Summary
Overview
Work History
Education
Skills
Timeline
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Kelli Myers

Clarksville,TN

Summary

Dedicated Customer Service professional bringing top-notch skills in oral and written communication, active listening, analytical problem solving skills, and high-level administrative support. Possess a comprehensive background in managing CRM systems: Brivity and Monday.com, Improving workflows using platforms like Jobber and Spectora. Enhance customer experience by employing service-oriented behaviors, understanding customer needs, and providing customized solutions to build loyalty.

Overview

6
6
years of professional experience

Work History

Executive Assistant/Office Administrator

Journey Home Inspection Services
09.2023 - Current
  • Utilized sales techniques to build customer interest and schedule jobs; effectively managed 50+ incoming/outgoing calls per day.
  • Resolve client issues including portal access and navigation, invoice payments, and scheduling.
  • Onboard new inspectors to internal tools using Spectora, Monday.com and Google suite; coached on best practices to stream line business operations.
  • Coordinated with Spectora to provide user feedback, report bugs, and suggest platform improvements based on experience.
  • Tracked inspector performance according to Google reviews and developing recognition strategies.

Transaction Coordinator

Keller Williams, The Williamson Home Group
04.2023 - 09.2024
  • Oversaw buyer relationships and transactions from contract to closing.
  • Scheduled inspections, coordinated repair estimates with vendor partners.
  • Review all documentation for accuracy and submit file for compliance.
  • Handled all aspects of closing: coordinating scheduling, client gifts, final walkthrough inspections, and attending closings as needed.
  • Developed and shared a custom transaction tracker to aid training colleagues in file organization.

Office Administrator

TCM Home Services (plumbing)
06.2022 - 03.2023
  • Primary point of contact answering calls and emails from clients and customers. Ensuring a consistent and positive culture is upheld within the business and community.
  • Facilitate all day-to-day operational activities from dispatching employees, client scheduling, job and invoice follow-up.
  • Organize marketing, networking, and community engagement events.
  • Maintain social media platforms providing marketing content and answering all correspondence regarding company services.
  • Handled scheduling, data tracking and other administrative functions.

Office Coordinator

Veterans United Home Loans
03.2021 - 06.2022
  • Organize and distribute leads to Loan Officers, maintaining a database of leads received from various platforms and events.
  • Oversaw Processor emails and responsible for distributing emails to the appropriate persons utilizing Encompass and CRM.
  • Addressed general inquiries, gathered basic client information, and provided an elevated customer service experience connecting all clients to appropriate departments within the company.
  • Oversaw office inventory by ordering and stocking, and shipment receiving.

Administrative Specialist

Waukesha County Sheriff's Department
01.2020 - 01.2021
  • Analyzed relevant data while conducting criminal background checks utilizing local, CIB, and NCIC databases, exceeded the daily average by 35%, developing new warrant files.
  • Administered financial transactions to include posting bail, warrants fees, and traffic citations with 100% accuracy.
  • Enter and retrieve information, from files, in response to requests from the public and other law enforcement agencies via in person, phone, teletype, and email.
  • Maintain valuable working relationships with Sheriff Deputies, Correctional Officers, Court Officials, District Attorney's office, and other law enforcement agencies.

Education

Certificate of Completion - Pre-Licensing Course Real Estate, New Affiliate Course Real Estate

THE CE SHOP
Clarksville, TN
05.2024

Business Administration

PIKES PEAK COMMUNITY COLLEGE
Colorado Springs, CO
12.2016

Skills

  • Customer Relationship Management
  • Google Workspace
  • Microsoft Office
  • Records Management
  • Data Analysis
  • Troubleshooting & Support
  • Real Estate & Home Services
  • Scheduling
  • Typing proficiency

Timeline

Executive Assistant/Office Administrator

Journey Home Inspection Services
09.2023 - Current

Transaction Coordinator

Keller Williams, The Williamson Home Group
04.2023 - 09.2024

Office Administrator

TCM Home Services (plumbing)
06.2022 - 03.2023

Office Coordinator

Veterans United Home Loans
03.2021 - 06.2022

Administrative Specialist

Waukesha County Sheriff's Department
01.2020 - 01.2021

Certificate of Completion - Pre-Licensing Course Real Estate, New Affiliate Course Real Estate

THE CE SHOP

Business Administration

PIKES PEAK COMMUNITY COLLEGE

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