Detail-oriented Customer Service Professional experienced in real estate, legal support, finance, scheduling, and administrative operations. Achieved high customer satisfaction through effective communication, conflict resolution, and problem-solving skills. Focused on fostering collaboration and meeting organizational goals with a proactive and reliable approach.
Work History
Customer Service Representative
3 Years 11 Months
Stevenson Hendrick Honda | 09.2022 - Current
Delivered high-quality customer service by scheduling service appointments through Zoom and Cisco phone systems.
Utilized Reynolds and Xtime to assign appointments to service advisors, ensuring accurate scheduling records and efficient service delivery.
Partnered with the Service Manager, Service Advisors, and team members to resolve customer concerns and prepare appointments in advance.
Used Reynolds and Xtime to assign appointments to the correct service advisor and maintain accurate scheduling records.
Verified customer profiles and vehicle information, ensuring accuracy of VINs, contact details, and preferred communication methods for seamless customer interactions.
Executed outbound calls using Xtime and Car Wars to enhance follow-up processes and improve scheduling efficiency.
Coordinated with the sales department to ensure provided services for new and used vehicle transactions were completed.
Legal Assistant
1 Year 3 Months
Cline Law Group, PLLC | 06.2021 - 09.2022
Worked closely with lenders to meet TRID guidelines, balance Closing Disclosures, verify wire amounts, and provide buyers with final closing figures.
Coordinated deed packages with attorneys, scheduled local and out-of-town seller signings, and monitored returned documents to meet deadlines.
Prepared comprehensive closing packages for various closing methods, ensuring all required documents were included for in-person, mail-away, mobile notary, hybrid, and lender-document closings.
Coordinated deed packages with attorneys and scheduled seller signings, both local and out-of-town, while monitoring document returns to meet critical deadlines.
Acquired necessary payoff documentation for timely closings for all closings, including new construction, and tracked IRS liens, judgments, lien satisfactions, and UCC filings required for closing.
Sent buyer and seller engagement forms and information sheets to keep closings on schedule.
Maintained closing calendars and live Google Sheets trackers to monitor deadlines and file status.
Entered closing data in SoftPro Select to prepare Closing Disclosures, including payoffs, HOA dues, invoices, home warranties, inspections, insurance, tax prorations, FedEx charges, mobile notaries, mail-away packages, and transaction deadlines.
Responded promptly to emails and incoming calls from clients, agents, lenders, and internal team members.
Legal Assistant
1 Year 3 Months
Aaron B. Anderson, PLLC | 03.2020 - 06.2021
Receptionist, first point of contact for agents, sellers, buyers, and new clients.
Managed incoming calls for attorneys and paralegals, resolving questions and issues to enhance communication flow.
Maintained scheduling and changes for all closings.
Processed contracts, entered information into Proform (closing software), sent out seller information sheets, ordered Homeowners Associations for closings, ordered all payoffs for sellers’ mortgages for closings. Maintained all files to make sure that amendments, invoices were in the file for the closings to keep on target for closing. Monitored and maintained through excel spreadsheet.
Researched and prepared general warranty deeds, for sellers, LLC, and Trusts.
Requested title work from lenders for the abstractor, prepared preliminary Closing Disclosures, and provided chains of title, tax certifications, and title binders to lenders in a timely manner.
Issued final title policies after verifying compliance with all requirements.
Coordinated distribution of closing packages to lenders post-closing, processed checks for insurers, paid off mortgages, and disbursed seller proceeds and other required payments.
Data Entry
2 Months
GPM Investments Temp Position | 01.2020 - 03.2020
Determined and documented reasons for scans misdirected to incorrect buckets.
Documented missing information and corrected blurred scans.
Tracey Cameron /Contributed to GPM-Robert Half Temps by supporting operations and team activities.
Data Processor
Scheduler/Coordinator
9 Months
TS Jewell & Company - Overhead | 03.2019 - 12.2019
Managed and Scheduled Technicians for all customer repairs and warranty work for builders.
Handled all customer service requests from homeowners, scheduled repairs, and troubleshot issues prior to scheduling.
Scheduled best routes for technicians thru google maps (Jobber software) to optimize their routes.
Scheduled best routes for technicians through google maps (Jobber software) to optimize their routes.
Verified original purchase orders to ensure builder requests were accurate; initiated variance purchase orders with supervisors when discrepancies were found.
Verified inventory levels to confirm job scheduling.
Requested inventory orders for operators, deco, inserts, etc. to maintain stock levels for timely scheduling.
Provided new schedules for techs at the end of day for next day.
Managed overhead garage door installations
Position Eliminated, Business affected (4 to 5 new garage door businesses opened this year)
Administrative/ Closing Manager
7 Months
Regina Drury Real Estate | 02.2018 - 09.2018
Managed all contracts Letters of Introduction, and steps of what to expect for closing process.
Oversaw contracts, Letters of Introduction, and provided guidance on closing process steps.
Facilitated communication with lenders, attorneys, appraisers, and vendors.
Ensured timely completion of all contractual deadlines. through out the process.
Coordinated with attorneys for closing, set up all inspections.
Implemented Skyslope Management Software for use in the company. Used electronic Signatures via Digi Sign or docusign.
Scheduled vendors for any repairs.
