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Customer Service Real Estate

Location:
Fort Lauderdale, FL
Posted:
February 18, 2024

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Resume:

Nga T. Truong

**** **** ***** ** #****

Ft Lauderdale, FL 33308

954-***-****

ad3p7v@r.postjobfree.com

EXPERIENCE: I have extensive experience in sales of all types of products and services with an excellent execution rate and fabulous customer service reviews with very happy clients. I like to excel at everything I do. I got into a serious accident causing me absolute misery and chronic pain and some of the most difficult and trying times of my life. I was hoping I'd heal given time but that didn't happen so I decided to go forward with lumber surgery and for my cervical spine where I got implants, a C4-6 TDR and have had two procedures. I still have a few more visits with my Spine doctor and probably two more procedures. It's been a long healing process but I got a new physical therapist and I am twice as strong as I was six months prior. So I ready to get back out there. In 2017 I went to Vietnam to manage the building of her house in Vietnam in a small beach village. I did a gut out remodel at the condo I bought where I could have paid cash just from working from August of 2003 and by April of 2004 I bought a unit that I completely remodeled. I had my Real Estate license when I was 18 because I always had a passion for Real Estate and Architecture. I’d like to find something I’d enjoy and be an asset to the organization that we both choose to align to accomplish goals and be successful and the best at what we do. I take pride in what I do and like to do the best I can working as a team player to get to our bottom line.

4/09-4/11 Mortgage Broker

Transcontinental Lending Group, Deerfield Beach, FL

• Consult clients for pre-qualifications for the purchase and refinance of homes within product guidelines and requirements.

• Solicit new clients through networking websites, cold calling, and other avenues to produce new business.

• Continuous training directly from lenders on new and updated guidelines on new and existing products.

• Communicate with bank, title companies, real estate brokers to ensure proper execution of loans for client satisfaction and referrals.

11/07-4/08 Loan Consultant

Amtrust Bank

Ft Lauderdale, FL

• Consulted existing clients and processed loans in the branch within branch hours.

• Attended weekly networking functions to solicit new business and calling existing banking clients to gain new business.

• Maintained compliance through ongoing banking education and courses.

• Communicate with bank, title companies, real estate brokers to ensure proper execution of loans for client satisfaction and referrals.

03/05-11/07 Independent Mortgage Broker

America One Finance,

Bellevue, WA/Ft Lauderdale, FL

• Independent mortgage broker utilizing AOF’s expansive network to produce competitive loans for new and prospective clientele.

• Network, solicit, maintain existing and new relationships with internal and external clients.

• Received mortgage broker’s license in Florida and obtained net branch license to operate in conjunction to AOF’s corporate office.

• Communicate with lenders, title companies, real estate brokers to ensure proper execution of loans for client satisfaction and referrals.

07/03-03-05 Account Executive

Ameriquest Mortgage Company

Plantation, FL/ Santa Monica, CA

• Extremely productive team player, within the top 1% in production of revenue, volume, and units and consistent in receiving monthly branch plaques/ Millionaire’s Club Awards in a top producing branch.

• Originating, processing, and providing excellent customer service throughout loan process by accessing client needs and short /long term goals.

• Specialist in dealing with complicated loan issues such as bankruptcies, negotiation of liens, working with clients to clear title issues, etc.

01/01-12/01. Investment Specialist

Charles Schwab & Co., Inc., Albuquerque, NM

• Worked with new and existing clients to identify investment objectives and matched client profile to established products and delivered bi-monthly seminars on foundation products and services.

• Top producer in new assets and responsible for cultivating leads and strengthening the relationship between the branch and the client.

• Worked with affiliated CPA’s, Fund Managers, and Attorney’s to strengthen relationships and to tie into Schwab’s existing products to maintain branch relationship with client base.

06/00-11/00. Financial Advisor Trainee

Morgan Stanley Dean Witter

Chicago, IL

• Obtained licenses while participating in MSDW’s vigorous training program and worked with senior Financial Advisors to solicit new clients by cold-calling, emails, mailings, seminars, etc.

• Assisted in developing and delivering seminars on foundation products and services.

• Developed portfolios as per client risk level, goals, and long-term objectives.

EDUCATION

MBA-Managerial Finance/Accounting

Wichita State University, December 1999

BA-Psychology

Wichita State University, August 1999

BBA-Finance/Accounting

Wichita State University, December 1997

COMPUTER EXPERIENCE Encompass, Loan Ace, Calyx Point, Empower, Snap, Platinum Accounting/Epicore, Microsoft Publisher/Photoshop, etc., Goldmine, CS Client, Mars, Omni, Legacy Extra PC, On Demand, ACT, MSDW’s Financial Quoting and Sales Software Systems, MS Windows NT, MS Office Suite, WordPerfect, Lotus 123, DOS, Quickbooks, MLS/tax system.

LICENSES Florida Mortgage Broker’s License 2005; CFA candidate 2001; Series 7, 66, and 31 licenses: 2000; Wichita Board of Education Teaching Certification 1999-2000; Member of the Wichita Board of Realtors 1992-98

LANGUAGES Vietnamese

REFERENCES AVAILABLE UPON REQUEST



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