Vita Deveaux

• Evaluated investment materials to develop financial techniques to fulfill customer needs and predict favorable investments.
• Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
• Leveraged customer service and consultative sales techniques to exceed sales benchmarks, resulting in 20% increase over expected sales targets.
• Profiled and analyzed investment products to devise financial strategies meeting client financial needs and to forecast opportunities with highest return on investments.
• Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors, and other professionals.
• Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans; currently administer $10M client investment portfolio.
• Leveraged Costar to input and compile data gathered from various sources.
• Achieved cost-savings by developing functional solutions to Leasing problems.
• Performed site evaluations, and customer surveys.

• Specialized in buying, selling and leasing restaurant space.
• Educated clients looking to sell or buy on current market conditions, legal requirements, pricing and mortgages.
• Managed scheduled meetings to maintain satisfaction of both buyers and sellers and facilitate smooth purchases.
• Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
• Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
• Negotiated contracts with buyers and sellers to maximize customer savings.
• Improved customer satisfaction by finding creative solutions to problems.
• Appraised properties and advised clients on financing options.
• Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
• Created agendas and communication materials for team meetings.
• Improved operations by working with team members and customers to find workable solutions.
• Established start-up restaurants company, overseeing strategic planning, market analysis, product development and regulatory compliance.
• Oversaw strategic business decision-making to develop, enhance and enforce business mission.

• Consulted with customers to discuss market information.
• Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
• Recognized by clients for providing exceptional customer service.
• Provided excellent service and attention to customers when face-to-face or through phone conversations.
• Demonstrated self-reliance by meeting and exceeding workflow needs.
• Improved customer satisfaction by finding creative solutions to problems.

Dale Carnegie Institute Graduate

Keller Williams BOLD Graduate

Toastmasters

Mentor for New Commercial Agents