Performance-oriented and skilled Clerical professional methodical about managing administrative, promotional and customer service functions to support team and improve group productivity. Prioritize and multitask to handle every need with well-qualified assistance. Diligently pursue every chance to capture new business by monitoring properties, organizing lead data and maintaining efficient schedules.
Overview
35
35
years of professional experience
Work History
Real Estate Agent Assistant
Dionne Survert
04.2012 - Current
Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.
Increased property showings by efficiently scheduling appointments and coordinating with clients, agents, and brokers.
Developed strong relationships with clients through attentive customer service, leading to repeat business and referrals.
Maintained efficient office operations by handling errands and administrative functions.
Reduced time spent on scheduling conflicts using advanced organizational skills to manage multiple calendars efficiently.
Demonstrated strong attention to detail when proofreading contracts, ensuring accuracy and completeness before submission.
Streamlined administrative tasks, such as filing paperwork and managing correspondence, contributing to a well-organized office environment.
Mortgage Loan Processor
Earline Wilson
06.2023 - 12.2023
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Handled any conditions sent from underwriting departments.
Set up and completed loan submission packages.
Enhanced client satisfaction by providing timely updates on their mortgage loan status and addressing concerns promptly.
Customer Service Representative
Maxxfunding
01.2017 - 11.2023
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Responded to customer requests for products, services, and company information.
Provided primary customer support to internal and external customers.
Answered customer telephone calls promptly to avoid on-hold wait times.
Updated account information to maintain customer records.
Answered constant flow of customer calls with minimal wait times.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Handled customer inquiries and suggestions courteously and professionally.
Broker Assistant/Office Manager
Dream Home Realty & Mortgages Inc
06.2006 - 04.2011
Developed strong relationships with clients through regular follow-ups and status updates on their investments.
Collaborated with various departments within the brokerage firm to ensure seamless service delivery for clients.
Exhibited adaptability and resourcefulness by providing support during high-pressure situations such as market volatility or time-sensitive transactions.
Supported brokers in closing deals, ensuring all necessary paperwork was completed accurately and timely.
Processed and verified all new account applications and documents.
Optimized time management for brokers by handling routine tasks such as scheduling appointments and managing calendars.
Provided administrative support during the negotiation process, contributing to successful transactions and satisfied clients.
Safeguarded confidential client information by implementing strict record-keeping practices that adhered to regulatory requirements.
Expeditiously gathered required documentation from clients, expediting the underwriting review process.
Streamlined loan application processes for increased efficiency and faster approvals.
Maintained strong relationships with lenders, underwriters, and other industry professionals to facilitate smooth transactions.
Managed multiple priorities effectively, ensuring timely completion of tasks related to loan applications, documentation, and follow-up communications with clients.
Worked with underwriters to fix application problems and resolve issues.
Fielded customer complaints and provided solutions.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Monitored market trends to provide informed insights to brokers about potential investment opportunities or risks.
Data Entry Clerk/Customer Service Representative/Administrative Assistant
Select Temp Agency
09.1988 - 06.2004
Organized, sorted, and checked input data against original documents.
Sorted documents and maintained organized filing process.
Entered numerical data into databases with speed and accuracy using 10-key pad.
Completed data entry tasks with accuracy and efficiency.
Scanned documents and saved in database to keep records of essential organizational information.
Verified accuracy of data entered into system to produce error-free reports.
Maintained strict confidentiality of sensitive client information, ensuring compliance with industry regulations and company policies.
Prioritized tasks effectively to ensure timely completion of all assigned projects without sacrificing attention to detail.
Maintained a high level of accuracy and speed through continuous self-assessment, surpassing company standards consistently.
Entered data into various computer systems accurately using Microsoft Office Suite.
Managed documents by organizing forms, making photocopies, filing records, preparing correspondence, and creating reports.
Updated and maintained customer information, documents and records.
Education
Licensed - Notary Public
National Notary Association
Chatsworth, CA
10.2020
Certificate - Real Estate Classes
Allied Real Estate School
Los Angeles, CA
06.2013
Certificate - Loan Origination SAFE Course
Allied Mortgage Loan Origination
Los Angeles, CA
06.2013
Certificate - Data Entry /Word Processor Clerk
Pacific Coast Technical Institute
Van Nuys, CA
02.1990
GED -
LAUSD
Los Angeles, CA
06.1985
Skills
Interpersonal Skills
Administrative Support
Problem Solving
Active Listening
Document Preparation
Task Prioritization
Email Management
Record Keeping
Attention to Detail
Multitasking Abilities
Calendar Management
Phone Etiquette
Computer Literacy
Critical Thinking
Time Management
Office Management
Appointment Scheduling
File Management
Client Relationship Management
Customer Service
Decision-Making
Client Correspondence
Phone and Email Etiquette
Property Information Filing
Multitasking and Organization
Office Administration
Electronic Records Management
Data Entry
Scheduling
Mail Management
Clerical Support
Records Management
Timeline
Mortgage Loan Processor
Earline Wilson
06.2023 - 12.2023
Customer Service Representative
Maxxfunding
01.2017 - 11.2023
Real Estate Agent Assistant
Dionne Survert
04.2012 - Current
Broker Assistant/Office Manager
Dream Home Realty & Mortgages Inc
06.2006 - 04.2011
Data Entry Clerk/Customer Service Representative/Administrative Assistant
Select Temp Agency
09.1988 - 06.2004
Licensed - Notary Public
National Notary Association
Certificate - Real Estate Classes
Allied Real Estate School
Certificate - Loan Origination SAFE Course
Allied Mortgage Loan Origination
Certificate - Data Entry /Word Processor Clerk
Pacific Coast Technical Institute
GED -
LAUSD
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