Brokerage Associate Resume Sample

4.8
15 votes
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Forrest Lakin
7628 Prohaska Port,  Dallas,  TX
+1 (555) 420 4944

Work Experience


Brokerage Associate
05/2016 - PRESENT
New York, NY
  • Develop follow-up materials for clients (e.g., lease comps, market overviews, market presentations, coordinate information with other departments, brokers and assistants)
  • Work with the team on new business proposals and participate in property tours
  • Utilizes all internal support groups including Brokerage Assistants, Research Staff, Marketing and internal databases to support Brokerage Group’s leasing business
  • Day-to-day responsibilities largely focus on new business generation (cold calling) and account support activities
  • Develop follow-up materials for prospective clients (lease comparisons, market overviews, and coordinating information delivery with other groups such as Brokerage Assistants, Research and Marketing)
  • Work with senior brokers to develop follow-up materials for clients (e.g., lease comparisons, market overviews, prospect or client presentations, coordinate information with other departments and brokers
  • Generates information for team’s pitches and presentations
  • Daily calls to update information, track details progress of tenant’s process, provide brokers with floor plans and other marketing materials for Team spaces that fit up with tenant requirements. Join a scoop group
Associate, Brokerage
01/2011 - 02/2016
Houston, TX
  • Coordinate with the marketing team on tasks, deliverables, and campaign materials for each property. Help with ensuring that the marketing team executes our request in an accurate and timely manner. Help with communication of expectations on requests and deliverables to clients
  • Become an expert in and be able to articulate the strategies, investment management process and financing methodologies of Blackrock’s managed funds
  • Build strong working relationships across multiple groups that are the team’s clients and partners
  • Interact with external credit officers and be able to resolve on-going inquiries or escalation as part of their credit reviews of BlackRock’s managed funds
  • Participate in cold-calling program with the brokerage team
  • Convert call to meetings and new business wins
  • Participate in client meetings and new business presentations, as required
  • Participate in property tours, as required
  • Maintain and update the Brokerage Team’s market research database (ACT or similar project tracking database) and activities with JLL’s CRM system (Spider)
Associate, Industrial Brokerage Services
03/2005 - 11/2010
San Francisco, CA
  • Effectively utilize all internal JLL support groups and internal JLL databases to support business
  • New York Real Estate Broker’s License required
  • PA real estate license
  • Participate in Brokerage team meetings and attend weekly sales meetings to update colleagues on leasing activity and market information, and to contribute to and benefit from others’ market knowledge
  • Work with senior Brokers to effectively market designated properties and distinguish projects from competition. Effectively utilize all internal support groups including Brokerage Assistants, Research Staff, Marketing and internal databases to support Brokerage Group’s leasing business
  • Commercial real estate experience and knowledge of the Hampton Roads marketplace ideal
  • Outstanding communication skills to include strong presentation skills and effective business-writing skills
  • Oversee and manage all aspects of real estate transaction services on behalf of Austin’s Agency Leasing Team
  • Advanced familiarity with and understanding of lease language and terms, the reconciliation process for Common Area Maintenance, insurance and real estate taxes

Education


American InterContinental University (AIU)
1999 - 2004
Bachelor's Degree in Business

Professional Skills


  • Strong written and verbal communication skills, strong working knowledge and proficiency in the appropriate computer programs such as MS Word/Excel
  • Strong financing, budgeting and pro forma modeling skills
  • Excellent time management, organizational skills, and problem solving ability
  • Strong analytical and problem-solving and communication skills
  • Demonstrated leadership, self-management, and problem resolution skills
  • Prior work related experience
  • Prior work-related experience

How to write Brokerage Associate Resume

Brokerage Associate role is responsible for finance, modeling, insurance, research, trading, database, securities, credit, software, budgeting.
To write great resume for brokerage associate job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Brokerage Associate Resume

The section contact information is important in your brokerage associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Brokerage Associate Resume

The section work experience is an essential part of your brokerage associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous brokerage associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular brokerage associate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Brokerage Associate resume experience can include:

  • Proven dedication to quality customer service
  • Self-motivated, able to set priorities and work autonomously in a fast-paced, entrepreneurial environment
  • Desire and ability to establish and solidify client relationships with a long-term perspective
  • Resolves issues of basic to moderate complexity using judgment, decision making, creative thinking and problem solving abilities
  • Basic understanding of statistics/quantitative analysis; and basic understanding of finance (e.g., concepts of present value and return on investment)
  • Participates in calling campaigns to increase agent awareness regarding Ivantage programs

