Kady Aldatz
Dana Point,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
Work History
Insurance Agent
Farmers Insurance Company
Aliso Viejo, Ca
11.2019 - 07.2023
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Assisted clients in selecting appropriate insurance policies for their needs.
- Processed payments received from clients promptly according to established procedures.
Purchasing Manager
Savvy Travelers, LLC
Lake Forest , Ca
03.2017 - 10.2019
- Negotiated contracts to secure favorable terms and conditions for the company.
- Monitored inventory levels to maintain optimal stock for seasonal demands.
- Analyzed purchasing data to drive strategic decision-making and supplier performance improvements.
Transaction Coordinator
Taarke Real Estate
Laguna Hills, Ca
06.2014 - 02.2017
- Coordinated transaction processes between buyers, sellers, and agents.
- Scheduled appointments and property showings for clients and agents.
- Assisted agents with preparing listing presentations and marketing materials.
Marketing Coordinator
Berkshire Hathaway – Immel Team
Dana Point, CA
03.2011 - 06.2014
- Coordinated marketing campaigns to enhance brand visibility and engagement.
- Assisted in the creation of promotional materials for various marketing initiatives.
- Developed content for newsletters to keep clients informed about new listings.
- Conducted market research to identify trends and customer preferences for strategies.
Education
Bachelor of Arts - Real Estate
California State University, Fullerton
Fullerton, CA05-2027
Skills
- Project management
- Customer service
- Communication skills
- Computer skills
- Contract negotiation
- Market analysis
- Transaction management
Timeline
Insurance Agent
Farmers Insurance Company
11.2019 - 07.2023
Purchasing Manager
Savvy Travelers, LLC
03.2017 - 10.2019
Transaction Coordinator
Taarke Real Estate
06.2014 - 02.2017
Marketing Coordinator
Berkshire Hathaway – Immel Team
03.2011 - 06.2014
Bachelor of Arts - Real Estate
California State University, Fullerton