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Danielle Causey
Riverside,CA
Summary
Detail-oriented Realtor excels in real estate sales and brings knowledge of financing processes. Skilled in leveraging client services talent and company branding to increase profitability. Offers top-notch leadership and multitasking abilities for driving results in fast-paced environments. Licensed in CA. Also disciplined Accounts Receivable Specialist with 17 years of experience in financial roles. Outstanding knowledge of Corporate accounts and account resolution.
Overview
19
19
years of professional experience
Work History
Realtor
Keller Williams
Corona, CA
06.2019 - Current
- Handled day-to-day happenings of real estate office to consistently grow client base and increase revenue.
- Assisted buyers with finding ideal homes by assessing needs, requirements and budgets.
- Stayed up-to-date on property environmental regulations and inspected new properties for adherence to emerging codes.
- Educated clients on changing or updating properties, buying and selling techniques and processes to maintain curb appeal.
- Verified payment and loan paperwork for property sales by working closely with banks, buyers and sellers.
- Prepared homes for client arrivals during open house events and established signage and wayfinding aids.
- Wrote contracts to outline sales and purchases of properties.
Mentor Teacher
Limitless Sports Academy
Redlands, CA
08.2021 - 01.2022
- Provided assistance to faculty and staff by teaching classes from 4th - 8th grades, conducting orientation programs and issuing transcripts.
- Monitored student classroom and outdoors activities to promote student safety.
- Located materials and online resources by demonstrating use of equipment and software.
- Operated computer to enter and update patron records.
- Maintained inclusive learning environment to enable students to gain maximum benefit from lessons.
National Account Specialist
Airgas USA
Long Beach, CA
08.2013 - 04.2015
- Manage AR Portfolio for: Energy, Chemicals, Manufacturing and Metal Fabrication accounts - West Division
- Worked to maintain aprox 3.4 million dollars of assets per month
- Goal to lower DSO
- Reconcile Payments for ERS (electronic receipts services) Clients – Creating Billing Reports
- Building great work relationships with Vendors and Clients to ensure smooth business processes
- Logged in to AR Phone Que to answer all incoming calls to resolve Billing Inquiries
- Validating and Processing Purchase Orders – Work with Vendor Portals for verification of funds
- Collaborated with team members to achieve target results
- Input financial data and produced reports using SAP
Legal Sales Consultant
Legal Shield
, Oklahoma
09.2005 - 11.2012
- Marketing Legal Plans to Small Business & Families
- Set up meetings with prospective Small Businesses & Clients, Traveling
- Networking with business Associates - Sales Training, Business Conferences
- Follow up Sales Calls - Submitting applications for processing
- Managing Back Office activities - Prospecting
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
- Offered friendly and efficient service to customers, handled challenging situations with ease
- Used coordination and planning skills to achieve results according to schedule
- Worked with customers to understand needs and provide excellent service
- Resolved conflicts and negotiated mutually beneficial agreements between parties
Sr. AR/Collections Specialist
Autobytel
Irvine, CA
02.2003 - 07.2010
- Located and monitored past due Advertising accounts using multiple computer systems
- Recorded information about financial status of customers and collection efforts in multiple systems
- Advised customers of necessary actions and strategies for debt repayment
- Prepared legal suit documentation for filing when all payments options were exhausted
- Created training material and trained all new hires – Streamlines our SOP for the Collection Dept
- Managed monthly meetings
- Counseled debtors on payment options and arranged installment agreements.
- Monitored accounts for compliance with established payment plans and flagged non-compliances.
- Created documents for court such as affidavits, modifications and forbearance agreements.
- Researched, analyzed and settled 50 disputes per week.
- Trained new team members on scripts, company services and collection strategies.
Education
Associate of Arts - Business Management
Long Beach City College
Long Beach, CA01.2001
High School Diploma -
Lakewood High School
Lakewood, CA06.1998
Realtor - Real Estate
Allied Real Estate School
Online06.2019
Skills
- New Hire Training,
- Resolution Specialist
- Collections; Auditing
- Debt Reconciliation; Telephone Etiquette;
- E-Mail; 10 Key, Windows 2010
- (Microsoft Office, Excel, Word, PowerPoint)
- CRM Tools, SAP, Source link, Sales Force, Mas 200, QuickBooks;
- Fax, Scanner, Smart Phone and Tablet efficient
- Classroom management
- Social development and integration
Timeline
Mentor Teacher
Limitless Sports Academy
08.2021 - 01.2022
Realtor
Keller Williams
06.2019 - Current
National Account Specialist
Airgas USA
08.2013 - 04.2015
Legal Sales Consultant
Legal Shield
09.2005 - 11.2012
Sr. AR/Collections Specialist
Autobytel
02.2003 - 07.2010
Associate of Arts - Business Management
Long Beach City College
High School Diploma -
Lakewood High School
Realtor - Real Estate
Allied Real Estate School
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