managing director principal strategist resume example with 16 years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Professional Summary
Extensive experience as a finance and property investment professional, having helped hundreds of clients on the path to financial success.
Insightful manager with excellent team leadership, planning and organisational skills.
A highly motivated and self-driven individual, with a proven track record of success through establishing productive referral networks and maximising sales opportunities.
A strong social media presence has bolstered my position as a property investment and lending expert.
Key personal traits are integrity, perseverance and a positive outlook.
Skills
Exceptional Interpersonal Communication
High Level Customer Service
Product/Advice Related Sales
Multitask & Meet Deadlines
Foster Team Relationships
Create Professional Referral Networks
Flexible and Adaptable to Change
Decision Making
Positive Attitude
Process driven
Work History
03/2015 to CurrentManaging Director & Principal StrategistNew Penn Financial | Miami, FL,
Responsible for all aspects of business operations required to manage a small team of advisors, internal and external stakeholders,
Monitor & review team performance in line with benchmark KPI's and best practice processes
Oversee all aspects of compliance and reporting
Nurtured a solid referral network which has provided an ongoing stream of qualified client referrals
Mentored and coached new to industry advisors with a focus on how to self generate leads
Full analysis of clients A&L and income position, to create cashflow modelling on the proposed property investment. This ensures that the property recommendation is suited to the client's current and ongoing investment needs, along with creating realistic property investment goals
Maintain continual contact with client's lender to ensure loans are tracked and set up correctly for construction
Provide expert lending advice to clients (e.g. investment lending structures/loan features), given the integral link between property and financing
Explain technical property investment & financial concepts to clients in easy to understand language.
Cross sale/referral of complimentary products & services to enhance customer experience and ensure best success as a property investor. Includes: insurance referrals, depreciation schedules, property handover inspections, rental management, accounting, financial planning.
Authored a number of eBooks and created extensive amounts of video content to educate clients on finance and property investment. This includes a regular video segment on social media called “Property Mentor Minute,” which had over 100 episodes posted
Support, educate and encourage clients to use our software program that captures data and forms the basis of their PIP. This effectively digitises and simplifies a complex process
Completed two years in 'K2 Business Accelerator' (Kerwin Rae) program focusing on team leadership, management, personal leadership and structured business planning
Ongoing membership and participation in 'Zone High' (Michelle Stanton) group focusing on an unstoppable mindset
02/2009 to 08/2015Director/Principal Mortgage ConsultantThe Loan Hound | City, STATE,
Oversaw all aspects of business operations such as marketing, lead generation for the team, recruitment, coordinating support staff and general loan writing and settlement activities
Company held Australian Credit Licence (ACL 388351) and I was responsible for whole of business compliance obligations
Created a structured onboarding and mentoring program which focused on self generating leads, marketing, preparing quality loan submissions and adopting compliant processes
Responsible for policy, procedure and process implementation to ensure compliance and a vibrant business culture
Developed and maintained several strategic referral partnerships as primary source of lead generation for our team of brokers. Real estate agent and new home sales partnerships provided ongoing source of home buyer leads. Accountants, financial planners and rental managers were the focus for property investor and refinance leads
Created an industry leading, quality client onboarding process that tripled lead conversion of newly referred clients
Selected by aggregator to provide specialist property investment lending services to partner business of the aggregator
Maintained consistent social media presence and regular email marketing campaigns for client attraction & retention
Provided scenario/structuring advice to my brokers
11/2006 to 02/2009Mortgage ConsultantAustralian Mortgage Brokers | City, STATE,
Commenced as part time trainee. Progressed to become full-time self employed mortgage broker - very few new brokers achieved this without banking background
Assessing client's capacity for lending; loan product recommendation & structuring advice; lodging loan application and tracking to settlement; maintaining post settlement service & client reviews
Generated own leads and learned how to establish & maintain professional referral partnerships as no leads were provided by franchise owner
Managed partnership with Professionals Real Estate Beachside office to generate ongoing referrals
Established national partnership with Leukaemia Foundation which generated thousands of dollars in ongoing donations
Education
Expected in 2019 to to QPIA - Qualified Property Investment Advisor | Property Investment AdviceProperty Investment Professionals Australia (PIPA), Australia, GPA:
Expected in 2015 to to RG146 & Property Investment Advisor | Mentor Education, Australia, GPA:
Expected in 2015 to to Certificate IV Property Services (Real Estate) | Real EstateBPG Training, Australia, GPA:
Registered as Land Agent with Consumer and Business Services South Australia
Expected in 2013 to to AAMC Training Group | FinanceDiploma of Finance , AAMC, GPA:
Expected in 2006 to to GroupCert IV Finance – Mortgage Broking | FinanceAAMC Training Group, Australia, GPA:
Affiliations
Member of DG Institute, Property Elite Mentoring Program (2021 - current)
Member of Kerwin Rae K2 Elite Leadership - Business Accelerator program for 2 years (2018 - 2020)
Zone High (Michelle Stanton - Adelaide) Zone Training 2008, current member of Zone Culture ZCA in 2022
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Resume Overview
School Attended
Property Investment Professionals Australia (PIPA)