Coordinated with attorneys for closing. Set up all inspections.
Closed out files in system and set up virtual files.
Implemented Skyslope Management Software for use in the company, Used electronic Signatures via Digi Sign or docusign.
Managed distribution of keys for new property owners. and set up of utilities.
Managed all incoming calls from Clients and Agents and attorneys.
Managed feedback from showings, Facebook posts, Zillow updates when closed or reduced price.
Requested google reviews from clients.
Receptionist and first point of contract for buyers and sellers.
Employment ended due to organizational restructuring after Hurricane Florence. due to Hurricane Florence.
Legal Assistant
1 Year 1 Month
Eugene B. Davis Attorney | 01.2017 - 02.2018
Managed and processed new closing files for real estate contracts.
Processed and managed new closing files for real estate contracts, ensuring timely completion for client satisfaction.
Managed all ordering of payoffs for closings.
Processed and managed all incoming title requests.
Managed preliminary title search.
Facilitated the ordering of Homeowners Association dues for each file.
Managed Calendars and Scheduling of closings and attorneys.
Managed and closed out all canceled and terminated contracts in Soft pro (pro form)
Coordinated calendars and scheduled closings and attorney meetings, optimizing workflow efficiency.
Responsible for ordering surveys and consulting with attorney about any issues that the surveyors found.
Receptionist and first point of contact for potential clients or agents.
Managed all incoming calls.
Responsible for ordering Homeowners Association dues for each file.
Role was eliminated due to a significant decline in contract volume.
Administrative Assistant/Closing Coordinator
6 Years 4 Months
Gardner Realty DBA Century 21 Sweyer | 08.2010 - 12.2016
Coordinated and prepared final contracts for submission to asset managers, ensuring compliance and accuracy.
Handled closings for agents in the firm.
Maintained Calendar for all closings.
Managed and prepared all final contracts to be submitted to asset managers.
Handled Equator Platform used for (Foreclosures and Short sales); maintained all task were kept up to date.
Handled Equator Platform used for (Foreclosures and Short Sales) maintained all task were kept up to date.
Managed any research that was needed for properties, HOA, Deeds, Covenants and Restrictions
Data Entry all listings into system; maintaining accuracy was a must.
Scheduled repairs with vendors and negotiated costs for agents.
Coordinated scheduling of property closings
Managed closing processes for agents to ensure smooth transactions.
Position-Transaction/Closing Coordinator
Broker/Sales
2 Years 11 Months
Intracoastal Realty | 08.2007 - 07.2010
Managed my Real Estate Sales
Negotiated contracts for buyers and sellers, ensuring favorable terms and compliance.
Coordinated home inspections, including septic, pest, structural, and appraisal, to ensure thorough evaluations.
Managed all contracts through the lender process for clients.
Determined necessary research to ensure properties met intended use requirements.
Managed and determined what Research was needed for any properties, needed to assure nothing was going to affect their purchase for their intended use.
Concluded the real estate transaction successfully.
Position-Broker/Sales
Education
High School Diploma - Real Estate
Real Estate Institute | Ellington
Graduate of Real Estate Institute (only 11% of realtors hold this designation)
Currently 88.0 hours of Elective Courses
Currently 88.0 hours of Update Classes
Active with Real Estate Commission, but not Cape Fear Realtors Association (no sales)
High School Diploma - Computers, Psychology, Business
Springfield Tech Community College | Springfield, MA
Attended night classes, computer programming level 1 and 2, General Psychology.
High School Diploma - Business Curriculum
Ellington High School | Ellington, CT
Skills
Client communication
Phone and email management
Calendar management
Transaction coordination
Legal support
Transaction management
Real estate software
Office productivity tools
Digital signing tools
Customer relationship management
Accomplishments
Notary
Documented and resolved closing issues which led to completed sales.
Licensed Real Estate Broker since 1998.
Graduate of Real Estate Institute with GRI Designation in 1999.
Top Producer-2001, 2004, 2005.
Top Listing Agent 2003, 2004.
Century 21 Centurion Award in 2004, 2005.
19 years of update courses and electives to stay current with the market.
Managed high-volume closings for 3 companies' numerous agents and processed as many as 75 contracts a month and closed over 500.
Google reviews in reference attribute to my customer service.
Timeline
Customer Service Representative
Stevenson Hendrick Honda
09.2022 - CurrentRead More
Legal Assistant
Cline Law Group, PLLC
06.2021 - 09.2022Read More
Legal Assistant
Aaron B. Anderson, PLLC
03.2020 - 06.2021Read More
Data Entry
GPM Investments Temp Position
01.2020 - 03.2020Read More
Scheduler/Coordinator
TS Jewell & Company - Overhead
03.2019 - 12.2019Read More
Administrative/ Closing Manager
Regina Drury Real Estate
02.2018 - 09.2018Read More
Legal Assistant
Eugene B. Davis Attorney
01.2017 - 02.2018Read More
Administrative Assistant/Closing Coordinator
Gardner Realty DBA Century 21 Sweyer
08.2010 - 12.2016Read More
Broker/Sales
Intracoastal Realty
08.2007 - 07.2010Read More
Ellington High School
High School Diploma from Business Curriculum
Read More
Springfield Tech Community College
High School Diploma from Computers, Psychology, Business