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Click here or scroll down to respond to this candidateCandidate's Name
Saint Clair Shores, MI Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEMy experience ranges into many financial aspects in the financial industry. Ranging from Insurance, wealth management, to real estate investing. I enjoy building lasting relationships and to help clients reach their ultimate goals.Authorized to work in the US for any employerWork ExperiencePrincipal BrokerRE/MAX - MichiganFebruary 2024 to PresentOffice Manager, recruiter, job coach, and trainer. Broker/OwnerBack Home Realty LLC - Saint Clair Shores, MIAugust 2015 to PresentResponsible for all sales, marketing, advertising, management and legal aspects of running a small business (1-5 employees).Mortgage Loan OfficerRocket Companies - Detroit, MIJanuary 2023 to October 2023Loan originator.Real Estate Recruiter/Associate BrokerCentury 21 Real Estate - Shelby, MIFebruary 2022 to July 2022Advertised new vacancies via job boards, social media, and referrals. Vetted applicants. Proposed new proprietary ways to recruit experienced agents.Real Estate Broker/OwnerWelcome Home Realty - Webberville, MIAugust 2015 to January 2017District Sales Manager (New Homes)Impact Real Estate - East Lansing, MIFebruary 2014 to June 2015Responsible for New Build sales in designated areas. Realtor/Sales AssociateRE/MAX - Lansing, MIMay 2011 to February 2014Top sales representative, closing 45-50 transactions per year during recession. Wealth ManagerNew York Life Insurance Company - Okemos, MIMay 2009 to May 2011Licensed Relationship BankerPNC Bank fka National City Bank - Howell, MIFebruary 2004 to June 2008Medical Claims ExaminerCitizens Insurance - Howell, MIJune 1997 to September 1999Investigate and litigate medical claims from car accidents. EducationBachelor of Science in AccountingMichigan State University - East Lansing, MIAugust 1990 to May 1995Skills Salesforce Sales Management Journal Entries Bank Reconciliation Financial Report Writing Accounts Receivable Accounts Payable Office Management Leadership Sales Negotiation QuickBooks Auditing Business Development Microsoft Excel Microsoft Word Microsoft Powerpoint Customer service Financial Statement Preparation Payroll Financial Analysis Tax Experience GAAP General Ledger Accounting Account Reconciliation Communication skills Marketing Math Loan officer experience Market analysis Pricing Credit analysis Credit analysis Banking Fair Housing regulations Financial analysis Negotiation Pricing Business development Sales Sales management Cold calling Outside sales Financial auditing Salesforce Accounting Team management GAAP Leadership General ledger accounting Customer service Project management Mentoring General ledger reconciliation Recruiting Balance sheet reconciliation Research Tax experience Google Suite Supervising experience Retail sales Google Docs MRP iOS GIS CRM software Mortgage servicing Property management Product development Quality assurance Financial report writing Succession planning Workday PeopleSoft Financial statement preparation Budgeting B2B sales Employment & labor law Account reconciliation Merchandising Construction Windows Conflict management Account management HIPAA Microsoft Access Customer relationship management Payroll Analysis skills Operating systems Project coordination Direct sales Data collection Telecommunication Public relations Project leadership Marketing Microsoft Office Communication skills Loan processing Financial sales Time management Microsoft Word Microsoft Outlook Writing skills Microsoft Excel Section 8 Asset management Hospitality Financial management Accounts payable Financial acumen Economic development Guest services Profit & loss Project planning Relationship management Purchasing Cash handling Problem management Telemarketing Data analytics Program management Business analysis Human resources Quality control Curriculum development System design Classroom experience Teaching Continuous improvement Driving Product demos Training & development Computer skills Workforce development Management Organizational skills Office experience Lead generation Insurance sales Analytics Typing Operations management Workers' compensation law Sourcing UnderwritingLinkshttps://LINKEDIN LINK AVAILABLE AwardsQCS Award2014100% Customer Service Reviews.Sales ChampMay 2006Sales ChampMay 2007Certifications and LicensesReal Estate BrokerARBPresentSRSPresentMRPPresentReal Estate LicenseReal Estate Associate Broker LicenseFebruary 2021 to PresentSeries 7 & 66March 2004 to December 2009Licensed Lapsed due to employer not transferring. I did not want to retest to renew. Health and Life Insurance LicenseFebruary 2004 to December 2010Driver's LicenseMay 2020 to May 2025MLO LicenseJanuary 2023 to PresentNMLS 2453730Insurance Producer LicenseAdditional InformationDuring breaks in employment, I did sell Partylite and Home Interiors, I painted wall murals, and I was a partner in a building company called BACK Builders. I have four children and worked from home around my childrens schedules. I lived in a rural area so driving for 2-3 hours to and from work and raising kids was not a viable option. In my free time, I studied to keep my skills sharp and to stay current with market demands. |
