Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tracy Leeber

Naples,FL

Summary

Accomplished professional with a diverse background spanning compliance, real estate, and family management. Now that my season of full-time parenting is winding down, I want to continue to use my skills to help educate and support children in a school setting.

Overview

32
32
years of professional experience

Work History

Stay at Home Mom of 4

Family
11.2004 - Current
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Organized and detail-oriented with a strong work ethic.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Directed the education paths of my four children. One is currently a Pilot studying Aviation at The University of Auburn. The second is an Applied Mathematics Major at the University of Florida.
  • Started the Odyssey of the Mind Program at Laurel Oak Elementary School in 2013.
  • Girls Scout Troop Leader/Manager of Troop Cookie Sales program
  • Very comfortable working with all learning levels.
  • Have 15 years of experience with children with learning disabilities

Office Manager

Jorge Montes, Realtor
03.2003 - 11.2004
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.

Title Agent

Island Title
01.2002 - 03.2003
  • Facilitated smooth transaction processes by coordinating with escrow agents, underwriters, buyers and sellers.
  • Assisted attorneys with legal documentation preparation, ensuring accuracy and compliance with industry regulations.
  • Managed a high volume of complex real estate transactions while maintaining attention to detail and prioritizing tasks effectively.
  • Enhanced client satisfaction by providing exceptional service in researching and resolving title issues.

Compliance Officer/Stockbroker

San Diego County CU, Bank of America
03.1993 - 01.2002
  • Managed relationships with regulators, maintaining open lines of communication to ensure transparent operations.
  • Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
  • Reduced the risk of financial penalties by conducting thorough internal audits on a regular basis.
  • Increased client satisfaction by providing personalized investment advice and portfolio management.
  • Analyzed market trends to identify profitable investment opportunities for clients.
  • Effectively managed high-pressure situations during periods of market volatility, maintaining composure while making crucial decisions.
  • Built strong client relationships through effective communication and understanding of financial goals.
  • Educated Bank personnel on a variety of Investments to encourage referrals to the Investment Brokers

Education

No Degree - Spanish/International Business

Tecnologico De Monterrey
Monterrey, NL, Mexico

Bachelor of Arts - Spainish/International Business

University of Arizona
Tucson, AZ
08.1992

Skills

  • Friendly, Positive Attitude
  • Teamwork and Collaboration
  • Customer Service
  • Problem-Solving
  • Dependable and Responsible
  • Excellent Communication
  • Critical Thinking
  • Computer Skills
  • Organizational Skills
  • Organization and Time Management

Timeline

Stay at Home Mom of 4

Family
11.2004 - Current

Office Manager

Jorge Montes, Realtor
03.2003 - 11.2004

Title Agent

Island Title
01.2002 - 03.2003

Compliance Officer/Stockbroker

San Diego County CU, Bank of America
03.1993 - 01.2002

No Degree - Spanish/International Business

Tecnologico De Monterrey

Bachelor of Arts - Spainish/International Business

University of Arizona
Tracy Leeber