Caitlin Galvin
Minden,NV
Summary
Detail-oriented professional with experience in developing financial models and reports. Offers great budgeting, forecasting and cost analysis skills. Results-driven, experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Real Estate Agent
Chase International Real Estate
11.2016 - Current
- Reviewed and executed confidential documents, contracts and disclosures.
- Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
- Prepared and presented contracts and other legal documents to clients.
- Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
- Developed new business and managed new and existing clients.
- Reviewed property listings, interviewed potential clients, accompanied clients to properties and effectively communicated condition of sales.
- Managed complex trust accounts, ensuring proper administration and compliance with legal requirements.
- Assisted in the preparation of yearly tax returns for trust clients, ensuring accuracy and timely filing.
- Maintained detailed records for each trust account, providing transparency and easy access to information for clients and auditors.
- Effectively communicated complex financial concepts to clients, helping them make informed decisions about their trusts'' investments.
- Negotiated favorable terms on behalf of beneficiaries when settling estates or administering trusts.
- Implemented exit strategies for clients to transition out of investments.
- Enhanced client trust and satisfaction by effectively managing their financial assets and providing personalized solutions.
- Developed comprehensive trust strategies for clients, resulting in increased asset retention and growth.
Licensed Insurance Agent
State Farm Insurance
01.2014 - 10.2016
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Obtained underwriting approval by completing application for coverage.
- Provided coverage option information to assist clients in protecting assets.
Receptionist
State Farm
09.2012 - 01.2014
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Kept reception area clean and neat to give visitors positive first impression.
- Answered phone promptly and directed incoming calls to correct offices.
- Responded to inquiries from callers seeking information.
- Resolved customer problems and complaints.
Education
High School Diploma -
Tonopah High School
Tonopah, NV06.2009
Skills
- Critical Thinking
- Financial Acumen
- Trust Management
- Active Listening
- Decision Making
- Attention to Detail
- Legal Understanding
- Problem Solving
- Technical Proficiency
- Strategic Planning
- Interpersonal Skills
- Team Collaboration
- Financials Analysis
- Analytical Thinking
- Income Projections
Accomplishments
- Won the 2018 Five Star Real Estate Agent Award.
- Generated more than $100,000 in sales revenue in 2017 & 2018.
- Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
- Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- Licensed Real Estate Agent - 2016 - present.
- Licensed Insurance Agent - 2014-2016.
Timeline
Real Estate Agent
Chase International Real Estate
11.2016 - Current
Licensed Insurance Agent
State Farm Insurance
01.2014 - 10.2016
Receptionist
State Farm
09.2012 - 01.2014
High School Diploma -
Tonopah High School
- Licensed Real Estate Agent - 2016 - present.
- Licensed Insurance Agent - 2014-2016.
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