Sales and Customer Service

PETER SCHWEITZER

Tampa,FL (813-***-*****) ******@*****.*** linkedin.com/in/peter-schweitzer.

PROFESSIONAL SUMMARY

Results-driven sales and finance professional with a proven track record in real estate investment, mortgage lending, and customer-focused sales. Recognized for maximizing investment returns, fostering valuable industry partnerships, and consistently exceeding sales targets. Skilled in regulatory compliance, customer satisfaction, and operational management. Adept at promoting products and services, with a focus on customer retention and ethical standards, in fast-paced environments.

CORE QUALIFICATIONS

- Real Estate & Investment Management: Executed high-return property acquisitions, renovations, and sales; managed significant renovation projects to attract top-tier tenants.

- Sales & Customer Engagement: Generated sales growth in various roles, including consistent upselling of Spectrum Brand products to meet targets.

- Financial & Mortgage Expertise: Extensive experience in mortgage lending—purchase, construction, renovation, and refinancing. Built and ran a successful mortgage brokerage with top performance for SunTrust and GB Home Equity Bank.

- Risk Management & Compliance: Mitigated risk in high-stakes trading for high-net-worth clients, ensuring regulatory compliance and operational integrity.

- Business Development: Expanded referral networks by building strong relationships with industry professionals, which opened new market opportunities and bolstered business growth.

PROFESSIONAL EXPERIENCE

Inbound Sales Agent

Charter Communications Tampa, FL

August 2023 – Present

- Handle high volumes of inbound calls, providing a professional customer experience while promoting Spectrum products and upselling to maximize revenue.

- Set up new accounts accurately, managing customer inquiries and addressing issues to ensure a seamless experience.

- Consistently achieve upsell targets by understanding customer needs and presenting relevant products to enhance satisfaction and loyalty

Owner

Peter Schweitzer Investments Tampa, FL

2013 – August 2023

- Spearheaded high-yield property investments and sales, overseeing comprehensive renovations to maximize asset value and attract high-quality tenants.

- Drove profitable returns on diversified assets, including the purchase and resale of a 45-ft motor yacht.

- Built and maintained partnerships with lenders, effectively expanding the business’s market reach and profitability.

Licensed Mortgage Loan Originator

Platinum Lending Group Tampa, FL

2007 – 2013

- Originated mortgage loans for purchases, renovations, and refinancing, providing tailored financial solutions for diverse client needs.

- Recognized as a top mortgage originator in Florida, ranked consistently in the top 3 for sales performance.

- Ensured full regulatory compliance, maintaining accurate documentation and upholding industry standards.

Owner & Licensed FL Mortgage Broker

Sterling Mortgage Corp. Tampa, FL

2006 – 2007

- Founded and managed all aspects of mortgage brokerage operations, from client acquisition to loan origination.

- Developed industry-standard processes, securing long-term business growth and establishing a competitive position in the local market.

Credit Risk Analyst & Assistant Branch Operations Manager

Morgan Stanley Dean Witter Tampa, FL

2001 – 2005

- Analyzed risk in margin trading and implemented strategies to minimize exposure for high-net-worth clients.

- Assisted in branch operations, streamlining workflows to improve service delivery and customer satisfaction.

EDUCATION & CERTIFICATIONS

- Associate of Science in Computer Science, Hillsborough Community College

- Training in Intensive Risk Management, Capital, & Asset Management Program, Morgan Stanley

- Licenses:

- Florida Yacht Salesperson

- Florida Mortgage Loan Origination (2006-2014)

- Florida Mortgage Broker (2006-2007)

- Florida General Lines Property and Casualty Insurance CSR (2005-2006) .

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