James Bertolli

  • Senior Sales Executive
  • Sussex, WI 53089, United States
  • Dec 27, 2017
Full time Real Estate Sales

Personal Summary

Top-performing, success-driven, and client-focused professional with broad-based experience in providing client services and overseeing sales operations. Strategic director with proven adeptness in supervising high-caliber teams to support organizational goals.
Expert at developing innovative solutions; analyzing client’s critical requirements; and identifying deficiencies and potential opportunities to increase revenues, improve profitability, and attain set-forth goals.
Highly capable of establishing great rapport and long-term relationships with key clients and other professionals of diverse backgrounds to boost client base and gain repeat business.

Work Experience

Sales Executive/Director of Client Services
Mar 2015 - Xceligent

Led central region as the top sales executive for nearly three consecutive years by consistently exceeding monthly, quarterly, and annual sales targets
Maintain active collaboration with executive-level management in selling and servicing all product lines, as well as in managing all aspects of sales, including customer retention, new clientele, delinquency resolution, and local association partnership
Render consultative advice to economic development, banks, brokerage, and real estate service providers
Directly supervise, develop, and guide all team members in conceptualizing plans to successfully meet organizational goals
Partner with management to assist with all facets of sales including new clientele, customer retention, delinquency resolution, and local association partnership.
Preside over quarterly advisory board meetings to assess and validate market statistics
Determine market trends and provide prompt resolutions in alignment with strategic operational goals
Closely work with Analytics Group in administering and prioritizing special data projects

Sales Executive
Oct 2010 - Feb 2015 HOM/SIR

Served as the head of the Short Sale Department-qualified with all major banking institutions
Successfully and effectively worked with sellers, brokers, and asset managers to help effectively sell under-performing homes.
Contributed in saving hundreds of homes from foreclosure and enabling owners to sell
Optimized production for six years through the development of new business and successful banking relationships from 2008 to 2014
Established and developed real estate property management business with clientele to oversee residential and commercial properties
Provided strategic management to 20 to 40 properties for multiple entities and owners with services, such as negotiation with tenants; collection of all security deposits; property maintenance; physical property inspections; renovations planning; third-party repair services contract negotiations; financial forecasting; emergency issues resolutions; expenditure scheduling; and occupancy policies and procedures implementation

Sales Executive
Jan 2008 - Oct 2010 First Team Real Estate

Collaborated with sellers, brokers, and asset managers for effective selling of underperforming homes
Developed several revenue streams for Short Sale Department within brokerage
Assisted agents in cultivating and closing short sale transactions through partnership with competing brokerage
Successfully managed lease clientele to help qualify prospective tenants for properties and secure lease agreements
Effectively developed broker price opinion (BPO) business with all major banking institutions for their distressed assets to help determine value
Facilitate & run weekly meetings for all active properties in pipeline with banks, sellers, and agents to ensure process flow


Master of Business Administration, with Emphasis in Finance
University of Phoenix
Bachelor of Arts in Business Administration, with Emphasis in Finance
California State University