Experience

Signature International Real Estate

• United States
• Real Estate
• 100 - 200 Employee

• Real Estate Specialist

  • Jan 2018 - Present

  Boca Raton, Florida, United States Advise clients on market conditions, prices, mortgages, legal requirements, and related matters. Promote sales of properties through advertisements, open houses, and participation in multiple listing services. Manage insurance claims as well as analyze claims and decide whether they are covered by policy. Ensure all inquiries and payments are dealt quickly.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Relationship Manager

  • May 2019 - Present

  Sunrise, Florida, United States Conveyed customer needs, establish priorities, and manage internal database performance of delivery resources by performing technical leads. Maintained Client Due Diligence (CDD) by managing regular contact with customers. Timely responded to identified needs and sell-in recommendations for extra work by formulating solutions. Attained planned outcomes through strategic customer supporting campaigns and marketing operations management.



Tpc Claims

• Public Adjuster

  • Jan 2018 - Present

  Weston, Florida, United States Public Adjuster is Ensuring claims are adequately and timely reserved by adjusting reserves or providing reserve recommendations to ensure that reserve activities are consistent with established guidelines. Revlewing new claims, claim payments, reserves on computer system and corrects information as needed by inputting data in a concise accurate and complete manner. Paying and process claims within designated authority level .



Lou Bachrodt Auto Mall

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Fincance

  • Jan 2016 - Present

  Pompano Beach, Florida • Structured car deals for clients with subprime credit that fall outside the conventional system, in compliance with special finance lender guidelines and auto dealership policy, resulting in quick funding, and a high level of customer satisfaction. • Addressed missing stipulations communicated from lender immediately. • Structured deals in accordance with lender and dealership guidelines. • Performed credit interview, prepare credit application & maintained confidentiality of… Show more • Structured car deals for clients with subprime credit that fall outside the conventional system, in compliance with special finance lender guidelines and auto dealership policy, resulting in quick funding, and a high level of customer satisfaction. • Addressed missing stipulations communicated from lender immediately. • Structured deals in accordance with lender and dealership guidelines. • Performed credit interview, prepare credit application & maintained confidentiality of customer information. • Verified accuracy of all material information on the credit application and submit to the lender. • Structured car deals for clients with subprime credit that fall outside the conventional system, in compliance with special finance lender guidelines and auto dealership policy, resulting in quick funding, and a high level of customer satisfaction. • Addressed missing stipulations communicated from lender immediately. • Structured deals in accordance with lender and dealership guidelines. • Performed credit interview, prepare credit application & maintained confidentiality of customer information. • Verified accuracy of all material information on the credit application and submit to the lender. Show less



Quorum

• Sales Representative

  • Jan 2017 - Aug 2023

  Margate • Generate sales reports each week and submitting them to management. • Utilize all available resources to reach out to prospects and attempt to turn those prospects into customers. • Identify potential clients in the target market and research on the prospective client’s business needs. • Conducted follow-up contacts with small commercial business customers, and resolve their queries promptly. • Collaborate with the management to improve marketing materials and expand our… Show more • Generate sales reports each week and submitting them to management. • Utilize all available resources to reach out to prospects and attempt to turn those prospects into customers. • Identify potential clients in the target market and research on the prospective client’s business needs. • Conducted follow-up contacts with small commercial business customers, and resolve their queries promptly. • Collaborate with the management to improve marketing materials and expand our marketing presence. • Attend industry trade shows to accumulate new leads and make productive contact with existing clients. • Develop relationships with prospective clients, while maintaining existing client relationships • Negotiate contract terms with clients and communicate terms with stakeholders. • Acted as a subject matter expert on our business products, processes, and operations, and remain up-to-date on market and customer dynamics. Show less



SunTrust

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • Aug 2012 - Aug 2023

  • Ability to handle a variety of tasks and priorities during the course of a business day; possesses skill, ability and aptitude to deliver industry-leading service, perform routine client maintenance requests, problem resolution and basic sales functions as well as basic teller transactions. • Commit to advancing knowledge of sales techniques and product knowledge to better serve personal and business clients. • Contributions made to meeting and exceeding client service and branch sales… Show more • Ability to handle a variety of tasks and priorities during the course of a business day; possesses skill, ability and aptitude to deliver industry-leading service, perform routine client maintenance requests, problem resolution and basic sales functions as well as basic teller transactions. • Commit to advancing knowledge of sales techniques and product knowledge to better serve personal and business clients. • Contributions made to meeting and exceeding client service and branch sales goals by offering and selling products and services and developing, expanding and retaining relationships. • Consistently follows defined procedures for bank operations and client service behaviors that contribute to delivering an extraordinary client interaction. Show less



INVERSPAIN INTERNATIONAL CORP

• MANAGER OF IMPORT AND EXPORT

  • Jan 2006 - Nov 2012

  • Over 5 years of progressive management experience in consumer products including product management, marketing, and vendor relations • Significant experience in developing internet and catalog marketing campaigns • Demonstrated track record of improving sales and cost reduction • Developed Excel based reporting tool to quickly identify global brand health trends • Monitored and reconciled a $1.0 million consumer communications and department overhead budget. Made quarterly… Show more • Over 5 years of progressive management experience in consumer products including product management, marketing, and vendor relations • Significant experience in developing internet and catalog marketing campaigns • Demonstrated track record of improving sales and cost reduction • Developed Excel based reporting tool to quickly identify global brand health trends • Monitored and reconciled a $1.0 million consumer communications and department overhead budget. Made quarterly overhead reductions of over 5% through continuous project review. • Led cross-functional team of information technology and marketing managers to overhaul the InverSpain Strategic Marketing intranet web site, the key vehicle for sharing brand strategy and best practices with local marketing managers. Show less



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • Feb 2009 - Aug 2012

  • Manage premier client portfolios of consumer lending as well as business banking products. • Cross sell consumer and business deposit products that assist in retaining and expanding the relationship with new and existing clients. • Provide customers with personal financial counseling and lending service in order to discover opportunities to up sell deposit or lending products. • Develop and maintain relationships with partners to maximize sales opportunities and achieve sales… Show more • Manage premier client portfolios of consumer lending as well as business banking products. • Cross sell consumer and business deposit products that assist in retaining and expanding the relationship with new and existing clients. • Provide customers with personal financial counseling and lending service in order to discover opportunities to up sell deposit or lending products. • Develop and maintain relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client’s financial services business. • Respond to and Resolve “escalating” customer inquiries and problems pertaining to consumer deposit and lending accounts. Show less



Sr. Account Representative

• Sr. Account Representative

  • Jan 2003 - Dec 2005

  Lake Mary, Tampa Generated new business production through sale of commercial property and casualty insurance products. Retained clients through building and maintaining strong relationships. Solicited new business through cold calling, referrals, and networking. • Surpassed goals by 15% and awarded top salesman for total premium new business Commercial Markets / Southern Division 2006. • Grew and managed book of business from zero to over $6M in premiums. • Proven analytical and presentation… Show more Generated new business production through sale of commercial property and casualty insurance products. Retained clients through building and maintaining strong relationships. Solicited new business through cold calling, referrals, and networking. • Surpassed goals by 15% and awarded top salesman for total premium new business Commercial Markets / Southern Division 2006. • Grew and managed book of business from zero to over $6M in premiums. • Proven analytical and presentation skills, coupled with strong property and casualty knowledge led to increased sales. • Negotiated win-win solutions between clients and underwriting that helped retain customer loyalty Show less