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Candidate Info
years in workforce
years at this job
Marketing
Principal Broker and Director of Property Management
Manage business and relationship development, budgets, marketing, advertising, account acquisition, accounting and maintenance for approximately 300 residential and commercial rental properties. Oversee legal operations. Manage staff of eight employees.
- Increased profit 500%+ over five years through outreach efforts, program development and expense management.
- Doubled management fees collected.
- Grew number of properties managed by 85%.
- Decreased annual advertising costs by 46% through contract negotiations.
- Achieved 100% on time rent collection.
- Acquired 800% more referrals over three years by developing relationships with Realtors
- Researched and implemented new accounting software.
- Redesigned and re-launched website.
- Developed and continue to teach agent training class for Coldwell Banker Wallace & Wallace.
Candidate Info
years in workforce
years at this job
Business Administration
Broker
Provided close personal client attention and follow-up to ensure exceptional customer
experience, whether buying or selling real estate.
- Developed and designed marketing materials for each new customer listing.
- Analyzed market trends to determine competitive pricing.
- Sold a minimum of $10M for the last five consecutive years.
- Achieved Top Producer award seven of the last ten years.
Candidate Info
years in workforce
years at this job
Broker Associate
Developed a Marketing & Sales program to bring Naperville's 1st Million dollar Mid-Rise project to a successful close out.
- Individually sold the highest priced penthouse units.
- Managed new construction sales staff and concierge staff.
- Developed relationship sales to produce consistent individual sales volume $15m per yr.
- Attained #3 status in Naperville sales volume out of over 1,000 realtors.
- Sold over 50 custom built homes priced from $600k to $1.7m.
Candidate Info
years in workforce
years at this job
Business Administration
Agent/broker, Owner & President
In conjunction with the Homeowners Association, planned key processes to support business stability, including marketing and day-to-day evaluation of goals achievement.
- Implemented timely financial reporting, including accounts payable and repair costs.
- Supervised and managed team to develop and introduce new markets to increase sales, participating in real estate investment clubs in the area to promote business.
- Grew the business from 30 properties to over 200 and began Homeowner Association management within a year.
- Kept costs low for owners and maintained 80+% annual occupancy.,
Candidate Info
years in workforce
years at this job
Business Administration
Financial Analyst - Broker-dealer Regulatory Reporting
- Procured and documented all weekly FR2004 schedules from senior management and established metrics that improved the process saving 208 hours/year, a reduction of 50% in labor hours
- 1 of only 2 Analysts awarded the "Spot Award" for outstanding performance, reliability, and collaborative efforts
- Created and maintained various instruction manuals and training videos with rules, regulations, and procedures to ensure quality on-boarding of new team members
Candidate Info
years in workforce
years at this job
Finance And Marketing
Commercial Real Estate Broker
Brokerage professional with a primary focus and expertise in both office leasing as well as transaction
management of office buildings in Southeast Michigan.
- Coordinated with clients to negotiate on all terms and conditions of leases.
- Managed client accounts and retained business through diligent follow up processes.
- Directed presentations to prospective local and multi-market clients.
- Supported future and existing clients to analyze financial requirements for office leases.
- Maintained knowledge of local real estate market developments.
- Provided consultation for potential office tenants and real estate buyers.
Candidate Info
years in workforce
years at this job
B S
Regional Broker Manager - West
Responsible for all sales revenue, OB and operations for the entire [company name] portfolio in the Western Region thru a broker network.
- Effectively managed $65.7MM in Revenue/OB thru broker network. Sold in and implemented the 1st DSD truckload event yielding $5.5MM which was pivotal in changing declining trends in the regions #1 account.
- Successfully managed an incremental direct sales workload of $19.1MM. Responsible for selling, invoicing, ordering, contracts, promotions, accrual management, planning & strategy.
- Strategically turned around a potential $18MM loss through solution selling and effective negotiation which corrected the problem and declining sales for the 2nd largest region account.
Candidate Info
years in workforce
years at this job
Education
Branch Manager/real Estate Broker
Fourth ranked sales person for production in the entire organization of 38 offices and over 1,000 agents.
