Jeff Baker Email & Phone Number

Sarasota, Florida

Community Development Specialist for the Office of Housing and Community Development, City of Sarasota.

Bradenton Florida

-Excel at interfacing with others at all levels.-Help clients achieve their financial goals through consultation and sales of financial products and services-Provide ongoing customer service from initial account setup forward.-Conduct loan interview and accept and process loan applications.-Build and maintain successful relationships with retail and business clients.-Prepare and update personal and business files as needed.-Outbound business development by engaging the community through canvassing and public events.-Work collaboratively with associates in other departments to assist clients and resolve problems.-Assist clients with reconciling accounts, preparing budgets, and FDIC thresholds.-Research assigned territory for new client prospects.-Handle sensitive customer information in a professional manner on a daily basis.-Ensure compliance with all Federal, State, and local regulatory laws.-Mentor, train, and supervise new employees.-Answer client inquiries and handle complaints.

Bradenton, Florida

Application and initial underwriting of loans including: Auto Loans, Personal Loans (Secured and Unsecured), HELOC, and title loans. Cross-sell traditional banking products and services. Represent Achieva Credit Union at Chamber of Commerce events with table and display set up. Network with local businesses and build long term relationships. Refer members to strategic business partners. Help members establish budgets. Educate members on their credit score and how to improve credit.

Sarasota, Florida

-Contact aircraft owners to offer listing and marketing services.-Create initial listing agreement contract including asking price and commission structure.-Gather aircraft information and hire photographer to create marketing advertisement. -Serve as liaison between buyer and seller.-Develop market snapshots showing current and historical trends in the aircraft sales industry.-Negotiate price between buyer and seller and assist with sales contract.-Assist in planning the logistics after an aircraft sale.

Sarasota, Florida Area.

Sales & marketing of general banking products & services. Assist in daily operations of branch. Worked at the Tampa region home office branch housing the regional President & VP. Consistent 100% secret shopper scores. Highly successful with BB&T's @Work account program.

Manatee Avenue, Fl

Recruited out of college for Colonial Bank's manager in training program. Attained Customer Sales Supervisor position (assistant manager). Certified as a Corporate Mentor and Trainer for new employees at the customer service and sales position. Cross-sell traditional banking products and services. Licensed banker holding 2-15 and Series 6 license. Sold annuities and life insurance products. Received customer service award for Sarasota market.

Sarasota, Florida

Monthly, quarterly, semi annual, & year end bookkeeping. Personal tax returns. Payroll.

Management & Organizational Development

Activities and Societies: Coursework completed.... Human Resource Management: (Grade: A-) Entrepreneurship and Small Business Management.

Bachelor’S Degree, Marketing

Activities and Societies: Marketing Internship at "PEEK Traffic Corporation"Studied business "core" program courses and courses focusing.

Bachelor’S Degree, Accounting

Activities and Societies: USF Accounting SocietyCompleted a double major at USF. Member of the University of South Florida Accounting.