Dynamic Sales Executive with proven success at Keller Williams, excelling in client relationship building and sales expertise. Recognized for enhancing customer satisfaction and retention through effective presentations and strategic market research. Adept at closing deals and fostering professional networks, driving significant growth in sales opportunities.
Overview
42
42
years of professional experience
Work History
Sales Executive
Keller Williams
10.2025 - Current
Developed client relationships to enhance customer satisfaction and retention
Conducted market research to identify potential leads and growth opportunities
Collaborated with team members to strategize on property listings and marketing approaches
Presented property listings effectively to prospective buyers, highlighting key features
Assisted in negotiating contracts, ensuring clarity and compliance with regulations
Participated in training sessions to improve product knowledge and sales techniques
Researched sales opportunities and possible leads to exceed sales goals and increase profits.
Sales Associate
RE/MAX
01.2023 - 09.2025
Assisted clients in property searches, providing tailored recommendations based on preferences and requirements.
Facilitated open houses, showcasing properties to potential buyers and addressing inquiries effectively.
Maintained accurate records of client interactions and property listings using CRM software.
Collaborated with team members to develop marketing strategies that enhanced property visibility.
Provided exceptional customer service, fostering strong relationships with clients throughout the buying process.
Built relationships with customers to encourage repeat business.
Assessed customer needs and utilized suggestive selling techniques to drive sales.
Vice President/Mortgage Broker
Financial Brokers of America Inc
01.1986 - 12.2020
Led strategic initiatives to enhance client engagement and retention across diverse financial products.
Developed and implemented comprehensive training programs for senior management and sales teams.
Streamlined operational processes to improve service delivery and reduce turnaround times.
Collaborated with cross-functional teams to align business goals with market trends and client needs.
Spearheaded risk management strategies to mitigate financial exposure for clients and the organization.
Directed budgeting and forecasting activities to ensure optimal resource allocation across departments.
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
Identified opportunities to improve business process flows and productivity.
Transformed customer experience by designing and executing comprehensive service improvement initiatives aimed at enhancing satisfaction levels.
Office Manager/Business Development Manager
Dr. Rafael Corbisiero
01.2000 - 03.2018
Managed daily office operations to ensure efficiency and productivity.
Coordinated scheduling and appointment management for staff and patients.
Oversaw inventory management, ensuring adequate supplies for all office functions.
Implemented streamlined filing systems to improve document retrieval processes.
Developed training programs for new employees to enhance onboarding experience.
Led team meetings to address operational challenges and foster collaboration.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Underwriter
Wells Fargo Mortgage
01.1984 - 01.1986
Evaluated loan applications to determine risk and compliance with underwriting guidelines.
Analyzed borrower credit reports and financial statements for approval decisions.
Collaborated with mortgage brokers to clarify documentation requirements and expedite processes.
Reviewed property appraisals to ensure accurate valuations aligned with lending policies.
Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
Made approval and denial recommendations by determining accurate risk levels.
Developed strong relationships with brokers, leading to a higher volume of quality submissions and successful underwritings.
Examined credit reports, financial statements and tax returns to determine repayment capability.
Reduced company losses by identifying potential risks and recommending appropriate mitigating measures.