- Ranked in the top 1% of all real estate sales agents in the country in production.
- Fannie Mae preferred sales person. This selling position focused on developing relationships with Fannie Mae asset managers, vendors, and selling homes that were owned by Fannie Mae.
- Sold residential, new construction, and commercial real estate.
- Completed over 135 broker price opinions for REO companies.
Candidate Info
years in workforce
years at this job
History
Broker / Sales Representative
Built a thriving business marketing graphic arts products.
- Grew the business from zero to over 100 major corporate clients through offering unparalleled value and outstanding service to build and maintain client loyalty.
- Work with 25 vendors monthly with a base of 150 vendors to draw upon.
- Recognized for consistently meeting schedules with high quality products.
- Hired, trained and supervised 4 sales representatives on selling skills, product knowledge, account analyzing and building partnerships with clients. All are still successful.
- Developed new clients through cold calling, regular follow up services with existing clients and effectiveness of products.
- Provide recommendations based upon specific challenges, prepare written proposals, negotiate contracts and deliver agreements to businesses for final approval.
Candidate Info
years in workforce
years at this job
Communications
Communications Coursework
American Senior Benefits, Broker
Earn top rookie broker in FY12 by generating over $100K in revenue.
- Secure top 10% in company sales for 3 consecutive years, earning presidents club award for over $120K in yearly sales (won 3 sales trips).
- Expand business by generating 240 new yearly clients.
- Broaden market share, cold calling prospects to convert into clients for the Health, Whole Life/Final Expense Insurance Term/Guaranteed Universal Life Insurance, Long Term Care, Annuities, Major Medical/Critical Illness Insurance product lines.
- Cultivate customer rapport to resolve issues, extend insurance policies and drive client retention.
- Ensured optimal pricing strategy and product line for client to boost customer satisfaction ratings.
Candidate Info
years in workforce
years at this job
Economics
Founding Partner - Broker Associate
Located and connected real estate investment product with active investors through acquisition and subsequent value added project lease-up.
- Managed a landlord lease portfolio consisting of office, retail and industrial properties with total commercial space of over 240,000 square feet.
- Created efficient stacking plans and effective marketing plans.
- Drafted LOI and RFP for leasing and purchase requirements.
- Represented commercial tenants with their lease negotiation and tenant program requirements by closing over 15,800 square feet of commercial tenant representation.
- Maintained effective communication between client and firm to assure needs and goals were met.
Candidate Info
years in workforce
years at this job
Supervision Leadership Program
Senior Broker Dealer Trader - Equities, Options, Mutual Funds, Fixed Income Trade Desk
Instructed field reps on navigating the NetX360 system in order to place securities trades in their client's accounts.
- Trained new associates on using the various computer systems needed to accomplish the day to day operational tasks.
- Directed complex account applications; qualified domestic relations order, and trustee changes.
- Managed registered representative reassignment process in order to remain compliant with FINRA regulations on fee based advisory accounts.
Candidate Info
years in workforce
years at this job
Real Estate Broker
Licensed Broker performing residential purchase and sales transactions.
- Conducted property showings, open house events, and negotiated sales contracts.
- County tax and property records research and owner occupant filing assistance.
- Navigated the Multiple Listing Service (MLS) to acquire statistical data of residential properties both current and past sales.
- Performed routine tasks such as scanning, faxing, and e-mailing.
- Served as a liaison between the client and bank / mortgage lender.
