Top 50 Broker Skills

6. Client Relationships

high Demand

• Foster client relationships through evaluation of client portfolio, asset allocation and suitability needs offering consultative recommendations and solutions.
• Served as outside broker liaison for maintaining client relationships and arbitrated customer conflicts regarding market or service dissatisfaction.
• Leveraged various strategies to facilitate profitable executions and successfully managed and cultivated client relationships to ensure long-term growth.
• Develop client relationships to ensure appreciation of our technology focused research products through intensive client coverage.
• Developed client relationships and achieved a high level of customer satisfaction.

• Developed and maintained client relationships from inception to closing.
• Developed exceptional client relationships through personal service.
• Produced comprehensive strategy to identify, prioritize with tier client relationships that support the company's business objectives.
• Establish Client Relationships by staying in contact on a regular basis determining their wants and needs.
• Deliver high-value, results-oriented service with an emphasis on building trust and long-term client relationships.

• Developed 60 new client relationships in 3 years generating $3.6 million in annual premiums.
• Maintain and establish client relationships for the purpose of business development and growth.
• Maintained extensive client relationships through daily trading and weekly entertaining of clients.
• Established significantly profitable new client relationships for the firm.
• Identified, established and built key client relationships.

• Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
• Applied and marketed these products and established client relationships
• Maintained client relationships, including account rounding and up selling opportunities.
• Develop and keep client relationships with restaurant owners and distributors.
• Build business partnerships and client relationships.

Show More

7. Data Entry

high Demand

• Handled communication of information to Spanish speaking members as well as performed data entry of confidential member information and enrollment.
• Perform accurately all data entry functions to reflect customer activity/transactions
• Performed extensive data entry function to fill out forms while organizing and maintaining data accurately and correctly by use of Internet.
• Provided daily support to assigned accounts, authorized trades, data entry, conflict resolution, and new member development.
• Process and prepare documents, such as Oil and Gas leases, status reports, and data entry reports.

• Oversee Dispatch, Customer Service, Data Entry, and Billing for a Brokering Service.
• Perform basic office duties: explicit filing, data entry, billing and execute documents.
• Job Duties: Data entry, Customer Service, Billing, Railroad shipments.
• Performed quality control checks on incoming waste manifests and data entry.
• Broker freight, work phones, data entry, book loads

• Called customers in Germany, Selling stocks, Data Entry
• Update all customers accounts with exceptional data entry skills
• Set appointments, all data entry.
• Dispatch, broker and invoice loads, Customer Service, Data Entry, Quote Loads, Driver Dispatch
• London-based money broking business, Quoted prices, Data entry TOKYO JAPAN

• Engaged in over 200 calls daily Entered data entry into excel system Effectively processed health evaluations Successfully assisted with health plan changes
• Staff Force, El Paso, Texas warehouse data entry clerk
• Answer multi phone lines Dispatch drivers Data entry of all loads Verify insurance on all units
• Answered phones in a timely manner Data entry in TMW Gave directions Problem solving
• Truck locating Broker Sales Outbound/Inbound multi-line phone Internet Truck Stop 360 Google Maps Data Entry Insurance updating Filing Carrier set up Excel

Show More

8. New Clients

high Demand

• Challenged with originating new business with new clients and expanding the Capital Markets transactions with the Corporate Bank's clients.
• Connect new Clients with the proper broker, found out what there needs and desires were as far as investments.
• Organize and conduct monthly sales expectation and potential new clients to effectively obtain a consistent pipeline for sales profit.
• Maintain all benchmarks and projects status, Change management, New Clients IT presentations and, lead the Teams.
• Gained increase of revenue through thorough rapport and marketing via all sources of communication with new clients.

• Managed and serviced existing client base as well as soliciting new clients by giving investment advice.
• Source new clients, analyze and underwrite real estate loans and oversee mortgage loan closing process.
• Establish new clients while maintaining, servicing, and consulting existing client base.
• Prepared sales presentations for insurance agents to deliver to potential new clients.
• Attained new clients for Glacial Energy to sell electricity and natural gas.

• Make calls or meet with new clients to obtain new clients.
• Solicited new clients and managed contracts from origin through closings.
• Increased sales with existing clients and acquired new clients.
• Established new clients and 'revived' dormant clients.
• Utilized cold calling to acquire new clients.

• Implemented educational courses for new clients.
• Established a new Yen desk amid great competition Brought in Japanese banks as new clients.
• Prospect for new clients utilizing various methods including; cold-calling, door-to-door and event sponsorship.
• Gained two new clients, Harris Teeter and Trader Joes.
• Resourced new clients (i.e.

Show More

9. Websphere

high Demand

• Performed the migration of the WebSphere Message Broker 5.0 message flows to the new WebSphere Message Broker 6.1 environment.
• Design, Develop, Test and Deploy WebSphere MQ and WMB Components to interface with different applications.
• Involved with Migration of applications from WebSphere 6.x environment and configuring MQ Series and Message Broker.
• Involved in development of Claims and Provider Module using IBM WebSphere application server platform.
• Configure Secure Sockets Layer (SSL) to and from WebSphere DataPower SOA Appliances.

• Implemented Web services message flow using SOAP nodes in WebSphere Message Broker 9.0.
• Assist WebSphere portal and User Interface team in end to end testing.
• Involved in development of Message flows on WebSphere Message Broker Toolkit.
• Configured MQ Server and Message Broker to WebSphere Integration Developer.
• Implemented WebSphere Portal Server v 5.1 to v 6.1 Migration.

• Developed MQ Adapter for integrating Sonic MQ and WebSphere MQ.
• Assist in designing the frameworks for WebSphere Message Broker.
• Assisted in upgrading WebSphere Message broker platform twice.
• Checked WebSphere MQ logs on Mainframe systems.
• Configured WBI MBv5.0, WebSphere MQ on the remote systems through VPN.

• Installed WebSphere MQ on AIX 5.3.
• Have worked on Web Sphere Transformation Extender 8.0, WebSphere Data power XI50 while Interacting with Message Broker V8.
• Review of the Websphere installation and configuration.
• Write and read from Websphere MQ.
• Developed proof of concept for performance and technology integration validations using SAP, .NET, Mainframe & WebSphere Message Broker components.

Show More

10. New Accounts

high Demand

• Set company record by establishing 4 new accounts during initial probationary period.
• Developed new accounts on nationwide computer network the increased sales substantially.
• Directed new accounts, trade accounting, P&L statements, cancel and corrects, and error account activities.
• Work with sales teams to establish new accounts and provide world class customer service and brokerage support.
• Traveled throughout New England eastern New York to service existing accounts or cold call on new accounts.

• Provide coverage for other departments functions such as establishing new accounts and model changes.
• Prospected hundreds of new accounts including freight companies and lumberyards across the West coast.
• Provided training for more than 70 new accounts in less than three years.
• Recruited new accounts to continually expand the company's client base.
• Establish new accounts maintain existing accounts * Estimating cost * Marketing

• Maintain assigned account bases while developing new accounts.
• Acquired new accounts through interaction with C-Level Executives.
• Open new accounts to generate a client base.
• Managed 22 sub-agents for sales of new accounts.
• Led company in new accounts in 1989.

• Prospected new accounts for my own book.
• Open new accounts for the firm.
• Gather renewal or additional information and analyze that data to offer renewal/new accounts assigned by the Commercial Underwriter.
• Served as principle approver regarding all checks, wires, new accounts, and options.
• Selected Achievement: Opened up several new accounts, including Aetna Middle Market-Hartford, AIG-Boston and Home Specialty-Boston.

Show More

11. Market Research

high Demand

• Expanded and strengthened existing account relationships by actively selling services based on current market research.
• Conducted market research on technology programs supported by competing investment firms.
• Conducted necessary market research and/or due diligence.
• Set up web sites, used MS Front page, did market research, bought and sold expensive and rare cards.
• Provided project supervision and market research for four commercial real estate brokers specializing in the metro west area.

• Conducted market research and identified prospects for new business while maintaining current ship owner's portfolios.
• Prepared rent roll estimates, conducted market research, and summarized findings for client presentations.
• Conducted market research and analysis to insure cap rates of over 13%.
• Apply organizational, market research, presentation and planning skills for top results.
• Assisted senior brokers with portfolio management, trading, and Financial Market research.

