Summary
Overview
Work History
Education
Skills
Timeline
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Ami Calo

Sales Broker
Thompson

Summary

Dynamic sales professional with a proven track record at Aden Brook Trading Corp., excelling in sales strategy development and relationship management. Skilled in leveraging CRM tools to enhance pipeline management, I consistently close deals and drive revenue growth while fostering long-term client partnerships through strong negotiation skills and exceptional service.

Experienced with client relationship management and high-stakes negotiations. Utilizes market trends and data to inform strategic decisions and drive successful sales outcomes. Track record of achieving client satisfaction and meeting sales targets through effective communication and negotiation skills.

Overview

7
7
years of professional experience

Work History

Sales Broker

Aden Brook Trading Corp.
08.2021 - 02.2025
  • Developed and implemented sales strategies to increase revenue.
  • Streamlined internal processes related to sales order management, improving efficiency while reducing administrative errors.
  • Managed key accounts by consistently delivering value-added services that strengthened relationships and ensured long-term business partnerships.
  • Leveraged social media platforms strategically to build brand presence online, driving web traffic that led to increased sales inquiries.
  • Participated in industry conferences and networking events to establish professional connections and stay informed about current market trends.
  • Expanded the company''s client base by actively prospecting for new leads and closing deals successfully.
  • Conducted regular follow-up calls with prospects to nurture leads throughout the sales process.
  • Utilized CRM tools to manage pipeline effectively and track progress towards achieving individual goals.

Mortgage Loan Officer Assistant

The Federal Savings Bank
06.2021 - 08.2021
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Assisted in closing loans by efficiently gathering required documentation and submitting applications.
  • Streamlined communication between underwriters and loan officers, resulting in improved turnaround times.

Mortgage Loan Officer

Amerisave Mortgage
02.2021 - 07.2021
  • Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
  • Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Worked with underwriters to fix application problems and resolve issues.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.

Sales Assistant

PNC Investments
07.2018 - 03.2020
  • Handled customer inquiries, complaints, and returns professionally, ensuring a positive experience for all clients.
  • Increased sales by building strong customer relationships and providing excellent service.
  • Trained new Financial Sales Associates on company policies, product offerings, and best practices in client relations.
  • Boosted customer retention rates through regular follow-up meetings and attentive service.
  • Optimized client portfolios by conducting thorough risk assessments and recommending appropriate adjustments based on clients'' unique financial circumstances.
  • Built long-lasting relationships with clients through excellent communication and trust-building activities.

Education

No Degree - Financial Planning

SUNY Alfred State College
Alfred, NY
05.2001 -

Skills

Strong negotiation skills

Sales reporting

Sales strategy development

Competitor analysis

Objection handling

Cold calling

Performance tracking

Sales pipeline management

CRM proficiency

Closing deals

Relationship management

Portfolio management

Timeline

Sales Broker

Aden Brook Trading Corp.
08.2021 - 02.2025

Mortgage Loan Officer Assistant

The Federal Savings Bank
06.2021 - 08.2021

Mortgage Loan Officer

Amerisave Mortgage
02.2021 - 07.2021

Sales Assistant

PNC Investments
07.2018 - 03.2020

No Degree - Financial Planning

SUNY Alfred State College
05.2001 -

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