Anamelia Garcia

Serve as the first point of contact for clients and visitors, ensuring a professional and welcoming atmosphere

• Manage and direct incoming calls and emails in both English and Spanish, ensuring clear and efficient communication
• Coordinate and schedule meetings and appointments for private wealth management clients and staff
• Maintain and organize the reception area, ensuring it is tidy and presentable at all times
• Assist in the preparation and distribution of meeting materials, reports, and other documents
• Handle sensitive client information with confidentiality and professionalism
• Coordinate with building management and external vendors to resolve facility-related issues
• Support event planning and execution for client meetings and company events
• Utilize CRM systems to manage client information and track interactions.
• Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
• Responded to inquiries from callers seeking information.
• Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
• Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
• Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
• Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
• Managed conference room schedules to ensure efficient use of space for meetings and other events.

• Served as an assistant to all administrative personnel and acted as the first point of contact for visitors and agents
• Scheduled and coordinated meetings, interviews, appointments, events, and other activities for supervisors via phone and electronic mail correspondence
• Designed marketing materials including postcards, flyers, and listing presentation packages to promote office events/meetings
• Maintained appointment calendar for Broker; managed the office in the broker's absence
• Ordered all supplies and kept a well-stocked cabinet
• Co-developed training manual for newly hired real estate agents and conducted new agent orientation
• Provided full-time administrative support to all real estate professionals by connecting with clients, and managing files for all real estate transactions
• Performed front desk duties, including taking and routing calls, greeting clients, handling mail, and updating the MLS for pending and active listings
• Scheduled and conducted monthly office meetings and real estate trainings
• Organized in-office and onsite new development presentations
• Reviewed executed contracts and opened escrow
• Generated and sent escrow letters
• Ensured sellers completed and signed all disclosures correctly
• Verified commission instructions were correct and had them signed by the broker
• Facilitated communications between all parties involved in escrow transactions to ensure adherence to contractual timelines
• Verified completion of final walk-throughs and updated listing statuses on all platforms
• Ensured transaction files were complete and in compliance with DRE and broker requirements
• Uploaded files to the broker bookkeeping system
• Conducted new agent orientation covering company policy and procedures.
• Managed documentation related to trade executions and settlements, facilitating smooth transaction processes for clients.
• Streamlined communication between brokers and clients, maintaining organized records of correspondence for easy reference.
• Facilitated seamless transition of accounts during broker changes by effectively coordinating with both internal teams and clients.

• Reviewed executed contracts and opened escrow
• Generated and sent escrow letters
• Ensured sellers completed and signed all disclosures correctly
• Verified commission instructions were correct and had them signed by the broker
• Facilitated communications between all parties involved in escrow transactions to ensure adherence to contractual timelines
• Verified completion of final walk-throughs and updated listing statuses on all platforms
• Ensured transaction files were complete and in compliance with DRE and broker requirements
• Uploaded files to the broker bookkeeping system
• Conducted new agent orientation covering company policy and procedures.
• Ensured smooth transaction coordination by managing timelines, deadlines, and documentation requirements.

• Managed day-to-day operations and supported the Real Estate Sales Team
• Handled external and internal communication systems managing cleaning staff
• Coordinated and assisted with sales events and meetings
• Answered phones, maintained prospect incoming call logs, and uploaded data into the contact database
• Managed developer broker registration log and updated information on multiple Listing Services
• Prepared and reviewed all contracts for sales and purchases
• Coordinated all monthly meetings within the office and with all outside vendors
• Oversaw office equipment purchases and marketing materials
• Collected rent and disbursed funds associated with sales
• Sent weekly market sale reports to CEO and Managers
• Ordered office supplies ensuring basic supplies were always available
• Analyzed and reported on specific risks associated with contracts
• Reviewed contract terms and conditions, ensuring execution according to negotiated terms
• Assisted developer with resolving tenant complaints in accordance with DRE regulations
• Maintained developer units by supervising build-outs and repairs
• Coordinated inspections, assisted in negotiations regarding repairs, and ensured completion
• Oversaw all aspects of buyer and seller transactions from executed purchase agreement to closing
• Submitted necessary documentation to all parties involved in transactions
• Sent weekly inventory e-blasts
• Scheduled property showings and managed storage and parking choices
• Verified completion of repairs and coordinated final walk-throughs
• Assisted the developer sales team by preparing and organizing sales materials
• Maintained and updated sales reports, tracking progress and inventory levels
• Coordinated with marketing teams to ensure timely delivery of promotional materials
• Assisted with on-site tours for potential buyers, providing detailed information about the properties
• Managed client correspondence, ensuring prompt and professional communication
• Supported the developer by coordinating schedules, meetings, and travel arrangements.