• Provide market research to analyze market demands and component trends.
• Supplied necessary industry and market research to target new businesses.
• Conducted financial feasibility studies, market research and planning.
• Performed basic market research, wrote research reports.
• Conducted and analyzed sell-side emerging market research to identify companies for inclusion in a fully diversified global assets allocation portfolio.

• Conducted market research for maintaining data for all multi-family properties in Indianapolis region.
• Assist investors with obtaining market research in regards to sale trends in their areas of interest.
• Market research focused on the honey business in Argentina and the United States.
• Conduct market research and analytics to identify appropriate listing price and profit margins.
• Market Research Client Research & Acquisition

Show More

12. Health Care

high Demand

• Introduced and educated older and adults with disability on health care plans and eligibility
• Explained health care eligibility and services offered currently for beneficiaries.
• Process applications for health care coverage and interpreting of determinations made by NY HBE system and/ or reviewing plan changes.
• Accomplished firm link for data points needed to mitigate breakdown in delivering service with evolving Health Care Account needs.
• Educated clients on managed care - Assessed client's health care needs and assisted clients in choosing a health plan

• Enrolled clients into health care programs that best suited their needs while always maintaining a patient and understanding character.
• Maintain knowledge of disability-related employment, housing, transportation, health care and government benefit issues.
• Researched coverage and premium options and supplied clients with the best health care coverage available.
• Designed and implemented HIPAA 835 Payment Advice Transaction, 837 Health Care Claim Transaction.
• Lead initiative for managing Health Care Account Growth utilizing effective communications with key players.

• Display presentation skills and expertise by educating health care benefits to large groups.
• Guided businesses through health care reform changes as well as market changes.
• Assist clients in putting up health care facilities duly approved by OSPHAD.
• Maintain a working knowledge of Medicaid and other State health care programs.
• Educate clients on national health care trends and regulatory compliance requirements.

• Experience working with DHS, health care facilitates and interpretation services.
• Referred patients to appropriate health care services or resources.
• Broker Advisor Provided administrative support to Director of Small Business Department regarding health care packages.
• Coordinate events, such as health fair in collaboration with PAE, insurance companies and health care providers !
• United Health Care, Humana].

Show More

13. Property Management

high Demand

• Coordinated and implemented project/property management.
• Licensed independent contract Broker representing sellers, buyers, and responsible for property management.
• Owned and operated real estate brokerage and property management companies.
• Review existing property management processes, procedures and systems.
• Manage general brokerage, commercial property management and sales/leasing.

• Filled vacancies in private properties, processed and recorded rents paid monthly, tracked tenants using property management software and programs.
• Negotiated bulk deals, assisted investors with their property management also assisted with closing of for sale by owner deals.
• Oversee all in-house divisions: sales, rentals, residential, commercial, property management, and short sale/foreclosure.
• Provided Designated Broker expertise to a large property management company in the Phoenix, AZ valley.
• Provided real estate services such as; listing property, buyer representation, property management.

• Own and operate Real Estate, Property Management, Insurance, Paralegal Services Corporation.
• Managed operations for large, family owned real estate sales and property management company.
• Developed close relationships with the property management office to ensure client move-ins were smooth.
• Team Leader for 15 agents and 2 property management representatives.
• Experience in sales, acquisitions and property management.

• Handled all the marketing and property management.
• Head sales and property management divisions.
• Utilized multi-tasking and decision making skills in applying strategic property management techniques to enhance property value and promote customer satisfaction.
• Operated a boutique Real Estate Investment and Property Management Company Specialized in managing and leasing office buildings and multi-family developments.
• Process Invoices via LPS Desktop Request Foreclosure Deeds Property Management Valuations Department (BPO's, Property Inspections) Investments

Show More

14. Medicaid

high Demand

• Provided complete and accurate information to recipients about Virginia Medicaid managed care programs.
• Enrolled Virginia Medicaid recipients into managed care plans.
• Respond to needs, questions, and concerns of customers by completing their Medicaid state insurance enrollment.
• Assisted daily callers with Medicaid health plans and explained policies and procedures involving changes within health plans.
• Handled over 200 daily calls for the State of Louisiana from current and potential Medicaid customers.

• Provided enrollment services for applicants applying for PA Office of Long Term Living Medicaid waiver services.
• Enrolled callers that were eligible for Medicaid in Health Plans and picking their Primary Doctor.
• Assisted consumer on informing them regarding restriction under their case by the Medicaid office.
• Create and maintain accurate and complete documentation on lengthy reports required by Medicaid.
• Answered inbound calls enrolled clients in health care programs offered through Medicaid.

• Enroll recipient that is eligibility for Medicaid in to the star program.
• Enroll and transfer Medicaid and LaChip members in a health plan.
• Provided case management for Medicaid waiver program with monthly home visits.
• Assisted medicaid beneficiaries enroll with a medical plan and a physician.
• Assisted Medicaid patients in enrolling into health and dental insurance plans.

• Respond to incoming calls from Indiana State Medicaid members.
• Call Center, Montana Medicaid Rep.
• Worked under the project of NEW YORK MEDICAID CHOICE also known as CFEEC.
• Created pending case for consumer that dont have CIN which is a medicaid number.
• State Medicaid Program Planned and directed statewide program of public health education.

Show More

15. High NET

average Demand

• Oversee the retention of profitable high net worth customer relations and implement high value financial solutions which maximize our clientele needs.
• Handle the sales and client relationships for a futures and options trading firm focusing on the high net worth investor.
• Traded options on Japanese Yen, British Pound, and Australian Dollar for institutional and high net worth clients.
• Broker insurance products to targeted clients in the mid market and high net worth range.
• Provide real estate and development project management and consulting services to high net worth families.

• Explained to high net-worth (HNW) investors and institutions the benefits of managed futures.
• Managed $12 million in assets for 120 high net-worth clients; consistently grew portfolios.
• Assisted top producing retail broker in high net worth department of well-respected New York firm.
• Assist high net worth individuals and investors in building a real estate portfolio.
• Booked air travel reservations for several high net-worth individuals and Fortune 500 companies.

• Identify and contact prospective Institutional fund and High Net Worth clients.
• Worked with higher priority and high net worth clients.
• Provided relocation assistance to high net worth clients.
• Generated consistent returns for high net worth clients.
• Established relationships with high net worth individuals.

• Assist high net worth individuals in executing and developing commodity trading strategies.
• Bank Sales Consultant Cultivate and manage new and existing client relationship of high net worth individuals and their related business.
• Prospected and organized sales presentations to pitch high net worth individuals, and opened over 50 new trading accounts.
• Helped high net worth investors and seasoned market participants with specialized trading strategies in the global currency markets.
• Opened a high net worth account which developed into [ ] worth of investments within three weeks.

Show More

16. Residential Properties

average Demand

• Develop and expand personal business representing buyers and sellers of residential properties.
• Negotiated contract terms and managed closing process of residential properties.
• Directed Capital Improvement Projects of both commercial & residential properties.
• Experience in property preservation related to foreclosed residential properties.
• Managed multiple residential properties in a master planned community.

• Provided ongoing brokerage services for residential properties.
• Presented commercial and residential properties to buyers - units from $500,000 to $6 million.
• List residential properties and manage the representation and sale of property on behalf of the seller.
• Marketed REO residential properties and performed Broker opinions of market value in Kansas and Missouri.
• Showed residential properties and explained the features, value and benefits of available homes.

• Market residential properties and furnish comprehensive real estate services throughout Orange County.
• Listed numerous properties and oversaw sales and leasing of residential properties.
• Assist clients in the buying and selling of residential properties.
• Assist Buyers with the purchase of residential properties.
• Manage 10 local residential properties for local landlord.

• Market and sell residential properties throughout the Dallas/Ft.
• Broker for residential properties and vacant land.
• Licensed Real Estate Agent (part time) Listed and/or sold residential properties.
• Listed and sold single and multi-family residential properties in the north Dallas area.
• design General Real Estate Sales of commercial & residential properties Specializing in REO, Estate & Asset Managed properties Client-focused

Show More

17. Sales Goals

average Demand

• Achieve territory sales goals through sharing sales ideas, providing product information, gather marketing data and offering sales support.
• Maintained high levels of gross profit - Exceeded sales goals set by executive management - Built strong relationships with customers
• Increased contract retention to 22% of all at-risk contracts, exceeding all retention and sales goals.
• Establish, retain and deepen relationships with existing customers and new customers to achieve sales goals.
• Accomplished marketing and sales goals by launching and overseeing comprehensive marketing sales and branding plans.

