Experience

Wilkinson ERA Real Estate

• United States
• Leasing Real Estate
• 1 - 100 Employee

• Real Estate Broker

  • Jan 2003 - Present

  Employ prospecting and marketing techniques to secure real estate clients. Oversee buyer and seller processes from initial contact to close of escrow. Manage buyer inspection report processes, facilitate communication between buyers and sellers, prepare expert property evaluations, execute contracts, and effectively manage contract to close process. Use referral network to provide consistent vendors for both buyer and seller clients. Follow up with customers to ensure repeat clients. Employ prospecting and marketing techniques to secure real estate clients. Oversee buyer and seller processes from initial contact to close of escrow. Manage buyer inspection report processes, facilitate communication between buyers and sellers, prepare expert property evaluations, execute contracts, and effectively manage contract to close process. Use referral network to provide consistent vendors for both buyer and seller clients. Follow up with customers to ensure repeat clients.



LPL Financial

• Financial Services

• Associate Service Consultant

  • Jan 2010 - Sep 2015

  Handled an average of 30-40 calls per day at an inbound call center dedicated to providing one-stop investment solutions for independent advisors in over 700 offices across the southeast United States. Handled retirement, advisory, brokerage, and annuity products. Owned issues presented by financial advisors and used organizational skills to coordinate quick and successful resolutions with internal department. Mentored new team members and became subject matter expert on retirement, brokerage, and annuity products. Show less



Wachovia Corporation

• Professional Training and Coaching
• 1 - 100 Employee

• Business Relationship Banker

  • Nov 2006 - Sep 2008

  Provided banking services for over 300 small business clients in commercial portfolio. Sold commercial loans, created new deposit accounts, and cross-sold treasury service products. Analyzed personal and business tax returns, financial statements, and loan documents to make financial recommendations. Interacted with clients to create and maintain strong relationships with business partners. Probed customers to determine current or future financial needs, leading to creation of new loans, brokerage accounts, and lines of credit. Ranked in top 20% for loan production. Actively managed the books of business for three to five small business banking partners. Show less