VANESSA LOPEZ

• Acquired clients through the company's and individual efforts, as well as personal networks.
• Assisted these clients by identifying and evaluating their needs, prepared and presented proposals in order to successfully close the sale.

• Worked with property owners, buyers, tenants, and investors to ensure properties were well-maintained, legally compliant, and optimized for financial returns.
• Assisted clients with buying, selling, and leasing real estate properties, including market research, valuation, and marketing properties to potential buyers.

• Served Filipino families by conducting in-depth consultations to understand their financial goals, needs, and risk tolerance.
• Created comprehensive financial plans tailored to my clients, covering retirement, investments, insurance, estate planning, and others.
• Proposed to clients strategic advice across multiple financial products and services, including debt management, insurance coverage, and investments.

• Conducted quality control checks, which helped a pioneer account establish operational quality standards, guidelines, and processes.
• Monitored and analyzed testing metrics and key performance indicators (KPIs) that assessed the effectiveness and efficiency of the work process to 70%.
• Collaborated closely with cross-functional teams, including project managers, team leaders, operation managers, and assistant operation managers, to ensure effective communication and alignment on target goals.