As a manger for your agency, I aim to develop and execute business initiatives to drive customer growth, achieve sales objectives and enhance bottom-line profits by applying my Project Management, extensive experience in real estate, construction, and my client service experience. I thrive on leveraging my project management expertise, leadership, and strong organizational skills to bring efficiency, structure, and enhanced productivity to your company. I look forward to speaking with you about a potential alliance.
Overview
16
16
years of professional experience
Work History
REALTOR – REAL ESTATE AGENT
Swanson & Associates
07.2017 - Current
Assist clients with real estate transactions.
Negotiate contracts, leases, and terms.
Arranged and hosted open house activities and property tours for prospective buyers.
Negotiated contracts between buyers and sellers to reach agreement on price and terms of sales.
Collaborated with colleagues to develop strategies for attracting new clients.
Analyzed financial data, such as income statements and tax returns, to determine affordability levels for potential buyers by assessing their debt-to-income ratio.
Educated customers about mortgage products and loan processes relevant to their needs by assessing their needs and educating customers about the complete cycle of their transactions.
Maintained current knowledge of laws governing real estate transactions in order to comply with regulations by using the code of ethics manual. Often abided by a certain level of standards based on statutes produced by the state.
Coordinated with appraisers, title companies, lenders, home inspectors and other third parties to ensure a successful closing process.
Jamco Properties, National Credit Systems, Square 1 Bank & Office Team
05.2010 - 04.2016
Leasing sales, tenant retention, customer service, and satisfaction.
Managing accounts, responding to inquiries, resolving issues, and delivering exceptional service to clients.
Providing administrative support to the property manager and office operations.
Managing loan processes, coordinating client and departmental meetings, and maintaining files.
Developed and implemented client service standards, policies and procedures.
Provided training to new team members on customer service methods and techniques.
Resolved customer inquiries in a timely manner, escalating complex issues when necessary.
Created detailed reports on customer interactions, analyzing trends and identifying areas for improvement.
Reviewed customer complaints, responding promptly and appropriately while tracking outcomes of resolution efforts.
Evaluated current processes around client onboarding, making recommendations for improvements as needed.
Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
Building Permit Coordinator
Office Team
Chapel Hill, NC
10.2009 - 03.2010
Quickly adapted and applied departmental policies and procedures.
Provided superior customer service to all clients.
Issued permit applications, construction plans and documents for permits
with urgency.
Administrated field inspections and maintained office supplies.
Performed accurate arithmetic calculations and operation of computers with speed and accuracy in MS Word, Excel, and Outlook.
Used independent judgment and technical knowledge, and management of project demands, priorities, costs, and time constraints to meet service requirements.
Created and maintained accurate records of permits, applications, and related documents.
Maintained updated knowledge of applicable state and local laws, regulations, and requirements related to permits.
Prepared reports summarizing status of pending permits or issued permits.
Provided administrative support to permit coordinators and other personnel.
Tracked expiration dates for existing permits and communicated need for renewal prior to expiration date.
Identified areas where improvements could be made in current permitting procedures.
General Office Clerk/Insurance Specialist
Office Team
Rancho Cordova, CA
09.2008 - 09.2009
Promoted from Office Clerk to COBRA Specialist within 60 days of assignment.
Offered excellent customer service skills via phone by providing billing and enrollment information as needed.
Assisted customers with a sense of urgency on urgent matters. Provided employer groups with monthly reports.
Provided employer groups with monthly reports.
Processed and mailed notices to customers and insurance claims with urgency.
Assisted with general office work as needed, such as filing, creating labels, mail merging, answering phone calls up to four lines, faxing, copying, emailing, etc.
Showed initiative and resourcefulness in solving problems and meeting customer requests.
Monitored incoming emails and responded to inquiries in a timely manner.
Provided general administrative support including data entry, typing, photocopying, scanning and faxing documents.
Coordinated meetings, appointments and travel arrangements for staff members.
Answered phone calls and directed them to the appropriate personnel.
Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; evaluating new office products.
Verified accuracy of invoices against purchase orders prior to payment processing.
Supported bookkeeping tasks such as invoicing and expense tracking.
Education
The Project Success Method - RE Agent
GA MLS Real Estate School
10.2024
Folsom Lake College - Business & Project Management Studies
Folsom Lake College
01.2008
Skills
Procurement practices
Analyzing data
Detail-oriented
Delivering messages in a clear, concise manner, both written and orally
Evaluating data to develop alternatives and solutions