Top-performing, and commercially astute professional with combining sales marketing and business development expertise in developing, selling and delivering negotiation consulting to the clients. Ensure substantial revenue growth while maintaining high levels of quality performance and services. Adept at improving business processes, and analyzing complex issues to enhance efficiency, customer service and reduce company costs. A strong leader with excellent communication skills, good judgment and the ability to get along with different personality types and management styles. Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele. Partner with executive management team to assess and improve current processes, identify change objectives for impacted audiences and essential stakeholders.
Core Skills and Competencies
●Strategic Sales Planning
TRI Commercial Real Estate, Roseville, CA 2017 - 2019
Commercial Real Estate Assistant
●Thoroughly provide comprehensive administrative support to managers and staff including handling correspondence, operating office equipment, interacting with clients and supporting agents during meetings to achieve ongoing team sales and leasing objectives.
●Manage a portfolio of rental properties, and maintain property listings on online broker channel outlets.
●Successfully create survey packages for the agents to emphasize specific market niche for all leasing presentations through accurate data gathering.
●Assist the agent to uphold a high level of organization, by providing comparable market analysis to clients, and meet with clients to show them properties.
J.K Harris & Company, LLC, Roseville CA 2008 – 2012
In-House Sales Consultant
●Utilized advanced knowledge and understanding of complex federal and state taxation processes to provide tax advice and financial planning to clients and companies for business decisions.
●Addressed clients’ inquiries regarding eligible tax benefits and financial opportunities by researching the appropriate tax treatment.
●Maintained positive relationships with clients and ensured repeat and return customers due to the high degree of competence, and superior interpersonal skills.
●Achieved optimal levels of performance by delivering customer service excellence and closing sales at a high rate, while making the client feel truly valued and confident about their decision to purchase.
●Proficiently prepared an accurate and detailed financial analysis for the clients to evaluate their needs, sold tax related services, and handled bookkeeping, payroll and accounting services.
Wells Fargo Home Mortgage, Roseville CA 2003 – 2008
Outside Sales Representative
Circle of Excellence Award – 2005. Member of #1 sales team in Town and Country Region 2004 and 2005. Consistently received top score of “5” on customer satisfaction surveys.
• Applied a unique consultative sales approach to each customer to generate new and repeat sales by providing product information and outstanding customer service.
• Contributed to the growth of the company by exceeding funded quota in all Qtrs of 2005-2006, and when achieved 100% Cross-Sell penetration in 2004-2008.
• Demonstrated a high level of expertise while managing a $6-$8 million monthly pipeline.
• Utilized materials, reference tools, and other resources to provide accurate and up-to-date loan program and policy information to customers and business partners.
• Developed and realized strategic plans with business partners to generate referrals, and increase origination in loan sales.
• Exceeded sales goals by finding potential clients, individuals or businesses, in need of loans; communicated mortgage programs and guidelines to potential clients to originate loans.
Beneficial Finance, Rocklin CA 2001 – 2003
Senior Account Executive
Top Closer 2002 – 2003; ranked #1 in branch for insurance sales 2002 and 2003; Sales Representative of the Month Award for 9 of 12 months 2002; Circle of Excellence Award for 2002 Education
●Displayed a high degree of competence while managing the entire sales process from prospecting and pipeline development through onboarding.
●Achieved sales targets by acquiring new clients, as well as identified opportunities for marketing to prospective clients.
●Effectively maintained the client’s insurance program through collaboration with vendors, thus ensured proper processing of requests.
●Built and maintained relationships with external and internal departments to effectively implement, monitor, and report all operational activities that supported the profitable growth of the company.
Trammel Crow Residential Services/ BRE, Roseville, CA 1996 - 2001
Sales/Marketing Manager at Slate Creek at Johnson Ranch Apartments
Circle of Excellence Award- 1998, 1999, 2000 and 2001.
●Efficiently trained, supervised and mentored leasing consultants thus executed the properties marketing plan increasing prospect traffic weekly, and achieved budgeted occupancy and customer retention goals.
●Maintained expert level competitive marketplace intelligence, by identifying and monitoring the performance of competitors in the market.
●Created and delivered timely and accurate financial and operational reports to clients thus gained consistent guest satisfaction that yielded outstanding customer satisfaction ratings and community reviews.
●Developed and implemented sales and marketing plans, as well as programs for the property that have been approved by the community manager.
Todd Duncan Sales Seminar 2006
Heald College, California, USA 1994
Undergraduate studies in Electronics/Computer Programming
Lighting Sales Force, Adobe, Microsoft Word, Excel, Power Point, Outlook, ACT & AOW