Julie Florentino
Ladera Ranch
Summary
Highly organized and people-oriented professional with over 12 years of experience in client relations, financial services, and operational support. Proven ability to manage high-volume workflows, coordinate cross-functional teams, and deliver exceptional customer service. Recognized for quickly mastering new systems, maintaining detailed records, and supporting leadership goals. Seeking to leverage this background in a Senior Administrative Assistant role at JP Morgan Wealth Management.
Overview
13
13
years of professional experience
Work History
Leasing Consultant
Irvine Company
09.2019 - Current
- Managed a portfolio of over 10,000 apartment homes, coordinating leasing documentation, scheduling, and follow-up communications.
- Delivered exceptional customer service and built long-term relationships with prospective residents.
- Conducted monthly market research and competitor analysis to update property pricing and promotions.
- Named President’s Club Top Performer (FY21) for outstanding sales and service achievements.
- Utilized CRM tools and internal systems to manage high volumes of leads and resident requests.
- Communicated exclusively with prospects and residents over the phone, providing thorough support in a high-paced, high-volume environment.
- Demonstrated strong multitasking by handling incoming calls, CRM updates, lead follow-ups, and documentation simultaneously.
Personal Banker
Wells Fargo Bank, N.A.
03.2012 - 09.2019
- Delivered high-level customer support while managing client accounts, resolving service issues, and ensuring accurate recordkeeping.
- Collaborated with internal partners to support smooth team operations and improve client experience.
- Exceeded weekly referral goals, contributing $1.8 million in booked deals and $1.2 million in deposits in Q1 and Q2.
- Produced $100K in credit products during Q1 and Q2.
- Completed the Regional Service Leadership Academy, recognized for communication and leadership.
- Managed administrative tasks such as appointment scheduling, documentation, and customer onboarding.
Education
Bachelor’s Degree - Social Sciences
California State University, Fullerton
Skills
- Administrative Coordination
- CRM & Data Entry
- Calendar Management
- Customer Relationship Building
- Document Preparation & Filing
- Strong Written & Verbal Communication
- Microsoft Office Suite & Outlook
- Attention to Detail
- Adaptability & Quick Learning
Timeline
Leasing Consultant
Irvine Company
09.2019 - Current
Personal Banker
Wells Fargo Bank, N.A.
03.2012 - 09.2019
Bachelor’s Degree - Social Sciences
California State University, Fullerton
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