Experienced Business Owner and Real Estate Transaction Manager | 6+ years in Real Estate IndustryAs a seasoned business owner and real estate transaction manager with a successful track record spanning 6 years, I specialize in overseeing property deals and ensuring seamless closings, and thereby delivering exceptional client experiences. My expertise encompasses the entire real estate transaction lifecycle, ranging from listings assistance, to comprehensive file compliance review.Key Highlights:✓ Real Estate Transactions: Proficiently manage and organize end-to-end real estate transactions, ensuring optimal outcomes for clients.✓ Market Insights: Staying abreast of changes and updates to C.A.R. forms and brokerage procedures.✓ Client-Centric Approach: Build enduring client relationships through transparent communication and tailored solutions.✓ Business Leadership: Successfully lead and operate a thriving real estate services business, fostering growth and client satisfaction.✓ Marketing Expertise: Craft compelling and diverse marketing strategies to maximize property and agent visibility for our clients.✓ Problem Solver: Identify challenges and implement innovative solutions, ensuring smooth and successful closings.✓ Contract Mastery: Skillfully review contracts to safeguard client interests and legal compliance.My passion for real estate and customer service, coupled with strong organizational skills and meticulous attention to detail, has consistently translated into lucrative results for my clients. I thrive in dynamic environments, embrace challenges, and am dedicated to achieving the best possible outcomes. Connect with me to explore how I can add value to your real estate ventures.
Precision Real Estate Services, Inc.
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Owner, Transaction CoordinatorPrecision Real Estate Services, Inc. Jul 2017 - PresentLodi, Ca•Serve as liaison between real estate agents, title company, and loan officer - ensuring all parties receive appropriate documents for their legal files.•Review contract, addenda, and counter offers; and distribute contract to agent, lender & escrow company.•Open escrow with title company (list side), or obtain escrow information for all parties (sale side). •Track EMD and obtain receipts.•Prepare disclosure package for agents (list side), and review disclosure package for completeness (sale side).•Order NHD reports & home warranty (if applicable).•Schedule home, pest, and roof inspections, and relay pertinent reports to appropriate parties.•Request preliminary title report, CC&R's, and HOA documents.•Update web-based transaction management program.•Send deadline reminders as needed throughout the transaction, and follow up with title company, lender, and other agents as needed.•Upon close send reminder emails to agents regarding MLS updates, sign removal, and tax letters/closing statements to clients.
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Real Estate AssistantIntegrity Real Estate May 2017 - Aug 2017Elk Grove, Ca•Monitored and maintained quality and integrity of data stored in database – included consistent input of current data; identifying and implementing database improvements; creating reports necessary for agents.•Accounting and bookkeeping duties - including creating spreadsheet templates for annual expenses and write-offs, balancing accounts in Xero accounting system, processing rent payments for property management, tracking properties in escrow, sold properties, and incoming commissions. •Monitoring social media presence to ensure consistent messaging, up-to-date sales records, and organizing client testimonials.
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Church SecretarySt. Peter Lutheran Church Apr 2016 - Jan 2017Lodi, Ca•Rejuvenated and revitalized weekly bulletin format – designed and created bulletin, which collected weekly attendance data for tracking and analysis, engaged members and visitors to capture their data, and streamlined volunteer and discipleship processes. •Monitored and maintained quality and integrity of data stored in database – included consistent input of current data; identifying and implementing database improvements; creating reports necessary for monthly board meetings.•Improved efficiency on a variety of secretarial duties - including creating templates for bulletin inserts, creating accountability practices for food pantry, digitizing special bulletin formats, streamlining ordering process for specific ministries, and online giving practices.•Entrusted with all church calendars, scheduled use of facilities and event spaces, and controlled use of church resources.
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Finance And Office ManagerRadiant Life Church Jun 2013 - Mar 2016Lodi, Ca•Generated over $12,500 in revenue each year while presiding over fireworks booths for three consecutive years (including two booths in 2014); and generated over $4,000 in revenue annually with crab feeds. •Created and produced a community outreach program, The A.C.T. Project (A Community Transformed), where wellness screenings, haircuts, groceries, hot meals, clothes, prayer, and job services were offered to the underserved population of Lodi. •Designed and created all graphics – monthly bulletin, advertising/marketing collateral, business cards, customized graphics for Sunday’s video announcements, and materials necessary for various ministry events. •Recruited, trained, and established strong relationships with volunteers – developed volunteer’s handbook, organized duties and shift schedules for fundraising events, audio/visual team, offering count team, and office volunteer team.