Candidate Info
years in workforce
year at this job
Computer Information
Broker
Global Imex Trade, Shreveport /San Antonio
- Contacted customer on the well site
- Established new customer accounts
- Managed accounts and generated revenue
- Communicated and coordinated with Operations to understand activity levels, pricing, competitiveness
- Prepared reports, cost analysis, solution presentations, and sales and price quotations to be competitive
- [company name] sales and logistics and distribution
- Coordinated [company name] deliveries
Candidate Info
year in workforce
year at this job
Petroleum Land Management
Kinesiology
Kinesiology
Broker
Petroleum Landman
- Identified mineral ownership of the subject lands
- Cured projects outlined by client counsel
- Performed accurate drill site title research
- Calculated surface/mineral ownership percentages
- Created professional maps of subject lands
- Furthered efficient researching and leadership skills
Candidate Info
years in workforce
years at this job
Broker / Planholder Customer Response Unit Representative
Exhibited extensive knowledge of all Guardian departments and Group products to support a seamless end to end experience for the customer
- Demonstrated ability to quickly navigate between multiple applications within one customer interaction to obtain information and provide accurate information
- Adapted well to a rapidly changing work environment by being trained on new product lines
- Managed customer relationship by taking ownership and resolving escalated and complex customer inquiries timely and accurately
- Look beyond the initial problem by thoroughly reviewing and gathering all pertinent information needed to identify root cause and impact to facilitate a complete resolution to the customer
- Takes opportunities to educate customers on self service capabilities, products, and administration policy and procedures
Candidate Info
years in workforce
years at this job
Commerce
Property Manager/broker
Efficiently managed 100 single-family homes and 2 apartment complexes.
- Evaluated properties to determine value and estimation of renovation costs.
- Determined and revised budgets (advertising, etc.) as needed.
- Resolved disputes including evictions, payment and deposit demands.
- Represented company in court in the event of legal proceedings.
- Conducted tenant credit checks, supervised move-in processes, dealings with complaints, and scheduling maintenance.
- Managed and trained a team of twenty five agents.
- Responsible for interviewing, hiring, and training new agents/employees.
- Oversaw day to day company operations.
Candidate Info
years in workforce
months at this job
Business Management / Marketing
Associate Broker Corporate Bond/cds
Youngest associate invited to join 20 person initiative driving new IG/HY products on credit desk to exceed $250mm in average daily trading volume and $10mm in new 1Q15 revenues
- Only associate given primary CRM responsibilities for bulge bracket trading desks; initiated, developed, and expanded new trading relationships with Citibank, Barclays, Morgan Stanley and RBC
- Assisting client trading desks manage their risk through intraday, two-way market negotiations to deliver accurate corporate bond and CDS execution prices
- Analyze daily market trading trends and recommend/execute trading ideas across ten industry sectors while analyzing several hundred individual listed bond/CDS positions
Candidate Info
years in workforce
years at this job
Human Development And Family Studies
Support Broker
Responsible for eligibility assessment and care management of assigned individuals within time frames and policies of the division and state regulations
- Successfully managed caseload and completed home visits as required and needed to assess program eligibility, ongoing service eligibility as well as ongoing care plan for identified/ needs.
- Developed and updated, as appropriate, a comprehensive plan of care with individuals addressing individual's needs and utilizing all available supports
- Authorized appropriate services as supported by assessment and ensure services billed correctly.
- Communicated with providers on a regular basis when needed concerning service delivery maintenance and issues; acted as advocate for individuals as needed
- Communicated with individuals at home visits and through the telephone on a variety of issues and policies related to needs, services and resources
- Maintained professional, accurate and timely documentation of all contacts and activities with caseload in approved database per policy/procedure.
- Knowledgeable in a variety of online database/computer systems such as Harmony SAMS, Microsoft Office programs and Outlook, Medicaid Information Systems (KYMMIS), etc.
- Participated in ongoing training required per DAIL, Kentucky State Health Insurance Program (SHIP) and agency standards yearly
Candidate Info
years in workforce
year at this job
Psychology
Insurance Advisor/broker
Inside sales role acting as insurance advisor and broker to help customer base in insurance choices. Highly experienced in assessing customer needs and advice on coverage options. Developed expertise in highly satisfying customer experience, offering high level of customer service. Focused on simplification of determining insurance eligibility, flexibility in premium payment options, and investigation of denied claims with clients. Well versed in Medicare supplement, life insurance, and long-term care policies supporting multiple insurance companies.
- Rated as one of top 3 salespeople, based on achievement of revenue targets.
