Renee' De La Cruz Email & Phone Number

Tampa, Fl

Tampa, Florida, United States

Provided administrative support to numerous Financial AdvisorsINSURANCE• Scheduled various types of meetings with clients and Financial Advisor(s), and fielded client’s questions• Prepared and processed life and disability insurance applications • Ordered paramed exams and ran insurance illustrations• Worked with office support to process the application for the underwriters, called doctor’s offices to assist in getting medical records• Had weekly insurance pipeline meetings with office support and communicated status to Financial Advisor• Completed insurance policy issuance and implementation procedures • Saved policy to Client’s Website Vault for their secure access • Created Advisor’s weekly schedules, created agendas, acquired documents from clients, sent client reminder and zoom link for web meeting or reserved conference room• Handled service work for insurance policies: beneficiary/address/name changes, changing policyINVESTMENTS• Entered investment applications for joint brokerage/advisory/IRA accounts and sent for client to e-sign• Processed Bank Draft Forms and entered Client’s desired monthly contributions to fund investment account(s)• Coordinated paying for whole life insurance policies out of their brokerage account• Handled service work for accounts: beneficiary/address/name changes, etc

Tampa, Fl

Provide administrative support to District Manager to facilitate the oversight and management of the Community Development District’s facilities and properties• Requesting and compiling meeting documents into agenda books to be voted on by the District’s Board of Supervisors within designated timelines• Performing all Board meeting follow-up tasks as required with vendor contracts, policy implementation and per the meeting minutes• Maintaining District websites and content• Electronically recording, compiling, and maintaining database of official District records• Publishing legal advertisements and performing other duties to ensure compliance with Florida Statues• Performing all State and County required annual filings and reports• Typing meeting minutes and saving audio of meeting minutes digitally• Mailing special assessment notifications and other mailings to residents

Lutz

Provided assistance to the President, Project and Procurement Managers of a custom home builder• Assisted Procurement Manager in sending and awarding bids, processed vendor contracts• Tracked home building status on Google Cloud for clients to see where their project was at all times • Maintained trade agreements, insurance certificates and W9s for all hired subs• Assisted President with special projects and the office administratively, when needed• Assisted with permitting, maintained warranty information and prepared vendor list for client at end of job• Maintained procurement reports and subcontractor’s insurance certificates for annual insurance audit• Enrolled and tracked General Contractor’s CE credits and requirements

Tampa, Fl

EXECUTIVE ADMINISTRATIVE ASSISTANT• Handled legal documents for President and updated important spreadsheets• Booked travel plans for President and Vice President and assisted President with various tasks and projects• Shopped for general liability insurance for company• Handled accounts payable/receivable, payroll, processed Sales and Use Tax, Unemployment and Payroll Taxes• Handled multiple rental properties owned by President and made bank deposits, reconciled accounts and reported to President on weekly basis status of all bank accountsPROJECT COORDINATOR• Pulled marketing information to help determine if property would work for our intentions• Wrote, negotiated terms and processed contracts• Maintained due diligence items per time frames of contract by creating spreadsheet• Prepared Joint Venture Agreements, created binders to showcase properties to potential joint venture partners• Overhauled filing system in computer and restructured paper filing system• Created tracking charts/system for contracts and agreements.

Tampa,Fl

Provided Administrative Assistance to the Commercial Property Management Team• Supported several Property Managers who managed large portfolios of retail strip centers by handling written and verbal communication between tenants and vendors• Wrote and faxed work orders for repair and maintenance items• Maintained our training manual, updated certificates of insurances, HVAC maintenance contracts and gross sales receipts• Handled estoppel requests from bank• Processed assignment paperwork when a former tenant would let a new tenant come in and buy their lease• Sent Year End Billing for left over CAM/insurance/real estate taxes to tenants, along with other miscellaneous duties.

Assisted Broker with sellers and buyers of homes for smooth closings• Worked with buyers and sellers prior to entering a contract • Created computer systems and checklist forms to help process files more efficiently• Processed contracts being liaison between buyers, lender and title company to ensure smooth closing process• Created fliers for our listings, updated website, created visual tours, input listings in the Multiple Listing Service • Recorded talking house audio tour and 800# for listings• Prepared mailings to clients and published newspaper ads for listings

Associate Of Science (A.S.), Interior Design

Associate Science Degree in Interior Design

Assoc. Arts, General