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Development AssociateLawrence Hall Of Science, Uc Berkeley May 2008 - Mar 2012Berkeley, Ca•Generated over $30,000 in revenue and increased membership base by 14% in one fiscal year by orchestrating membership acquisition and retention campaigns.•Reduced costs and delivery time of membership collateral by redesigning all pieces and improving ordering procedures.•Responsible for fiscal year planning – entailed developing event and promotional calendars, forecasting budget, projecting revenue, reconciliation of all fundraising events and membership program balance sheets.•Planned and executed all development special events – included creating event timelines and strategies; coordinating event logistics with internal staff and external campus departments; recruiting, scheduling, and training event volunteers.•Administrative support for Resource Development Department - organized board meetings, drafted and distributed meeting minutes, processed all incoming gifts in Raiser's Edge and Campus Deposit systems, and generated donor acknowledgment letters. -
Office AdministratorArtisan Confections Aug 2006 - May 2008Berkeley, Ca•Made two food production facilities more sustainable by pioneering a greening committee and serving as liaison between corporate social responsibility and plant managers.•Operating as office administrator, managed an office-wide cubicle reconfiguration project, organized meetings and staff luncheons, purchased office supplies, and maintained all office equipment (included negotiating and establishing new contract leases for postage and copy machines).•Managed accounts payable – encompassed account research and reconciliation, three-way invoice match, review of invoice coding and approval, and routing invoices to corporate headquarters for payment.•Created more budget autonomy for cost center managers by implementing purchasing card program, and utilized company purchasing card for efficiency in bill payments, and to analyze expenditures such as cellular telephone plans and usage, and monitor office expenses. -
Accounting AssistantNumi Organic Tea Apr 2005 - Aug 2006Oakland, Ca•As assistant to the controller – prepared commission statements, audited shipping costs, and tracked regional sales. •Managed full cycle accounts receivable – established new accounts, invoiced all sales, collected and posted payments, and prepared bank deposits.•Organized and maintained all accounting filing systems – hired, trained, and supervised file clerks -
Accounts Payable SpecialistSharp Healthcare Aug 2003 - Jul 2004San Diego, Ca•Performed full cycle accounts payable for all vendors under the letter “S” – involved account research and reconciliation, un-cashed check investigation, and sales/use tax verification.•Managed recurring check requests – included medical directors’ stipends, and rents for various hospital sites and clinics.•Created spreadsheets to track budgets, monitor service contracts, and site expenditures. -
School And Team Sales, Accounts ReceivableAthletic Supply Of California Sep 1991 - Jun 1999Stockton, Ca•Worked directly for company owner performing a variety of tasks – included inventory tracking and purchasing, managing computer system upgrade from DOS to windows-based program, sustaining multi-line phone system, establishing after-hours answering service and staff voice mails, and training new staff.•Managed accounts receivable – billed and collected over $8 million in annual sales; handled all cash postings, bank deposits, and reconciliations; and reported sales/use taxes.•Served local schools and teams as inside sales person by providing sales quotes, bids, and overseeing all orders. Acted as liaison between home office and outside sales staff – maintaining clear communication between vendors, customers, and staff, and ensuring all orders were placed accurately and delivered in a timely manner.
Kelli Flanagan Education Details
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California Association Of RealtorsTransaction Coordinator Certification -
Graphic Design -
Event Planner Certification -
Math & Science
Frequently Asked Questions about Kelli Flanagan
What company does Kelli Flanagan work for?
Kelli Flanagan works for Precision Real Estate Services, Inc.
What is Kelli Flanagan's role at the current company?
Kelli Flanagan's current role is Independent Transaction Coordinator.
What schools did Kelli Flanagan attend?
Kelli Flanagan attended California Association Of Realtors, Ashworth College, University Of California, Berkeley, San Joaquin Delta College.
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Kelli Flanagan
Clearwater, Fl1cvshealth.com
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