Focused customer service professional skilled in lead generation, customer relationship development and sales. Adept at reviewing and correcting records, processing payments and funding accounts. Skilled at training and mentoring team members to maximize productivity, reduce errors and increase satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Property Management Administrator/Licensed Real Estate Agent
Homestead Realty
11.2021 - Current
Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
Completed final move-out walk-throughs with tenants to identify required repairs.
Followed up on delinquent tenants and coordinated collection procedures.
Maintained original leases and renewal documents in digital and hardcopy format for property management office.
Verified income, assets, and expenses, and completed file tracking sheet for each applicant.
Introduced prospective tenants to types of units available and performed tours of premises.
Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs, and capital improvement projects.
Monitored tenant behavior and implemented corrective action to maintain order in assigned properties.
Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
Developed and implemented marketing strategies to increase occupancy rates.
Maintained sufficient number of units market-ready for lease.
Communicated effectively with owners, residents, and on-site associates.
Kept properties in compliance with local, state and federal regulations.
Implemented and enforced policies and procedures to maintain properties to highest standards.
Delivered emergency 24-hour on-call service for tenants on building issues.
Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
Wrote contracts to outline sales and purchases of properties.
Resolved client concerns related to home purchases to maintain high satisfaction ratings.
Completed property walkthroughs before completing deals to uphold accuracy in listings and appraisals.
Compared recently sold area properties to determine competitive market prices.
Handled day-to-day happenings of real estate office to consistently grow client base and increase revenue.
Negotiated, facilitated, and managed real estate transactions.
Maintained connections with clients to encourage repeat business and referrals.
Communicated with clients to understand property needs and preferences.
Presented purchase offers to sellers for consideration.
Payroll Administrator
Mid America Contractors, LLC
02.2020 - 11.2021
Calculated payroll deductions by accurately using QuickBooks and processed payroll to meet preset requirements.
Submitted weekly reports on payroll activities.
Investigated payroll variances and employee claims to resolve discrepancies and balance financial records.
Performed calculations in overtime, vacation and sick hours to provide accurate data to payroll processing database.
Verified and submitted timekeeping information for accurate and efficient payroll processing.
Processed payroll garnishments such as tax liens and child support.
Managed payroll data entry and processing for up to 130 employees to comply with predetermined company guidelines.
Collaborated with human resources personnel to accurately and efficiently track leave time.
Documented and processed all garnishments for bankruptcies, student loans and child support orders.
Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
Reconciled all payroll liabilities to general ledger and prepared monthly payroll accrual entries.
Documented procedures, identified areas to improve internal controls and gain additional efficiencies and implemented policy changes.
Verified on-time submission of payroll taxes and within constraints of Internal Revenue Service.
Employed error identification and audit tools to effectively resolve payroll discrepancies.
Maintained payroll information by calculating, collecting and entering data.
Initiated direct deposits and prepared manual checks for up to 130 employees.
Updated employee files with new details such as changes in address or salary levels.
Reviewed personnel records to determine names, rates of pay, occupations of new hires and changes in wage rates.
Responded to employee questions and requests for information in timely and knowledgeable fashion.
Processed new hire paperwork and documents.
Updated employee banking records when it was necessary.
Reviewed existing policies and procedures to make recommendations for enhancing work productivity, recruitment, hiring processes and talent management.
Contributed to annual performance appraisals by working with supervisors to achieve consistency and compliance with established procedures.
Prepared monthly, weekly and daily logs using Microsoft Office Suite.
Created and completed personnel action forms for all hires, terminations, title changes and terminations.
Processed documentation for employee actions such as new hires, grievance resolutions and terminations.
Used Microsoft Word and other software tools to create documents and other communications.
Evaluated and recommended changes in rental pricing strategies to remain competitive in market.
Followed up on delinquent tenants and coordinated collection procedures.
Introduced prospective tenants to types of units available and performed tours of premises.
Maintained original leases and renewal documents in digital and hardcopy format for property management office.
