Service Representative Remote Customer

GEORGE MARWIEH

**** ******* ***** *****, *** I, Wilmington, NC, 28403 ( C) 910-***-**** adt5im@r.postjobfree.com OBJECTIVE

Dynamic individual seeking a position that provides the opportunity for leveraging my extensive management skill set for career growth and personal development. KEY STRENGTHS

• Energetic and Proactive •Self-Sufficient • Excellent Remote Work Skills • Extremely Organized • Excellent Work Ethic • Strong Interpersonal Skills • Problem Solver • Strong Communicator • Strong Sales & Marketing Skills • Strong Management Skills EDUCATION

Bachelor of Science: Electronic Engineering - 1988 DeVry University - Pomona, CA

High School Diploma - 1982

Ricks Institute High School, Monrovia

EMPLOYMENT HISTORY

MF&D, LLC - 2016 to 2021

Founder

2016 to March 2021

Manage and operate a real estate development firm with core services of developing, designing, building, and selling single and multi-family homes in Texas. Specific tasks includes:

● Supervising all aspects of the day to day business operations

● Managing teams of general contractors, sub-contractors, suppliers for designing and building of our projects.

● I have supervised and built - 8 single family residences

● I am in the process of Rehabbing a Landmark Single Family Residence (In Planning Phase - San Antonio, TX), as well as building 2 Single Family Homes (New Construction - in Planning Phase - 1 in Spicewood, TX; and 1 in Wilmington, NC)

● Profiled and analyzed real estate investment opportunities for investors interested in 2nd/3rd Trust or Profit Split Opportunities

● Closely monitored and communicated funded project performance milestones to investors and reporting any changes to achieve performance targets.

● Generated 1099-R statement for investors annually

● Generated monthly investors progress updates

● Managed and supervised an internal team of 3

4879 College Acres Drive, Wilmington, NC, 28403 ( C) 910-***-**** adt5im@r.postjobfree.com

● Maintained friendly and professional interactions with investors and lenders at all times.

● Handled all communication directly with investors including shipping of all contracts via Postal Click-N-Ship Service

Insurance Agent - (Self Employed)

01/2005 to 2019

Sold Over $10,000,000.00 Insurance Products

● Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.

● Closely monitored the performance of client portfolios of stocks, bonds, mutual funds, ETF's, and alternative investments and made changes to achieve performance targets.

● Identified problem areas within investment portfolios, analyzed risks and suggested appropriate solutions

● Sold financial products including FIA, Term Life, Permanent Life

● Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan

● Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.

● Recommend investments and investment timing to companies, investment firm staff and the public

● Maintained friendly and professional client interactions at all times.

● Handled all communication directly with clients including shipping of all contracts via Postal Click-N-Ship Service

RELEVANT CAPABILITIES

● Able to manage difficult situations with precision

● Proven ability to communicate well with people

● Excellent computer knowledge including Google GSuite (Gmail, GSheet; GDoc; Contact, etc.,); MS Office Tools (Word, Excel, Outlook, Powerpoint); Quickbooks (0ver 5 yrs experience)

● Typing 70+ WPM

● Internet Proficiency

● Proficient with multiple CRM’s (PipeDrive; Salesmate; OnePage CRM,)

● Experience with Project Management Tools (Monday.Com; FlipperForce)

● Quick Learner

4879 College Acres Drive, Wilmington, NC, 28403 ( C) 910-***-**** adt5im@r.postjobfree.com

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