• Received recognition and Sales Awards in 2005 and 2006 for the achievement of sales goals.
• Developed customer base needed to meet sales forecast and sales goals for the month.
• Hired, trained, and managed retail merchandisers to aggressively pursue sales goals.
• Set and exceed rigorous personal sales goals with strict focus on client satisfaction.
• Maintained a positive attitude under pressure, met and exceeded sales goals.

• Recognized for consistently exceeding Sales Goals for (10) consecutive months.
• Surpassed sales goals and developed a complete marketing program where none existed.
• Established a flexible marketing plan that achieves desired quarterly/yearly sales goals.
• Guide senior sales associates in achieving and exceeding sales goals.
• Worked in a team environment to achieve monthly sales goals.

• Planned, communicated and executed sales goals.
• Achieved the company's aggressive sales goals.
• Established sales goals and marketing programs.
• Exceeded sales goals every quarter.
• Achieved sales goals and consistently produced multi-million dollars Producer for more than a decade.

Show More

18. Business Development

average Demand

• Provide high-level brokerage services and responsible for business development, partner relationship management as well as HR management and risk mitigation.
• Employed a core focus on business development, account management and distributor relations, representing leading food manufacturers.
• Manage daily operations, business development, and identification of recommendations for futures and options trades.
• Created budgets, financial forecasts, financial management frameworks and business development strategies.
• Selected to repair relationship with dissatisfied credit unions through business development.

• Partnered with business development to identify major account opportunities.
• Contracted $13 million worth of businesses and commercial real estate for sale through lead generation and new business development.
• Orchestrated all facets of marketing/business development; including hiring new employees, payroll maintenance, contract bidding and operations Support.
• Developed marketing and business development plans, as well as marketing collateral materials that were effective in achieving sales goals.
• Involved in all aspects of operations including rate negotiations, scheduling, dispatch billing for commissions and business development.

• Performed hundreds of cold calls to potential clients with ease and success towards business development.
• Engaged in business development while successfully bringing new corporate clients to the firm.
• Assisted brokers with marketing and transactional material to support projects and business development.
• Prepared and delivered presentations and seminars to clients for business development purposes.
• ACT Print Systems, Allen, TX - New Business Development Uncovered $10M of printer need in the first quarter.

• Engaged Schwab Signature Gold & Platinum clients in over-the-phone trade entry, business development, market education and high-level client service.
• Gained valuable sales experience on the business development overflow team, assisting prospects and clients and positioning appropriate financial solutions.
• Managed marketing and business development staff that included (2 loan officers and (1) processors in day-to-day operations.
• Prepare quick turnaround materials toward property tours, as well as pitch presentations towards new business development.
• Direct the business development team in marketing Cordium s broker-dealer consulting services.

Show More

19. SQL

average Demand

• Created new Message flows (using ESQL) and Modifying the existing Message flows to incorporate any change requests.
• Designed and created Message sets using MRM import techniques and Message flows using ESQL to interface with various systems.
• Developed coding using SQL, PL/SQL, Queries, Joins, Views, Procedures/Functions, Triggers and Packages.
• Worked on Message Sets, Message Flows to encapsulate the business logic using IBM Nodes and ESQL.
• Developed ESQL code to execute stored procedures, to get information from database tables, views.

• Use of SQL Server 2008 for Queries to check the validity of the user defined functions.
• Performed the unattended installations of the client tools for SQL Server 2012 and 2008R2.
• Developed ESQL code using PASSTHRU statements to connect with the databases from Compute Nodes.
• Developed ESQL for calling stored procedures and external Java interfaces from Compute Nodes.
• Created TSQL script library to assist in the setup of new servers.

• Developed Message Flows, ESQL Statements, Message Sets, Pub/Sub applications.
• Developed ESQL according to the business rules for message content routing.
• Coded the complex ESQL work modules for the new services.
• Conducted performance tuning of IIS and SQL 7.0 application.
• Develop SQL queries to assist in data retrieval.

• Developed rules and ESQL for message content enrichment.
• Used Validations to validate the ESQL code.
• Involved in Debugging ESQL and Java code.
• Developed messageflows using ESQL to perform database operations and to implement business logic.
• Load Balancing) Microsoft SQL Server 2005, 2008, 2014 database o Web Applications support.

Show More

20. Phone Calls

average Demand

• Number 1 Territory in the nation and proactively make 2 times as many outbound phone calls when compared to my peers.
• Answered phone calls to new and existing customers, and answered to any question pertaining to loads that I have posted.
• Answer phone calls and dispatch company loads, create and maintain driver paperwork, and assist in organized filing for reference.
• Answer phone calls build rapport to produce sale productivity Identify sales prospects and contact these and other accounts as assigned.
• Updated multiple excel logs; maintained daily calendar; multiple emails; maintained incoming and outgoing phone calls.

• Communicate with their co-workers and client through messaging, phone calls or the use of computers.
• Supported supervisors regarding escalated client phone calls and trade approvals while displaying strong confidence and empathy.
• Maintained strong client relations via SalesForce system, email and follow up phone calls.
• Handle all in-bound and out-bound phone calls to potential clients looking to move vehicles.
• Exceeded sales dollar, talk time, and phone calls monthly quotas from management.

• Responded to a heavy load of e-mails, phone calls and provided online support.
• Answered all phone calls as needed - particularly those pertaining to scenario questions.
• Prioritize work-requiring follow up: - Made outbound phone calls on overdue orders.
• Greet customers, answer phone calls, Send and Reply to E-mails.
• Identify new business generation through eighty phone calls daily.

• Fielded internal and external phone calls from customers.
• Followed up with prospects and realtors via email, thank you cards, and telephone calls.
• Received phone calls from OTR drivers for loads Contacted other brokers to find loads/drivers
• Communicate with clients via email and phone calls !
• Tax Broker Filling Scanning Answering phone calls Keeping Inventory

Show More

21. Life Insurance

average Demand

• Managed client relationships and provided expert advice to clients on property finance and life insurance management decisions.
• Prospected and wrote individual permanent life insurance polices.
• Studied and successfully obtained Series 7, Series 63 and Health and Life Insurance licenses in record time of three months.
• Contracted as a broker, engaged in establishing life insurance plans in order to satisfy retirement and estate needs.
• Provide Gap (cash supplemental), disability, long-term care, and life insurance options for clients.

• Assist callers with questions concerning health, dental, STD, LTD and life insurance in their plan.
• Analyze 401 K's, financial statements; prepare life insurance contracts, 529 plans, financial spreadsheets
• Assist families with preparing home and personal budgets and utilize information to show benefits of life insurance.
• Obtained my North Carolina, South Carolina, and New York State Life Insurance and Annuities licenses.
• Full agency for Columbus Insurance, specializing in life insurance, securities & annuities.

• Sell annuities, life insurance and a multitude of other financial products including IRAs.
• Provide clients with auto, motorcycle, home, business and life insurance quotes.
• Maintained annual continuing education requirements for both Life Insurance and Series 6 licenses.
• Designed a certification portal for 27,000 licensed producers to increase life insurance knowledge.
• Processed time sensitive correspondence for life insurance, mutual funds, and stocks.

• Obtained Series 7, Series 63, and Life Insurance Producer Licenses.
• Prepare Long Term Care and Life Insurance illustrations.
• Specialized in Final Expense Life Insurance.
• Processed annuity, mutual fund and variable life insurance transactions in a timely manner.
• Sell life insurance Final expense, Mortgage protection insurance.

Show More

22. Business Owners

average Demand

• Experienced business brokerage firms specializing in helping business owners sell their business and potential buyers to purchase an existing business.
• Analyzed, prepared and developed insurance and investment programs for individuals and small business owners to increase sales revenue
• Conduct 12-15 face-to-face sales presentations weekly to small/medium-size business owners.
• Conduct objective and confidential business evaluations for business owners.
• Sell business for business owners, and obtain businesses for business buyers through company valuation, marketing, and financing services.

