Summary
Overview
Work History
Education
Skills
Timeline
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Lisa Clausen

Osceola

Summary

Motivated office administrator with many years of experience offering office support in real estate and insurance industry which will utilize previous skills and experience while developing new knowledge and experience. Energetic and reputable individual possessing strong work ethic, professional demeanor and superb initiative.

Overview

18
18
years of professional experience

Work History

Real Estate Broker Assistant

Coulee Land Company
04.2024 - 05.2025
  • Kept contacts organized with Follow Up Boss & Google Sheets system to maintain readiness for future mailings.
  • Monitored territory and capitalized on potential sales opportunities by contacting owners and setting up meetings.
  • Coordinated leads management with Follow Up Boss CRM software to improve efficiency with prioritized prospects.
  • Developed and deployed marketing collateral to promote properties and drive sales.
  • Prepared listing contracts, purchase agreements and disclosures and used ZipForm to complete paperwork.
  • Bolstered agency reputation through diligent monitoring of online reviews, responding professionally to both positive feedback and constructive criticism.
  • Assisted broker in closing deals with thorough research and preparation of required documentation.
  • Facilitated seamless transactions by liaising with attorneys, inspectors, appraisers, and other involved parties.
  • Supported broker during negotiations by preparing comparative analyses of competing properties in the area.
  • Increased efficiency with meticulous organization and maintenance of real estate files, contracts, and correspondence.
  • Enhanced client satisfaction by providing prompt and informative responses to inquiries on available properties.
  • Streamlined property listing process by implementing a comprehensive database system for efficient management.
  • Optimized office processes by introducing real estate-specific software tools that streamlined administrative tasks.
  • Developed engaging marketing materials such as brochures, flyers, and virtual tours that showcased properties'' unique features.
  • Ensured smooth transactions by proactively addressing potential issues or concerns raised during inspections or appraisals.
  • Conducted market analysis reports to assist broker in making informed pricing recommendations for clients'' properties.
  • Spearheaded social media campaigns to boost property exposure, attracting new potential buyers and sellers to the agency.
  • Analyzed local real estate market conditions and trends to identify profitable investment opportunities.
  • Developed innovative strategies and tactics to promote real estate listings and generate new business opportunities.
  • Managed roster of clients to send announcements and information on new properties.
  • Managed filing system, entered data and completed other clerical tasks.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.

Office Administrator

Remax Synergy
12.2021 - 04.2024
  • Complete review process and final review process for all Wisconsin transactions
  • Communicate with agents on missing required documents and corrections to be made
  • Creating transactions in ZipForm, uploading documents and complete required tasks
  • Upload client information in CRM
  • Process new listings and sales, including entering in the MLS, file processing, new listing marketing, set up showing instructions in Showing Time
  • Handle Earnest Money, Commission Checks and Settlement Statements
  • Transaction Coordinator duties including distributing/requesting proper paperwork to/from all parties, monitor deadlines
  • Assisting agents in basic marketing material, flyers, social media account

Customer Service Representative

Noah Insurance Group
05.2015 - 08.2020
  • Generate quotes for different types of insurance
  • Process new applications and set up customer files
  • General customer service on insured's accounts
  • Greet customers
  • Answer multi-phone lines
  • Process insurance payments
  • Filing and other duties as assigned

Account Manager

Maguire Agency
06.2007 - 05.2015
  • Process account summaries, proposals, policies and endorsements
  • Prepare insurance binders, certificates, automobile insurance cards
  • Report and service claims to insurance companies
  • Assisting producers in completing new business applications
  • Daily corresponding with underwriters as various insurance companies
  • Handle incoming/outgoing phone calls to/from clients
  • Other duties as assigned

Education

Wisconsin Realtor Salesperson License - License #98123-94

The CE Shop

Assistant Diploma - Administrative Assistant

Minneapolis Business College
Saint Paul, MN

High School Diploma -

Chisago Lakes High School
06.1996

Skills

  • Data evaluation
  • Report generation
  • Problem-solving abilities
  • Technologically savvy
  • Customer relations
  • Clerical support
  • Office equipment proficiency
  • Adaptive team player
  • High energy attitude

Timeline

Real Estate Broker Assistant

Coulee Land Company
04.2024 - 05.2025

Office Administrator

Remax Synergy
12.2021 - 04.2024

Customer Service Representative

Noah Insurance Group
05.2015 - 08.2020

Account Manager

Maguire Agency
06.2007 - 05.2015

Assistant Diploma - Administrative Assistant

Minneapolis Business College

High School Diploma -

Chisago Lakes High School

Wisconsin Realtor Salesperson License - License #98123-94

The CE Shop

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