- Effectively built customer relationships through superior listening, product knowledge, and ability to pair customers with the best solutions.
- Chosen as part of select team for startup of a new division, focused on improving market share with pre-retirement clientele.
Candidate Info
years in workforce
year at this job
Associate Broker
Specialized in full service residential resale, and renovated real estate.
- Responsible for business planning and development.
- Conducted competitive market analysis for sellers and buyers.
- Identified, developed and negotiated with key business partners.
- Promoted effective business planning and innovated marketing.
- Performing cold calls to create new business with residential clients.
- Achieving various performance objectives on a consistent basis.
Candidate Info
months in workforce
months at this job
Management Certification
Pawn Broker/ CSR
I work with peoples accounts for loans and buys, operated registers, inventory, and work with high pressure sales.
- Prioritized tasks and projects meeting deadlines
- Maintained knowledge of current sales and promotions, policies, regarding payment exchange and security practices
- Kept detailed records of daily activities through online customer database
- Negotiated prices, terms of sales and service agreements
- Attended monthly sales meetings and quarterly sales training
- Maintained knowledge of current sales and promotions, policies, regarding payment exchange and security practices
Candidate Info
years in workforce
years at this job
Travel & Tourism
International Military Broker Counselor
Completed complex international routings for The Department of Homeland Security and military dispatch
- Assisted with the travel logistics for military and the Department of transportation
- Researched cutting edge technology in order to benefit the client
- Possessed strong knowledge of a major Global Distribution System (Sabre)
- Utilized Sato's preferred vendors to maximize company's profit
- Successfully fostered team building and teamwork
- Participated in online training assessments for security purposes and company growth
- Developed a close rapport with clients
Candidate Info
years in workforce
months at this job
Anthropology
Broker
Procured product directly from manufacturers across the Northwest.
- Acquired and maintained several large accounts, overseeing inventory and coordinating freight logistics.
- Prospected hundreds of new accounts including freight companies and lumberyards across the West coast.
- Analyzed market indicators to help clients make informed decisions.
Candidate Info
years in workforce
years at this job
Real Estate
Owner/president/developer/broker
Owner of two real estate brokerage and full service real estate firms devoted to making real estate a healthier place to live and work through offering services such as development management, tenant improvements, property management, redevelopment, and site selection of sites that fit the LEED credits criteria through the USGBC (United States Green Building Council). Earned the LEED AP designation from the USGBC and the GREEN designation from the National Assoc. of Realtors.
- Development Management of proposed hotel and conference center including overseeing team of architects, engineers, soil borings, appraisers, market studies, and other consultants. Held P&L of $20M and managed ten.
- Purchased 40 acre parcel of land and developed the site into apartment land and six commercial lots. Obtained zoning and entitlements for the property. Prepared conceptual plans for 500,000 sq. ft. mixed-use development plan with a $100 million budget. Held P&L of $8M and ten direct reports.
- Performed market analysis, financial modeling, due diligence, and acquisition functions to acquire land to build apartments for in-house projects and project management for others. Held P&L of $2M.
- Performed site selection, due diligence, and brokerage duties for purchase of medical office land for client.
Candidate Info
years in workforce
months at this job
Business Operations
Business Management/education
Broker Liaison
Primary "Broker Liaison" for Renewals, accountable to support Brokers on the Small Group Accounts (2 to 50 Employees).
- Accountable to support all lines of business (Medical "Active & Retirees", Dental, Vision, FSA, STD, LTD, Life Insurance).
- Collaborate with the Sales Managers to improve the service provided to the Brokers, by conducting client meetings and assisting with special projects.
- Detailed knowledge of federal regulations, state mandates and health & benefit compliance (including HIPAA, COBRA, etc.).
Candidate Info
years in workforce
months at this job
Business Administration
Business Administration
Insurance Sales Broker / Agent
State of California Licensed Personal Lines Broker/Agent
- Self generated over 60% of all new sales.
- Quoted and sold personal lines insurance policies such as auto, home, renters and watercraft.
