Ally M
Alvin,TX
Summary
Experienced Administrative professional with 3+ years in mortgage and property management, specializing in remote work. Proficient in phone etiquette, client relations, and CRM software. Track record of effectively managing schedules and documentation while delivering outstanding customer service. Bilingual in Spanish, with advanced organizational and technical skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Administrative Assistant
Success Mortgage Partners Inc.
Plymouth, MI
01.2022 - Current
- Delivered administrative support to Loan Officers fully remotely, managing calls, emails, and CRM updates.
- Scheduled and coordinated virtual meetings, travel arrangements, and prepared detailed reports.
- Handled high-volume inbound calls, directing clients to appropriate officers while ensuring professional communication.
- Trained staff on CRM usage and created user-friendly guides.
- Designed digital marketing materials and coordinated open house promotions with realtors.
- Processed loan documentation, payoffs, and compliance paperwork with 100% accuracy.
- Maintained confidentiality of financial and personal client data while meeting strict deadlines.
- Remote
Executive Assistant
Cindy Mcdonald
Houston, TX
10.2019 - 03.2022
- Created financial forecasts and developed reports on required works in process.
- Recorded deliveries and daily sales transactions.
- Adhered to company policies regarding safety procedures when handling materials or equipment.
- Forged and cultivated strong relationships with customers in a fast-paced environment.
Education
6 Week Real Estate Course - undefined
Champions Real Estate School
01.2023
High School Diploma - undefined
Texas K-12
01.2017
Skills
- Professional phone etiquette
- Remote communication tools
- CRM and database management
- Customer service and relations
- Leasing and marketing strategies
- Multi-line phone systems
- Bilingual communication (Spanish)
- Appointment scheduling
- Bookkeeping and administration
Certification
Real Estate Licensed
LANGUAGES
Spanish: Native / Bilingual
Timeline
Administrative Assistant
Success Mortgage Partners Inc.
01.2022 - Current
Executive Assistant
Cindy Mcdonald
10.2019 - 03.2022
6 Week Real Estate Course - undefined
Champions Real Estate School
High School Diploma - undefined
Texas K-12