• Developed a strategic marketing campaign targeting first time home buyers, attorneys, Business owners which have generated substantial referrals.
• Apply sales price increase techniques leading to one and a half million dollars in additional sales to local business owners.
• Work closely with local and national business owners to establish credit needs and provide financial solutions for those needs.
• Connect with small business owners to establish retirement plans while also helping to protect the company and manage taxes.
• Originated businesses for sale, represented business owners during the sales processes, and introduced innovative marketing strategies.

• Secured contracts with a variety of different types of business owners and prepared their businesses for sale.
• Represent business owners in the marketing and sale of their business and real estate.
• Guide business owners on strategies to keep the business profitable during challenging times.
• Provided risk management solutions for business owners in the Midwest region.
• Connected with business owners to present benefits of PEO services.

• Solicited business owners for the sale of their business.
• Prospected and identified small business owners seeking to transfer ownership.
• Identify business owners from multi-faceted industries seeking exit strategy.
• Develop several health insurance plans and present solutions to business owners to meet specific clients' needs.
• Provided professional and administrative support to over 300+ Tradebank clients (small business owners).

Show More

23. Customer Base

average Demand

• Boosted foreign and domestic customer base while surpassing revenue targets year-over-year due to exemplary partnership building and competitive tactics.
• Developed and expanded customer base by providing exceptional service.
• Engineered banking/trading client communications & investment bank customer base.
• Performed prospecting activities to expand customer base.
• Maintain large customer base and exceed client expectations to preserve long-term relationships and trust with investing and consulting on their budget.

• Increased end-user customer base 240% by consistently exceeding required number of initial and follow up sale calls.
• Increased monthly sales by 19% by implementing strategies to develop and expand existing customer base.
• Acquired five new clients within first two months increasing our branch customer base by 20%.
• Worked with local and national printing companies and produced collateral for an existing customer base.
• Leveraged data to target, court and sustain customer base to expedite closings.

• Manage Loan Officers and Provide Loan Service to self obtained customer base.
• Expanded customer base by cold calling and building trusting relationships with customers.
• Maintain and grow customer base through providing superior customer service.
• Called on supermarkets and restaurants to grow customer base.
• Trained sales force and customer base personnel.

• Increased customer base by 94%.
• Created and Established new partnerships with core carriers to increase carrier inventory to 7000 Established and maintained a customer base.
• Maintained and expanded customer base in the north-east U.S. * Negotiated transportation services for dealerships nationwide.
• Key Accomplishments: Development of customer base and maintaining for many customers for many years.
• Produce Broker Bought and shipped product for existing customer base.

Show More

24. Due Diligence

average Demand

• Worked with businesses in transition in site selection/evaluation, lease/buy analysis, sourcing financing, negotiating contracts and performing due diligence.
• Performed due diligence on proposed partnerships, analyzing projected income against future expenses.
• Processed Investment paperwork keeping up with regulatory requirements & due diligence.
• Handled buyer interviews, discussions, and negotiations with potential buyers; facilitated the progress of due diligence investigations.
• Originated private offerings, conducted all aspects of regulatory due diligence (1022) on behalf of FLF.

• Conferred with title companies, lenders, appraisers, building and environmental inspectors during the due diligence.
• Assist title examiners with due diligence, copies, research title gaps, and document gathering.
• Guided both buyer and seller through due diligence and assisted with the flow of information.
• Performed quality work in title research, due diligence, curative and HBP title work.
• Conducted due diligence in Reeves County in preparation of drilling oil & gas wells.

• Collaborated with sales to perform KYC and due diligence of newly obtained business.
• Trained new team members on applying due diligence procedures and regulatory mandates.
• Engaged in due diligence activities to maintain stringent standards of account management.
• Coordinated the due diligence procedures with Underwriter's lawyers and CS.
• Perform due diligence required in purchase and sale transactions.

• Conduct all legal and financial due diligence.
• Conducted market research and due diligence.
• Experience on Due Diligence and having 4 months of onsite experience with IKEA at Sweden.
• listed properties, negotiated contracts, performed due diligence and attended closings.
• Broker education LIC is inactive due to health Skills Used Accuritsy Due Diligence Curtisy personable attributes

Show More

25. XML

average Demand

• Created Message flows without Message set which used custom XSD/XSLT transformations to XML and Fixed Length Message (TDS).
• Experienced with web services, SOAP, REST, XML and XSD's extensively used ESQL to Handle Message Transformation.
• Developed front end & back end handler configurations, processing rules details, processing actions, XML Manager.
• Implemented Service Oriented Architecture (SOA) with XML based Web Services (SOAP/UDDI/WSDL).
• Developed WMB flows to transform XML messages to XML, MRM messages.

• Played major role in designing & developing JSP pages and XML reports.
• Handled Message Transformation between XML, COBOL Copybook and C Structures.
• Worked in transformations of XML and TDS format messages.
• Designed DTD's for XML representation of data.
• Created XSLT style sheets for the XML data transformation from XML to XML and from XML to HTML.

• Created XSD's, XML's and XSLT's using Message Broker Toolkit.
• Worked with CWF, TDS and XMLNS, XMLNSC message formats.
• Created message sets for XML data with client XSD's.
• Developed XML Schema, XSLT and WSDL using XMLSPY.
• Worked extensively in sending and receiving SOAP messages with the Integration Server and XML data validations against the schemas.

• Developed Maps from EDI to XML in WTX Created Type trees and used WTX industry packs.
• Invoked the web service from Message flows through XML gateway in a secured manner.
• Achieved transformation of messages from XML to Function code, and vice versa.
• Designed and developed XSD schemas for validating XML messages.
• Involved in developing XML Schemas, DTDs using XML Spy 4.0.1, parsing XML's.

Show More

26. Medicare

average Demand

• Oversee Medicaid- and Medicare-related paperwork related walk in enrollments.
• Work with agents and brokers to process their licensing, appointment and contracting credentials for Medicare Supplement Products.
• Provide sales to Medicare recipients in all aspects of the benefits available to them from various insurance companies.
• Conduct monthly home visits with family members, completing assessments for the Michelle P Wavier under Medicare guidelines.
• Complete necessary forms for the county (Medicare, Long Term Care Functional Screen etc).

• Attend Senior generated events to educate or inform the senior market about medicare updates.
• Assist Medicare eligible clients for choosing the best Medicare supplemental or advantage plans.
• Sell Life, Accidental Death & Dismemberment & Medicare Complete policies independently.
• Educated in depth on Medicare Advantage and Medicare Prescription Drug Plans.
• Maintain an average of 20 new Medicare enrollments

• Sell Medicare Advantage plans to eligible subscribers.
• Focus on Medicare and the Senior Market.
• Provided Medicare education to retirees transitioning into the individual market Conducting needs analyses, to asses' retiree's medical needs.
• Answered phones for Medicare patients that had any questions or concerns reguarding their health plan or prescriptions.
• Certified on the FFE Marketplace for both individual and SHOP plans Certified Medicare consultant.

• Prepare and deliver in-home presentations Present Medicare products at seminars Follow up on leads for Medicare products
• Enrolled retirees into appropriate Medicare Advantage Plans and Medigap/Supplement plans.
• Consulted and reccommended Medicare Healthplans to medicare beneficiaries.
• Certified Agent for all three major carriers Sold Medicare Advantage Plan Held Sales and Educational events to educate and enroll new members
• Contracted with several medicare companies such Emblem and Touchtone to market products on their behalf to increase their enrollments.

Show More

27. Market Conditions

average Demand

• Monitored daily foreign currency market conditions, analyzed data and charts.
• Provided daily pricing strategy in environment with constantly changing market conditions.
• Valued businesses after review of financial statements and market conditions.
• Market analysis of current market conditions and client advisement.
• Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.

• Respond quickly, intelligently and effectively to customer questions and concerns or ideas with respect to market conditions.
• Provide detailed report of property condition with all needed repairs and pricing based of current market conditions.
• Analyze, and implement customer-pricing strategies based upon historical data, market conditions, and corporate objective.
• Based on research and analysis of local market conditions, set resale prices for properties.
• Advise clients on market conditions, prices, mortgages, legal requirements and related matters.

