RESUME
PART TIME WORK & INTERNSHIP EXPERIENCE
TD Bank Queens, NY
Customer Service Representative October 2018-Present
• Create a consistent referral business by building a strong rapport with both potential and existing clients.
• Conceptualize strategic financial plans for clients based on results of Financial Assessment Questions.
• Advise and educate customers regarding deposit account services and investment products.
• Assist the branch manager with efficient operations with the bank including audits and monthly reports.
• Demonstrate proficiency with regards to policies, procedures, products and services pertaining to teller and new account transactions.
• Contributed to the smooth transition of new employees by assisting with training and providing guidance to them.
K Land Realty New York, NY
Real Estate Analyst January 2017-Present
• Create, forecast, and analyze financial models and valuation analyses on 20+ different properties.
• Market investment recommendations and analytical research to prospective clients and investors resulting in an enhanced network of contacts.
• Conduct market scoping and financial research on distressed real estate developers in Queens, NY.
• Analyze, identify and summarize the relevant derogatory information from a large amount of data into a standardized English report with the highest degree of accuracy.
• Create proprietary Excel models to assist in analyzing cash flows and valuation.
TD Bank Queens, NY
Bank Teller II November 2016-October 2018
• Conducted analysis of client data and financial records to better discover needs and enhance their relationship with the bank.
• Ranked #3 in sales Q3 2018 by meeting sales revenue goal at 127% pace and Q4 2018 at 200% pace.
• Ability to understand customer needs and refer financial products and services.
• Assisted 150-200 customers daily with financial transactions such as loan payments, deposits, withdrawals, resulting in efficient office operations.
One Stop Multiservice Inc. New York, NY
Real Estate Sales Intern November 2015-November 2016
• Researched 250+ available residential and commercial properties using MLS database & specified criteria on a daily basis to facilitate the sale of the properties.
• Compared properties with similarities that were recently sold to determine a competitive market price.
• Promoted the sale of properties through advertisement, mailings, and open houses.
PART TIME WORK & INTERNSHIP EXPERIENCE
TD Bank Queens, NY
Customer Service Representative October 2018-Present
• Create a consistent referral business by building a strong rapport with both potential and existing clients.
• Conceptualize strategic financial plans for clients based on results of Financial Assessment Questions.
• Advise and educate customers regarding deposit account services and investment products.
• Assist the branch manager with efficient operations with the bank including audits and monthly reports.
• Demonstrate proficiency with regards to policies, procedures, products and services pertaining to teller and new account transactions.
• Contributed to the smooth transition of new employees by assisting with training and providing guidance to them.
K Land Realty New York, NY
Real Estate Analyst January 2017-Present
• Create, forecast, and analyze financial models and valuation analyses on 20+ different properties.
• Market investment recommendations and analytical research to prospective clients and investors resulting in an enhanced network of contacts.
• Conduct market scoping and financial research on distressed real estate developers in Queens, NY.
• Analyze, identify and summarize the relevant derogatory information from a large amount of data into a standardized English report with the highest degree of accuracy.
• Create proprietary Excel models to assist in analyzing cash flows and valuation.
TD Bank Queens, NY
Bank Teller II November 2016-October 2018
• Conducted analysis of client data and financial records to better discover needs and enhance their relationship with the bank.
• Ranked #3 in sales Q3 2018 by meeting sales revenue goal at 127% pace and Q4 2018 at 200% pace.
• Ability to understand customer needs and refer financial products and services.
• Assisted 150-200 customers daily with financial transactions such as loan payments, deposits, withdrawals, resulting in efficient office operations.
One Stop Multiservice Inc. New York, NY
Real Estate Sales Intern November 2015-November 2016
• Researched 250+ available residential and commercial properties using MLS database & specified criteria on a daily basis to facilitate the sale of the properties.
• Compared properties with similarities that were recently sold to determine a competitive market price.
• Promoted the sale of properties through advertisement, mailings, and open houses.