Experienced with client support and coordination, ensuring efficient service delivery and client satisfaction. Utilizes strong communication and problem-solving skills to address and resolve client issues effectively. Track record of maintaining organized and collaborative team environments to meet evolving client needs.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Teams Transaction Support Coordinator
eXp Realty LLC of California
10.2019 - 01.2023
Assistant to Team Manager.
Prepared daily team production reports for the states of California, Arizona, Alaska, Hawaii, and Nevada for management review.
Worked with management and leads with the settlement of challenging transactions on a monthly, quarterly, and yearly basis to meet production goals.
Audited closed real estate transactions to ensure that all escrow check amounts were accurate and all parties involved were paid before settlement.
Worked closely with escrow and loan officers to resolve check and transaction discrepancies.
Coordinated with the Accounting Department on unidentified, orphaned, and uncashed company and agent checks.
Coordinated with the Accounting Department to determine if agent commission advances or tech fees are delinquent and placed necessary collections on transactions before sending Escrow Demand.
Negotiated and prepared payment plans to reduce agent dues and commission advance delinquencies.
Resolved commission disputes, commission demands, and other agent inquiries promptly via email, text, phone, and the Avatar World application.
Responsible for accurate and timely initial reviews of Work Queue transactions.
Monitored department email service queue and assigned them to corresponding processors.
Took ownership of complicated and escalated service requests.
Staff Lead on a two-year project to organize the conversion of a new Multiple Listing Service platform.
Staff Liaison to the Multiple Listing Service and Local Government Relations committees.
Provided support and training for Realtor members via phone, email, and in-person one-on-one sessions on over ten real estate applications.
Developed policies and procedures to improve customer relations.
First point of contact for Brokers with over 200 Realtor Member on roster with the focus on client retention.
Prepared Board of Directors meeting minutes and materials.
Prepared materials and organized weekly marketing meetings for Realtor members.
Processed monthly technology and yearly membership payments via phone.
REALTOR
Progressive Financial Realty
03.2005 - 06.2008
Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.
Education
Certifications - Business Information Technology and Office Administration
Pasadena City College
Skills
Attention to detail
Bilingual-Spanish
Customer Service
CRM software
Documentation and Record-keeping
Google Suite
Inbound phone call handling
Meeting Coordination
Microsoft Office Suite (Excel)
Multitasking and Organization
Office Administration
Project Support
Relationship building
Report Preparation and Analysis
Team Collaboration
Tech-Savvy
Verbal and Written Communication
Workload management
Accomplishments
Pasadena-Foothills Association of REALTORS
Staff Lead for the Multiple Listing Service Committee on a two-year project to organize the conversion of a new platform.
Developed training procedures for more tech-challenged members with the focus on client retention.
Scheduled and conducted many office, group, and one-on-one training sessions.
eXp Realty LLC of California
Created Standard Operating Procedures for lead generation portal, bringing down the delinquency rate from over 200 transactions to six every month.
Participated in a project to collect over 20 million dollars in delinquent technology fees from agents.
Certification
California Salesperson License # 01478376-03/2005-Present
Master Property Management Certification- California Association of Realtors
LANGUAGES
Speak, read and translate Spanish.
Timeline
Teams Transaction Support Coordinator
eXp Realty LLC of California
10.2019 - 01.2023
Multiple Listing Service Director
Pasadena-Foothills Association of Realtors
06.2008 - 05.2018
REALTOR
Progressive Financial Realty
03.2005 - 06.2008
Certifications - Business Information Technology and Office Administration