Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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SUSAN R Schorer

San Antonio,TX

Summary

Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Reliable and dedicated team player with hardworking and resourceful approach.

Overview

32
32
years of professional experience

Work History

Realtor

Levi Rodgers Real Estate Group
09.2023 - Current
  • 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 positive experience overall.
  • Streamlined contract negotiations by meticulously reviewing documents and communicating clearly with all involved parties.

Accounting Assistant

American In Home Care, Inc.
03.2017 - 06.2022
  • Enhanced financial reporting accuracy by diligently reconciling accounts and identifying discrepancies.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Completed payroll functions to facilitate accurate and prompt staff payments.
  • Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.

Staff Accountant

SBC Wireless
09.1998 - 09.1999
  • Prepared financial reports and performed reconciliation on monthly accounts that required resolving discrepancies
  • Assisted in preparation for annual audit and monthly closings.

Accounting/Financial Analyst

University of Michigan Business School – Executive Education Center
09.1996 - 05.1998
  • Developed requirements for design of information system for accounts receivable management which located $1.9 million in uncollected revenue
  • Managed database of accounts estimated at over $3 million dollars for current fiscal year programs
  • Responsible for month end close, reconciliation of accounts receivable balance, preparation of journal entries and daily accounting functions
  • Supported Director of Finance in cost analysis of new budget system for Michigan Business School.

Assistant Supervisor, Financial Services and Insurance

Armed Forces Benefit Association
09.1995 - 07.1996
  • Managed the performance of fifteen representatives responsible for providing marketing and customer service to company’s financial and insurance clients
  • Handled multiple facets of the company’s tax-deferred annuity program with total accounts valued at $33 million
  • Responsibilities include management of accounts receivable, preparation of annual statements, developing customer correspondence, and marketing financial products to new clients
  • Provided training to staff on all company financial and insurance products and services.

Insurance and Financial Services Representative

Armed Forces Benefit Association
11.1992 - 08.1995
  • Responsible for providing quality service to over 300,000 members and marketing company products including life insurance, health insurance, credit cards, bank deposit accounts, annuities, and mutual funds
  • Assisted in the training of new representatives on all of AFBA’s financial and insurance products
  • Performed daily bank transactions and account reconciliation for clients.

Education

Bachelor of Arts - Economics and International Studies

University of North Carolina At Chapel Hill
Chapel Hill, NC
05.1992

Skills

  • Critical Thinking
  • Strong Communication Skills
  • Attention to Detail
  • Client Relations
  • Contract Negotiation
  • Active Texas Real Estate License
  • Excellent teamwork
  • Proficient in Microsoft Office
  • Property Valuation Expertise

Accomplishments

    Registered Representative with National Association of Securities Dealers, Series 6 and 63 licenses, 1996

Timeline

Realtor

Levi Rodgers Real Estate Group
09.2023 - Current

Accounting Assistant

American In Home Care, Inc.
03.2017 - 06.2022

Staff Accountant

SBC Wireless
09.1998 - 09.1999

Accounting/Financial Analyst

University of Michigan Business School – Executive Education Center
09.1996 - 05.1998

Assistant Supervisor, Financial Services and Insurance

Armed Forces Benefit Association
09.1995 - 07.1996

Insurance and Financial Services Representative

Armed Forces Benefit Association
11.1992 - 08.1995

Bachelor of Arts - Economics and International Studies

University of North Carolina At Chapel Hill
SUSAN R Schorer