Patricia Chokshi Email & Phone Number

Naples, FL, US

Naples, Florida, United States

-Implemented and administered Mail Merge, Intuit Mail Chimp, CRM, and DotLoop integration toincrease full cycle customer engagement and drive sales through tailored messaging, electronicdocument management, metrics, reports, segmented customer database, dynamic content insertion,and conditional workflows.-Provided technical support and liaised with agents.

-7 direct reports-Migrated company intranet to SharePoint Online. Created new employee training resource content,and improved storage and accessibility, reducing time spent searching for internal information.Increased Microsoft 365 user adoption among employees through improved engagement andcollaboration.-Led a project offering proof of concept by.

• Ensured agents’ transactions were efficiently and accurately processed, commission payments are timely and any adjustments were avoided
• Point of contact as needed for following up on missing documentation or escalation of transactional issues.

• Handled all facets of office transactions, from processing listings to overseeing sales and closings within our internal accounting and file management systems.
• Provided document management for listings, contracts, and closings, ensuring all necessary documents are accurately submitted and reviewed.
• Onboarded new sales associates, processing paperwork and licenses, and provided training on office equipment, transaction processing, and other office systems.
• Managed local office vendor payments and agent billing receivables.
• Oversaw all administrative tasks, including ordering general office supplies, managing business supplies, and maintaining equipment.

Education record

Education record