BJ Barratt

• First point of contact for all clients
• Management of all incoming calls, mail & emails
• Appointment setter, calendar management
• Opening new client files
• Maintaining client file updates & information on Excel spreadsheet
• Communication with co-workers on Slack
• Use of proprietary legal software
• Office supply maintenance & ordering
• Notary public & first designated witness for legal documents

Associate of the Month August 2021

• Contributed to team success by completing jobs quickly and accurately.

• Trained as Barista to make smoothies, specialty coffees

• Trained as early morning food prep

• Used cash registers with proprietary programs including member rewards system

• Supported sales efforts by suggestively upselling food items

• Maintained clean, organized facility by wiping down countertops, sweeping floors, emptying trash receptacles and washing dishes.

.Oversee scheduling/appointments/calendars

.Process transfers and rollovers

.Manage all communications

.Research and created various reports

.Open and maintain accounts

.Maintain office supplies and appearance

.Financial and Insurance product knowledgeable

.Accelerated branch growth from level 1-4

.Attained the branch team milestone of 25 million assets under care in the first 5 years.

.Keep on top of market trends

.Photograph & list homes on MLS

. Customize tours of the Wake County area

.Identify client needs, both buyers and sellers

.Order inspections, negotiate repairs & price

.Develop marketing strategies

.Ongoing professional training

.Earned Accredited Buyer’s Representative ABR® designation

. Achieved Multi Million Dollar Producer status

Certified in NY 2019, Certified in NC 2010

.Assist patients with personal hygiene

.Measure and record patient vital signs

.Administer proper medication dosages

.Assist patients with mobility needs

.Knowledge of patient care regulations

.Maintain current CPR certification