Keri Banaszewski
Saint Clair Shores, MI *****
ad5t35@r.postjobfree.com
My 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 employer
Work Experience
Principal Broker
RE/MAX - Michigan
February 2024 to Present
Office Manager, recruiter, job coach, and trainer. Broker/Owner
Back Home Realty LLC - Saint Clair Shores, MI
August 2015 to Present
Responsible for all sales, marketing, advertising, management and legal aspects of running a small business (1-5 employees).
Mortgage Loan Officer
Rocket Companies - Detroit, MI
January 2023 to October 2023
Loan originator.
Real Estate Recruiter/Associate Broker
Century 21 Real Estate - Shelby, MI
February 2022 to July 2022
Advertised new vacancies via job boards, social media, and referrals. Vetted applicants. Proposed new proprietary ways to recruit experienced agents.
Real Estate Broker/Owner
Welcome Home Realty - Webberville, MI
August 2015 to January 2017
District Sales Manager (New Homes)
Impact Real Estate - East Lansing, MI
February 2014 to June 2015
Responsible for New Build sales in designated areas. Realtor/Sales Associate
RE/MAX - Lansing, MI
May 2011 to February 2014
Top sales representative, closing 45-50 transactions per year during recession. Wealth Manager
New York Life Insurance Company - Okemos, MI
May 2009 to May 2011
Licensed Relationship Banker
PNC Bank fka National City Bank - Howell, MI
February 2004 to June 2008
Medical Claims Examiner
Citizens Insurance - Howell, MI
June 1997 to September 1999
Investigate and litigate medical claims from car accidents. Education
Bachelor of Science in Accounting
Michigan State University - East Lansing, MI
August 1990 to May 1995
Skills
• 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
• Underwriting
Links
https://www.linkedin.com/in/keri-banaszewski-backhomerealty Awards
QCS Award
2014
100% Customer Service Reviews.
Sales Champ
May 2006
Sales Champ
May 2007
Certifications and Licenses
Real Estate Broker
ARB
Present
SRS
Present
MRP
Present
Real Estate License
Real Estate Associate Broker License
February 2021 to Present
Series 7 & 66
March 2004 to December 2009
Licensed Lapsed due to employer not transferring. I did not want to retest to renew. Health and Life Insurance License
February 2004 to December 2010
Driver's License
May 2020 to May 2025
MLO License
January 2023 to Present
NMLS 2453730
Insurance Producer License
Additional Information
During 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 children’s 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.