Realtor Relations Manager Business Development Analyst Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Resourceful professional with comprehensive experience in leading all facets of general operations and employee engagement management along with providing administrative assistance within multiple organizations across finance sector. Proven track record of creating and implementing robust strategies to attain a high level of customer satisfaction, boosting sales, and increasing yearly revenues as well as developing robust coaching plans to enhance employee knowledge on various selling methods. Instrumental in managing, opening, and closing all types of accounts, conducting audits, resolving complex issues, and leading cross-functional teams to enhance service efficiency. Articulate and refined communicator with ability to foster strong relationships with all levels of management, employees, partners, and customers to bolster organizational success.


♦ Member Relationship Management

♦ Strategic Planning & Execution

♦ Sales & Revenue Management

♦ Complex Issues Resolution

♦ Administrative Assistance

♦ Account Management

♦ Customer Service Management

♦ Team Coaching & Leadership

♦ Employee Engagements

Work History
Realtor Relations Manager | Business Development Analyst, 02/2021 to Current
Charles Schwab Corporation Oak Brook, IL,

Facilitate development and launch of a pilot program to establish a partnership between area's leading realtors and local top loan originators from Princeton.

  • Liaise with internal marketing department to assist with advertisement campaigns on multiple media platforms, including electronic, print, and social media.
  • Contribute to creation and execution of robust plans and programs for optimum revenue generation.
  • Served as a liaison between realtors and loan originators to maximize more than 30% customer base by cold calling, applying effective client-reaching tactics, and timely follow-up.
  • Drove major improvements within services by maintaining rapport with clients and assembling valuable clients’ feedback gained through surveys.
  • Efficiently managed sales cycle by fostering strong relationships with real estate agents and creating effective leads for sales team.
  • Gained promotion within one month due to outstanding performance and organizational impact.
  • (Attended to family to provide support during an emergency within another country and caught in flight issues due to Covid-19 pandemic and completed multiple courses, including business finance management and sales management during.
Member Relationship Officer III, 09/2017 to 05/2019
Cap Com FCU City, STATE,

Spearheaded management of overall operations across four branches and sales department along with facilitating development of effective strategies to increase sales and team member’s knowledge. Reviewed customer loan application to assesses and suggest loan approvals and denials for various functions, including home equity, car and personal loans, line of credits, and multiple deposit accounts. Executed opening and closing of personal and business accounts of all types as well as delivered robust and engaging sales presentations to numerous new and current employees.

  • Successfully drove revenue by conducting coaching sessions for employees to train on successful selling methods, while encouraging cross-selling.
  • Sustained elevated level of customer satisfaction and instilling confidence in their financial future by timely resolving customer complaints.
  • Efficiently assessed requirements of customers and offered customized solutions through meetings.
  • Actively engaged employees in business processes by leveraging positive motivational techniques.
  • Steered achievement of team's goals through effective leadership and direction.
Senior Banker, 08/2015 to 09/2017
Citizens Bank City, STATE,

Executed overall operations for branch to eradicate procedural errors and maintain accuracy. Provided recommendations on loan approvals and denials by analyzing customer loan applications for home equity, personal and car loans, line of credits, and various deposit accounts. Oversaw opening and closing for all types of personal and business accounts as well as conducted internal audit preparation to attain success of audit process. Actively assisted customers with setting up/closing accounts, filling loan applications, and signing up for new services to maintain a high level of customer satisfaction. Assessed customers’ requirements by obtaining current knowledge of customers’ preferences.

  • Established new partnerships and attained sales quota, and boosted sales by over 50% by sourcing and pre-qualifying leads along with identifying new business opportunities through daily outbound calls.
  • Enhanced performance, efficiency, and compliance of unfamiliar staff through effective training and mentoring.
  • Developed excellent rapport with account holders by actively reaching out with product recommendations.
  • Drove revenue by coaching employees to teach selling methods and encouraging cross-selling functions.
Banking Officer/Teller, 11/2011 to 06/2015
Sunmark FCU City, STATE,

Facilitated branch manager in execution of several branch operations, scheduling, branch audits, and balance and replenish ATM. Provided maximum assistance to sales and service managers in developing and sustaining sales culture and achieving branch goals. Received loan applications and submitted applications to underwriter for verification and recommendations from start to end, while managing overall activities for account opening and closing.

  • Ensured professional representation of company during overall circumstances, maintained consistency during challenging phone calls and fostered positive interactions by remaining calm and poised.
  • Proficiently identified issues, aligned potential solutions, and sustained high-quality services through accurate evaluation of member's information.
  • Consecutively received awards during multiple years for exceedingly over 200% of sales goals.
  • Led achievement of sales goals by consistently promoting products/services to each customer.
Bachelor of Science: Business Administration and Marketing, Expected in
Catholic University of Santa Catarina - ,
Development Business Finance Management (March 2020) | Sales Management (August 2019) | Effective Communications and Human Relations by Dale Carnegie: , Expected in 2015
- ,
Additional Information
  • Awards , Gained Recognition Award for Exceeding 100% Sales Goals by over 200% during Multiple Years Credo Honor Roll, 2015, 2016, 2017 Honoree exceptional Sales and Customer Service Credo Honor Roll, 2015, 2016, 2017 Honoree due Community and volunteering work

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Resume Overview

School Attended
  • Catholic University of Santa Catarina
Job Titles Held:
  • Realtor Relations Manager | Business Development Analyst
  • Member Relationship Officer III
  • Senior Banker
  • Banking Officer/Teller
  • Bachelor of Science
  • Development Business Finance Management (March 2020) | Sales Management (August 2019) | Effective Communications and Human Relations by Dale Carnegie

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