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Jeff K.
OBJECTIVE
Account Management
EDUCATION
University of California, Berkeley
B.A. Psychology, 2001
SKILLS
Marketing/Management
- Managed five sales teams spanning seven Eastern state sales territories
- Sold and explained 1031 exchange services independently over the phone
- Produced substantial growth for company and caused new branch opening
- Increased Northern California sales from 35 new clients per month to 140 new clients per month
- Trained and supervised five assistants
- Oversaw document preparation and customer service to ensure product quality
- Coordinated scheduling of workshifts for a 38-member household
- Evaluated and strengthened temporary workshift system by developing an original workshift policy, schedule, and tracking system
Customer Service
- Assisted thousands of individuals in their 1031 exchange needs
- Worked with a diverse group of individuals both locally and across the United States
- Four years of phone-based and person-to-person experience
- Friendly and adept personality with a focus on listening to what customers really want and providing a roadmap of procedure that I can follow through with
- Accessed internet resources to provide additional information for clients when useful (i.e. directory assistance, driving directions, weather)
- Certified Notary Public
Communication
- Cleary explained the technical and often complex nuances of Internal Revenue Code Section 1031 to individuals who were often unfamiliar with tax regulations
- Led workshop on 1031 exchange closing procedures to train entire office of new employees
- Drafted, proof-read and mailed daily correspondence detailing highly specific financial transactions and legal disclosures
- Networked with investors, attorneys, real estate agents, mortgage brokers, and escrow officers to increase client referrals
- Identified problem areas in exchange documents and consulted with in-house attorneys to resolve inaccuracies
Computer
- Compiled correspondence list from over 5,000 abandoned accounts to assist in tax write off of $115,000
- Used File Maker Pro and Microsoft Access to compile client addresses for correspondence
- Researched database regularly to identify accounts that needed attention
- Proficient in File Maker Pro, Microsoft Office Suite, Adobe Photoshop, Adobe Acrobat Professional, Internet, and both Mac and PCs
EMPLOYMENT
Account Manager, Old Republic Exchange Facilitator Company, (4/2004–1/2006)
Exchange Coordinator, Investment Property Exchange Services, Inc., (8/2002– 12/2003)
Front Desk Receptionist, Associated Internal Medicine Medical Group, Inc., (9/2001– 8/2002)
Workshift Manager, University Students’ Cooperative Association, (1/ 2000 – 5/2001)
Bookkeeping Assistant, University Students’ Cooperative Association, (6/1999– 8/1999)
Medical Records Assistant, Pacific Eye Associates, (8/1997 – 12/1997)
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