Intake specialist
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High-Volume Outbound Calling: Make 100+ outbound calls daily to connect with potential clients struggling with tax or credit card debt. Pre-Qualifying Leads: Use sharp communication and probing questions to assess client needs and qualify leads, ensuring only the best opportunities move forward.
Seamless Handoffs: Transfer qualified calls to our expert sales closers, setting the stage for successful deals while maintaining a smooth client experience.
Sales Opener - Tax Relief Advocates - Remote
(2025-08)
Jr. Analyst/Originator - Tax Relief Helpers - Remote
(2024-07 - 2025-01)
Communicate with prospective clients regarding their tax problems via telephone calls. Clearly articulate the benefits of our services, tailoring solutions for clients while assisting them in achieving financial relief. Evaluate prospective clients' tax issues by asking questions designed to identify the source(s) of their tax liability.
Maintain accurate and complete documentation of all client interactions, adhering to regulatory and compliance standards. Aim to meet and exceed sales targets while upholding the highest levels of professionalism and integrity. Collaborate with the team to share strategies and insights, contributing to overall sales performance.
Debt Relief Specialist - National Debt Relief - Remote
(2023-03 - 2024-06)
Developed budgets and strategic plans to assist clients and potential clients in their journey in becoming debt-free. Analyzed and reviewed credit reports in order to assess customers' eligibility for potential programs. Executed an inbound and outbound calling strategy with warm and cold leads that was both professional and led to a high closing ratio.
Worked closely with both clients and the internal team to help the clients understand how our product fits their needs. Exceeded monthly closing targets on a consistent basis. Maintained up-to-date knowledge of sales strategies and product offerings leading to up to more than a million dollars of revenue for the company monthly.
Maintained customer information in salesforce to efficiently handle follow-ups.
Real Estate Agent - Brown Harris – Bela - Jersey City, NJ
(2019-08 - 2023-02)
Prospected new leads through networking, cold calling, digital media, and open houses. Educated clients on negotiation processes, market conditions, prices, mortgages, legal requirements, and related matters. Performed comparative market analysis to estimate properties' value.
Prepared contracts, leases, deeds, closing statements, etc. for homebuyers. Cooperated with appraisers, escrow companies, lenders, and home inspectors to ensure clients' needs were met. Developed a strong network with brokers, attorneys, mortgage lenders, and contractors.
Stayed in front of market trends and maneuvered new strategies through various channels at the local, regional, and national
Leasing Consultant - Dranoff Properties - Newark, NJ
(2018-05 - 2019-08)
Received and responded to general inquiries via phone and email from prospective tenants and brokers/agents. Scheduled showing appointments to prospective tenants and brokers/agents. Collaborated with the Property Manager and Ownership of Leasing to ensure the accuracy of new leases, lease renewals, and all agreements.
Tracked leasing activity such as active deals, vacancies, renewals, days on market, and price points to stay abreast with market activities. Coordinated resident events and activities utilizing Facebook, Instagram, and LinkedIn to share property information for prospective tenants and agents.
Leasing Agent - Jack Parker - New York, NY
(2016-06 - 2018-05)
Toured prospective tenants at Biltmore (Midtown West) C Truffles (Tribeca), mediated negotiations, processed rental applications, evaluated credit reports, and prepared leases according to legal and company requirements. Conducted credit screenings and processed applications on behalf of prospective tenants, creating and disbursing approval or denial letters. Collected and recorded application fees and deposits; accurately documenting and managing all financial transactions.
Followed up with leads by handling tenant inquiries promptly and appropriately.
Sales Manager - Harbor Point - Bayonne, NJ
(2015-10 - 2016-01)
Maintained in-depth knowledge of competition through consistent analysis of market conditions and trends. Created weekly listings sheet to organize property tours and prospective tenants' data serving as point-person for all tenant-related inquiries. Achieved the highest possible NOI (Net Operating Income) by implementing cost control and revenue improvement programs.
Developed and managed a highly skilled staff of three (3) through a series of effective recruitment, training, and motivational strategies. Assisted prospective tenants with completing applications, credit checks, and leases. Reviewed all leases to ensure that tenants received highest level
