JOSEF ZOLDAN
[email protected] (619) 994-2103
Jerusalem, Israel
SKILLS SUMMARY
- Recruitment & Sales
- Marketing
- Strategic Planning
- Business Development
- Proven Leadership
- Financial Acumen
- Network Development
- Industry Knowledge
- Training
EDUCATION & CERTIFICATIONS
B.S. in Business Administration, San Diego State University
Real Estate Salesperson License # 01452609
NMLS ID # 1324677
PROFESSIONAL EXPERIENCE
Executive Recruiter- Z Search Group
Jan 2014-Current
- Multi-state sourcing, recruiting and matching for 25 + revolving open positions
- Accountable for handling 15-20 requirements a day.
- Utilize proprietary software for documentation and tracking, coordinate interview process, and deliver job offers.
- Conduct and coordinate phone screens and interviews to evaluate candidate’s ability and skill set.
- Marketing, sales and account management for over 25,000 LinkedIn Connections
Preferred Banker, Private Banking Group – First Republic Bank
Apr 2008 – Dec 2013
- Developed strong personal relationships with clients, identified specific financial needs and goals
- Coordinated complex client service plans with institutional groups in cash management, wealth management, business banking, payroll, merchant card services, and commercial financing, courier and armored car delivery
*Institutional Recognition
- Top Banker in Southern California Market, with 10.74 cross sell ratio.
- Top Banker in Southern California Market, Wealth Management product sales
- Top Banker in Southern California Market, Foreign Exchange product sales
Home Mortgage Consultant - Anchor Funding, Inc.
Jan 2006 – Mar 2008
- Cultivated referral partnerships and marketing strategies for business development
- Analyzed loan transaction packages for pre-approval or denial per bank guidelines
- Mastered customer service, explained loan process, managed client expectations
Senior Personal Financial Representative - Washington Mutual Bank
Dec 2003 – Dec 2005
- Provided financial and credit services to bank customers
- Managed customer portfolios, cross-sold financial products
- Developed successful strategic marketing and advertising plans
- Conducted sales trainings for new bank employees, emphasis on cross-selling strategies
*Institutional Recognition
- Received Production Club Award for top 5% home equity sales in the company nation wide
- Increased branch averages on cross sales of products from 3 to 5.2
Sub-prime Loan Specialist – Washington Mutual Finance
Mar 2002 – Nov 2003
- Prospected, processed and closed sub-prime Mortgages, Home Equity, Personal and Auto Loans
- Collected delinquent accounts and advised customers with financial difficulties.
- Covered 12 bank branches of Washington Mutual as their Sub-Prime Specialist
COMMUNITY INVOLVEMENT
Board Member, Hillel of San Diego
Big Brother, JFS Big Pal program
Ambassador Program, San Diego Chamber of Commerce
San Diego Advocacy Fellowship, JFS
