Core Competencies 2018-02-06T18:52:09+00:00

TITLE INSURANCE / LAND COMPETENCIES

Examiner (noun): a person who examines, specif. one whose work is examining records, people, etc.

  • Knowledge of Maps or Drawings Delineating Properties
  • Search Recorded and Public Documents

  • Investigate / Verify Title Vesting and Encumbrances

  • Locate and Analyze Applicable Instruments
  • Review Restrictions to Clear Titles
  • Perform Property Right Appraisals and Acquisitions
  • Examine and Clear Title Issues
  • Review Delinquent Taxes and Tax Sales
  • Present and Review Documents to County Recording Clerks for Recording

REAL ESTATE COMPETENCIES

Broker (noun): a person who acts as an intermediary between sellers and buyers of real estate/real property

  • Real Estate Appraisals (IRWA Certificate I)
  • Real Estate Acquisitions BRE#01760523
  • Eminent Domain (IRWA Certificate I)
  • Title Document Examination

  • Mortgage Loans NMLS #1287007

  • Perform Escrow Functions to Close Transactions
  • Property Management

  • Resort and Second Property Specialist

  • Senior Real Estate Specialist

FINANCIAL COMPETENCIES

Financial Expert (noun): a person who has expertise in multiple areas of finance.

  • Financial Planning

  • Insurance Investments / Variable Annuities

  • Investment Advice (Registered Investment Advisor – expired)

  • Measure Client’s Tolerance for Risk for Asset Allocation

  • Portfolio Management (FINRA 6, 63, 65 – expired)

  • Execute Trades on Clients’ Behalf
  • Interpreting Complicated Financial Information
  • Prepare and Present Financial Research Summaries
  • Make Informed Recommendations
  • Prepare, Maintain, and Present Compliance Documents and Materials

TECHNOLOGY COMPETENCIES

Technophile (noun): a person who loves or is enthusiastic about advanced technology.

  • CMS, CRM, LMS, and Project Management Technologies

  • WordPress® and Drupal®

  • Adobe® Fireworks (Graphic Design)

  • Social Media

  • Cloud Technology

  • Linux, Apache, MySQL, and php Servers

  • Microsoft® Office

  • Global Positioning Systems (GPS)

MARKETING COMPETENCIES

Marketer (noun): a person or company that advertises or promotes something.

  • Branding

  • Retail Management

  • Marketing Strategy Development

  • Services Marketing

  • Product Marketing

  • Content Marketing

  • Mobile and Email Marketing

  • Media Production

COMMUNICATION COMPETENCIES

Orator (noun): a public speaker, especially one who is eloquent or skilled.

  • Respecting the Confidentiality of Information

  • Identifying and Presenting Impactful Information

  • Recognizing the Concerns and Perspectives of Others

  • Selecting Language and Examples Tailored to Audience

  • Expressing Ideas Clearly and Concisely in Writing

  • Organizing Ideas Clearly in Oral Speech in Public and Groups

  • Using Multiple Channels or Means to Communicate Important Information

Contact Info

Phone: 949-304-8623