LiveCareer-Resume

investment manager resume example with 20+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Summary
Licensed Broker and experienced negotiator seeks a position at an established company. Expert in dedicated to giving clients "First Class" professional service and honest advice. Driven and energetic with 12 years experience. Highly adept at building excellent working relationships with other real estate agents, lenders, appraisers, title companies, surveyors and attorneys.
Highlights
  • Experienced buyers’ agent
  • Lending and escrow expertise
  • Negotiations expert
  • Foreclosures specialist
  • Excellent communicator
  • Lead follow up
  • San Antonio Board of Realtors
  • National Association of Realtors
  • NMLS
  • Proficient in Microsoft
  • Experienced entrepreneur
  • Honest and ethical
Education
University of Phoenix Phoenix, AZ Expected in 2010 Master of Arts : Adult Education and Training - GPA :
University of Phoenix Phoenix, AZ Expected in 2009 Bachelor of Science : Business/Marketing - GPA :
University of Phoenix Phoenix, AZ Expected in 2008 Certificate : Human Resource Management - GPA :
Champions School of Real Estate San Antonio, TX Expected in 2007 License : Broker - GPA :
Champions School of Real Estate San Antonio, TX Expected in 2003 License : Realtor - GPA :
Champions School of Real Estate San Antonio, TX Expected in 2016 Certificate of Achievement : 20 Hour SAFE Comprehensive MLO Fundamentals Course ID #2029 - GPA :
Champions School of Real Estate San Antonio, TX Expected in 2016 Certificate of Achievement : 3 Hour TX-SML SAFE: Texas Law and Practice Course ID #4126 - GPA :
Accomplishments
Accumulated over $2,000,000 in sales within the first 12 months of operating as a licensed real estate agent in 2004.  Licensed Independent Real Estate Broker in 2007.  Accumulated over $3,600,000 in sales in 2015.  Property Acquisition Investment over $480,000 in 2014.  SBC Wireless Frontiers in 2000 received Circle of Excellence Award.                                                                                     

Experience
Avangrid - Investment Manager
Ithaca, NY, 10/2012 - Current

Adhered to all federal and state compliance guidelines relative to retail mortgage lending. Analyzed company financial status, credit and property evaluation to determine feasibility of requesting loan or cash purchase for investment property.  Created financial analysis reports of real estate portfolio, company financial statements, and market.  Recorded, and banked cash, and checks, as well as reconciled records of bank transactions. Generated lists of investment properties that were compatible with company needs and financial resources. Attended workshops on learning goals, investment strategies, management, and research. Registered NMLS 1520834
The Pegues Group - Real Estate Broker
Charlotte, NC, 09/2006 - Current
Generated lists of properties that were compatible with buyers' needs and financial resources. Maintained high referral rates and exceptional feedback from previous clients. Counseled customers on market current status for residential and land markets. Educated clients on items needed for lending approval, and referred client to loan officer for approval letter in order to submit offer.  Develop marketing material for properties. Verified that the legal formalities were completed prior to closing dates. Actively follow-up with prospects and hot leads. Communicated with owners regarding home and loan status. Followed up with prospects throughout the sales process. Created and maintained my client base by meeting needs and providing exceptional customer service. Negotiated contracts and coordinate with lenders, attorneys and inspectors. Advertised properties to the general public via networking, brochures, ads and multiple listing services to maximize exposure.
Windermere Real Estate - Realtor
Rivergrove, OR, 09/2003 - 09/2006

Promoted property sales through advertisements, open houses and participation in multiple listing services. Successfully guided home buyers and sellers through sales and purchase of properties. Showed residential properties and explained the features, value and benefits of available homes. Assisted clients in leasing of homes.  Communicated with owners regarding home and loan status. Verified that the legal formalities were completed prior to closing dates. Followed up with prospects throughout the sales process.
Verizon Communications - Indirect Account Manager
Lewis Center, OH, 11/2000 - 10/2002
Managed a team of three account executives and forty-agent point of distribution locations.  Exceeded all assigned sales quotas and objectives by setting sales quotas for sales team.  Maintained monthly/annual budget commitment for gross activations, revenue, net activations and expenses to ensure we stayed within budget and maximized production.  Assessed effectiveness of sales representatives. Maximized sales production of each agent account by achieving sales goals and conducting training, radio remotes and tent sale events.   Designed employee motivation strategies and contests. Maintained open communication between Cingular Wireless and indirect agent accounts.  Developed productive relationships with key account holders. Coordinated and approved assigned agents’ advertising and Co-op requests.  Developed and coordinated training for new products and services.   Coordinate with National Account group of opening new kiosk.  Met with management of new location, requested and assigned agent codes, scheduled training for store associates/managers, plan launch activities and provided demo line for new store location.   Implemented Cingular policies and procedures pertaining to agent business and ensure compliance.
Five Star Bank - Retail Operations Manager
Williamsville, NY, 08/1996 - 11/2000
Managed all aspects of 18 retail distribution locations to meet financial objectives. Met monthly budget commitment for gross activations, revenue, net activations and expenses.  Met and exceeded all assigned sales quotas and objectives by setting sales quotas for sales associates. Managed all sales functions, including scheduling, training, coaching and merchandising.  Trained all new employees and held ongoing training for seasoned employees to maximize the employee’s potential.  Training consisted of new product, merchandising for store, communication, best practices and time management.  Assessed effectiveness of sales representatives. Assured sales associates were meeting 90 day rolling average for assigned quotas by maintaining accurate reports. Designed employee motivation strategies and contests. Submitted monthly reports to regional manager. Performed inventory audits and made surprise visits to remote locations to ensure operational requirements.  Audited sales associate’s contracts and drawer transaction journals on a weekly basis to ensure procedures were followed at all times.   Coordinated opening of new kiosk locations.  Ordered kiosk and scheduled delivery/install date.  Contacted electrical contractors for bids and wiring kiosk with electricity.  Scheduled data and ISDN line installation once electrical had been completed. Ordered PC’s, monitors, routers, circuits, cash drawer, credit card reader and check reader for new locations.  Order safes and locks for kiosk and scheduled safe installation date.  Requested sales associate’s codes and security logins through proper departments.  Established Armored and courier pickup at new locations.  Met with Marketing for promotion for grand opening and scheduled grand opening meeting. 

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Resume Overview

School Attended

  • University of Phoenix
  • University of Phoenix
  • University of Phoenix
  • Champions School of Real Estate
  • Champions School of Real Estate
  • Champions School of Real Estate
  • Champions School of Real Estate

Job Titles Held:

  • Investment Manager
  • Real Estate Broker
  • Realtor
  • Indirect Account Manager
  • Retail Operations Manager

Degrees

  • Master of Arts
  • Bachelor of Science
  • Certificate
  • License
  • License
  • Certificate of Achievement
  • Certificate of Achievement

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