Idalmis O'Brien

Las Vegas, NV *****

adwndq@r.postjobfree.com

+1-702-***-****

I am a qualified SALESPERSON with a highly goal-oriented nature and proficiency in meeting and exceeding established goals and objectives related to training, selling, education and client relations! I am an insightful CLOSER with OVER 10 YEARS of sales experience. I am committed to best-in-class client services and I prioritize maintaining professionalism! I have a proven history of working tirelessly for effective sales and profitable deals, but most importantly, I LOVE MEETING NEW PEOPLE, MAKING LASTING CONNECTIONS, and I

WILL ALWAYS STRIVE to HELP PEOPLE HOWEVER, AND WHENEVER POSSIBLE! Work Experience

Finance Manager

Ameriprise Financial - Rhode Island

April 2021 to March 2022

• Answered all incoming calls for clients looking for information regarding their Investment Accounts held with Ameriprise Financial, specifically Coronado Thread Needle Investments.

• Very Carefully be sure to Secure Each caller’s accounts by first verifying the casket with All Required and necessary forms of Security Questions for example, asking for personal information specific to each account such as Primary Address, Social Security Number, Account Numbers, Financial Broker Name and Firm Information

• Assisted the clients with Information specific to their Accounts Such as any Payments Issued to them, When said payments had been issued, Tax information, but more often information such ads REQUIRED MINIMUM DISTRIBUTION estimates based on the client’s specific age and IRA in place, etc.

• Sent out any Payments on the Accounts per Request of the client and also assisted with any changes made to the account, such as date for Monthly Arranged Payments.

• Suggested any New IRA’S available for those looking to change their current financial accounts over to our specific IRA’S offered and walked the clients through and required Forms needed to do so, Such as 8 page IRA Transfer Form and explained when a Medallion Signature Guarantee would be required and what that was, as well as where they could easily obtain such Signature

• Assisted with Transfer of Assets for any accounts needing to exchange any balances for various reasons and explained when such transfer would or would not be taxed and why based on specific IRS parameters for such investment accounts.

Real Estate Agent

o48 REALTY - Las Vegas, NV

May 2017 to December 2020

• Assisted the Brokerage with Recruiting other Realtors and agents or teams to our Brokerage, as a favor to the Brokers at the time

• Showed residential properties and explained features, value and benefits of available homes.

• Managed sales pipeline by actively following up with prospects and hot leads.

• Advised prospective clients on current market activities and optimal buying or selling choices.

• Maintained current and accurate CRM database of prospective customers.

• Facilitated real estate purchases by reviewing listings, accompanying clients to properties and communicating sale conditions.

• Acquired new customers, counseled clients and identified purchasing needs to deliver relevant real estate investments.

• Prepared forms needed for real estate transactions, including contracts, deeds, closing statements and leases.

• Conferred with escrow companies, lenders and home inspectors to expedite transactions and home buying process.

• Facilitated closing process on behalf of clients and reviewed all parts of contracts to resolve issues prior to closing.

• Evaluated mortgage options to help clients obtain financing at best rates and terms.

• Expanded new business with implementation of networking and marketing strategies and generation of sales collateral.

Real Estate Buyer’s Agent

SIGNATURE REAL ESTATE GROUP - Las Vegas, NV

August 2015 to July 2017

• Identified potential buyers through cold calling.

• Determined best mortgage options to help clients obtain financing at best rates and terms.

• Evaluated borrowers for financial risk, estimating mortgage payments, insurance and property taxes.

• Managed real estate transactions from initiation to closing.

• Scheduled home viewings with potential buyers.

• Maintained current and accurate CRM database of prospective customers.

• Prepared forms needed for real estate transactions, including contracts, deeds, closing statements and leases.

• Generated list of properties to meet specific client needs.

• Accompanied buyers during property inspections.

• Communicated with inspectors, lenders and pest control companies to maintain all terms of purchase agreement.

• Facilitated closing process on behalf of clients and reviewed all parts of contracts to resolve issues prior to closing.

• Expanded new business with implementation of networking and marketing strategies and generation of sales collateral.

Education

Nevada Real Estate Salesperson License Acquired in Real Estate KEY REALTY SCHOOL OF NEVADA - Las Vegas, NV

September 2014 to September 2015

High school diploma

BISHOP GORMAN HIGH SCHOOL - Las Vegas, NV

August 2003 to June 2007

Skills

• BILINGUAL IN ENGLISH AND SPANISH (10+ years)

• Negotiations expert (10+ years)

• Traditional Marketing, Email Marketing Campaigns (10+ years)

• Escrow/Title and Closing Loan Documents Required for Real Estate Transactions in Nevada (8 years)

• Lead Follow Up/ Using CRM Software such as Salesforce for Organizing all Lead Information (10+ years)

• Experienced Buyer’s Real Estate Agent- Specialist for First Time Buyers, Buyers looking for Resale Traditional Homes, Short Sales, and REO Bank Owned Property, as well as Specializing in Investment Properties for Investors looking to Purchase and Flip to Resell or Purchases made specifically to Earn Rental Income from (7 years)

• Recruiting Realtors to Hang their Licenses at the Brokerage I was with (o48 Realty) (4 years)

• Digital Marketing, Digital Design, SEO MARKETING (Facebook, LinkedIn, Twitter, Instagram, Pinterest, Snapchat, YouTube, Google+) (5 years)

• Communication Skills, Information Specialist (10+ years)

• Financial Planning pertaining to Loan Parameters and Specifications to Real Estate Transactions (10+ years)

• Proficient in Microsoft Office ( Word, Excel, PowerPoint) as well as GOOGLE DOCS (10+ years)

• National Association of Realtors NV REAL ESTATE SALESPERSONS LICENSE

• Business Development (7 years)

• Cold Calling and Lead Generation (10+ years)

• Property Management (6 years)

• Market Analysis (10+ years)

• Branding! (6 years)

• B2B Sales (4 years)

• Financial Report Writing (4 years)

Languages

• English - Expert

• Spanish - Expert

Certifications and Licenses

Real Estate License

September 2015 to December 2021

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