Phone: 954-***-****
Email: *********@***.***
Introduction
Business professional with broad-based knowledge of business strategy,
sales, marketing and product management. Formally trained in both
marketing and business with over four years of successful experience in B2B
sales and relationship building. Demonstrated ability to solve difficult
problems, multi-task, and work effectively in high-pressure situations.
Highly motivated self-starter and professional with excellent
communication, presentation, and interpersonal skills.
Professional Experience
AmeriLend Mortgage - Senior Loan Officer
Plantation, FL (12/05 - present )
. Originate and close over $10mm of Mortgage loans per year through
effective cold calling and networking.
. Develop a strong referral base by utilizing strong interpersonal,
relationship building, and customer service skill sets.
. Ensure timely closing of loans, drawing upon vast knowledge of
underwriting and processing guidelines.
. Negotiate purchase contracts, short sales, judgments, and loan
modifications.
Ameriquest Mortgage- Mortgage Specialist
Boca Raton, FL (03/05 - 12/05)
. "Top Producer" in terms of sales volume, units sold, and revenue
earned.
. Appointed as Team Leader of 15 Mortgage Associates and selected to
join Management Development Program within 2 months of joining the
company.
. Conducted daily training sessions and motivated the branch to not only
hit sales goals but also to set new standards in customer service.
. Assisted homeowners in refinancing their home by utilizing strong
rapport-building, sales, listening, and organizational skills.
Morgan Stanley - Financial Advisor
Fort Lauderdale, FL (12/03 - 03/05)
. Provided financial advice and portfolio presentations to high net-
worth individuals, including professionals such as doctors, lawyers,
and business owners.
. An integral member of a small team of advisors within the firm
managing over $200 million in assets.
. Organized and developed seminars to attract new clients, resulting in
the accumulation of nearly $3 million in firm revenue.
. Developed new relationships through cold calling, cold walking, and
networking.
. Selected as a member of firm's "Rising Star" Program.
Schonfeld Securities - Equities Trader
Boca Raton, FL (05/01 - 11/03)
. Bought and sold securities on the NYSE and NASDAQ stock exchanges,
utilizing strong risk management skills.
. Developed innovative trading techniques that aided in firm's growth,
while adhering to strict money management guidelines.
. Managed and created investment portfolios.
Education
University of South Florida
Tampa, FL
. Bachelor of Science in Business Administration
. Series 7, 55, 31 and Series 63 Licensed
.