Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nicole Conrad

Summary

Office Manager with 19 years of experience managing diverse real estate transactions and Real Estate Agents. Meticulous, customer-focused professional with proven experience juggling multiple priorities and helping to close transactions smoothly, on-time and to customers' satisfaction. Dedicated to creative problem solving and relentlessly driving transactions forward. Working closely with Management team and other staff members.

Overview

20
20
years of professional experience

Work History

Transaction Coordinator

CB Coastal Alliance/Coldwell Banker
Long Beach, CA
11.2005 - Current
  • Monitored real estate transactions from start to finish, smoothly communicated between clients, sales staff, and title companies, and drove on-time, smooth, and stress-free closings.
  • Cultivated congenial relationships with clients and other parties in transactions, while putting ultimate focus on customer satisfaction and business growth.
  • Oversaw and managed the real estate agency's digital tools, and recommended new features for the technology platform to improve the closing process.
  • Delivered enthusiastic, efficient, and multi-faceted administrative and computer support, particularly through production and underwriting processes.
  • Created and distributed marketing materials, and attended networking events to promote the agency and its services to potential referral partners.
  • Trained and mentored two new transaction coordination team members, and continually expanded knowledge and expertise through continuing education.
  • Drove efficiency through effective partnering with financial and customer operations teams.
  • Completed month-end and year-end closings, kept records audit-ready, and monitored the timely recording of accounting transactions.
  • Enhanced financial performance metrics by networking to create successful and sustainable relationships.
  • Verified the accuracy of accounting disbursements, such as payroll and vendor payments.
  • Monitored more than 50 client relationships to deliver exceptional service.

Traniner

CB Coastal Alliance/Coldwell Banker
SB, LB, California
06.2005 - Current

Certified by C.A.R. to train agents on all real estate forms.

Certified by Zipforms to train agents on the Ziplogics platforms.

Trained agents on new software, such as, but not limited to, Dropbox, Folio, CRMLS, Glide, and DocuSign.

Created and taught classes to help agents practice real estate in the most ethical and productive ways.

I taught all disclosure classes to agents.

Legal Administrative Assistant

Potier Law Group
Long Beach, CA
03.2019 - 07.2023

Supported lawyers and paralegals by performing clerical tasks.

  • Conducting research.
  • Scheduling meetings and tasks.
  • Creating documentation.
  • Bookkeeping
  • Data entry.
  • Proofreading

Education

Associate of Arts -

California State University - Long Beach
Long Beach, CA
12.2001

Some College (No Degree) - Liberal Studies

Golden West College
Huntington Beach, CA

Skills

  • Risk analysis
  • Expert in risk management
  • Employee training
  • Friendly, positive attitude
  • Planning and coordination
  • Client relationship management
  • Active listening
  • Computer skills
  • Basic math
  • Leadership
  • Legal Admin Experience
  • HIPPA for Business Associates
  • Microsoft Word, Publisher, and Excel
  • DocuSign/Digital Ink
  • Adobe Acrobat
  • Dropbox
  • Gmail/Google Docs
  • Outlook
  • Airtable
  • Ziplogics and Lone Wolf Transactions
  • Glide
  • PlanetRE
  • Skyslope
  • CRMLS
  • Folio
  • Compass Business Tracker
  • Coldwell Banker Transaction Manager

Timeline

Legal Administrative Assistant

Potier Law Group
03.2019 - 07.2023

Transaction Coordinator

CB Coastal Alliance/Coldwell Banker
11.2005 - Current

Traniner

CB Coastal Alliance/Coldwell Banker
06.2005 - Current

Associate of Arts -

California State University - Long Beach

Some College (No Degree) - Liberal Studies

Golden West College
Nicole Conrad