Results-driven Administrative Assistant experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
22
22
years of professional experience
Work History
Transaction Coordinator
Alere Concierge/Freelance
Livermore, CA
10.2018 - Current
Followed-up escrow process, coordinated contingency removal of property inspection and maintained timely closing of escrow.
Worked closely with clients to facilitate appropriate loans, inspections and credit reports.
Handled over 10 monthly home sales, working with buyers, sellers and banks to facilitate smooth sales transactions and satisfied customers.
Proficient in many real estate platforms including Skyslope, Dot Loop, Paperless Pipeline, Docusign, Zipforms, MlS Listings and Paragon.
Realtor
Keller Williams
Pleasanton, CA
10.2016 - 10.2021
Assisted buyers with finding ideal homes by assessing needs, requirements and budgets.
Advised and informed prospective clients on current market activities and conditions.
Wrote contracts to outline sales and purchases of properties.
Compared recently sold area properties to determine competitive market prices.
Prepared homes for client arrivals during open house events and established signage and wayfinding aids.
Property Management Assistant
Irvin Real Estate Sales & Property Management
Walnut Creek, CA
08.2017 - 10.2018
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Assisted coworkers and staff members with special tasks on daily basis.
Managed filing system, entered data, and completed other clerical tasks.
Promptly responded to tenant complaints and concerns..
Handled tenant complaints promptly and appropriately, calling in repairmen and other support services.
Maintained original leases and renewal documents in digital and hardcopy format for the property management office.
Completed final move-out walk-throughs with tenants to identify required repairs.
Introduced prospective tenants to types of units available and performed tours of premises.
Verified income, assets, and expenses and completed afile tracking sheet for each applicant.
Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes
Proficient in Appfolio, Rently, and Zipforms Lease Forms.
Administrative Associate
Crossmark Sales & Marketing
Pleasanton, Ca
07.2008 - 07.2013
Supported numerous Business Directors, Account Managers, and Customer Managers by generating sales contracts between Customer (Store/Distributor) and Client (Vendor)Creating plans for various clients either by planning spreadsheet of Trade Management System Review customer deductions for sufficient supporting documentation
Follow up with AR team or customers when additional information/documentation is necessary. Process customer deductions and checks against customer trade agreements in accordance with trade spend policies and procedures
Obtain Sales and Finance approvals as required. Set up trade promotion agreements into CROSSVIEW Planner timely and accurately
Validate information for completeness and reasonableness
Identify and follow up on any missing information
Update information for material changes. Maintain ongoing communication with sales department, getting a thorough understanding of commercial activities, including pricing, new product introductions, and customer-specific trade spending and promotions. Analyze, compile, calculate, audit, and verify commercial information and data for use in clearing trade deductions. Organize and maintain distribution grids, price lists, planners, etc
Per Client and Customer via spreadsheets or Trade Management System Maintain sample inventory. Communicate between Client and Customer when appropriate.Directly involved in training new hire administrators training.
Interacted with vendors, contractors, and professional services personnel to receive orders, direct activities, and communicate instructions.
Coordinated travel arrangements by booking airfare, hotel, and ground transportation.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Assisted coworkers and staff members with special tasks on daily basis.
Managed filing system, entered data, and completed other clerical tasks.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Conducted invoicing and investigated accounts receivable discrepancies.
Volunteered to help with special projects of varying degrees of complexity.
Receptionist
Crossmark Sales And Marketing
Pleasanton, Ca
03.2007 - 07.2008
Maintained a clean reception area, including lounge and associated areas. Helped distribute employee notices and mail around office. Greeted numerous visitors, including VIPs, vendors, and interview candidates. Opened and properly distributed incoming mail. Answered and managed incoming and outgoing calls while recording accurate messages. Directed guests and routed deliveries and courier services. Ordered and distributed office supplies while adhering to a fixed office budget.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Kept thereception area clean and neat to give visitors apositive first impression.
Confirmed appointments, communicating with clients, and updated client records.
Answered central telephone system and directed calls accordingly.
Responded to inquiries from callers seeking information.
Provided clerical support to company employees by copying, faxing, and filing documents.
Answered phone promptly and directed incoming calls to correct offices.
Sorted, received, and distributed mail correspondence between departments and personnel.
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Checked-in visitors, distributed visitor badges, and managed logbooks to comply with security initiatives.
Oversaw inventory materials monitoring, requisitions, and supply re-stocking.
Directed incoming calls to internal personnel and departments, routing to the best-qualified department.
Monitored premises, screened visitors, updated logs, and issued passes to maintain security.
Business Manager/Sales Associate Specialist
Nordstrom
Pleasanton, Ca
03.2001 - 03.2007
Processed cash and credit payments rapidly and accurately. Responded to all customer inquiries thoroughly and professionally. Referred unresolved customer grievances to designated departments for further investigation. Placed special merchandise orders for customers. Greeted customers in a timely fashion, while quickly determining their needs. Recommended new products to customers, resulting in add-on business. Answered customer questions about product availability and shipment times. Accurately logged all daily shipping and receiving orders.
Greeted customers and helped with product questions, selections, and purchases.
Offered each customer top-notch, personal service to boost sales and customer satisfaction.
Helped customers complete purchases, locate items and join reward programs.
Worked closely with shift manager to solve problems and handle customer concerns.
Checked pricing, scanned items, applied discounts, and printed receipts to ring up customers.
Stocked merchandise, clearly labeled items, and arranged according to size or color.
Balanced and organized cash register by handling cash, counting change, and storing coupons.
Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
Answered questions about store policies and addressed customer concerns.
Provided accurate information about promotions, customer programs, and products, helping drive high customer retention.
Organized store merchandise racks and displays to promote and maintain visually appealing environments.
Used consultative sales approach to understand customer needs and recommend relevant offerings.
Maintained clean sales floor and straightened and faced merchandise.
Used POS system to process sales, returns, online orders, and gift card activations.
Issued receipts and processed refunds, credits, or exchanges.
Informed customers of current store promotions to encourage additional sales purchases.
Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
Trained new associates on cash register operations, conducting customer transactions and balancing drawers.
Folded and arranged merchandise in attractive displays to drive sales.
Supported efficient and timely replenishment of sales floor merchandise.
Education
Associate of Science - Business Administration
Devry University,
Fremont, CA
Real Estate Salesperson License ID 02015499 Issued -
CA Realtor Association
10.2016
Skills
Client Correspondence
Sales Support
Prioritizing and Planning
Error Resolution
Clerical Support
Transaction Coordination
Data Verification
Database Updates
Administrative Support
Closing Process Coordination
Timeline
Transaction Coordinator
Alere Concierge/Freelance
10.2018 - Current
Property Management Assistant
Irvin Real Estate Sales & Property Management
08.2017 - 10.2018
Realtor
Keller Williams
10.2016 - 10.2021
Administrative Associate
Crossmark Sales & Marketing
07.2008 - 07.2013
Receptionist
Crossmark Sales And Marketing
03.2007 - 07.2008
Business Manager/Sales Associate Specialist
Nordstrom
03.2001 - 03.2007
Associate of Science - Business Administration
Devry University,
Real Estate Salesperson License ID 02015499 Issued -