Summary
Overview
Work History
Education
Skills
Skills
Timeline
Cassidy Palmer

Cassidy Palmer

Summary

I am a driven and energetic Real Estate professional with over 20 years of administrative and business administration experience. My goal is to obtain a position that allows me to utilize my extensive knowledge of real estate contracts and disclosures, and my organizational skills to enhance a Real Estate office/team. My proven strengths include being a self-starter, ability to prioritize and work well under pressure, and have excellent time management skills. I thrive when building successful working relationships with my real estate agents, lenders, escrow companies and vendors. I am a team player, tenacious, hardworking and highly motivated and driven to succeed.

Overview

23
23
years of professional experience

Work History

Transaction Coordinator

Offerpad
Sacramento, CA
01.2022 - 02.2023
  • Review executed contract and open escrow.
  • Create seller / buyer disclosure packages and send out for signatures.
  • Ensured clients have completed and signed all disclosures correctly.
  • Order NHD report, order termite inspection when required.
  • Facilitate communications between all parties involved in the escrow transaction; agents, escrow, and lenders, to ensure contractual time lines we met.
  • Verify and prepare commission instructions are correct and have broker sign.
  • Track contingency due dates and removals.
  • Review file to ensure all documents are received and executed per the DRE regulations.
  • Verify all repairs are completed and coordinate final walk through.
  • Verify property was changed to SOLD status in the MLS.
  • Ensure the transaction file is complete and in compliance and Broker requirements met.
  • Upload file to Broker Compliance System.
  • Managed CRM / Salesforce data entry and completed client follow-up tasks.
  • Created financial dashboards to provide insights into key performance indicators.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Established and checked coding procedures, monitored reports and updated internal files.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Complied with established internal controls and policies.
  • Supported financial director with special projects and additional job duties as needed
  • Handled 20-45 transactions per month
  • Obtained final settlement statements for broker review and compliance
  • Utilized financial software to prepare consolidated financial statements.
  • Conducted financial due diligence on potential investments and acquisitions.
  • Worked remotely in CA, CO, NV, FL, GA, TX, MO, KS

Transaction Manager / Realtor

Trelora Realty
Sacramento, CA
06.2021 - 01.2022


  • Partnered with large Ibuyer on lead generation
  • Coordinated title, escrow, mortgage loan, inspection and appraisal process
  • I managed the real estate transaction from the moment it went into escrow until it closed.
  • Developed transaction coordinator office procedures and policies.
  • I handled the compliance of the company's real estate broker file.
  • Verify commission instructions are correct according to the listing agreement, contract and MLS.
  • Verify Sales Contracts are executed properly prior to submitting for the fully executed contract to be signed.
  • Facilitate communications between all parties involved in the escrow transaction; listing and selling agents, broker, escrow, closing coordinators, asset managers, lenders, inspectors, contractors, etc.
  • Ensured Asset Managers are communicated with on a weekly basis regarding the status of the escrow files and to assist in maintaining brokers rating with the Asset Management Companies.
  • Developed and managed our company booth at trade shows.
  • Entrusted with sensitive and confidential information pertaining to company and employees.
  • Ensure our insurance policies (E&O, liability and workers comp) are current and active.
  • Helped clients navigate transactions, complete paperwork and finalize sales or purchases.
  • Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
  • Established and developed real estate agency, driving recruitment, and operational growth.
  • Advised clients on optimum buying and selling choices for maximum returns.
  • Evaluated properties for potential salability and pricing.
  • Developed successful marketing strategies to promote properties and maximize exposure.
  • Set up virtual home tours, in-person visits, and open houses for properties.
  • Monitored contract execution to verify complete fulfillment of terms.
  • Advocated for client needs and obtained desired considerations for sales and purchases.
  • Compared properties possessing similar features to determine competitive market prices.
  • Negotiated real estate contracts to navigate transactions between buyers and sellers.
  • Advised clients on mortgage and housing conditions to identify successful properties and promote customer satisfaction.
  • Generated leads and qualified prospects, facilitating smooth property transactions.
  • Cultivated strong relationships with agents, lenders and title companies.
  • Verified sales compliance with local governmental regulations, environmental standards and industry good practices.

Real Estate Leasing Agent

Liberty Group Ltd
Manteca , CA
01.2021 - 07.2021
  • Responsible for compiling and organization of all documentation related to the buying or selling of real property.
  • Create and maintain a DRE compliant Broker escrow file.
  • Ensure all parties have executed relevant and required documents regarding the purchase of the property.
  • Complete contracts and disclosures for Agents.
  • Facilitate communications between all parties involved in the escrow transaction; listing and selling agents, broker, escrow, closing coordinators, asset managers, lenders, inspectors, etc.
  • Assisted the agent in obtaining documents need to submit to the bank for short sale approval.
  • Create package and submitted to bank for short sale approval.
  • Assist clients throughout the entire buying or selling process to make the experience effortless and rewarding.