• Analyzed market conditions and trends to determine the best time to execute securities transaction orders.
• Advise clients on prices, mortgages, market conditions, and other related information.
• Communicate and explain capacity issues, market conditions and current market rates.
• Advised Seller on current market conditions, promotions, and competition.
• Educated potential clients on the industry and current market conditions.

• Evaluated ongoing market conditions and trading environment for clients.
• Facilitated wealth management services to high net worth individuals - Advising securities, investment plans, and market conditions to clients.
• Conduct 10 annual seminars and trainings on understanding market conditions and current real estate practice.
• Analyzed market trends, market conditions, and prepare weekly technical analysis reports.
• Demonstrated survivability in investment transaction services through the most difficult market conditions in a generation.

Show More

28. Cold Calls

average Demand

• Develop new carrier business and negotiate prices though cold calls and oversee freight progress to ensure punctual delivery.
• Prospected aggressively and presented products to key decision-makers during cold calls; and doubled clients in practice.
• Generated results through cold calls, direct mailers, canvassing, drop cards, and networking.
• Develop and maintain a portfolio of clients and carriers through professional research and daily sales/cold calls.
• Called on current and prospective clients, completing over 300 cold calls per day.

• Completed intensive training program to prepare for Series licenses -Assisted with leads and cold calls
• Created 10 face to face visits based on 100 cold calls per week.
• Generated listings for sales and rental properties through cold calls and referrals.
• Contacted prospective customers from referrals and cold calls to expand client base.
• Maintained a daily quota of 80 outbound cold calls per day.

• Executed 150 cold calls per day to increase client base.
• Identified & opened new customers through daily cold calls.
• Make cold calls to potential investors from supplied leads.
• Make cold calls to develop new business.
• Make cold calls and call current accounts.

• Averaged 400 to 600 cold calls daily.
• Make cold calls to create lead opportunities.
• Conducted Cold Calls to expand business.
• Performed 250 cold calls a week to Fortune 1,500 CFO's.
• Make cold calls to manufacture companies and factories to provide them with semiconductors and electronic hardwares.

Show More

29. Open Houses

average Demand

• Prospect for new customers/clients by conducting daily open houses, cold calling and utilization of internet marketing initiatives.
• Promoted sales of properties through advertisements, open houses, and participation in multiple listing services.
• Marketed and sold property for clients by hosting open houses and advertising online and in print.
• Promoted properties via networking, multiple listing service, advertisements, open houses and social media.
• Conduct Open Houses, Broker Price Opinions, and periodic property checks for bank-owned properties.

• Job entails networking via social media, open houses, hosting events with the firm.
• Plan and direct activities such as sales promotions, broker open houses, and advertisement.
• Showed properties to potential buyers and other brokers at open houses and by appointment.
• Develop marketing/advertising plans for properties, cold calling, networking, conducting open houses.
• Conducted open houses, assisted in home design and coordinated client selections.

• Promote properties through advertisements, open houses, and listing services.
• Schedule, advertise and work open houses on listed properties.
• Assist with Open Houses and measure homes for listings.
• Open houses and clean for summer residents.
• Conduct Open Houses for perspective home buyers.

• Hosted numerous Broker/Agent tours for open houses.
• Coordinate and Run Open houses for listings
• Scheduled open houses and caravan tours.
• Facilitate open houses for prospective Sellers.
• Promote sales through advertisements, open houses and listing services Remain knowledgeable about real estate markets and best practices

Show More

30. REO

low Demand

• Reorganized office files and records which provided a work environment more conductive to productivity.
• Negotiated repair and maintenance contracts with outside vendors and monitored performance thereof.
• Assisted Appraiser's with, FHA appraisals and REO addendum's with turn around time of 24 -48 hours after inspection.
• Created business model and online platform to effectively generate mid-market, OREO bank listings; listed/managed 25-50 properties.
• Process Improvement: Improved efficiency by 30% by reorganizing the leasing department.

• Experienced in REO Sales as a Listing broker with Fannie Mae.
• Assisted agents in condominium developer sales, short-sales and REO's.
• Awarded four USDA REO contracts and three HOA management contracts.
• Consult first time homebuyers/investors in purchasing REO/Foreclosed Properties.
• Provided information on transfers, cash disbursements/ach/wires, company reorganizations, stock splits, dividends, and available products.

• Experienced in working with distressed properties including, REOs, short sales, foreclosures and bankruptcies.
• Key Achievements: Managed million-dollar HUD property and REO property contract for nine New Jersey counties.
• Broker Price Opinions, Appraisal Coordination and Review REO and asset management for various clients.
• Specialize in the sale of REO properties, short sales and regular retail sales.
• Manage, maintain, and contract repairs for numerous Reo properties throughout Chicago.

• Specialized in REO and investment property.
• Worked closely with the COO to reorganize workflows for all admin staff in both the United States as well as Australia.
• Connected to REO companies to profit from a growing trend of foreclosures, short sales, and FSBOs.
• Manage a team to provide REO solutions for Freddie Mac Freddie mac, Accredited A*REO Agent Century 21 Horizon
• Credit & Compliance Manager Closing Manager REO Manager Foreclosure Supervisor Quality Assurance/Control Manager Credit Analyst Foreclosure Manager

Show More

31. Insurance Companies

low Demand

• Communicated and educated insurance companies on new safety programs and techniques offered to the transportation industry.
• Developed professional relationships with numerous bankers, grain elevators, and crop insurance companies.
• Visit Underwriters of assigned Insurance Companies to build relationships and gather market intelligence.
• Experienced performing residential inspections for insurance companies.
• Researched insurance companies' policies and negotiated with underwriters to find the most suitable insurance at the best price.

• Organized and facilitated underwriter road show presentations with clients and insurance companies in New York, Bermuda and London.
• Obtained lenders, insurance companies, electronics and other aftermarket vendors on board to promote a turnkey vessel.
• Developed and maintained a good working relationship with insurance companies and their personnel and colleagues.
• Demonstrated the ability to serve as a solid link between recipients and health insurance companies.
• Negotiated agreements with national banks, mutual fund and insurance companies and vendors.

• Work with all health insurance companies in California; Certified Covered California agent.
• Worked with Insurance companies to help create business opportunities in niche markets.
• Broker with independent agency and appointments with a variety of insurance companies.
• Processed claims and acted as liaison between insurance companies and clientele.
• Acted as intermediaries between clients and insurance companies.

• Designed reinsurance and retrocession agreements for re/insurance companies, thus creating additional profit centers to grow business.
• Maintained up-to-date knowledge of guidelines and regulations for multiple insurance companies.
• Appointed with several health insurance companies to provide comprehensive health products as well as auxiliaries as well.
• gained experience in dealing with customers as well as insurance companies.
• Assisted in writing personal lines with multiple insurance companies.

Show More

32. Risk Management

low Demand

• Coordinated and administrated casualty service teams in providing brokering and risk management consultation to client base.
• Reviewed mortgage broker applications for the wholesale lending department Followed risk management procedures regarding approval/decline of applications
• Collaborated with Life Products Operations management for effective enterprise risk management.
• Associate in Risk Management Designation.
• Specialize in commercial asset protection and risk management for logistics, transportation, project cargo, SCM, and business continuity.

• Worked on various aspects of Risk Management - with respect to Credit Risk, Market Risk and Operational Risks.
• Controlled Risk Management for Operational Compliance by developing a work program to comply with all current SEC Rules.
• Execute the duties of risk management on client Self-Directed futures and FX futures trading accounts.
• Assured compliance with SOX Regulatory; led Regulatory, Operations, and Risk Management engagements.
• Provided derivatives training and risk management consulting to producers and small niche players.

• Provide contract safety services and risk management for small and large companies.
• Aided clients in estate planning, retirement planning, and risk management.
• Conducted all annual universe planning, scoping, and risk management processes.
• Risk management plan, setup of Communication and change control procedures.
• Assisted in Highly valued customer trading, Risk management.

• Provided risk management expertise to small niche players.
• Provided advice to clients on risk management.
• Risk Management Coordinator Responsible for the administration and implantation of workers' compensation and liability programs for clients.
• Conducted risk management assessment, Financial analysis, benchmarking, claim and underwriting guidance for client presentations while determining strategic direction.
• Created a Credit Risk Management web site and numerous web based utility programs.

