TINA JACOBSON

**** ****** *** **, *******, MN *6547 H: 701-***-**** ac569u@r.postjobfree.com

SUMMARY

* ***** ** ********** *** Real Estate Agent

** ***** ********** ********** *** including 12 years Human Resource and Accounting

10 years credit Management & loan processing

Accomplish tasks & goals in an organized efficient manner

Goal orientated and organizations are my top qualities

Track record for achieving organizational goals and consistently

SKILLS

Credit and Collections, Territory Sales Experience, Product Development, Expense Control, Internal Auditing, Customer Satisfaction, Accounts Payable/Receivable,Computer proficient Computer Literate, Account Management, Domestic and International Experience, Multi-Task Management, Advertising, Computer Proficient, Sales, Reporting, Weekly Payroll, Project Management, CRM Systems, Budgeting, Business Development, Customer Service, Tax Preparation, Client Relations, MBA, Customer Needs Assessment, Creative Problem Solving, Marketing, Cold Calling, Lead Development, Statement Billings, Reports generation and analysis, Operations Management, Client Focused, Contract negotiation/review/drafting

Office 365

CRM

CRM online

SQL License

SQL Server Licensne

Project License

WIndow Server

QuickBooks

Microsoft Office

Procore

EXPERIENCE

07/2017 to Current

Real Estate Agent

Century 21 FM Realty Fargo, ND

Work with buyers, sellers residential, new construction and commercial listings

Effectively controlled the release of proprietary and confidential information for general client lists.

Conducted analysis to address Radon Mitigation which led to was resolved prior to closing.

Delivered an exceptional level of service to each customer by listening to concerns and answering questions.

Successfully led key projects which resulted in sale of bulding with mutlipule offers.

09/2015 to Current

Controller

L2 Contracting/ Monsters Contracting West Fargo, ND

Produced financial reports and audit documentation to facilitating internal and external auditing.

Created internal controls and corrective actions to reduce risk or deficiencies.

Managed accounting, payroll, and financial reporting activities.

Managed accounting, payroll and financial reporting activities.

Advised executives on contracts with significant financial implications.

Managed cash flows to optimize year-end tax benefits.

Developed annual budget and compared actual expenses against projected budget.

Administered payroll for 35 employees and oversaw corporate payroll reconciliation and tax activities.

Provided guidance and leadership to 35 employees.

Reached out to customers to verify information and follow up on issues.

Executed accounts receivable reporting enhancements and reconciliation procedures.

Assisted in the creation of vendor contracts for outside vendors.

Maintained confidential information, such as pay rates, bonus targets and pay grades.

Investigated and resolved discrepancies in monthly bank accounts while under tight deadlines.

Attended training in topics such as credit management and civil court practices to maintain up-to-date knowledge.

Reviewed credit records to evaluate customer histories.

Provided reliable and timely project by project expense, capitalization, amortization and spend data for all departments.

Analyzed costs and revenues to project future trends.

Completed administrative tasks such as recordkeeping, writing correspondence and gathering materials.

Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.

Updated customer accounts with interactions, payments and personal information.

Performed field audits on wide variety of clientele using Quick Books System

Guided firm reconciliation, payroll, annual bonus, pension funds, annual reporting, and management of investments.

Reached out customers to collect outstanding payments via one-time or negotiated installment methods.

Upheld quality standards by monitoring and correcting work.

Determined project schedules and maintained timeline with proactive adjustments to workflow.

Met with clients to ascertain project intent, requirements and budgets.

Served as the single point of contact for project scheduling and changes.

Managed a project budget of $4MM.

Worked with Owner and Architects to create project scopes and implement roadmaps.

Executed proof of concept implementations to validate product feasibility.

Drafted action plans and led meetings with department executives to review project status and proposed changes.

Developed new analytics tool to allow senior management to understand the impact of each project.

Monitored team progress and enforced deadlines.

Updated and managed 15 project databases.

Managed as many as 35 projects at once with budgets in excess of $6.5MM.

08/2013 to 09/2015

SAM

Microsoft Vista Building Fargo, ND

Advanced user of CRM sales management software, generating pipeline and account reports weekly.

Cultivated and strengthened customer relationships to drive revenue growth.

Quoted prices, credit terms and other bid specifications.

Used digital and telephone approaches to generate sales leads.

Achieved a 45% customer renewal rate.

Generated 5 leads weekly.

Implemented a consultative selling approach on all inbound calls.

Conducted business to business telephone sales.

Negotiated prices, terms of sales and service agreements.

Contacted new and existing customers to discuss how their needs could be met with specific products and services.

Acted as a liaison between outside sales representatives and 20 accounts.

Gathered information on sales and service issues to provide effective resolutions.

Demonstrated exceptional consultative selling skills throughout the sales cycle, from initial rapport to needs assessment to solution delivery.

