Real Estate Toledo Oh

K. TYSON FANKHAUSER

P.O. Box ****** Toledo, OH **635

419-***-**** Email: ad5o9a@r.postjobfree.com

CAREER PROFILE

An experienced and results-oriented sales leader with vast financial skills and drive, I am high energy with excellent communication skills and a proven track record of developing client relationships to mutual benefit.

AREAS OF EXPERTISE

• Strategic planning

• Creating and delivering effective presentations

• Developing sales plans

• Creating strong client relationships

• Using technology

• Real estate licensed OH

• FINRA Series 7, Life/ Health and Property/Casualty Insurance Certified (OH, MI, FL)

PROFESSIONAL EXPERIENCE

K.T. Fankhauser Agency, LLC

Principal (2015 – present)

• Allstate captive agent through 2021

• Manage internal and external sales and sales team

• Financial planning and wealth management through Wholehan Marketing

• Life insurance and annuity sales

• Real estate agent through Keller Williams

• Maintain existing client relationships

• Develop new accounts

Battery Wholesale, Toledo OH

Vice President Sales (2013 – 2015)

• Manage all outside sales

• Maintain existing client relationships

• Develop new accounts

• Grow external commercial and retail relationships

• Establish relationships with government entities Previous Experience

Real Estate Agent – Toledo OH

(2011- present)

• Part-time commercial, residential, and multifamily real estate sales. Licensed in Ohio.

Multi-financial Securities, Toledo OH

Financial Planner (2011 – 2012)

• Focused on wealth management, estate planning and business succession planning

• Attracted and educated new customers

• Developed relationships with existing clients

• Managed accounts

Charter One Bank, Toledo OH

Loan Officer (2009 – 2011)

• Analyzed potential loan markets

• Developed and maintained referral networks for prospective loans.

• Marketed bank services and products to individuals and firms

• Promoted bank services to meet customers' needs

• Developed and managed annual sales and marketing plan to meet bank targets

• Monitored and collected all information, including supporting documents to estimate credit worthiness and calculate risk

• Reviewed loan agreements to ensure completion and accuracy

• Conferenced with underwriters to aid in resolving mortgage application problems

• Handled customer complaints and took appropriate action to resolve them

• Set credit policies, credit lines, procedures and standards in conjunction with senior managers

• Protected bank image and customer privacy

• Interviewed, hired, trained and supervised loan employees

• Stayed abreast of new types of loans and other financial services and products in order to better meet customers' needs

Selected Achievements:

• 2009 – generated $24 million in new business

Fifth Third Bank, Toledo OH

Mortgage Loan Officer (2002 – 2009)

• Attracted new mortgage loan applications by developing relationships within the community

• Educated customers on various loan and credit options, as well as service terms

• Analyzed applicants' financial status and approved loans by examining applications and supporting documents, estimating credit worthiness and calculating risk

• Worked with clients to identify, target, and achieve their financial goals Selected Achievements:

• 2005 President’s Circle Award winner for top producer Cavista Corporation, Sylvania OH

Mortgage Department (1999 – 2002)

Closetmaid, Chicago IL

Inside Sales (1997 – 1999)

EDUCATION

• BS, Business Administration, 1996, The Ohio State University SPECIAL SKILLS & ACTIVITIES

• Real Estate License (Indiana, Ohio 12/10)

• Toledo Rotary

• Proficient in Microsoft Excel, PowerPoint, Word

• Member Toledo Board of Realtors

• Toledo Club – Squash Committee - helped raise funds and awareness for the community organizations

REFERENCES

• Available upon request.

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