Working from home, I provide occasional administrative, marketing and bookkeeping assistance to Real Estate Agents. In this capacity, I assist agents with their client contact management, appreciation programs & events, bookkeeping & office administration. My goal is to reduce their time spent on administrative tasks, organize and create workable routines to provide agents with more time to spend with their clients.Having mastered numerous new platforms, I am also able to assist agents… Show more Working from home, I provide occasional administrative, marketing and bookkeeping assistance to Real Estate Agents. In this capacity, I assist agents with their client contact management, appreciation programs & events, bookkeeping & office administration. My goal is to reduce their time spent on administrative tasks, organize and create workable routines to provide agents with more time to spend with their clients.Having mastered numerous new platforms, I am also able to assist agents with property listings, feature sheets, marketing strategies, creating walkabout maps, setting up automatic client home searches and Sourcing and/or creating unique & innovative client appreciation gifts. Show less

As part of a team, I was responsible for:Verifying & dispatching real estate offers to our Licensed Agents.Managed & responded to 3 e-mail accounts, responding to Agent & client inquiries and directed them to other departments, as needed, or provided follow up information.Managed 3 incoming phone lines (as above)Managed an Excel document, recording all pertinent offer information & updating as needed. Audited this document for errors & corrected it to ensure accurate reporting… Show more As part of a team, I was responsible for:Verifying & dispatching real estate offers to our Licensed Agents.Managed & responded to 3 e-mail accounts, responding to Agent & client inquiries and directed them to other departments, as needed, or provided follow up information.Managed 3 incoming phone lines (as above)Managed an Excel document, recording all pertinent offer information & updating as needed. Audited this document for errors & corrected it to ensure accurate reporting information was produced.Contributed to the review of internal processes and provided user insight into possible upgrades or changes.Prepared training modules used to assist other department teams with cross training for our department.Contacted Lawyers offices to confirm receipt of invoices. Show less

This position was created for a newly acquired self-storage company. Hired as the Senior on site office administrator & front office clerk, I was responsible for greeting clients, leasing out units, payment processing & end of day reconciliation/daily deposits. New owners had just purchased the business and I was tasked with learning their unit management system and getting to know the business. Once done, I completed an analysis of existing accounts to identify problem accounts & rate… Show more This position was created for a newly acquired self-storage company. Hired as the Senior on site office administrator & front office clerk, I was responsible for greeting clients, leasing out units, payment processing & end of day reconciliation/daily deposits. New owners had just purchased the business and I was tasked with learning their unit management system and getting to know the business. Once done, I completed an analysis of existing accounts to identify problem accounts & rate discrepancies, prepared a Daily Routines & Reference Guide and assisted the new owners in creating company policies and procedures. Also trained additional staff for occasional coverage. Unfortunately, this position was discontinued. Show less

Many distinct roles, with ever increasing responsibilities. Knowledge of customer service, administration, sales, audit, lending and investments are only a few of the areas that required proficiency to be successful through such a long & varied career. Some of the duties I was responsible for were;-Provide exceptional customer service, delivering the highest client experience, while providing sound, customized financial advice. Offer banking and investment products and credit… Show more Many distinct roles, with ever increasing responsibilities. Knowledge of customer service, administration, sales, audit, lending and investments are only a few of the areas that required proficiency to be successful through such a long & varied career. Some of the duties I was responsible for were;-Provide exceptional customer service, delivering the highest client experience, while providing sound, customized financial advice. Offer banking and investment products and credit facilities. -Recommend solutions that best meet clients’ needs; adjudicate and approve lending solutions that would assist clients in reaching those goals. -Identify opportunities to increase efficiencies, reduce system or policy deficiencies that may expose RBC to additional risks & explore/test viable options-Collect & verify documentation in respect of income, expenses, assets & liabilities, maintaining accurate records & correspondence, ensuring discretion and client privacy. -Provide Home Equity financing & Creditor Insurance to personal clients, independently, from a home office & in a branch setting-Create & maintain personal schedule, using Outlook and RBC's client management platform, ensuring efficient use of time for appts., meetings, client contact & follow up and marketing -Mentor new hires and assist with more complex credit applications, when needed-Senior Officer on-site, providing day to day supervision to the branch in addition to training and mentoring new hires-Provide administrative assistance to Private Banking Sales Team, internal audit & control, developed numerous procedures & routines to streamline processes, increasing information integrity and efficiency-Reconcile G.L. accounts for investments, mortgages and loans, ensuring integrity and accuracy. -Created processes to increase efficiency and eliminate redundant tasks-Reconstruct mortgages and loans & processing correcting entries Show less