Reliable business professional with strong administrative support, problem-solving, and communication skills. Seeking a position to contribute to the efficient operation of a well-established organization.
Hi, I’m
Kristi Montelongo Cortez
Victoria,TX
Summary
Overview
7
years of professional experience
Work History
KGK Real Estate Closing
Escrow Assistant
03.2022 - 11.2023
Job overview
- Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
- Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
- Maintained open communication with lenders, brokers and borrowers.
- Scheduled signings and gathered required paperwork.
- Improved communication between clients and agents by promptly addressing inquiries and providing status updates.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Reduced errors in documentation by meticulously reviewing and verifying all necessary paperwork.
- Facilitated smooth document signing appointments, ensuring clients understood each step of the process.
- Consistently updated client information in company database, keeping records accurate and up-to-date throughout the transaction process.
- Managed multiple high-priority tasks simultaneously while maintaining strict deadlines and attention to detail.
- Handling sensitive financial information securely, protecting both clients'' privacy and company reputation.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Prepared estimated closing statements for buyer and seller.
- Collaborated with real estate agents to address potential challenges, effectively resolving concerns before they escalated.
- Enhanced client satisfaction by delivering timely and accurate escrow services.
- Maintained organized files for easy access, increasing team efficiency during transaction reviews.
- Supported team members in managing their workload, contributing to a more productive work environment.
- Followed-up on status of releases, policies, and return of recorded documents.
Vitality Court Senior Living
Engagement Coordinator
09.2019 - 12.2020
Job overview
- Built and maintained relationships with residents, family members and staff.
- Developed and implemented dynamic communication strategies.
- Streamlined event planning processes for increased efficiency and improved attendee satisfaction.
- Collaborated with cross-functional teams to develop strategic plans for successful resident engagements.
- Enhanced resident relationships by organizing and coordinating engaging events and activities.
- Maintained detailed records of past events, utilizing information to inform future planning decisions..
- Tailored each event's theme or focus based on residents preferences or specific audience needs, creating custom experiences for optimal impact.
- Optimized use of digital tools such as social media platforms or email campaigns to increase reach and exposure of engagement efforts.
- Launched successful pilot projects that tested new engagement concepts before widespread implementation across the organization.
- Managed event budgets, optimizing resources to deliver memorable experiences within financial constraints.
- Met with residents and family members to understand needs and develop proactive solutions.
Copperfield Village
ADMINISTRATIVE ASSISTANT
09.2018 - 09.2019
Job overview
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
DeTar Hospital Navarro
Unit Secretary
08.2016 - 05.2017
Job overview
- Assisted nursing staff with patient care, ensuring timely completion of tasks and improved patient satisfaction.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Maintained a clean, organized work environment for optimal efficiency in the delivery of patient care services.
- Contributed to positive patient experiences by greeting visitors, providing directions, and addressing inquiries professionally.
- Supported hospital compliance efforts by adhering to privacy policies and HIPAA regulations when handling sensitive patient information.
- Maintained rapport with physicians, nurses and other healthcare personnel.
- Consistently met deadlines for completing administrative tasks while managing competing priorities during high-pressure situations on the unit floor.
- Managed inventory levels of office supplies, ensuring adequate stock was available at all times for efficient unit operations.
- Expedited patient admissions process by gathering essential data from patients upon arrival and accurately entering it into electronic health records systems.
- Received and routed laboratory results to correct clinical staff members.
- Performed various administrative tasks by filing, copying and faxing documents.
- Organized and maintained patient chart filing system to promote quick data finding for staff.
Education
Texas A&M University – Corpus ChristiCorpus Christi, TX
Some College (No Degree) from Business Management
University Overview
Skills
- Great Communication, Presentation and Interpersonal Skills
- Administrative Support, Fast Learner and Attention to Detail
- Great Client Relationship Building, Customer Support and Problem Solving
- Team Collaboration
- Event Planning
- Organization
- Calendar & Time Management
- Microsoft Office
- Goal-oriented mindset
Timeline
Escrow Assistant
KGK Real Estate Closing
03.2022 - 11.2023
Engagement Coordinator
Vitality Court Senior Living
09.2019 - 12.2020
ADMINISTRATIVE ASSISTANT
Copperfield Village
09.2018 - 09.2019
Unit Secretary
DeTar Hospital Navarro
08.2016 - 05.2017
Texas A&M University – Corpus Christi
Some College (No Degree) from Business Management
Similar Profiles
Jessica BrayJessica Bray
Owner/Broker at Bray Real Estate/Broker Associate at Heritage Real EstateOwner/Broker at Bray Real Estate/Broker Associate at Heritage Real Estate
Wilf LethbridgeWilf Lethbridge
Licensed Sales Representative and Licensed Auctioneer Assistant at Castran Gilbert Real Estate & Hocking Stuart Real EstateLicensed Sales Representative and Licensed Auctioneer Assistant at Castran Gilbert Real Estate & Hocking Stuart Real Estate
John VanderHammJohn VanderHamm
Realtor at Real Estate Brokers Tasks Keller Williams Real EstateRealtor at Real Estate Brokers Tasks Keller Williams Real Estate
Paul T MillerPaul T Miller
Learning Technologies Specialist at Victoria CollegeLearning Technologies Specialist at Victoria College
Brianna LopezBrianna Lopez
Retail Worker at HEB Grocery StoreRetail Worker at HEB Grocery Store