Customer Service Financial Analyst

Christopher Doyle

Cell: 312-***-****

Email: ********@***.***

Fort Lauderdale, Florida

Professional Experience and Accomplishments

Real Estate Broker - Jameson Sotheby’s Feb ’12 – Current International real estate brokerage leveraging cutting edge technology, research and international marketing exposure, connecting affluent sellers and buyers worldwide.

• Closed over $150,000,000 in sales

• Top 1% of Real Estate Brokers in Chicago since 2014

• Top 20 agent at Jameson Sotheby’s since 2017

• Analyze current market data and trends in order to properly consult clients

• Personal goal to close $1,500,000 a month

• Create marketing plan and build pipeline during slow time (November – January) and execute starting February 1

• Provide exceptional customer service in order to maintain client relations

• Utilize CRM to build personal book of business to over 200+ clients

• Earned Road to Rolex within 1 year at @ Properties in 2015

• Representing/Consulting buyers and negotiating contracts, teaching buying process and work to get towards closing

• Representing/Consulting sellers and negotiating contracts, creating listing agreements, teaching selling process and work to get towards closing

• Make 40 cold calls a week

Finance Pal - Director of Client Relations (Start up company) March ’19 – April ‘22 Accounting firm offering all-in-one accounting and tax services helping clients run their business easier and more efficient. Services include bookkeeping, tax preparation, payroll and bill pay.

• Work directly with Chief Sales Officer in implementing sales process, sales scripts and onboarding

• Work directly with COO in implementing post onboarding process including assigning specific roles and tasks to Finance Pal employees based off agreed services to perform

• Created internal ticketing program for new client sales, service upgrades and client complaints

• Created and implemented a Real Estate accounting/bookkeeping program specific to Real Estate Agents

• Executed 30-40 daily inbound and outbound sales calls achieving 60% closing ratio

• Personally maintained a monthly revenue of $76,000 for Finance Pal

• Ensured existing client retention with a 30, 60 and 90 day follow-up regimen

• Provide excellent customer service during inbound and outbound calls Short Sale Chicago – President/CEO Nov ‘08 – Dec ’13 Providing a variety of options for managing the short sale process. From property maintenance and listings to offer management, title and closing, creating a solution that can fill gaps in the process or manage the entire process outright.

• Created one of the largest Short Sale Processing Platform during Real Estate Financial Crisis 2009-2014

• Closed over $500,000,000 in short sales

• Processed and negotiated over 1000 short sales in 4 years

• Worked directly with sellers in guiding them through their financial hardship

• Utilize CRM to convert old short sale clients into new buyers once removed from their credit report

• Forged relationships with 12+ leading financial institutions effectively expediting the short sale process Citibank (Chicago) - Client Financial Analyst Feb ’02 – June ‘08 Provide consumers, corporations, governments and institutions with a broad range of financial services and products.

• Originated and closed over $32 million in mortgage loans using cross-selling abilities.

• Average rank of 12/220 (top 5%) Client Financial Analysts for 3 consecutive years, at Citibank

• Created a 2007 credit sales plan to help increase each personal banker’s individual numbers and increase branch revenue by analyzing previous years numbers and monitor current numbers.

• Planned, marketed, and presented seminars on all banking products including mortgages, home equities, investments and life insurance.

• 2007, chosen as the single Client Financial Analyst in Illinois to organize and develop a Citibank/Smith Barney integration pilot.

• Generated weekly and monthly reports to be shared internally and with branch management.

• Provided a full “financial needs” assessment (Citipro) for clients to help understand current financial situations and needs. This in-depth report analyzes the current financial position and offers solutions.

• Utilized superior customer service skills proactively to find cross-selling opportunities and increase client retention.

• Solicited new clientele (Human Resource Managers) through over 20 cold calls daily regarding Citibank at Work and door to door selling pertaining to business accounts.

• Received Certificate of Achievement for 2006 Business Banking Champion for Illinois in two areas, highest Business Asset Production and highest Business Checking Units.

• Recognized for leadership skills, team work ability and servicing on a quarterly basis

• 50-70 cold calls each week

Education

Southern Illinois University

B.S., Journalism

Specialization, Advertising/Integrated Marketing Communication

Contact this candidate