Laina Kaplan Email & Phone Number

Millis, Massachusetts, United States

Specializing in both listing and selling homes. Special training in Ethics, Sales, and both Seller and Buyer Representation. Working closely with buyers, sellers and other realtors on a daily basis to negotiate the sale of homes. Job duties consist of setting up appointments to show homes, writing up and presenting Offers to Purchase Real Estate, negotiating the Offers, coordinating and attending Home Inspections and all other applicable inspections, coordinating the preparation of Purchase &… Show more Specializing in both listing and selling homes. Special training in Ethics, Sales, and both Seller and Buyer Representation. Working closely with buyers, sellers and other realtors on a daily basis to negotiate the sale of homes. Job duties consist of setting up appointments to show homes, writing up and presenting Offers to Purchase Real Estate, negotiating the Offers, coordinating and attending Home Inspections and all other applicable inspections, coordinating the preparation of Purchase & Sales Agreements with Attornies and handling the signatures in a timely manner, coordinating that the buyers are qualified by speaking with Mortgage Lenders to insure buying power, and handling of all deposit monies, coordinating and attending Closings. Working closely with all clients to provide an open line of communication every step of the way to ensure a smooth transaction as possible. Able to roll up my sleeves to get the job done. Show less

Specializing in both listing and selling homes. Special training in Ethics, Sales, and both Seller and Buyer Representation. Working closely with buyers, sellers and other realtors on a daily basis to negotiate the sale of homes. Job duties consist of setting up appointments to show homes, writing up and presenting Offers to Purchase Real Estate, negotiating the Offers, coordinating and attending Home Inspections and all other applicable inspections, coordinating the preparation of Purchase &… Show more Specializing in both listing and selling homes. Special training in Ethics, Sales, and both Seller and Buyer Representation. Working closely with buyers, sellers and other realtors on a daily basis to negotiate the sale of homes. Job duties consist of setting up appointments to show homes, writing up and presenting Offers to Purchase Real Estate, negotiating the Offers, coordinating and attending Home Inspections and all other applicable inspections, coordinating the preparation of Purchase & Sales Agreements with Attornies and handling the signatures in a timely manner, coordinating that the buyers are qualified by speaking with Mortgage Lenders to insure buying power, and handling of all deposit monies, coordinating and attending Closings. Working closely with all clients to provide an open line of communication every step of the way to ensure a smooth transaction as possible. Able to roll up my sleeves to get the job done. Show less

Provided new hire training to the processing and customer service representatives. Also delivered technical job skill training programs to existing employees when enhancements to work flows and systems were made. This training consisted of an industry overview, customer service skills and mainframe information. In addition, worked closely with the Corporate Training & Development Department on revisions to new hire programs and enhancements to participant handouts, job aides and exercises.… Show more Provided new hire training to the processing and customer service representatives. Also delivered technical job skill training programs to existing employees when enhancements to work flows and systems were made. This training consisted of an industry overview, customer service skills and mainframe information. In addition, worked closely with the Corporate Training & Development Department on revisions to new hire programs and enhancements to participant handouts, job aides and exercises. Played an active role on a high performance team of 15 associates. Show less

Reviewed and established new retirement plans for Putnam Investments. Processed repeat investments, maintained existing accounts and responded to clients written inquiries. Telephone communication with brokers, wholesalers and other Putnam personnel. Played an active role on a high performance team.

Acted together with a team of four in-house marketing liaisons for eleven Regional Pension Consultants with respect to plan design, proposals, document preparation, enrollment requirements, product and administrative services available. Researched technical questions regarding 401(k) and other qualified plans and all product related questions. Communicated daily with Regional Pension Consultants and brokers. Aided in the preparation of sales brochures and materials. Assisted in the… Show more Acted together with a team of four in-house marketing liaisons for eleven Regional Pension Consultants with respect to plan design, proposals, document preparation, enrollment requirements, product and administrative services available. Researched technical questions regarding 401(k) and other qualified plans and all product related questions. Communicated daily with Regional Pension Consultants and brokers. Aided in the preparation of sales brochures and materials. Assisted in the contracting and licensing of brokers and the development of new brokerage sources. Coordinated the preparation of a Quarterly Pension Marketing Newsletter and Quarterly Fund Performance Results. Coordinated enrollment materials and visited enrollment sites to conduct an oral presentation to employees of the client on the importance of joining their company sponsored retirement plan. Show less

Reviewed and established new annuity contracts for Sun Life of Canada (U.S.). Processed repeat investments, maintained existing accounts and responded to client's written inquiries. Telephone communication with clients, brokers, telemarketers, wholesalers and other Sun Life personnel was also required. Played an active role on a high performance team.

Managed weekly paper work, prepared purchase orders, collected and processed rental payments, prepared reports on Lotus, answered telephone calls and wrote memorandums. Also, showed apartments and processed rental applications.