- Serviced existing policy holders and renewed policies in compliance with AAA standards.
- Assisted clients with design of or independently designed client's insurance plans.
- Provided clients with certificates, policies and other related documents upon closing deals.
- Responded to client inquiries and resolved and assist with any claims issues or questions.
- Provided excellent customer service while solidifying business relationships.
Candidate Info
years in workforce
years at this job
English-education
Communications
Real Estate Brokerage Curriculum
Regional Leasing Director/principal Broker
- Negotiated, facilitated and managed real estate transactions for 2 million square feet of office and flex space.
- Consistent producer with annual deal activity averaging $20 million.
- Nurtured connections with clients and industry associates to encourage repeat business and referrals.
- Created and implemented pro-active marketing strategies to retain existing tenants and target new prospects.
- Managed contracts, negotiations and all aspects of sales resolving issues to finalize leases and exceed tenant and owner expectations.
- Oversaw and managed third party brokers hired to market specific properties thereby leveraging manpower to keep in-house personnel costs to a minimum.
- Coordinated and worked with teams of brokers, attorneys, property managers, architects, engineers and construction managers to facilitate and expedite tenant occupancy within or below budgeted parameters.
- Garnered market intelligence and prepared budget reports for optimal property positioning.
- Identified and analyzed prospective acquisition opportunities for owner based on specific real estate guidelines.
Candidate Info
years in workforce
years at this job
Owner/real Estate Broker
- Facilitated outbound phone calls to potential clients on a daily basis. Call average call volume was between 450 to 500 outbound calls per day.
- Pre-qualified loan applications to insure compliance with standard loan procedures. Coordinated strategies with marketing firms for business growth and development.
- Submitted complete and accurate loan applications for approval. Implemented follow up system to insure customer satisfaction.
Candidate Info
years in workforce
months at this job
Elementary Education
Elementary Education
Part Time Assistant for Financial Representative and Broker
Input enrollments and cancellations of various lines of coverage for employees
- Reviewed employee information in Employee Navigator to verify coverage
- Communicated between insurance companies and clients regarding claims and service
- Created employee materials such as benefits summaries and spreadsheets
Candidate Info
years in workforce
years at this job
Communication
Insurance Broker
Retain 99% of clients year over year through relationships formed with clients and incremental savings on policies each year.
- Manage team of 5 agents and 4 junior associates yielding over $3 million per year in policies written.
- Prepare invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.
- Prepare and review operational reports and schedules to ensure accuracy and efficiency.
- Set goals and deadlines for the department.
Candidate Info
years in workforce
years at this job
Business
Management
Broker
Examined, and evaluated prospective residential properties
- Drafted and negotiated sales and purchase contracts
- Trained and motivated real estate team
- Strong rapport with clients, attorneys and lending institution
Candidate Info
years in workforce
years at this job
Government/broker Account Executive
Communicate with co-workers, management, and clients in a courteous and professional manner
- Create and distribute work orders to the Preferred Partners
- Develop and maintain a system in order to monitor the timely completion of work orders, including a daily tracking component
- Verifies work completion paperwork and forwards to Accounts Payable department
- Provide a weekly update of actual vs. scheduled services as well as a weekly update on delayed and missed services
- Prepared monthly reports of services per location including cost versus revenue
- Complete and submit necessary paperwork for bid proposals
Candidate Info
years in workforce
years at this job
Marketing, Supply Chain Management
Liberal Arts Transfer Program
Real Estate Broker
- Acted as an entrepreneur to co-found and successfully operate an independent real estate brokerage
- Emphasized a collaborative yet decisive style, working in both corporate and independent settings
- Built productive relationships to further company and personal goals and increase client base