Show More

33. Loan Portfolio

low Demand

• Identified market trends prior to the 2008 crash, and established a niche real estate practice that served overburdened loan portfolios.
• Increased mortgage loan portfolio by developing business contacts, attracting mortgage customers, and completing mortgage loan processing and closing.
• Consulted portfolio clients to maximize ROI and cash flow across their loan portfolio through restructuring debt ratios.
• Managed and maintained the Cayman Loan Portfolio.

Show More

34. LLC

low Demand

• Served as co-owner of East Coast Media Group LLC, opening franchises in Greensboro NC and Charleston SC.
• Provide marketing services for properties owned and developed by LandMAX Properties, LLC.
• Owned and operated New Freedom Real Estate, LLC.
• Opened many million dollar LLC's in private equity.
• Broker: ACE Express LLC.

• Performed audit risk assessment related to reverse merger, spin off of several assets, and transition from INC. to LLC.
• Licensed Maryland real estate broker and owner of Witz Realty, LLC, which provides commercial and residential realty services.
• Opened brokerage company to find retail strip sites to co-develop with Scherer Development, LLC.
• Raised startup capital for Gunner Gold LLC, a precious metals mining company.
• Represent Invesco, Ltd. and Square Mile Capital LLC.

• Handled allcustomer questions, concerns, and complaints.
• Acted as liaison between E*TRADE Clearing LLC and Exchanges, ECNs, and Market Makers.
• Contract Landman, Easterling Acquisitions, LLC (Broker)
• Contract Landman, Exterra Resources LLC (Broker)
• BLUE SEA PRODUCTS, LLC; Perth Amby, NJ EMPRESS INTERNATIONAL; Lake Success, NY

Show More

35. MLS

low Demand

• Generate properties for sale, their locations and descriptions, and available financing options using NWMLS, NAR and SCARR systems.
• Locate viable development properties using various tools such as county records, GIS, MLS, and other information systems.
• Enter properties for sale, including details such as location and features, into the MLS.
• Meet with customers to determine interest and price, show and list properties on the MLS.
• Input change when necessary information in the MLS system for real estate properties.

• Managed all aspects of property listing in MLS from contract negotiations through closing.
• Input new listing information into the MLS Database and keep current.
• Identified prospective clients through MLS and other databases including FISBO sellers.
• Loaded data in MLS; created and dispersed marketing material.
• Maintain all office listings through MLS software.

• Monitored and updated MLS property listings.
• Broker of Record for DRE and NMLS.
• Researched city/county/state records and MLS for data to use in competitive market analysis and pre-negotiation strategies.
• Write marketing descriptions for listings, and market on social media, MLS websites, Zillow, etc.
• Created & managed listings, prepared & distributed prospect/client reports using the MLS (TReND) system.

• Participate in the MLS (Multi-List-Service) Answer/negotiate transactions for clients via phone or in office.
• Used XMLSpy to develop and debug XML and XSLT based applications.
• Licensed Realtor: Extensive knowledge of MLS system.
• Implemented XML Messages, SOAP messages using XMLSpy.
• Advertised properties using a variety of methods including, entering client information into Fmls and Mls databases.

Show More

36. Financial Institutions

low Demand

• Prepare all documentation for real estate transactions and communicate all necessary information to title companies and financial institutions regarding the transactions.
• Expedited trading of natural gas futures contracts on open-outcry brokerage floor between large financial institutions and energy firms.
• Manage financial institutions' portfolio of non-performing real estate assets / commercial residential.
• Documented and submitted credit reports to financial institutions for approval of vehicle leases.
• Opened doors to more sophisticated clientele and senior management of financial institutions.

• Represented individual owners, financial institutions, government institutions and corporations.
• Developed strong relationships with financial institutions to secure lowest pricing.
• Determine housing values for financial institutions and asset management companies.
• Account handling of major domestic and international financial institutions.
• Develop relationships with traders at top financial institutions.

• Book of business consisted of Special Lawyers Program, Financial Institutions, Church Program, Property Owners, Manufacturing and Retail.
• Negotiated lease terms on behalf of various financial institutions and Fortune 500 companies to acquire new office locations.
• Managed client base of major banks, financial institutions and a number of specialized smaller houses worldwide.
• Account management of a group of wholesale financial institutions with a focus on European Government Bonds.
• Ensured compliance with outside auditors and regulations, and good relations with clients and financial institutions.

• Account handling of major banks and financial institutions worldwide.
• licensed by the Virginia State Corporation Commission/Bureau Financial Institutions as Principal Broker Advertising; Marketing; Sales; Management; Accounting
• Developed a successful client base from the top 200 domestic and international financial institutions globally.
• Developed a strong customer base of key financial institutions, including NationsBank, Sakura Global Financial Products and Morgan Guaranty Trust.
• Traded money, Commercial Paper, CDs and Foreign Currencies between Banks and Financial Institutions

Show More

37. DB2

low Demand

• Develop and migrating existing message flows using DB2 Databases to Oracle databases as part of database migration project.
• Worked closely with DB2, AIX, Windows support teams during WebSphere MQ and WBI Message Broker builds.
• Developed flows to interact with DB2 on Mainframe by using ESQL, Pass-through and Stored Procedures.
• Created ODBC connections to access Oracle and DB2 DBMS systems.
• Involved in working with UDB-DB2.

• Developed Message Flows for SQL based patterns to load data from DB2 on AS/400 to Oracle Database and vice versa.
• Involved in migrating message flows using DB2 database to Oracle Database by configuring ODBC datasources.
• Installed Message Broker Toolkit, Broker Runtime, DB2 and WebSphere MQ on windows environment.
• Conduct multiple upgrade passes in a highly customized table-space allocation of a DB2/zOS platform.
• Configured the Oracle and DB2 as the database connections for IIB runtime environment.

• Created SQL's on DB2 to make sure the customizations are applied properly.
• Involved working with DB2 database as a backend.
• Performed DB2 sql and informatica maps Performance comparisons Developing Control-M jobs that call PMCMD scripts as per the required schedule.

Show More

38. Unix

low Demand

• Installed MQ and Message Broker on Windows and UNIX Platforms.
• Code was written to be cross-platform between Windows and Unix.
• Developed UNIX and Perl Scripts for maintenance of MQ systems.
• Implemented basic restart/recovery procedures, Administration and Configuration of WMQ/WMB products on Multiple Platforms (AIX/UNIX, Windows, Linux ).
• Tested maps in Dev and QA on AIX UNIX environment using Command Server.

• Created and Scheduled jobs through Tivoli schedulers and through UNIX CRON entry.
• Developed UNIX Korn Shell scripts to schedule and run jobs.
• Worked in a Novell/Pick and Unix/Lotus Notes environment.
• Monitored MQ objects using Qpasa and UNIX Scripts.
• Job Responsibilities: Installation, Configuration, and Administration of MQ Series product on AIX, Solaris, HP-Unix and Windows.

• Installed and configured Jmeter for performance testing on ESB Interfaces in unix, and Windows platforms.

Show More

39. CRM

low Demand

• Documented and managed self-generated portfolio tracking sales cycle within CRM database.
• Manage pipelines, CRM input, and implemented drip campaigns to introduce new recruits to the ICA brand and platform.
• Developed CRM use standards to establish a seamless customer experience between call centers and retail branches.
• Collaborated with inbound HR & CRM systems as well as outbound ERP system and reports.
• Maintained and managed 2000+ client CRM system, and facilitated training for staff.

• Time Inc. uses PeopleSoft CRM to sell and manage advertisements on its magazines.
• Use Sales Force CRM system to track and record contacts with potential customers.
• Administer & maintain CRM to maintain investor relations and market new projects.
• Trained numerous junior brokers in the call sequence and use of CRM.
• Developed and maintained a sales pipeline utilizing the CRM system.

• Updated the ERP/CRM DataBase with modification data in carrier status.
• Used CRM systems to perform database management.
• Assist office in overcoming CRM malfunctions.
• SAP CRM is the consumer application.
• Managed CRM and Access databases.

