Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
Generic
Deirdre Donnelly

Deirdre Donnelly

Larkspur,CA

Summary

Dedicated and experienced Real Estate Transaction Coordinator, compliance officer and office manager with over twenty-five years of experience working with residential and commercial real estate files, prioritizing multiple tasks requiring prompt solutions. .

Overview

31
31
years of professional experience

Work History

Compliance Officer

Corcoran Global Living
07.2018 - 12.2022
  • Reviewed and audited every document with the exception of the RPA and attachments for completion and accuracy
  • Alerted Broker of Record of any upcoming problems or concerns
  • Supervised two full-time junior compliance officers.
  • Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
  • Investigated locations to confirm license data, conducted background checked and assessed premises for compliance with licensing requirements.
  • Kept informed regarding pending industry changes, trends or best practices.
  • Warned violators of infractions or penalties.
  • Assisted with development of compliance objectives and strategies.
  • Conducted periodic compliance audits and reviews to identify areas of improvement.
  • Maintained up-to-date knowledge of applicable laws and regulations.
  • Evaluated and monitored supplier and partner relationships to support compliance.
  • Assessed fees related to registration of property-related documents.
  • Advised clients on compliance fraud and investigations, as well as potential remedies and required actions.
  • Identified gaps in existing compliance processes and recommended updates.

Transaction Coordinator

Bradley Real Estate
05.2008 - 07.2018
  • Handled and closed approximately 30 transaction files per month as well as working on and preparing multiple listings each month
  • Worked closely with the file reviewer to alert him of upcoming issues or training issues.
  • Followed-up escrow process, coordinated contingency removal of property inspection and maintained timely closing of escrow.
  • Developed new business and managed new and existing clients.

Independent Real Estate Transaction Coordinator

Pacific Union
01.2000 - 07.2008
  • Worked as an independent TC, closing approximately 20 - 25 files per month.
  • Followed-up escrow process, coordinated contingency removal of property inspection and maintained timely closing of escrow.
  • Developed new business and managed new and existing clients.
  • Prepared and presented contracts and other legal documents to clients.
  • Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
  • Reviewed and executed confidential documents, contracts and disclosures.

Office Manager

Pacific Union Real Estate
05.1992 - 05.1999
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Defined clear targets and objectives and communicated to other team members.
  • Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
  • Oversaw the physical plant and supported 50+ real estate agents in a thriving market
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Controlled resources and assets for department activities to comply with industry standards and government regulations.
  • Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
  • Established team priorities, maintained schedules and monitored performance.
  • Streamlined and monitored quality programs to alleviate overdue compliance activities.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.

Education

No Degree -

Sonoma State University
Rohnert Park, CA

Skills

  • Adaptability
  • Ability to Work Under Pressure
  • Communication Skills
  • Excellent Organizational Skills
  • Hard Working
  • Effective Time Management
  • Auditing processes
  • Internal Controls
  • Risk Management
  • Compliance reviews
  • Documentation Review
  • Regulatory knowledge

Hobbies and Interests

I love to hike in Marin County with my husband.

Timeline

Compliance Officer

Corcoran Global Living
07.2018 - 12.2022

Transaction Coordinator

Bradley Real Estate
05.2008 - 07.2018

Independent Real Estate Transaction Coordinator

Pacific Union
01.2000 - 07.2008

Office Manager

Pacific Union Real Estate
05.1992 - 05.1999

No Degree -

Sonoma State University

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Deirdre Donnelly