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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 ~ abc@xyz.com ~ (xxx-xxx-xxxx

 

 

                                              Objective                                            

 

Performance-driven Senior Account Executive with expertise in financial service and real estate industries eager to contribute talents toward actively supporting a progressive organization in building business and optimizing bottom-line results.

 

                                                Profile                                              

 

Repeated success guiding decision makers and sizeable, cross-functional teams in the design, re-design, and launch of cutting-edge business solutions for real estate sales or development organizations. Subject matter expert in multiple industries including management, realty sales, property management, economic development, and housing program coordination; able to forge relationships with strategic partners and build consensus across multiple organizational levels, resulting in improved and streamlined efficiency company-wide, and increased presence and profit. Core competencies include:

         Contract Development & Management

         Project & Program Management

         Workflow / Process Administration

         Operations Management

         Verification & Compliance

 

         Recruiting, Testing, Training

         Strategic Alliance Optimization

         Account & Sales Force Management

         Marketing & Public Relations

         Liaison / Teambuilding

                                    Professional Experience                                  

 

Providence Alliance Real Estate Advisory Services

Senior Account Executive: 2008 C Present 

         Act as an advisor on transactions between buyers and sellers over property prices and settlement details for REOs and single family dwellings.

         Compare properties and perform market analysis of similar properties that have recently sold in order to determine their competitive market price.

         Maintain awareness of current income tax regulations, local zoning, building and tax laws, and growth possibilities of the area where a property is located.

         Maintain knowledge of real estate law, local economies, fair housing laws, and types of available mortgages, financing options and government housing programs.

 

UBS Financial Services Inc. 

Financial Advisor: 2007 - Present

         Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

         Assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

         Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.

         Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.

 

 

Page 1 of 2

 

 

YYYYYY X. YYYYYY                                                                                                             Page 2 of 2

 

Farmers Insurance Group

Insurance Agent : 2007  

         Called on policyholders to deliver and explained policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

         Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

         Explained features, advantages, and disadvantages of various policies to promote sale.

         Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.

         Developed clientele by networking to find new customers and generate lists of prospective clients.

 

Mayor s Business Team, City of Los Angeles

Economic Development Manager C SFV: 2003 to 2006

         Launched marketing/promotion initiatives purposed to attract businesses to the city.

         Oversaw site selection, financing, permits/entitlements and targeted redevelopment projects.

         Advised enterprises on technical aspects of expansion and/or relocation of their organizations within the City of Los Angeles.

         Ensured prompt delivery of including permits, entitlements, and clearances.

         Collaborated with chambers of commerce, major economic development organizations, and business improvement districts.

         Oversaw City of S.F. housing rehabilitation loan program funded with federal block grant funds.

 

City of San Fernando

Housing Coordinator: 2000 to 2003            

         Joined forces with lenders and title/escrow companies to launch an affordable housing program.

         Spearheaded the direction and success of the city s First Time Home Buyer Program.

         Assessed the use and implementation of the departmental budget in conjunction with the Community Development Director.

         Managed the Redevelopment and Housing Implementation Plan mid-term review for 2000-2005.

 

Solid Rock Realty

Owner: 1997 - 2000

         Directed the success of real estate professionals focused on the disposition of corporate-owned real estate (Fannie Mae REO s).

         Utilized familiarity with property management to formulate policies, manage daily operations, and plan the use of materials and human resources.

         Reviewed financial statements, sales and activity reports to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement.

         Determined staffing requirements, interviewed, hired and trained new employees, or oversaw those personnel processes.

 

Additional experience Asset Manager and Community Lending Representative for Fannie Mae.

 

                                              Education                                            

 

Masters of Public Administration, December 2007

California State University, Northridge

 

Bachelor of Science, Business Administration, August 2002

California State University, Northridge

 

Certificate of Completion C Ross Minority Program in Real Estate C Lusk Center for Real Estate, USC

 

                                  Professional Development                                

 

02/03 C 02/08   Board Member, Los Angeles Community Builders, Inc. (Community Development Corp.)

 

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 ~ abc@xyz.com ~ (xxx-xxx-xxxx

 

 

 

 

<Date>

 

 

<<First Name>> <<Last Name>>

<<Title>>

<<Company>>

<<Street Address, Suite #>>

<<City, State Zip Code>>

 

Dear <<Courtesy>> <<Last Name>>,

 

Please accept my genuine interest in offering your organization my solid Project Management and Program Analysis expertise. I am confident that I possess the experience and motivation that you seek. In consideration of the <Position> position, please note that I am skilled in economic development, sales, policy administration, project management, client relations, teambuilding, and leadership. And, while my Masters of Public Administration and Bachelors of Business Administration are at the foundation of my credentials, it is my hands-on experience that solidifies my value to you.

 

My resume reflects a distinct combination of business development, project management, and strategic program initiative know-how that remains significant components of my professional history. Within these roles, I gained expertise in managing multi-phase projects and client/end-user relations, expertly gauging and understanding needs to recommend appropriate solutions. For example, I was the Economic Development Manager for the Mayor s Business Team in Los Angeles, California and the Housing Coordinator for the City of San Fernando in addition to other positions that require financial expertise and leadership ability.

 

As a hands-on contributor, team member, and leader of multiple member teams, I understand the importance of leading, motivating, and boosting employee morale through training and collaboration. My professional experiences reveal an ambitious, committed professional who quickly responds to the needs of clients and employers. This is the type of experience and initiative to succeed I would like to bring as a member of the <Company Name> team.

 

In closing, I welcome the opportunity to meet with you to discuss how my background and qualifications meet your needs. You may contact me at your convenience as I look forward to hearing from you soon. Thank you very much for your consideration.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

Enclosure

 

 

 

 

 

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