministrative Assistant/Realtor at Pittsburgh Home Girls LLC/eXp Realty LLC