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Financial Consultants Services - Administrative Assistant Resume Example

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Mia Cook
Objective: Real Estate Assistant Administration, Life Insurance, Business Banking and Sales and Marketing, etc.... SUMMARY OF QUALIFICATIONS Broadly trained and hospitality leader with 15 years of sales and Marketing and operation expertise and Outstanding customer service and solid understanding of competitor's shortfalls. Cultivate new business through up selling and retaining existing new Clients Assess team accomplishments, motivate personnel and develop solid Experienced in coordinating with operation , marketing and sales. Enthusiastic, Dependable and Experienced personal in Sales and Top Performances commitment in Sales during 15 years in Insurance, Banking and Finance. Outstanding skills in relationship marketing , highly reliable follow up promptly solve problems, and establish and maintain positive Communication at all times Experienced knowledgeable and results-generating producers with extensive experience in the real estate industry. Demonstrate proficiency in evaluating and analyzing properly values and understanding market trends. STRENGHTS -Business development - Persistence -Product Knowledge - Prospecting -Relationship Building - Customer needs assessment and solution selling - -Meticulous Organization - Rapport and relationship-building with both new prospects and existing clients.


Jan 2014Present Financial Consultants Services Allstate Insuran San Jose, California
  • In sales, consistently achieved gross revenue goals, creating revenue generating programs, by Grew revenue 35% to 45% month-over-month, and consisting growing customer base, and creatively using the talent with the organizations, Maintained sales goal quarterly, and development and retention of a portfolio'.
Administrative Assistant Mar 2012Jan 2013
  • for Real Estate and Lending at Grand Stone Real Estate Services.
  • Maintain paper and electronic filing systems for records and messages Route and distribute incoming mail and email Answer routine letters and email Reply and attach files to incoming messages.
  • Correct spelling and grammar to ensure accuracy Operate fax machines , and other office equipment Use computers for spreadsheet, word processing , database management, and other applications Complete forms in accordance with company procedures.
  • Also, perform a variety of clerical and organizational tasks are necessary to run an organization efficiently.
  • And support for an office, reviewing incoming documents, conducting research, preparing reports, and arranges meeting, buy supplies.
  • Also, do Loan Mitigations, Verifications of The Employment, GTF History Updated, MLS Listings, Metro lists listing and as well as with Zip-Form.
Jan 2006Oct 2011 Financial Consultants Services
  • Bank of The West-Meridian, in California.
  • Customer Service Representative responsible for increase in Branch Sales Volume by 47%.
  • Transaction processing, responding to complex questions or issues related to account maintenance.
  • Responsible for the successful solicitation, development and retention for a business portfolio.
  • Performed business loan negotiations and analyzed financial statements and credit request.
  • Handled a variety of contacts within and outside the bank, promoting commercial and consumer loan products.
  • Responsible for contributed to the growth and consumer loan products.
  • Responsible for contributed to the growth and profitability of the bank through the administration of marketing techniques.
  • Direct mail and seminars update customer files and maintained for follow up and contract customer to schedule appointment for investments referrals and equity night calls.
  • Improved the bank's products and services strategy.
  • Work closely with other team members and consistently meet or exceed team and.
Mar 1994Jan 2005 Financial Consultants Services Tully, California
  • New accounts, Consumer loans, residential loans and small business loans.
  • Investment referrals.
  • Knowledge of banking products.
  • Deposit procedure multiple tasks, multiple projects.
  • Responsible and accurate follow-through performing all Branch Functions as needed such as; Home equity calls night and schedule appointment for Investment referrals.
  • Responsible and increase in sales volume by 48% transaction and increase 18% in loan Application.
  • Communicate as part of a cohesive group and create a new business opportunities that are in line with the company growth's expectations.
  • Transaction processing , responding to complex question or issues related to account maintenance.
  • In sales managed a top notch sales team.
  • Developed innovative training and sales tools that supported a resourceful staff and resulted in high levels of customer satisfactions.
Jan 2012 Life Insurance Prelicensed
Arts Dec 2008 Quick Learning School CA
Bachelor of Administration: Finance Evergreen Valley College CA
San Jose State University CA
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This is a real resume for a Administrative Assistant in san jose, California with experience working for such companies as Financial Consultants Services, Allstate Insuran. This is one of the hundreds of Administrative Assistant resumes available on our site for free. Use these resumes as templates to get help creating the best Administrative Assistant resume.

Previous Companies:

  • Financial Consultants Services
  • Allstate Insuran

Previous Job Positions:

  • Administrative Assistant


  • Life Insurance Prelicensed
  • Quick Learning School
  • Evergreen Valley College
  • San Jose State University

Level of Education:

  • Bachelor of Administration

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