Licensed Realtor

Coldwell Banker
Sacramento , CA
09.2018 - 10.2020


  • Responsible for compiling and organization of all documentation related to the buying or selling of real property.
  • Create and maintained a DRE compliant Broker escrow file.
  • Ensure all parties have executed relevant and required documents regarding the purchase of the property.
  • Facilitate communications between all parties involved in the escrow transaction; listing and selling agents, broker, escrow, closing coordinators, asset managers, lenders, inspectors.
  • Communicated with clients to understand property needs and preferences.
  • Advised and informed prospective clients on current market activities and conditions.
  • Wrote listings detailing and professionally highlighting property features to increase sales chances.
  • Resolved client concerns related to home purchases to maintain high satisfaction ratings.
  • Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
  • Arranged for inspections and surveys of sold properties.
  • Wrote contracts to outline sales and purchases of properties.
  • Compared recently sold area properties to determine competitive market prices.
  • Compared properties with similarly sold properties to determine competitive market prices.
  • Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
  • Promoted sales of properties through advertisements, open houses and online advertising platforms.
  • Coordinated appointments with buyers, sellers and other realtors to show buyers and tenants prospective homes.
  • Accompanied buyers on visits of homes and inspections of properties to advise on suitability and value of homes.
  • Collaborated with clients to learn and determine real estate needs.
  • Used Zipforms to create and prepare documents such as closing statements, and purchase agreements.
  • Advised sellers staging homes to be more appealing to buyers, increasing average selling price.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.
  • Negotiated, facilitated, and managed real estate transactions.
  • Advertised client properties through websites, social media, and real estate guides.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Advised clients on market conditions and property value for informed decision-making.
  • Conducted comprehensive market analysis to identify opportunities for investors.
  • Developed and implemented strategic marketing plans to increase potential for selling properties and generate more leads.

Administrative Medical Assistant

Kaiser Permanente
Sacramento , CA
01.2001 - 06.2019
  • Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
  • Supported office staff and operational requirements with administrative tasks.
  • Scheduled patient appointments and placed reminder calls to deliver exceptional customer experience.
  • Verified insurance coverage to prepare for upcoming patient appointments.
  • Managed master calendar and scheduled appointments for providers based on optimal patient loads and clinician availability.
  • Organized paperwork such as charts and reports for office and patient needs.
  • Greeted patients and provided required paperwork to facilitate services.
  • Answered incoming calls, routed messages and resolved patient inquiries within target timeframes.
  • Collaborated with healthcare professionals to maintain high-quality care across departments.
  • Maintained and updated patient records for accurate, current medical histories.
  • Generated reports and logged patient information for reliable records.
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.
  • Assisted with medical coding and billing tasks.
  • Completed administrative patient intakes with case histories, insurance information and mandated forms.
  • Received and routed laboratory results to correct clinical staff members.
  • Performed various administrative tasks by filing, copying and faxing documents.

Assistant Property Manager

Palmer LLC
Sacramento , CA
08.2000 - 07.2010
  • Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
  • Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local, and federal housing requirements.
  • Oversaw monthly collections and maintained high payment rates by building positive relationships with tenants.
  • Conducted property showings to highlight features, answer questions, and redirect concerns to close contracts.
  • Followed up on delinquent tenants and coordinated collection procedures.
  • Verified income, assets, and expenses, and completed file tracking sheet for each applicant.
  • Completed final move-out walk-throughs with tenants to identify required repairs.
  • Complied with safe housing requirements and contractual obligations by resolving tenant issues and service needs.
  • Analyzed operational information for impact on ROI, identified trends and recommended appropriate adjustments.
  • Implemented and enforced policies and procedures to maintain properties to highest standards.
  • Completed annual rent calculations using housing database software.
  • Delivered emergency 24-hour on-call service for tenants on building issues.
  • Kept properties in compliance with local, state and federal regulations.
  • Conducted regular inspections of both interior and exterior of properties for damage.
  • Generated leads for sales and rental properties through cold calls and referrals.
  • Collected and maintained careful records of rental payments and payment dates.
  • Maximized rental income while minimizing expenses through effective planning and control.

Education

CA Real Estate Salesperson License - Real Estate Practice And Principles

Chamberlain Real Estate School , Campbell, CA
08.2018

CA Salesperson License #02077769. Valid through 10/2026.

Associate of Science - Business Administration And Management

Sacramento City College , Sacramento, CA
2002

Skills

    Team Player with good problem solving skills, licensed Certified Transaction Coordinator, Great multi-tasking and organizational skills Proficient in Zipforms, DocuSign, MLS, Google Suite, Microsoft Office, and technology platforms I am a self-starter with excellent communication skills, professional and reliable

  • Critical Thinking
  • Print Media
  • Transaction Verification
  • Listing Coordination
  • Marketing Materials
  • Transaction Coordination - contract to close
  • Contract Development and Management
  • Customer Satisfaction
  • Closing Process Coordination
  • Advising and Coaching
  • Database Data Entry
  • Project Audits
  • Daily Reports
  • Customer Accounts Management
  • Administrative Support
  • Business Operations
  • Team Communication
  • Skyslope, PowerBI, SalesForce,Paperless Pipeline,DocuSign, DotLoop
  • Fair Housing Regulations
  • Transaction Management
  • Ability to handle a high volume and meet deadlines with minimal supervision
  • Active CA Real Estate Sales license

Skills

Asset Management, Transaction Management, Excellent communication, Real Estate Contracts, Customer Satisfaction, Designing Social Media and Print materials, Database management, Multi-tasking, Business administration, Organizational skills, Adhering to policies, Problem solving skills, Producing, Real Estate Sales, supervising, coaching, recruiting and consulting. 

Timeline

Transaction Coordinator - Offerpad
01.2022 - 02.2023
Transaction Manager / Realtor - Trelora Realty
06.2021 - 01.2022
Real Estate Leasing Agent - Liberty Group Ltd
01.2021 - 07.2021
Licensed Realtor - Coldwell Banker
09.2018 - 10.2020
Administrative Medical Assistant - Kaiser Permanente
01.2001 - 06.2019
Assistant Property Manager - Palmer LLC
08.2000 - 07.2010
Chamberlain Real Estate School - CA Real Estate Salesperson License , Real Estate Practice And Principles
Sacramento City College - Associate of Science, Business Administration And Management

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Cassidy Palmer