- Demonstrated the ability to build rapport and resolve complex issues among multiple entities with conflicting interests while maintaining services aligned with individual client needs and interests
- Conducted market research pertaining to employment, school, subdivision data and demographics
- Prepared real estate contracts, operation manuals, and all marketing and advertising materials
Candidate Info
years in workforce
year at this job
Broker
Negotiate the purchase and transportation of dry bulk and break bulk cargoes on behalf of close ship owners, mostly in the 3560 K DWT range
- Draft and submit offers on behalf of Internav for US Government Aid dry bulk cargoes both through and outside of the USDA's Web Based Supply Chain Management (WBSCM ) System
- Maintain close working relationships with forwarders, agents, brokers, ship owners, port contacts, and other industry professionals worldwide
- Register close owners and maintain status in the System for Award Management (SAM) and U.S. Maritime Administration (MARAD) List
- Fixed over 71,000 MT of dry bulk cargo with a total value of over $10 Million USD
Candidate Info
years in workforce
years at this job
High School Diploma
Sociology
Broker Associate
Provided full range of home services facilitating home ownership within the general public
- Assist clientele with contract execution, negotiation and acceptance providing relevant disclosures within accordance of state statute
- Analyze local markets interpreting appropriate comparable data designed for the valuation of subject
- Aid homeowners in the transfer of various types of property title with emphasis on pricing, marketing and escrow
Candidate Info
years in workforce
years at this job
English
Juris Doctor
OWNER, BROKER, Claim-risk MANAGEMENT CONSULTANT
Established Insurance Agency to utilize 50 State Broker Licenses. Possesses significant broker appointments with Carriers and Program Managers.
- Produces Commercial General Liability, Auto Liability and Workers Compensation business nationwide.
- Engaged in ongoing claim consulting assignments including the evaluation of case reserving results and litigation expense management.
- Claim consulting initiatives include uncovering costly litigation complications and errors, claim settlement advice, and improved litigation management strategies to significantly reduce costs.
- Clients include Transportation, Telecommunications and Staffing companies.
Candidate Info
years in workforce
years at this job
Property Manager
Real Estate
IDA Manager-broker
Managed and operate real estate office, handling associated business details.
- Provide buyers with virtual and actual tours of the properties in questioned.
- Assisted low income families with savings and financial planning.
- Managed in partnership with financial institution a central IDA disbursal account.
- Appraised property values, assessing income potential when relevant.
- Monitor all purchase contract terms to ensure that they are handled in a timely manner.
- Finance/Accounting Administrative Assistant tasks as relegated by Manage
Candidate Info
years in workforce
years at this job
Business Management
Broker Assistant
Processed Conventional/Government and Reverse Mortgage Loans
- Worked with title, insurance and lenders to expedite loans
- Provided strong customer support during the entire processing of loans. Managed expectations, and worked with vendors to ensure all necessary documentation was completed on time and correctly
- Problem solving with both customers and vendors to find the best solution for customers that needed help.
- Extensive telephone prospecting
- Implement marketing strategies to increase business
Candidate Info
years in workforce
years at this job
Business
Broker
Residential and Commercial - Sales and Marketing, Property/Asset
Manager
- Certified Accredited Buyer, Short Sales and Foreclosure Certified, USAA
- Licensed as a Managing Broker in Illinois
- Researching, analyzing and documenting real estate strategies, property
- Champion for auditing, licensing, quality control and grievance committee
- Exclusive Luxury Broker for 850 Lake Shore Drive, Chicago
Candidate Info
years in workforce
years at this job
Business Administration
Political Science
Licensed Broker
Provided consultative approach to market and cross sell a portfolio of products that offer health and supplemental coverage to existing and new client in an inbound / outbound call center.
- Follow all HIPPA and ACA compliance regulations.
- Maintain and/or exceed sales goal, closings and cross selling.
- Certified and licensed in 47 states.
- Responsible for coordinating GetInsured's Writing Workshop for the company's website.
- Team lead for revising the agent's sales script.