• Utilized Salesforce CRM Platform, MS Word, Outlook, Excel, and PowerPoint in marketing efforts, high proficiency.
• Configured the Overall preferences and assigned the Provider Groups for the Users who will be using CRM HR Helpdesk.
• Toll Collect CRM 9.0 Implementation project is being implemented by Cognizant along with T-Systems of Germany.
• Maintained client relationships and managed leads using the Salesforce CRM system.
• Customized Peoplecode between Peoplesoft CRM and Finance for Integration Broker for implementing default messaging to work.

Show More

40. High Volume

low Demand

• Managed high volumes of financial activity in a fast-paced, risk-based corporate environment.
• Launched high volume electronically in the agricultural products.
• Establish Strong relationships with customers, capability to be productive in a high volume fast paced work environment.
• Created an environment of communication between real estate companies to ensure a high volume of real estate closings.
• Identify, analyze, and resolve operational risks that arise from clearing and maintaining high volume strategies.

• Serviced incoming and outbound high volume calls while adhering to company's strict privacy and attendance policies.
• Possess comprehensive experience in problem resolution, all in time critical fast paced, high volume settings.
• Handled a high volume switchboard and utilized phone and data software while taking and placing calls.
• Managed order deck and assisted with execution of overflow orders during high volume Government report periods.
• Opened, owned and operated a high volume real estate brokerage in a highly competitive market.

• Assisted high volume producer in the day to day functions associated with conducting sales business.
• Hired, trained and supervised a team of five high volume real estate agents.
• Handled high volume of internet leads with a conversion rate of 18%.
• Answer and screen a high volume of incoming customer inquiries and addressing concerns.
• Answered a high volume of phones calls related to customers insurance policies.

• Fielded high volumes of inbound client calls concerning various properties.
• Managed proprietary account in a high volume, error-free environment.
• Handled outbound and inbound calls at high volumes.
• Supported principal of high volume print brokerage.
• Recognized for high volume sales transactions averaging over [ ] in transactions per year.

Show More

41. Powerpoint

low Demand

• Created custom presentation materials for sales pitches using Microsoft PowerPoint.
• Executed PowerPoint presentations regarding the department's standing
• Use excel spreadsheets to develop budgets, knowledgeable with Microsoft Word, Access, PowerPoint, Outlook, and OneNote programs.
• Utilized Microsoft Word, Excel, PowerPoint, Outlook, and business database software ACT by Sage on a daily basis.
• Prepare class material, generate PowerPoint presentations, database entry of grades, and upload same to NYU Blackboard.

• Sound working knowledge of computers and proficiency in Excel, PowerPoint, Internet search, and website maintenance.
• Conducted project marketing using MS Word, Top Producer database, MS Excel, PowerPoint.
• Developed and presented proposals using Microsoft PowerPoint, Publisher, etc.
• Generated reports using Excel and Word and create presentations using PowerPoint.
• Drafted letters and designed brochures, PowerPoint slides and newsletters for members

• Created Confidential Information Memoranda, PowerPoint presentations, and supporting documents used in the marketing process.
• Prepared Powerpoint presentation for a Cutsom Payment entry Method which will replace the current Concur system.
• Resigned to work for Christian Brothers Computer: Excel, Word, Powerpoint, Quickbooks

Show More

42. Full Service

low Demand

• Sole list representative for full service direct marketing agency representing approximately 40+ major association and membership clientele.
• Full Service brokerage generates proprietary investment information and recommendations by using an in house research staff.
• Managed Full Service FuturesTrading Desk.
• Full Service Brokerage, Trust, Wealth Management, Stocks Bonds, Options Series 7 licensed registered representative Series 63 Blue Sky
• Full service broker involving seller financed real estate paper, being sold at discounts to banks and other investment companies.

• Full service business brokerage that assist individuals and companies to either buy or sell businesses, business valuations & consulting.
• Handle all aspects of a full service mortgage company, insurance company, realty and financial consulting firm.
• Provide full service to brokers by processing health care claims, handling inquiries, and/or performing membership functions.
• Developed full service clientele offering investment products including, stocks, bonds, options and insurance.
• Managed daily operations of a futures and options execution desk and full service brokerage.

• Operated a 3rd party brokerage firm in bank lobby Maintained a full service brokerage office
• Provided coverage and full service to Investment Bank Clients in OTC Rates trading.
• Full service broker for 3rd largest real estate firm in the Pitt area.
• Created a successful full service real estate brokerage business as an independent contractor.
• Created a full service Employee Benefits Brokerage with an emphasis on service.

• Manage, coach and mentor a team of five full service agents.
• Full service property management of retail and office assets.
• Full service real estate brokerage serving Dane and Jefferson Counties
• Owned and operated a full service real estate firm.
• Full service Real Estate Brokerage and SFR.

Show More

43. Customer Relationships

low Demand

• Developed customer relationships with all upper level management of Fortune 500 companies to expand existing accounts and cultivate new business.
• Developed and retained customer relationships by delivering full-range services in the commodity futures and options industry.
• Developed new customer relationships through continuous dialogue and client meetings.
• Managed customer relationships and handled all customer service issues.
• Maintain positive customer relationships and coordinated all logistics.

• Maintained exceptional customer relationships by delivering on commitments.
• Develop and maintain supplier and customer relationships.
• Developed positive customer relationships and confidence.
• Managed Customer Relationships with Excel.
• Develop and cultivate customer relationships for the purpose of providing and selling appropriate PEO solutions.

• Manage existing customer relationships and develop new business leads through cold calling and office visits.
• Developed strong customer relationships built on service, support, and follow-through.
• Develop and maintain new business, customer relationships, marketing and sales.
• Developed, managed, and built new customer relationships to secure inventory.
• Deepen customer relationships by cross selling other bank products.

• Established long-term customer relationships through prompt and courteous service.
• Developed, managed and built new customer relationships.
• Assisted in the development of new employees by teaching the base business, with a focus on cultivating new customer relationships.
• Instituted focus on customer relationships by continuously coaching staff on most highly trained staff in the region.
• acquired customer relationships managed the logistics customers freight to be hauled for on time deliveries

Show More

44. Hedge Funds

low Demand

• Facilitated on-time filing of IRS 1065 and related K-1 forms for the hedge funds and hundreds of limited partnership investors.
• Executed orders in the S&P 500 options pit on behalf of individual investors, hedge funds, and banks
• Worked with institutional trading team to assist clients (hedge funds and PE firms) in monetizing their assets.
• Developed product packages based on market conditions and brokered contracts for producers, banks, and hedge funds.
• Developed and maintained profitable relationships with market makers, hedge funds, banks, and commercial hedgers.

• Developed and Managed existing and new business within hedge funds, producers, suppliers and investment banks.
• Expand and maintain professional relationships with institutional trading accounts including banks, hedge funds and portfolio managers.
• Executed futures and options orders for proprietary traders, hedge funds, and retail customers.
• Provide investment advice on US Equities to North America based hedge funds/ asset managers incl.
• Developed strong relationships with institutional accounts consisting of hedge funds, banks and energy companies.

• Provided trading services to hedge funds, mutual funds, pensions and other institutional businesses.
• Advise Hedge Funds on potential deal performance and provide guidance on optimal trading strategies.
• Established bid/offer levels on Treasury bond positions from both primary dealers and hedge funds.
• Managed Brazilian institutional clients including mutual and hedge funds, and quantitative traders.
• Serviced Secular and Corporate accounts and hedge funds.

• Execute trades to buy or sell equity securities for large Buy Side Clients ie: Mutual Funds, Hedge Funds.
• Developed hedge funds using internal research and trading strategies related to the firm's IPO and secondary offerings.
• Located property for non-profit organizations, hedge funds, investors, and general public.
• Worked with multinational firms, private equity, hedge funds and financial organizations.
• Account Origination with Pension Funds, Hedge Funds and Investment Advisors.

Show More

45. New Agents

low Demand

• Started up the commercial division, trained new agents to the industry Sales and Leasing of commercial properties and commercial property management
• Selected to represent company in recruiting new agents, at community events, and appeared in company advertisements.
• Performed field training for struggling agents and attended all closing with new agents to solidify closing skills.
• Determine staffing requirements and interview, hire and train new agents, or oversee those personnel processes.
• Recruited, trained and added 20 new agents to the sales staff, during tenure as broker.

• Closed 100% of transactions by employing new agents recently graduated from real estate school.
• Operate real estate brokerage, train new agents, strong call calling, direct marketing.
• Assisted the office manager in training new agents to be most efficient with their time.
• Recruited and trained new agents in marketing, customer service, and document control.
• Trained and mentored brand new agents in all aspects of sales process.

