ASSISTANT TEAM LEAD | GENERAL VIRTUAL ASSISTANT
Supported daily team operations and workflow coordination
Monitored productivity and maintained operational accuracy and compliance
Assisted in workload prioritization and process improvements
SENIOR CLIENT SUPPORT | TITLE EXAMINER | REAL ESTATE VIRTUAL ASSISTANT
Supported the initial stages of real estate transactions as an Assistant Transaction Coordinator.
Created and managed transaction files in Qualia.
Verified property details, contact information, and transaction data for accuracy
Uploaded and organized contracts, lender documents, and transaction files
Ordered and coordinated title searches, lien searches, HOA estoppels, payoff statements, property taxes, utilities, and surveys
Managed intake
Reviewed files for completeness and compliance before processor handoff
CLIENT SUPPORT SPECIALIST | DATA ENTRY
Entered and maintained accurate client and transaction data across internal systems
Verified data accuracy and corrected discrepancies through document review
Maintained organized digital records and confidential documentation
Reviewed records for completeness and compliance with internal procedures
Updated databases and maintained accurate data logs
Assisted with document preparation, filing, and administrative support
Supported reporting and workflow management
Experience: 6 months - 1 year
Appointing Schedules that lets you set up time slots on your calendar that other people can request from a booking page when they want to meet with notary, clients etc.
Experience: 1 - 2 years
Determining property ownership and verifying documentation for accuracy and updating title records using record-keeping databases such as Reggie and Qualia.
Experience: Less than 6 months
Experience: 5 - 10 years
To help property managers and real estate professionals manage their properties more efficiently. It offers a comprehensive suite of tools and features tailored to the needs of residential, commercial, and community association property management. Manages property listings, tracks lease agreements, renewals, and move-in/move-out processes. Handles maintenance requests and work orders. Generates financial reports and statements. Enables tenants to pay rent and fees online such as invoices and lease rentals.
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Used to manage contacts, track deals, view sales pipeline in real time, identify high-quality leads to go after and automate email marketing and to process and analyze customer information, extract relations from disparate data items to reveal insights and depict opportunities, generate sales funnels and implement loyalty campaigns
Experience: Less than 6 months
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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