Candidate Info
years in workforce
years at this job
Political Science, Business
Law And Justice
Commercial Real Estate Broker
- Representing lease transactions on behalf of key portfolio clients for Lifestyle Centers and Mixed-Use projects totaling over 4.2 million square feet and $2 billion worth of assets
- Arranging documentation including contracts, agreements, and proposals under strict deadlines in a high-pressure sales driven environment
- Scheduling and providing property tours for available space to prospective new Tenants on both a Local and Corporate level
- Procuring and executing 25 new lease transactions in 4th Quarter during first brokerage term
- Received weekly recognition from business Owners, Landlord clients and management superiors for professionalism, fast pace responsiveness, dependability and positive attitude
Candidate Info
years in workforce
months at this job
Business Management And Entrepreneurship
Real Estate Leasing Agent/broker
Manage time and schedule efficiently, making sure to move quickly for the benefit of my clients.
- Demonstrate strong interpersonal skills working face to face with clients on a daily basis, listening to their needs and constantly communicating in an effective manner.
- Solve Problems efficiently and effectively.
- Act as an intermediary in negotiations between buyers and sellers over property prices and settlement details, and during closing of sales.
- Coordinate property closings, overseeing signing of documents and disbursement of funds
- Advise clients on market conditions, prices, mortgages, legal requirements and related matters
- Promote sales of properties through advertisements, open houses, and participation in multiple listing services.
Candidate Info
years in workforce
years at this job
Marketing
Broker Assistant
- In charge of maintaining unoccupied investment properties.
- Assisted in property showings.
- Served as mediator between business owner and buyer/seller for certain acquisitions.
- Staged properties for showing. Focused on sensory appeal to encourage and support the emotional aspect of buying a home.
- Brought company to local REIA to increase brand awareness and encourage networking between buyers, sellers, and other local competition.
- Engaged with tenants to ensure wants and needs were being met, resulting in more referrals and repeat business.
Candidate Info
years in workforce
year at this job
Business Management
Criminology
U.s. Broker Dealer Bookkeeping Manager
Manage a department of five associates, responsible for the daily, monthly and annual General Ledger reconciliation of U.S. and Foreign Broker Dealer Clearance activity.
- Personally oversee the reconciliation of all Broker Clearance monthly revenue activity with regards to U.S. Government back collateral and Tri Party Repurchases.
- Responsible for the preparation and reconciliation of JP Morgan U.S. Broker Dealer annual tax reporting.
- Review and implement U.S. Tax Code where required, including FATCA requirements.
- Develop systems and procedures to account for financial transactions by establishing defined bookkeeping policies and procedures.
- Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
- Comply with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports and advising senior management on required actions.
Candidate Info
years in workforce
year at this job
Management And Insurance
Associate Broker
Serviced and managed 3 books of business varying between Environmental Casualty and Professional Insurance
- Coordinated with Underwriters in maintaining relationships with agents through marketing
- Evaluate submissions to meet with insurance carrier guidelines
- Provide assistance with binding policies, issuing endorsements, invoicing, and follow-ups
- Underwriting Professional Liability, Commercial General Liability, Pollution Liability
Candidate Info
years in workforce
years at this job
Communications
Insurance Broker
Represent and sell a variety of insurance plans to senior citizens, such as Medicare supplements, Medicare Part D (drug) policies and dental plans.
- Evaluate companies and plans to determine product inventory.
- Obtain customer requirements and analyze plans to ensure best alignment of coverage and budgets.
- Prepare and file claims.
- Perform associated administrative tasks such as maintaining records and handling policy renewals.
- Manage company and day-to-day business operations including advertisements, inventory management, vendor relations, procurement, feed cat.
Candidate Info
years in workforce
years at this job
Business Administration
Broker Associate, Realtor
Represent buyers and sellers in residential real estate transactions. Originate and present offers.
- Negotiate contract terms and price; manage dates and deadlines.
- Evaluate inspection reports. Obtain bids for repairs, replacements or credits.
- Analyze past sales data to present a comparable market analysis.
- Market properties for sale using metro list, social media, open houses, and other forums.
- Follow through contract details from acceptance to transaction completion, transfer of deed.
- Generate prospective clients through online marketing, open houses and other marketing strategies.
