Experience

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  Sands Investment Group

  • Atlanta, Georgia, United States

  • Commercial Real Estate Broker

    • Jul 2023 - Present
    • Atlanta, Georgia, United States

    Investment sales, acquisitions, & leasing.

• 

  Coldwell Banker Commercial, Global 1

  • Snellville, Georgia, United States

  • VP Investment Sales / Associate Broker

    • Aug 2021 - Jul 2023
    • Snellville, Georgia, United States

    Prospecting daily.Partnering with clients to develop and execute their individualized real estate investment strategies.Preparing proposals for investors, including opinions of value, using market comparable, and research.Researching the local market and staying up to date on industry trends.Networking with potential clients to establish report and to generate business.

• 

  Progressive Mortgage Solutions

  • 5257 Rosewood Drive. Oceanside, CA 92056

  • Founder

    • Jan 2010 - Aug 2021
    • 5257 Rosewood Drive. Oceanside, CA 92056

    Managed business development opportunities and provided existing customers with service regarding personal and business financial requirements.Developed a comprehensive understanding of client's needs based on the review and analysis of personal and business financial data. Promoted and cross-marketed products and services by keeping clients informed of products, services, special promotions, and provide appropriate financial solutions via consultative review and proactive contact.Identified additional profit potential and developed strategic to address opportunities.

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  EXPEDIA HOME LOANS, INC., San Diego, CA

  • San Diego

  • Founder

    • Jan 2007 - Dec 2010
    • San Diego

    Supervised up to a 50-member staff across 2 locations; recruited, trained, and managed loan officers, processors, underwriters and funders.Launched office, creating systems, policies, budgets, and standard operating procedures.Initiated and developed direct-to-consumer and business-to-business services and policies; established long-term, consultative client relationships and collaborative agreements with builders, banks, CPAs, CFPs, and realtors.Developed short and long-range goals and objectives for the organization as well as individual branches.

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  PLANET FINANCIAL SERVICES, Anaheim, CA

  • Anaheim

  • Vice President

    • Jan 2004 - Dec 2007
    • Anaheim

    Prospected target market and identified new client opportunities in the Retail and Wholesale divisions. Presented a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying cross-marketing opportunities. Referred various client investment needs to appropriate business partners, improving cross-functional communication channels.Built client referral pipeline via identification and development of internal and external centers of influence.Performed target market research and competitive intelligence to identify customer trends and unmet market needs.Promoted highest customer service levels to maintain positive relationships, promote sales, and garner referrals.

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  GOLDEN STATE FUNDING GROUP, San Diego, CA

  • San Diego

  • CEO

    • Jan 2001 - Dec 2004
    • San Diego

    Managed multiple branch activities and subordinate supervisors. Reviewed branch P&L’s and reports on fiscal matters. Implemented effective budgeting and accounting systems. Worked closely with sales managers to increase productivity and customer service. Managed to ensure appropriate recruitment and hiring of qualified personnel and adequate staff education and evaluation.

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  AMERICAN SUMMIT MORTGAGE, Minneapolis, MN

  • Minneapolis

  • Branch Manager

    • Jan 1999 - Dec 2001
    • Minneapolis

    Administered efficiency for each department in the branch. Assured the branch profitability by monitoring expense and revenue reports.Worked closely with senior management team on implementing marketing and advertising strategies. Responsibilities included training and development of sales managers. Accountable for keeping streamline process between the departments to ensure the documents required for approval and closing were secured timely.