M Juliana Osorio Serrano

Experience

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  ACOUSTI ENGINEERING COMPANY OF FLORIDA

  Nov 2001 - Feb 2005

  Payroll and benefits administration

  Managed payroll and benefits administration for employees maintaining accurate and up-to-date employee records.Fielded employee inquiries related to insurance, workers compensation claims, pension plan, vacation, sick leave and employee assistance.Executed project management, administrative and bookkeeping tasks such as managing invoices, purchase orders and inventory reports, among other financial documents.Developed and built internal and external relationships with project teams, department managers and consultant teams to improve delivery of HR services. Show less

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  VIP HOMES ORLANDO LLC

  Dec 2007 - now

  Real Estate Broker

  Successfully operate a real estate office, acting as an intermediary in negotiations, and creating win-win solutions for clients and people involved in the transaction.Conducted comprehensive financial assessments for customers focusing to determine their mortgage needs and affordability.Led mortgage broker team, offering guidance, training, and performance evaluations to enhance quality and productivity.Implemented digital mortgage technologies, resulting in a 25% reduction in loan processing time.Collaborate with the sales team to streamline buying, selling, and renting processes.Conduct Pre-settlement inspections with homeowners, accompany clients to property sites, discuss conditions of sale/rent, and draft real estate contracts.Supervised multiple Commercial and Residential Real Estate projects from project start through delivery by prioritizing needs and delegating assignments.Over 10+ years cultivating and maintaining long-lasting relationships with customers, earning their trust as their reliable advisor and expert. Show less

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  BANK OF AMERICA

  Sept 2009 - Sept 2010

  Personal Banker Officer

  Met with existing and prospective clients to assess their actual financial situation, financial needs, and goals.Analyzed financial and investment information to determine strategies to help clients meet their financial goals and investment objectives.Provided expert financial advice to high-net-worth clients while adeptly handling and resolving various customer complaints related to their financial matters increasing relationships with VIP customers by 30% in the first 6-month and over exceeding projected company goals.Collaborate with other bank professionals, such as loan officers and insurance agents, to provide comprehensive financial services, making BOA a one stop financial solution for all clients, positioning our branch in the top three in the southeast division.Escalated to a Management position within first year by attending training seminars and continuing to pursue my education. Show less

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  VIP HOMES ORLANDO

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  Real Estate Broker