Candidate Info
years in workforce
months at this job
Business Administration
Real Estate Broker
Broker Associate
Represent all aspects of Seller and Buyer Commercial real estate transactions with a focus on the Multi-Family sector
- Prospect and acquire Commercial listings
- Analyze, evaluate and provide (ROI) Return on Investment reports
- Negotiate Buyer transactions on behalf of all investor clients
- Oversee all marketing for listing portfolio including a monthly activity report to clients
- Facilitate all property inspections, contract requirements, timelines and communication to all parties to Close of Escrow (COE)
- Attend Commercial Broker Roundtable exchange meetings to promote team listings and stay abreast of market activity
Candidate Info
years in workforce
years at this job
International Studies And German
Broker / Agent
- I work with over 300 regional and national carriers to provide my customers with the ability to determine logistic needs and solutions that offer the highest service levels with the lowest cost.
- Worked as an independent broker with established customer base to move freight. I execute shipments with little or no lead time to various destinations across the United States
- Negotiate disputes regarding quality, quantity, temperature and transit issues.
- Aid in collecting delinquent receivable accounts.
- Worked as an agent for A-1 Transport, Edinburg, TX from Jan. 2004 until August 2012 and have worked as an agent for Griffith Trucking, Edinburg, TX from August 2012 to present day.
Broker Resume Success Stories
Broker Duties and Responsibilities
In order to oversee all aspects of a company's sales, a Broker performs many different tasks. We analyzed job listings for Brokers in order to identify these core duties and responsibilities.
Assess Customer Need The Broker must be very knowledgeable in regards to their company's products and services, being able to answer any customer questions, advise customers and guide them toward a product or service that fits their needs. It is critical that the Broker be able to discuss company function and offerings articulately and accurately. Brokers are often required to continually update their knowledge through training and educational programs.
Provide Customer Service Providing excellent customer service is integral to the Broker role. They are often responsible for creating potential customer and client relationships, which includes documenting comprehensive customer information. Brokers must work to maintain these relationships by continually assessing customer needs, identifying client concerns, recommending solutions, and following up regularly. The Broker will also collaborate with other teams to provide recommendations for the improvement of customer experience.
Execute Sales A Broker's ultimate goal is to successfully close deals. This includes getting sellers and buyers on the same page in regard to price and terms of the deal. Often, Brokers must act as a mediator between the parties, making sure that their concerns and desires are addressed.
Process Transactions After completing deals, the Broker is then responsible for preparing and completing all the necessary documentation and paperwork for the sale, often requiring some knowledge of local and federal laws and regulations regarding sales, trading and taxation. They must then process the transaction, ensuring that the customer is accurately charged and all necessary receipts and invoices are given and filed.
Broker Skills
Brokers are relationship builders who ensure customer satisfaction. They exhibit excellent interpersonal skills and are enthusiastic, persuasive and likeable communicators. They are also highly detail-oriented and organized perfectionists who ensure that all aspects of the brokerage process run smoothly. They are intelligent people who learn quickly, pick up and store large quantities of information and are highly articulate. Core skills: Based on job listings we looked at, employers want Brokers with these core skills. If you want to work as a Broker, focus on the following.- Proving ability to build relationships with customers
- Showing proficiency in common computer programs, such as Microsoft Word and Excel
- Demonstrating a solid understanding of business and their product
- Possessing sales and customer service experience
- Having experience dealing with high volume of calls and e-mails
- Industry-specific brokerage license
- Industry-specific experience
- Finance or business administration experience
- Brokerage or sales experience
Broker Resources
We searched the Web to find the best industry resources to help you continue exploring a career as a Broker. From thought leaders to industry groups, this list is packed with opportunities to learn, connect and engage. On the Web
Casualty 360 Blog - Agent and broker blog
The Reformed Broker - Posts from a financial adviser
The Business Broker Blog - Tips and news from business brokers Industry Groups
NAREB - National Association of Real Estate Brokers
NAHU - National Association of Health Underwriters
International Business Brokers Association - International group of business brokers Broker Books
Start Your Own Freight Brokerage Business - A Step-by-Step Guide
Business Brokerage - An Opportunity for Real Estate Professionals
The Art of Business Brokerage - How to List and Sell Businesses
