Summary
Overview
Work History
Education
Timeline
AdministrativeAssistant

Tracy Morales

Orlando,FL

Summary

As a caring experienced office manager and administration professional with 11 years of experience in Customer Service, I strive to meet the needs of my clients and customers, While adhering to agency guidelines. My Values of respect shines through interaction and overseeing wide variety of essential functions in business. My organization skills, teamwork, time management and analytical skills provide the foundation across various programs that allows me to excel in providing efficient detailed and data-entry paper work within diverse environments. My integrity, professionalism, commitment to excellence, and inclusive values make me an asset to any agency.

Overview

13
13
years of professional experience

Work History

Office Coordinator / Title Processor

Crossroads Title Agency
Cape Coral, FL
05.2023 - 06.2024
  • Coordinated office operations and procedures to ensure organizational effectiveness and efficiency.
  • Scheduled appointments for staff members using Outlook calendar system.
  • Prepared invoices, reports, memos, letters, financial statements, and other documents.
  • Created and maintained filing systems, both paper and electronic.
  • Reviewed documents for accuracy before submission to external parties such as clients or vendors.
  • Examined documents for authenticity prior to recording them with local governments.
  • Conducted lien searches to identify outstanding claims against real estate property titles.
  • Coordinated with lenders, buyers, sellers, attorneys, and surveyors throughout the entire transaction process.
  • Verified accuracy of legal descriptions, tax parcel numbers, and other relevant data on documents.
  • Processed title documents such as deeds, mortgages, and liens in accordance with state laws.

Customer Service Representative

Tax Collectors
Fort Myers , FL
09.2022 - 01.2023
  • Utilized computer software programs to manage data entry, tracking, reporting, and analysis functions.
  • Provided assistance to customers with inquiries regarding DMV services and procedures.
  • Ensured compliance with state laws and regulations related to vehicle titling processes.
  • Accepted payment from customers via cash, check or credit card transactions.
  • Reviewed existing records to ensure accuracy and completeness of data before issuing new license or registration certificates.
  • Issued temporary permits when required until permanent documentation could be issued.
  • Maintained records of all transactions in a secure database.
  • Determined eligibility for certain types of services based on state guidelines.
  • Processed renewals for driver's licenses, vehicle registrations, titles.
  • Ensured compliance with federal and state laws governing motor vehicle regulations and licensing requirements.

Assistant Property Manager

POAH Communities - Oxford Place & Gardens
Providence, RI
05.2019 - 01.2022
  • Advertised vacancies through various media outlets such as newspapers, websites, social media platforms.
  • Monitored building maintenance and repairs, coordinated with contractors to ensure completion of tasks.
  • Participated in community events promoting the rental properties available at the location.
  • Created tenant files, maintained records of rental payments, and tracked lease agreements.
  • Collected first month's rent along with security deposit prior to move-in date.
  • Conducted regular inspections of properties to identify any needed repairs or improvements.
  • Maintained accurate records of all transactions involving tenants' accounts including rent payments and late fees.
  • Initiated eviction proceedings when necessary according to state law guidelines.
  • Processed applications received from prospective tenants verifying credit history, employment status.
  • Oversaw daily operations, maintenance, and administration of various properties.
  • Answered calls and responded to inquiries from various parties using strong active listening and open-ended questioning skills to resolve problems.
  • Solicited and analyzed bids for repairs, renovation and general maintenance.

Program Support Specialist

Westbay Childrens Center
Warwick, RI
06.2015 - 05.2019
  • Evaluated program effectiveness through surveys, focus groups or data analysis techniques.
  • Implemented age appropriate curricula in accordance with state guidelines.
  • Managed budgeting processes to ensure efficient use of resources.
  • Conducted interviews, recruited, trained and evaluated personnel.
  • Maintained accurate records of attendance, assessments and other relevant documents.
  • Inspected classrooms daily for cleanliness, safety hazards and educational materials availability.
  • Ensured compliance with licensing regulations, safety standards and health requirements.
  • Provided guidance to parents on how best to support their child's development.
  • Provided leadership and supervision to staff, including assigning duties and monitoring performance.
  • Planned and organized special events for children such as field trips, parties or educational activities.
  • Maintained positive relationships with families by addressing their concerns promptly.
  • Maintained accurate records of daily attendance and other related information.
  • Responded to inquiries regarding program guidelines, policies, procedures, and services.

Administrative Assistant

The Genesis Center
Providence , RI
10.2011 - 06.2015
  • Provided administrative support to the executive team, including scheduling meetings and managing calendars.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
  • Ensured efficient operation of office equipment such as printers, copiers and fax machines.
  • Updated contact lists regularly when changes occur in employee status or contact information.
  • Processed invoices for payment using accounting software applications.
  • Scheduled appointments between clients and customers and internal staff members.
  • Managed database systems containing customer contact information.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Managed office supplies inventory and placed orders when necessary.
  • Handled confidential documents in an organized fashion according to established protocol.
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.

Education

Some College (No Degree) - General Studies

CCRI
Providence, RI

Timeline

Office Coordinator / Title Processor

Crossroads Title Agency
05.2023 - 06.2024

Customer Service Representative

Tax Collectors
09.2022 - 01.2023

Assistant Property Manager

POAH Communities - Oxford Place & Gardens
05.2019 - 01.2022

Program Support Specialist

Westbay Childrens Center
06.2015 - 05.2019

Administrative Assistant

The Genesis Center
10.2011 - 06.2015

Some College (No Degree) - General Studies

CCRI
Tracy Morales