Education on a Brokerage Associate Resume

Make sure to make education a priority on your brokerage associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your brokerage associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Brokerage Associate Resume

When listing skills on your brokerage associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical brokerage associate skills:

  • Effectively execute expectations and meet hiring deadlines
  • Prior work-related experience
  • Manage simultaneous, complex tasks from inception to successful completion, experience gathering and tracking and analyzing business data
  • Previous banking or financial services experience
  • Strong financial background with knowledge of Excel modeling
  • FINRA Series 7 & 63 registrations or strong desire to become FINRA licensed

List of Typical Skills For a Brokerage Associate Resume

1

Skills For Associate, Brokerage Resume

  • Consulting – covering business function aspects of a hedge fund’s operations
  • Thorough knowledge of brokerage products, services, securities, investment instruments and trading procedures
  • Contribute strategic concepts for recruitment and sourcing
  • Enter new account information into Broker Dealer Suitability tracking system
  • Detail oriented, self-starter, well organized, able to handle multiple projects at any given time, and comfortable working in a fast-paced environment
  • Advanced financial background with knowledge of Excel and Argus modeling
  • Critical thinking, specifically, the ability to apply broad concepts to specific tasks and business processes
  • Basic understanding of statistics/quantitative analysis, and finance (e.g., concepts of present value and return on investment)
2

Skills For Brokerage Call Associate Resume

  • Willingness to travel occasionally, as needed, within the continental United States
  • Attention to detail and able to handle the pressure of heavy work volume important
  • Detail oriented and ability to work independently in a fast paced environment
  • As a condition of employment, unlicensed and partially licensed candidates are required to obtain the FINRA Series 7 & 63 registrations within 120 days of start date
  • Blue Sky Registration in all 50 states required upon hire
3

Skills For Associate, Industrial Brokerage Services Resume

  • As a condition of employment, unlicensed and partially licensed candidates are required to obtain the FINRA Series 7 & 63 registrations within a determined timeframe
  • Related work experience
  • NJ real estate license
  • Colorado Real Estate Broker’s License
  • Licensed Associate Broker in the State of Oregon
  • California Real Estate Salesperson’s License
4

Skills For Senior Associate, Brokerage Engagement Resume

  • Client Workshops - innovative client workshops on topics such as Corporate Actions, Risk and Margin Management and Swaps, demonstrate MSPB’s place as a thought leader in alternative asset management
  • Proficiency in all applicable software/hardware applications, including advanced knowledge of Microsoft Office
  • Manage, review, and approve a large volume of transactions simultaneously
  • Identify and communicate to Senior Broker any obstacles to individual performance and opportunities to improve Broker’s overall performance
  • Participate in Brokerage Team Meetings and attend weekly sales meetings to update colleagues on activity and market information, and to contribute to and benefit from others’ market knowledge
  • An active and current PA real estate license is required
5

Skills For Brokerage Cashiering Associate Resume

  • Perform daily deposits of customer’s checks into accounts timely and accurately
  • Work in a team environment and work independently as required
  • Proficiency with Microsoft Office (Outlook, Excel, PowerPoint and Word)
  • Prepare Excel spreadsheet analysis
  • Procure and maintain real estate salesperson’s license
  • Provides transaction-related services (market analysis, space tours, financial analysis, proposal drafts, negotiate terms, etc..) in the leasing of office buildings in Bethesda, MD
  • Preparing and updating reports and related materials (activity reports, stacking plans, lease abstracts, building specs, etc..) for owners
6

Skills For Black Rock Prime Brokerage & Financing Associate Resume

  • Quickly learns new programs and changes to existing programs
  • Real Estate Sales License is required
  • Provides exceptional service to agency owners and policyholders related to Expanded Market programs
  • Demonstrates a reasonable level of understanding of most of Ivantage’s existing programs, products, and processes in order to confidently assist agents and customers with their inquiries
  • Demonstrates an ability to influence others when action needs to be taken to address agent/policyholder issues. Liaises with other departments or resources to provide resolution
7

Skills For Senior Associate, Brokerage Resume

  • Preparing market surveys
  • Reconciles information from a variety of sources (both internal and external) to accommodate commissions and/or production requests and inquiries
  • Maryland Salespersons license

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