Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

Jack Lee

Gaithersburg

Summary

Dynamic professional with extensive experience at Trivesta Realty, excelling in contract negotiation and financial modeling. Proven track record of increasing annual revenue by 9% through strategic marketing and effective communication. Adept at data analysis and fostering strong client relationships, ensuring informed decisions and successful transactions.

Overview

42
42
years of professional experience

Work History

Courier Customer Service Associate

Uber Eats & Door Dash Company.
Rockville
03.2023 - Current
  • A strong knowledge of accounting principles when analyzing documents for clients.
  • Created financial models in Excel Using advanced tools like macros and look up features.
  • Created models forecasting asset management like loans, payments and interest.
  • Performed model audits on all models including technical assumptions and accurate calculations.
  • Build and maintain three statement models to support investments and capital structuring.
  • Discounted cash flow model.
  • Consolidation model.
  • Leverage buyout model.
  • Applied problem-solving skills to analyze data and deliver investment merger solutions.
  • Created sensitivity analysis models to determine the effects of share prices valuation.
  • Performed return on investment data analysis using three model analysis methods to increase ROI by 10%.
  • Assisted manufacturing and fabrication clients with financial modeling and market research.Used data analytical tools and visualization programs to organize and present models in a clear way.
  • MAY 2013, SIGNED CONTRACT WITH HONG KONG (CHINA) WITH $40 MILLION US DOLLARS. TO BUILD (WASTE TO ENERGY PLANTS, BURN MUNICIPAL SOLID WASTE (MSW). IT CAN GENERATE GARBAGE TO PRODUCE STEAM IN A BOILER THAT IS USED TO GENERATE ELECTRICITY BY USING USA TECHNOLOGY.
  • Communicated effectively with customers regarding delivery status and timing.
  • Delivered food orders promptly to customers using reliable navigation tools.
  • Inspected deliveries for accuracy and quality before dispatching to customers.
  • Collaborated with restaurant staff to ensure smooth order preparation and handoff.

Realtor / Promoted to Senior Vice President

Trivesta Realty
Rockville
05.2011 - 02.2023
  • Offered buyers an unofficial appraisal and advised on market conditions, prices, and legal requirements.
  • Promoted property sales through advertisements and digital campaigns, open houses, and participation in multiple listing services, which increased annual revenue by 9%.
  • Organized property closings and drew up contracts, overseeing signature and closing details.
  • Referred clients to an established network. to assist in legal, financial, and construction matters.
  • Attended conventions, seminars, and staff conferences to grow knowledge regarding market and advertising campaigns, and participating 100 hours a year of continued education.
  • Delivered presentations to current and prospective clients and prepared notes and responses to questions to streamline meetings.
  • Facilitated property showings for clients and guided them through buying process.
  • Prepared and presented comparative market analyses to inform client decisions.
  • Negotiated contracts between buyers and sellers to achieve favorable terms.
  • Developed marketing strategies utilizing online platforms and local advertising channels.
  • Conducted thorough property inspections to identify potential issues for clients.
  • Coordinated with mortgage brokers, inspectors, and appraisers throughout transactions.
  • Educated clients on market trends, pricing strategies, and investment opportunities.
  • Prepared documents such as purchase agreements, deeds, leases and other legal documents related to real estate transactions.
  • Scheduled home viewings with potential buyers.
  • Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
  • Provided guidance and support throughout the entire purchasing process from initial search through closing.
  • Maintained current knowledge of laws governing real estate transactions in order comply with regulations.
  • Advised clients on market trends and local real estate conditions, helping them make informed decisions.

Realtor/Promoted to Senior Vice President

Crown Real-Estate Company
Gaithersburg
10.1994 - 04.2011
  • Communicated with sellers, buyers, and renters to understand property needs, timeline, and budget, earnings 36% of business through referrals.
  • Developed positive relationships with lenders, appraisers, home inspectors, and escrow companies.
  • Compared properties with 10 to 15 others that sold to determine competitive market price, and communicated details with prospective clients.
  • Advised sellers on cosmetic changes additions to properties to increase the value to potential buyers, with 63% of homes selling for $17k or more over the original value.
  • Designed digital campaigns , advertising flyers, and promotional items to draw in over many personal clients.
  • Initiated negotiation processes, consulting with clients concerning market conditions, prices, mortgages, and legal requirements, to ensure a fair and honest dealing.
  • Facilitated paperwork such as closing statements, deeds, contracts, purchase agreements, and lease to increase efficiency by 13%.
  • Guided buyers through property tours and showcased features effectively.
  • Negotiated contracts between buyers and sellers to facilitate smooth transactions.
  • Advised clients on market conditions and property values for informed decisions.
  • Utilized digital marketing strategies to promote listings across multiple platforms.
  • Developed strong client relationships through excellent communication and service.
  • Coordinated property inspections and appraisals to ensure compliance with regulations.

Real-Estate agent

Merrill Lynch Realty / Weichert Realty
Silver Spring
01.1989 - 09.1994
  • Real-Estate agent responsibility, please see above.
  • Guided clients through buying and selling residential properties.
  • Analyzed market trends to provide accurate property valuations.
  • Developed marketing strategies to promote listings effectively.
  • Conducted property showings and open houses for prospective buyers.
  • Negotiated purchase agreements and contracts for client transactions.
  • Coordinated with mortgage brokers, inspectors, and closing agents.

Sales Agent / Promoted to Manager / Promoted to General Manager

General Development Corporation
07.1983 - 12.1988
  • Florida land / housing sales developments.
  • Compiled and updated lists over 500 properties with details regarding location, square footage, features, and more.
  • Develop a network of 20 mortgage lenders, contractors and attorneys for referring clients.
  • Guided sellers and buyers in marketing and purchasing property, increasing agency revenue.
  • Facilitated paperwork such as closing statements, deed, contracts, purchase agreements, and lease to efficiency by 15%.

Education

Business Management -

Eastern Mennonite University
VA
06.1983

Skills

  • Financial modeling
  • Data analysis
  • Customer relationship management
  • Contract negotiation
  • Market research
  • Delivery optimization
  • Time management
  • Problem solving
  • Effective communication
  • Attention to detail
  • Collaboration skills
  • Strategic planning
  • Presentation skills
  • Navigational skills
  • Quality assurance
  • Customer feedback handling
  • Document management
  • Delivery payment collection
  • Verbal and written communication
  • Working independently
  • Punctuality and reliability
  • Pickup of patient documentation
  • Delivery transport
  • GPS technology

Awards

  • Presidents Sales Award
  • Multi Million Club Plus Award
  • Inner Circle Sales Award
  • Best Performance Award

Timeline

Courier Customer Service Associate

Uber Eats & Door Dash Company.
03.2023 - Current

Realtor / Promoted to Senior Vice President

Trivesta Realty
05.2011 - 02.2023

Realtor/Promoted to Senior Vice President

Crown Real-Estate Company
10.1994 - 04.2011

Real-Estate agent

Merrill Lynch Realty / Weichert Realty
01.1989 - 09.1994

Sales Agent / Promoted to Manager / Promoted to General Manager

General Development Corporation
07.1983 - 12.1988

Business Management -

Eastern Mennonite University

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Jack Lee