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Real Estate Sales Executive

Duluth, GA, 30097
January 29, 2019

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**** ********* **. ******, ** 30097


Century 21 Affiliated - Indiana Oct. 2013-Present

David Kilpatrick Real Estate Experts - Georgia May 2017- Present

Broker Associate (Licensed Managing Eligibility)

Asset Acquisition Analyst : Listing / Marketing Strategist : Selling Agent

•Call 200+ leads per week, to determine their qualification, then set a face to face appointment with the lender to have prospects formally submit an application.

•Once vetted, perform the duties of a selling broker(show properties, structure contracts, negotiate terms and close).

•Service a Trust Portfolio, identifying and acquiring assets (REO, HUD, Fannie Mae & Freddie Mac Listings), preparing Purchase & Sale Agreements, performing Due Diligence, determining current and future value, including the costs associated with renovation.

•Prepared over 400 contracts, which include: HUD, HomePath, and various REO addendum(s), using various Asset Manager platforms and convey tasks to my client via Pyramid Platform.

•Perform the traditional duties of a Broker Associate, transacting for both the general public and investors, implementing marketing and listing strategies, to successfully achieve objectives.

•As of March 2016, recognized in the top 80 of Century 21 Affiliated’s Top 121 List for sides of business closed.

•J.D Power Award for sides of transactions in Indiana - 2016

Redkey Realty Leaders, Crown Point, IN Dec. 2012-Oct 2013

Broker Associate/Lead Listing Specialist, The Jana Caudill Team

•Converted Seller Leads by implementing a successfully developed marketing strategy, reducing market absorption rates to achieve Home Seller’s objectives.

•Remained in constant contact and advised Sellers of Market Conditions, adjusting price accordingly, negotiated fully executed contracts, until pending status.

•Coordinated with internal Buyer Team and Closing Department for seamless transactions.

•Marketed and Managed assets with Investors, qualifying Tenants to reduce vacancy rates.

•Listed 75 plus properties, closing in excess $50,000,000 in sell side leads, that combined with buy side transactions, the Jana Caudill Team had the largest market share of transactions closed and sides of business, within the Greater NW Indiana Association of Realtors.

Nations Title, Merrillville, IN June 2012-Dec.2012

Sales Executive

•Develop and procure new and existing working relationships with real estate brokers and lenders, providing title exams and competitive fees, reducing the costs to close transactions.

T.J. Boyle Real Estate, Highland, IN Jan. 2006-Dec. 2012

Broker Associate

• List and sell commercial and residential real estate.

• Provide agency relationship to client base exercising full fiduciary responsibilities.

• Prepare listing contracts and purchase agreements.

• Calculate all costs associated with buying and selling said real estate.

• Review title abstracts and escrow accounts.

• Develop marketing strategies and plans for all listings.

• Develop working relationships with title companies, lenders, appraisers and home inspectors.

McColly Real Estate, Highland, IN Jul 2003-Jan. 2006 Broker Associate

•Multi-Million Dollar Producer. 2 Years Recognition as Top 20 Producer within the Company.

•65 sides of business with gross sales exceeding $10 million


Northern Trust, Chicago, IL March 2008 – July 2012

Senior Analyst

•Support portfolio management teams by processing daily cash movements, ensuring overall quality and accuracy.

•Lead in the resolution of complex and challenging inquiries, requiring interpretation of local currency settlement practices and policies of various local governments.

•Manage FX platform by performing all administrative functions, monitoring the matching queue and maintaining settlement instructions or enabling continuous linked settlement for all eligible accounts and currencies.

•Perform due diligence and technical coordination to onboard new accounts and successfully map providers to various foreign currency matching queues.

•Fully own and develop processes, implementing effective internal controls and improve existing procedures.

•Report current and project future account overdrafts based on the projected settlement of securities.

• Liaise, research and resolve transaction claims associated with delayed settlements.

• Perform end of day quality check and report trading activity to the front and back Offices.

JED Trading, Hammond, IN August 2002- July 2003

Proprietary Futures Trader

• Traded screen based derivative products of the CBOT, CME and EUREX exchanges.

• Developed and implemented risk management guidelines.

• Reviewed prior day clearing to ensure accuracy of account balances.

• Conducted technical analysis of major market indices and trading activities.

• Studied prior day trade entry and exit levels as a basis for evaluating trade performance.

Dempsey and Company, Chicago, IL Dec. 1996 - August 2002

Chicago Stock Exchange - Equity Specialist

• Conducted a fair and orderly market.

• Protected public orders.

•Functioned as an agent for institutional and retail customer orders, and as principal to provide market liquidity and continuous execution.

•Facilitated the National Securities Market by providing bid & ask quotations in twenty equity issues, including American International Group, American Water Works, Bb&T, El Paso, ForestOil, Georgia Pacific, Great Lakes Chemical, Lennar Homes, Precision Drilling, Pre-paid Legal, Pioneer Natural Resources, Synovus, and Vintage Petroleum.

Redwood Trading Co., San Francisco, CA Mar. 1994 -Dec. 1996

Pacific Stock Exchange - Equity Specialist (Mar. 1995-Dec. 1996)

•Notable issues included: Chubb, COMPUSA, Genuine Parts, Kohl’s, Kroger, Louisiana Land and Exploration, Mead, Pennsylvania Power & Light, Safety Kleen, Snap-On, Stride Rite and Telefonica De Argentina.

Specialist Clerk (Mar. 1994 - Mar. 1995)

• Accepted and executed public orders, inter-market and off-board trades.

• Compiled daily trade count, volume and commissions from prior day trade blotter.

•Assisted specialist in daily activities, including trading equity issues such as: Coca-Cola Enterprises, Fleet Financial, Freeport Mac Moran, Micron, Oryx Energy, Safeway, Teradyne and Warner Lambert.

Pacific Stock Exchange, Inc. San Francisco, CA Nov.1994 – Mar. 1995

Equity Floor Clerk

• Recorded time sensitive trades to the consolidated tape.

• Provided comparison reports to brokers and traders.

•Collected and filed local, inter-market, and off-board trade reports.


University of Arizona - Tucson, AZ

B. S. Mathematics & Geological Sciences - May 1994

Real Estate

Georgia Real Estate Broker License(Managing - Eligible) 2017

Indiana Real Estate Broker License(Managing - Eligible) 2015

Previously held Indiana Title Producer License 2014

Indiana Real Estate Broker License 2003 - Present

Member National Association of Realtors 2003 - Present

Member Greater Northwest Indiana Association of Realtors 2003 - Present

Financial Markets

EUREX Trader License 2001

Previously held NASD License 7 - 2005

Previous Member of the Pacific Coast Stock Exchange 1995-1996

Previous Member of the Chicago Stock Exchange 1996 - 2002

Previous Member of the Chicago Board of Trade 2002-2003

Previous Member of the Chicago Mercantile Exchange 2002-2003

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