Summary
Overview
Work History
Education
Skills
Timeline
Generic

Danielle White

Oceanside,CA

Summary

Adept at driving client satisfaction and optimizing financial processes, I leveraged strong organizational skills and negotiation powers at Compass Real Estate and Great White Pools. Achieved significant increases in efficiency and client inquiries through strategic marketing and robust financial management, including expert QuickBooks implementation and bank reconciliation, underscoring a commitment to excellence and teamwork.

Overview

15
15
years of professional experience

Work History

Real Estate Agent

Compass Real Estate Ken Follis And Sharon Robinson
02.2021 - Current

Successfully listed and sold residential properties while ensuring client satisfaction

Conducted market research and analysis to determine property values and competitive pricing strategies.

Utilized effective marketing techniques, such as open houses, content marketing and social media to promote property resulting in increase client inquiries.

Negotiated contracts and purchase offers on behalf of clients ensuring favorable terms and conditions.

Provided personalized guidance and support throughout the buying and selling process, resulting in high levels of customer satisfaction and repeat business.

Collaborated with mortgage lenders, inspectors ,appraisers and other real estate professionals to facilitate a smooth transaction and closing.

Successfully managed client relationships and property transactions using CRM systems resulting in increase efficiency and client satisfaction.

Bookkeeper

Great White Pools
01.2009 - Current
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Maintained and processed invoices, deposits, and money logs.
  • Reconciled and corrected issues with financial records.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Implemented a more efficient filing system for financial documents, improving accessibility and organization.
  • Reported financial data and updated financial records in ledgers and journals.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.

Education

Associate of Arts - Communications

Palomar College
San Marcos, CA
05.2024

Skills

  • Strong organizational skills
  • Excellent teamwork
  • Highly Professional
  • Negotiation
  • Invoice Processing
  • Bank Statement Reconciliation
  • Accounts Payable

Timeline

Real Estate Agent

Compass Real Estate Ken Follis And Sharon Robinson
02.2021 - Current

Bookkeeper

Great White Pools
01.2009 - Current

Associate of Arts - Communications

Palomar College
Danielle White