Organized, personable, and detail-driven administrative professional with extensive experience in communication, scheduling, record management, and client service. Skilled in maintaining a welcoming environment, managing confidential information, and supporting clients and staff with professionalism and compassion.
Overview
10
10
years of professional experience
Work History
Client Service Coordinator
20/20 Real Estate
Boca Raton, FL
02.2020 - 11.2023
First point of contact for all inquiries; provide warm, clear communication.
Manage multiple calendars, deadlines, and documentation workflow across multiple time zones.
Collect and verify confidential documents with complete accuracy.
Track client portfolio progress with detailed digital record systems.
Accurately process payroll for small team of 3 employees.
Oversee customer service function of the world wide facing phone number, effectively intaking cold-clients and transitioning them to warm leads.
Troubleshoot issues and resolve conflicts with professionalism.
Train new hires on software systems and procedures.
Develop job standards and expectations for current and future employees.
Develop, implement, and monitor the work schedule for the offsite construction crew at various job sites.
Promote/market programs by developing written information for the monthly newsletter sent out to our entire client database & keeping our website updated with latest company successes and information.
Developed and maintained strong relationships with clients to understand their needs.
Maintained client relationships by partnering with internal teams to understand client goals and objectives.
Executive Assistant to the CEO
Claudia Fisher Real Estate
01.2019 - 01.2020
Managed cross-time-zone communication and scheduling.
Organized digital files, contracts, and vendor documents.
Implemented workflow improvements and standard procedures.
Coordinated events, travel, and administrative operations.
Conducted research to identify market trends and client requirements.
Ensure that programs and procedures comply with company standards by implementing feedback mechanisms to improve service delivery and client satisfaction.
Kept client satisfaction high by consulting closely at various stages and incorporating important feedback.
Delivered high level of customer service and support by answering questions and returning phone calls quickly.
Executive Assistant to CEO
Keller Williams
01.2018 - 01.2019
Managed executive calendars and scheduled appointments efficiently.
Ensured document compliance and accuracy.
Supported events, vendor communication, and marketing.
Coordinated travel arrangements for executives and team members.
Drafted and edited internal and external communications promptly.
Assisted with Quickbooks audit on a quarterly basis.
Organized meetings, prepared agendas, and took detailed minutes.
Maintained confidential files and office documentation securely.
Liaised with clients and vendors to facilitate smooth operations.
Maintained confidential records and files related to executive operations.
Instructional Teacher
Forest Glen Middle School
01.2017 - 01.2018
Developed communication, empathy, and organizational skills essential for patient and front desk interactions.
Executive Assistant
MUFG Union Bank
01.2014 - 01.2016
Managed C-level calendars and confidential information.
Coordinated cross-functional meetings and communications.
Maintained compliance and department documentation.
Coordinated travel arrangements and itineraries for senior management.
Assisted in preparing reports and presentations for internal meetings.
Drafted professional correspondence on behalf of executives.
Handled confidential information with discretion and professionalism.
Maintained confidential records and files related to executive operations.
Monitored incoming emails and responded accordingly in a timely manner.
Performed data entry tasks into various software programs including MS Excel spreadsheets.
Stay-at-Home Mom
Denver, CO
Balanced complex schedules, childcare needs, and family appointments.
Coordinated with teachers, medical staff, and caregivers.
Maintained health, school, and family records.
Managed budgeting, vendor communication, and household logistics.
Demonstrated calm, organized leadership under pressure.
Education
Bachelor of Arts - English (Education Concentration)
Colorado State University
12.2011
Skills
Client-Focused Service
Appointment Scheduling
Multi-Line Phone Systems
Data Entry & File Maintenance
Client confidentiality
Problem Solving
Warm, Professional Communication
Google Workspace
Microsoft Office
HR Systems including Payroll
Podio
QuickBooks Online
Concur Expense Management
Digital Record Keeping
References
References available upon request.
Timeline
Client Service Coordinator
20/20 Real Estate
02.2020 - 11.2023
Executive Assistant to the CEO
Claudia Fisher Real Estate
01.2019 - 01.2020
Executive Assistant to CEO
Keller Williams
01.2018 - 01.2019
Instructional Teacher
Forest Glen Middle School
01.2017 - 01.2018
Executive Assistant
MUFG Union Bank
01.2014 - 01.2016
Stay-at-Home Mom
Bachelor of Arts - English (Education Concentration)