Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Victoria Wu

Boston,,MA / New York, NY

Summary

8 years of experience in real estate. 5 years in New York real estate sales. 4 years of experience in property and casualty insurance with licenses in 25 states. Notary and MA Real Estate License pending.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Principal Broker / Founding Partner

River Rock Insurance Services LLC
New York, NY
03.2023 - Current
  • Established an insurance brokerage specializing in commercial policies for real estate investments and projects.
  • Independently navigated the formation of 17 foreign LLCs without legal assistance, and maintained compliance with all regulations implemented by each state and department.
  • Obtained property and casualty insurance licenses in 25 states for both the brokerage and myself
  • Initiated the creation of a startup by partnering with REI Asset-Based Lenders and negotiating agreements to channel deals through River Rock to cultivate a consistent client foundation, while cutting marketing costs for lead generation.
  • Networked, developed, and managed relations with clients, carriers, contractors, retailers, underwriters, lenders, mortgage brokers, real estate agents, and attorneys to maintain strong communication, and timely closings.
  • Reviewed appraisals, agreements, policies, and financial records to assess property value, ARV, LTV, and income potential. Provided personalized plans and advice to CRE investors seeking assistance in finding, funding, and/or insuring an investment.
  • Combined softwares such as, Salesforce, Epic, and EZlynx to develop a custom database of clients, properties, and loans to expedite carrier and MGA submissions by automating data retrieval for applications through APIs with providers.
  • Managed day-to-day operations, including accounting, public relations, human resources, social media, and marketing

Loan Originator

Blue Gate Capital LLC
New York, NY
03.2023 - 04.2025
  • Analyzed financial data to determine the feasibility of granting loans.
  • Informed customers of loan application requirements and deadlines.
  • Reviewed credit histories, income statements, and other financial information of loan applicants.

Investment Sales Associate

Highcap Group
New York, NY
01.2023 - 01.2024
  • Analyzed sales data to identify trends and adjust sales strategies accordingly.
  • Computed purchases and received and processed cash or credit payment.
  • Drafted contracts, purchase agreements, closing statements and leases.

Real Estate Agent

Howard Hanna Real Estate
New York, NY (Remote)
01.2023 - 01.2024
  • Prepared comparative market analysis to estimate properties' value.
  • Established and maintained positive relationships with owner banks, non-owner banks, attorneys, mortgage lenders and builders.
  • Analyzed potential investment opportunities based on financial reports.
  • Drafted contracts, purchase agreements, closing statements and leases.
  • Identified potential buyers through cold calling.

Real Estate Agent

Mont Sky Real Estate LLC
New York, NY
06.2022 - 01.2023
  • Maintained current and accurate CRM database of prospective customers.
  • Oversaw and negotiated offers for real estate purchases on clients' behalf.
  • Explained financial requirements and analytical data to potential buyers and sellers.
  • Developed networks with appraisers, lenders, and home inspectors to facilitate real estate transactions.

Real Estate Assistant

Victoria Realty LLC
New York, NY
01.2019 - 01.2023
  • Conducted research, compiled and typed statistical reports, synthesized information and provided excellent communication to disseminate information throughout organization.
  • Organized and maintained real estate files and documents.
  • Handled incoming calls and correspondence related to real estate inquiries.
  • Responded to customer issues to provide immediate resolution and administrative support to real estate team, including data entry and file management.
  • Supported the creation and execution of purchase agreements, leases, and other real estate documents.

Co-Founder

Designer Denim Co.
Boston, MA
09.2020 - 01.2021
  • Conducted market research to assess potential opportunities for new products or services.
  • Managed overall workflow of projects from conception to completion.
  • Collaborated with company partners to develop and actualize strategic plans to advance company's mission and objectives and promote revenue, profitability and growth.

Fundraising Coordinator

The Bone Marrow Foundation
New York, NY
01.2013 - 12.2019
  • Developed and managed comprehensive databases for patients, doctors, and donors.
  • Coordinated fundraisers by providing resources, such as venues and staffing.
  • Connected with potential donors through events such as galas, auctions, and tournaments.
  • Collaborated with community members to promote awareness of fundraising efforts.

Teacher's Assistant

My Style Camp
Port Washington, NY
09.2016 - 01.2017
  • Prepared lesson materials, exhibits, equipment, and supplies to assist in classroom preparation.
  • Managed attendance, tuition, and art supply inventory
  • Oversaw students between the age of 5 to 10 years old

.

Education

Philosophy/Economics

Union College
Schenectady, NY
01-2021

Skills

  • Contract negotiation
  • Client relationship management
  • Financial services
  • Loan analysis
  • Property evaluation
  • Prospecting / networking
  • Business development / strategy
  • Commercial insurance
  • Leasing and sales

Certification

  • Property & Casualty Insurance BrokerNY, NJ, NV, CT, CO, DE, FL, PA, IO, OH, KS, MI, MS, MD, MI, IL, MA, OK, TN, TX, SC, NC, KS, KY, VA
  • Real Estate Salesperson LicenseNew York / Massachusetts (pending)

Affiliations

  • Golf
  • Aviation/Jet Brokering
  • Sailing/Boats
  • Snowboarding
  • Chess

Timeline

Principal Broker / Founding Partner

River Rock Insurance Services LLC
03.2023 - Current

Loan Originator

Blue Gate Capital LLC
03.2023 - 04.2025

Investment Sales Associate

Highcap Group
01.2023 - 01.2024

Real Estate Agent

Howard Hanna Real Estate
01.2023 - 01.2024

Real Estate Agent

Mont Sky Real Estate LLC
06.2022 - 01.2023

Co-Founder

Designer Denim Co.
09.2020 - 01.2021

Real Estate Assistant

Victoria Realty LLC
01.2019 - 01.2023

Teacher's Assistant

My Style Camp
09.2016 - 01.2017

Fundraising Coordinator

The Bone Marrow Foundation
01.2013 - 12.2019

Philosophy/Economics

Union College
Victoria Wu