Handled tenant complaints promptly and appropriately, calling in repairmen and other support services as needed.
Completed final move-out walk-throughs with tenants to identify required repairs.
Maintained employee confidence and protected payroll operations by keeping information confidential.
Verified timekeeping records and handled any discrepancies with employees.
Processed employee W-9 and I-9 forms and managed benefits and leave time.
Used TRACK timekeeping system to process daily time for multiple job sites.
Provided payroll cost reports to management comparing it to billing cost.
Executed billing tasks and recorded information in company databases.
Generated and submitted invoices based upon established accounts receivable schedules and terms.
Utilized talents and expertise to complete on-time and accurate monthly closing processes, journal entries and accruals.
Responded to customer concerns and questions on daily basis.
Insurance Sales Producer
Farmers Insurance - Ruben D. Lozoya Agency
07.2017 - 02.2020
Conducted research on insurance packages and investment options to generate client recommendations.
Evaluated leads obtained through direct referrals, lead databases and cold calling.
Met with average of 3 walk-in policyholder's daily to address and resolve complaints.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Upsold additional products and services after identifying customer needs and requirements.
Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Responded to customer calls within 1 hour to swiftly resolve issues and answer questions.
Maintained regular contact with clients and identified opportunities to deliver added value to client relationships.
Insurance Customer Service Representative
Farm Bureau Insurance - Robin Broussard
11.2012 - 07.2017
Reviewed and adjusted customer coverage levels to address, identify and resolve customer conflicts.
Incorporated cross-selling and upselling techniques to generate sales and profits and increase referral retention rates
Verified and updated customer contact details in CRM to build and maintain accurate customer database.
Responded to customer requests for products, services and company information.
Initiated outbound customer calls to review policy reviews and late payments to avoid lapse in coverage.
Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
Maintained current product knowledge to meet customer needs and increase sales.
Provided primary customer support to internal and external customers in fast-paced environment.
Effectively communicated with customers about account changes, new insurance products or services and potential coverage upgrades.
Applied highly effective selling skills while properly engaging and presenting solutions to customers.
Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information.
Receptionist
Don B. Moye Attorney At Law
08.2009 - 11.2012
Scheduled office meetings and client appointments for team of 1 professional Lawyer.
Provided clerical support to 2 company employees by copying, faxing and filing documents.
Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Sorted and distributed mail correspondence between departments and personnel, including parcel packaging, preparation and efficient shipping.
Routed incoming mail and messages to relevant personnel without delay.
Aggregated and prepared documentation and reports for office meetings, distribution and filing.
Drafted professional business memos, letters and marketing copy to support business objectives and growth.
Supported various administrative duties by proofreading, transcribing and invoicing.
Education
High School Diploma -
Nederland High School
Nederland, Texas
06.2013
Skills
Client needs analysis
Account management
Claims reporting systems
Auto insurance
Quote information
Property insurance
Life insurance
Policy renewals
Underwriting and adjustments
Quotes and sales
Payments posting
Product knowledge
Relationship building
Audit support
Customer/Client relations
Transcription and dictation
Office administration
Accounts payable and receivable
Multi-line telephone systems
Mail handling
Business operations
Performance improvement
Organization skills
Scheduling
Personable and outgoing
Punctual
Time management
Time Tracking and Review
Automated and Manual Check Processing
Typing and 10-Key Entry
Discrepancy Reconciliation
Wages and Deduction Calculation
Critical Thinking
Intuit QuickBooks
Benefits Administration
Pay Adjustments
Employment Verification
Employee File Maintenance
Microsoft Office
Database Maintenance
Paperwork Processing
Initiative and Self-Control
Unemployment Liabilities
Client Billing
Payroll Reconciliation
Dependable and Adaptable
Employee Data Record Keeping
Generating Reports
Company Policies and Procedures Training
Termination Procedures
Unemployment Claims
Inventory Management
Certification
Licensed Real Estate Agent in Texas - 10/31/2022 - Current
Timeline
Property Management Administrator/Licensed Real Estate Agent