Sarah Alvarez Email and Phone Number

Responsible for managing office services by ensuring office operations and procedures are organized, correspondences are controlled, filing systems are designed, supply requisitions are reviewed and approved, and that clerical functions are properly assigned and monitoredResponsible for developing and implementing office policies by setting up procedures and standards to guide the operation of the officeManage relationships with vendors, service providers, and landlord, ensuring that all items are invoiced and paid on timeRemain updated on technical and professional knowledge by attending educational workshops, joining professional associations, building networks with fellow professionals, and reviewing of industry publicationsSecurities and advisory services offered through LPL Financial, a registered investment advisory, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Responsible for providing a positive customer experience that leads to improved satisfaction and sales.Processed transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customers needs and encouraging customers to expand their relationship.Proven record of maintaining, verifying and balancing allocated cash drawer and preforming transactions of deposits, withdrawals, payments and cash advances.Followed established policies, procedures and guidelines to protect both the customers and the company.Opening, maintaining and closing of all account types; handle routine customer inquiries/problems solving.

Responsible for providing a positive customer experience that leads to improved satisfaction and sales.Processed transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customers needs and encouraging customers to expand their relationship.Proven record of maintaining, verifying and balancing allocated cash drawer and preforming transactions of deposits, withdrawals, payments and cash advances.Followed established policies, procedures and guidelines to protect both the customers and the company.Opening, maintaining and closing of all account types; handle routine customer inquiries/problems solving.

Improved customer service experience, engaged with customers and facilitate organic growth. Keep accurate records and documented customer service actions and discussions. Analyzed statistics and compiled accurate reports while maintaining an orderly workflow according to priorities. Determined customer service requirements by maintaining contact with customers, visiting operational environments, conducting surveys, analyzing information and applications.

Responsible for providing a positive customer experience that leads to improved satisfaction and sales.Processed transactions accurately and efficiently in a fast-paced environment while simultaneously introducingproducts and services that meet the customers needs and encouraging customers to expand their relationship.Followed established policies, procedures and guidelines to protect both our customers and the company.Proven record of maintaining, verifying, balancing allocated cash drawer, including proper trial balancing. Opening new accounts and servicing established accounts.

Prepare documents such as representation contracts, purchase agreements, closing statements, leases, and deeds. Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting based on current market conditions. Conduct quarterly seminars and training sessions for sales agents to improve sales techniques. Advise sellers on how to make homes more appealing to potential buyers increasing average selling prices by 16% from initial appraisals. Evaluate mortgage options helping clients obtain financing at the best rates and terms.

Data entry into a database system that includes tracking, logging, and correcting checks. Researching and resolving outstanding issues by working with field sales, broker network, and customer service representatives in their market. Liaison between Sales Department and Corporate Customers. Responsibilities and duties are extremely varied and requires the interpretation of technical and detailed guidelines, policies and procedures.

Processing transactions accurately and efficiently in accordance with established policies and procedures while engaging customers. Hands-on experience in exercising discretion, judgment, and proposal about transaction problems and inquiries. Proven record of maintaining, verifying, balancing allocated cash drawer, including proper trial balancing. Well versed in recognizing customers' financial service requirements and cross selling services to meet those requirements.