Stephanie Cooper Email & Phone Number

Southlake, Texas

Southlake, Texas

Direct Support to President & associate advisorsProcess annuity and qualified/non-qualified account applications and track transferCheck daily for status updates & answer any questions the carrier may have regarding application status process to ensure adequate policy delivery.Assist clients in rollover requests and/or obtaining funds from financial.

Southlake, TX

• Developed Real Estate listing and contract systems.
• Reconciled all open client files with accurate and complete information.
• Calculated and organized all 2014 closed transactions.
• Managed listing and purchase contracts
• Conducted changes and amendments to listing and purchase contracts
• Analyzed website routinely for proper listing information and possible errors.

Southlake

• Managed Real Estate transactions.
• Responsible for broker website maintenance.
• Maintained broker profiles for social media and networking sites.
• Scheduled property showings and maintained broker’s calendar.
• Prepared all materials needed for property showings and closings.
• Maintained accuracy and consistency of client database.

Dallas/Fort Worth Area

• Organized property showings and closings.
• Coordinated appointments with escrow, lenders, and home inspection companies.
• Researched the market regularly to generate lists of properties as per the client’s needs.
• Promoted different properties using marketing tools to attract customers.
• Interviewed clients to understand their needs and studied properties accordingly to provide desired information.
• Negotiated and Prepared listing and purchase contracts for clients.

Coppell, TX

• Provided direct support to the President of Technology and the Senior Director of Operations.
• Arranged domestic and international travel.
• Maintained calendars and scheduled meetings for senior level management.
• Prepared and submitted expense reports to the accounting department.
• Researched and prepared sales presentations using Microsoft PowerPoint.
• Managed employee attendance and time off requests.

Fort Worth, TX

• Assisted with the general ledger as well as accounts payable and accounts receivable.
• Handled payroll for office employees.
• Maintained business servers.
• Provided technical support for proprietary office furniture software.

Plano, TX

• Prepared financial statements (yearly, weekly, and monthly).
• Provided clerical support to the inside sales team of approximately 40 individuals.
• Responsible for creating and publishing company newsletter.
• Planned and coordinated client events, including securing location and catering.
• Assisted with keeping employee training materials up to date and tracking employee vacation time.
• Responsible for office supply inventory.