• Hired and trained sales staff, both experienced and new agents.
• Trained new agents on company systems and sales process.
• Recruited and interviewed new agents prior to hiring.
• Worked with and developed new agents.
• Hire and train new agents.

• Own and operate a Residential Discount Brokerage Marketing, sales, recruiting and train new agents.
• Raised income from $0 to $18K monthly in 1st 6 months Recruited 15 new agents in 1st 6 months
• Established an agent orientation program Created a mentor program for new agents Developed training curriculum for agents and taught these classes.
• Conducted "Home Buyer Seminars" and trained new agents in listing strategies.
• Recruit new agents, retain, provide addt'nl training

Show More

46. Finra

low Demand

• Worked closely with FINRA to develop internal compliance monitoring and reporting procedures.
• Processed entitlement requests for terminated employees/registered representatives Off GAF and FINRA's database
• Contributed to the 36 months letter project, composing over 10,000 letters to avoid estimate 1 million dollar fine by FINRA.
• Conducted all reviews from the SEC, FINRA and the ISE ensuring satisfactory results in approximately 25 reviews.
• Assisted compliance officer in day to day duties such as but not limited to FINRA CRD functions.

• Obtained FINRA Series 7 and 66 security licenses and NH insurance life and health license.
• Hold FINRA (Financial Industry Regulatory Authority) Licenses: Series 7 and Series 63.
• Follow compliance protocols with back office and FINRA for third party wire transfers.
• Planned, coordinated and executed compliance monitoring, audits and FINRA exams.
• Coordinated and supervised external examinations: FINRA, AMEX and SEC.

• Maintained client files in accordance with FINRA regulations.
• Reported trades using Act and FINRA Trace.
• Work with State and FINRA regulators.
• Ensured overall adherence to FINRA/SEC regulations.
• Registered with FINRA (registered in Texas and 13 other states, CRD: 5410302).

• Bridged Compliance and Operational reporting and surveillance for all FINRA related obligations that heightened communication between all desks at Linkbrokers.
• Archived broker emails and messages in compliance with SEC and Finra regulations.
• Gathered information about agents through Finra and RegEd.
• Acquired FINRA Series 3 license.
• Drafted research memoranda supporting FINRA's latest rulemaking initiatives regarding alternative trading systems.

Show More

47. Customer Relations

low Demand

• Provide an exceptional customer service experience to enhance customer relations and further business opportunities through excellent communication and attention to detail.
• Distinguished career as Licensed Real Estate Professional successful increased annual revenue and income through expertise in building customer relations and referrals.
• Completed development program including rotational assignments in Customer Service and Customer Relations Management in preparation for becoming a Wealth Manager.
• Manage high-volume national accounts at competitive prices to maintain existing customer relations while generating profits.
• Developed customer relations to generate new business and augment existing client/firm relations.

• Performed all business reporting, records, communications and customer relations.
• Managed customer relations and provided exemplary service to all clients.
• Managed loan origination firm, processing and customer relations operations.
• Maintained professional standards in sales and customer relations.
• Managed entire customer relations team.

• Maintain customer relations and communicate with shippers to increase D&D's services and the tools available to them.
• Recruited, trained and mentored new agents in sales and marketing process, field underwriting, and customer relationship building.
• Selected to spearhead pilot group that gathered data for senior management, resulting in improved customer relations.
• Ensured effective customer relations, acted as liaison between sales, operations and clients.
• Created outside customer relationship to add to daily leads, to decrease lead cost.

• Received extensive training in sales, customer relations, and account management.
• Established clients through trade execution and customer relations.
• Established client base; managed customer relations.
• Managed all customer relations for sales agents.
• Established new policies and procedures to cultivate and maintain customer relations.Trained and supervised new trade brokers.

Show More

48. Potential Customers

low Demand

• Developed database application, which created mailings to potential customers based on specific characteristics of a particular piece of equipment.
• Conduct extensive market assessments to prioritize prospects and potential customers.
• Marketed existing inventory to secure meetings with potential customers.
• Review and approve new account documentation on potential customers.
• Called potential customers to establish new business.

• Promote company services to potential customers.
• Assisted in the area of international trade, enforce merchandise and personal verification for potential customers.
• Originate product packages based on assessment of customers' or potential customers' portfolios.
• Obtain leads and contact potential customers to determine interest level and set appointment.
• Create presentations, provide potential customers with credit applications, pricing.

• Conducted one on one and group presentations for potential customers.
• Conducted prospecting calls to potential customers for any Domestic freight.
• Market the Firms Services to various preexisting/new potential customers.
• Provide quotes to potential customers and complete sales.
• Complied and organized calling list for potential customers.

• Listed Businesses for sale to potential customers.
• Explained loan programs to potential customers.
• Strategized with sales team to prospect and qualify potential customers within assigned geographic territories.
• Compiled information and generated presales correspondence with potential customers.
• Contacted current and potential customers for new business opportunities.

Show More

49. Market Share

low Demand

• Develop and execute a comprehensive strategic plan to capture market share positioned at end users and/or distribution accounts.
• Prepared a case-study analysis to increase liquidity of property derivatives and capture early market share.
• Exceeded quota and increased market share by 30% annually in rental inventory and sales over the last 5 years.
• Initiated and coordinated the marketing effort to identify and contact prospective clients resulting in an increase in the market share.
• Increased market share by 30% in Domestic Federal Fund area; delivered annual billings of over $500k.

• Helped dealers (Ford) steal market share from other dealerships by providing inventory otherwise not available from corporate.
• Achieved 22% market share within 2 years of opening by goal setting, performance management and strategic marketing.
• Worked closely with the C-suite, key stake holders to drive revenue, profitability growth and market share.
• Played pivotal role in helping company capture more than 45% market share in Eastern European inter-bank trading.
• Analyze market volumes & market share, prepare and monitor goals to best improve market share.

• Helped increase market share from near zero to one of the top three desks in Asia.
• Established the OTC equity derivatives desk, expanded the client base and grew market share.
• Enacted product price increase on niche products that improved gross margins while maintaining market share.
• Increased sales, expanded market share and enhanced Company image across greater Boston area.
• Combined voice and electronic trading platform to increase market share in OTC FX options.

• Increased market share percentage of sales by 40% from 1998-1999. !
• Led to hiring 2 land brokers and capturing additional market share.
• Introduced specialized training programs increasing sales and market share.
• Carried Market Share for my service area.
• Generate additional business sources from existing clients and gained 50 percent of the market share for the foothills area.

Show More

50. Outbound Calls

low Demand

• Initiated both English and Spanish outbound calls to Medicaid recipients to assist them in completing their enrollment forms.
• Meet sales metrics of 250+ outbound calls, 5 client presentations/sales visits and 10 firm offers per week.
• Process all outbound calls to find each property an agent that can complete the order on time.
• Make outbound calls to people who have shown an interest in travel in the past 6 months.
• Receive inbound sales calls from prospective brokers and make outbound calls to newly appointed and existing brokers.

• Cover multiple markets making outbound calls and taking warm leads, converting them into closed deals.
• Performed between 100-200 daily outbound calls to obtain new orders of business and maintain current relations.
• Handled in/outbound calls, educated and enrolled Medicaid recipients in health plans.
• Managed daily pipeline report, made outbound calls on loan status.
• Provide customer services Making outbound calls and follow up with appointments

• Perform reception functions including in person and outbound calls.
• Make three-hundred to six- hundred outbound calls daily.
• Performed 80-100 outbound calls daily.
• Identify transaction type in correlation with a deficiency and perform outbound calls to advisors to resolve the deficiencies.
• Manage large amounts of inbound and outbound calls in a timely manner to achieve response time metrics.

• Solved an average of 20 customer issues daily in a timely manner via inbound and outbound calls.
• Conducted outbound calls to many distribution companies Moved freight across the country via trucking companies
• Answer inbound and make outbound calls 80 to 100 customer service calls a day.
• Handled inbound and outbound calls in a timely manner Enrolled clients in health care insurance programs of their choice
• Make outbound calls Receive incoming calls Negotiate rate Track freight Quote lanes

Show More