12/2013 to 07/2015

Federal Account Manager, Micrsofot Contractor EGS

Microsoft Horizon Building Fargo, ND

Exceeded every year last year did 133% of account plan

Courts, Federal Banks and DOL, FDIC.

Increased revenue by $3.5MM within the first year.

Increased sales revenue by 25% within the first 9 months.

Spearheaded dozens of trials with federal customers.

Significantly improved Microsoft product knowledge including O365, SQL Server AD CRM online, Office etc.

Increased current customer utilizing creative licensing and promotions.

Advanced user of CRM sales management software, generating pipeline and account reports weekly.

Cultivated and strengthened customer relationships to drive revenue growth with key influencers with U.S. Courts and Federal Small Businesses

Quoted prices, credit terms and other bid specifications.

• Advanced user of CRM sales management software, generating pipeline and account reports weekly.

• Created strategies to grow customer base which resulted in a 75% increase in monthly sales.

• Cultivated and strengthened customer relationships to drive revenue growth.

• Quoted prices, credit terms and other bid specifications.

• Used digital and telephone approaches to generate sales leads.

• Exceeded daily customer call quota by 30%.

• Achieved a 60% customer renewal rate.

• Implemented a consultative selling approach on all inbound calls.

• Generated 10 leads weekly.

• Exceeded aggressive sales goals $2MM consecutive quarters.

• Conducted business to business telephone sales.

• Negotiated prices, terms of sales and service agreements.

• Managed account with highest sales volume in company history, with sales volume of $3.9MM.

• Grew weekly regional sales to $2k from$28k.

• Contacted new and existing customers to discuss how their needs could be met with specific products and services.

• Acted as a liaison between outside sales representatives and 280 accounts.

• Gathered information on sales and service issues to provide effective resolutions.

• Demonstrated exceptional consultative selling skills throughout the sales cycle, from initial rapport to needs assessment to solution delivery.

• Set up customer accounts in computer system with complete information.

• Demonstrated superior customer support, resulting in 95% account retention rate.

• Produced $316k in net sales volume during an average month.

• Exceeded team sales goals by 120%.

• Awarded 4 MVP for outperforming Goal Achiement and Top Sales of sales reps in the department

• Maintained detailed account records and contact logs using CRM.

• Completed 50 outbound calls daily, with average conversion rate of 90%.

09/2010 to 12/2013

Loan Processor

Bank of the West Fargo, ND

Review and approved real estate and agricultural loans ranging from $50,000 up to $5 million on a continuous basis.

Coordinate information with bankers on loan applications.

Executed title work, flood packages and other criteria for loans.

Evaluate customer accounts for loan discounts.

Customer collateral review.

Analyze property inspections and assessments.

Consistently exceeded quarterly quotas for loan approval.

Created and completed loan submission package.

Evaluated financial statements and contacted institutions and customers to clarify details.

Discussed loan needs and financial histories with BBO, and conveyed information regarding the application processes.

Managed any conditions sent from underwriting departments.

Completed closing process by collaborating with attorneys, title companies and government clerks.

Maintained complete confidentiality of all submitted information according to release guidelines.

Filed completed packages in a timely manner.

Checked approvals against established bank and government lending standards.

Researched beneficial investment opportunities and made recommendations to senior management.

Assembled in-store marketing displays.

Increased quarterly sales by 98%.

Loaded consumer loan applications into the banking systems loan processing program.

Monitored and tracked securities transactions, fund transfers, margin accounts and option trading.

08/2000 to 01/2009

Office Manager

Contemporary Builders Fargo, ND

Managed accounting accounts payable and receivables department.

Developed and Maintained company website.

Produced company marketing tools and.

Assembled documents for loan, city, customer approval.

Managed OSHA and safety certifications program.

Approved drug & alcohol screening for all employees.

Conducted 30 performance evaluations of office staff to monitor progress and productivity and recommend promotions, corrective or disciplinary actions.

Planned for major business changes including system conversions and office moves.

Evaluated and identified ineffective workflow processes to devise and implement solutions which achieved greater productivity and personnel performance.

Coordinated logistics for corporate events.

Generated financial reports for management review.

Supervised 180 office staff members in daily tasks and performance.

Delegated duties for a team of 10 office staff.

Interviewed, on-boarded, developed and oversaw daily activities of 10 clerical and administrative office personnel.

Updated employee paperwork and records.

Organized software licenses and handled all system updates.

Developed and administered department budgets.

Monitored and controlled office inventory to ensure adequate supply levels, timely product ordering and efficient management of company resources.

EDUCATION AND TRAINING

Bachelor Degree: Business Management

Rasmussen Fargo, ND

Real Estate Agent

L.E.A.N Certification in Lifestyle Exercise Attitude Nutrition

Personal Trainer Certification

Nutritional Certifications Recommendations and reference available upon request

Minnesota and North Dakota

1995

Associates: Accounting

Interstate Business College Fargo, ND

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