Elevate Your Business with Precision, Passion, and Proven Expertise
Professional Summary: I am a highly skilled, results-driven professional with extensive experience in real estate transaction coordination, appointment setting, cold calling, executive assistance, and customer service. Known for streamlining operations, delivering clear communication, and driving results, I excel in managing documents via Dotloop, handling leads through Follow Up Boss, and conducting thorough skip tracing across multiple platforms. As a Transaction Coordinator, I've managed 10-15 files simultaneously and closed 15-20 transactions monthly, particularly within the Cleveland, Ohio market.
Key Experience Includes:
- Appointment Setting: Expertise in mass messaging, lead response, and calendar management using tools like ManyChat, Calendly, and Instagram.
- Executive Support: Proven success in negotiating brand partnerships, mentoring staff, and overseeing operations to ensure exceptional customer service.
- Real Estate Administration: Skilled in lead management, buyer onboarding, agreement drafting, and overseeing under-contract deals with meticulous attention to detail.
Core Skills:
- Lead Scraping: Proficient with SalesNavigator, Seamless.ai, Apollo, and county record tools for effective lead generation.
- CRM Management: Experienced with
- Creative & Marketing Tools: Expertise in Canva, Capcut, and digital marketing strategies to maximize brand engagement.
- Communication & Project Management: Skilled in Slack, MS Teams, Trello, and Asana for efficient collaboration and task management.
- Social Media & Automation: Hands-on experience with
- Bookkeeping: Experienced with Bokio and Fortnox for efficient financial record-keeping.
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Professional Experience:
Cold Calling Appointment Setter – Solar Industry
June 2024 – December 2024
In this role, I reached out to potential clients, introduced solar energy solutions, qualified leads, and scheduled appointments. I effectively communicated benefits, addressed client inquiries, and managed lead databases while supporting sales teams to meet and exceed targets.
Instagram Appointment Setter / Executive Assistant / Real Estate Transaction Coordinator
June 2023 – June 2024
I managed Instagram outreach, mass messaging, ManyChat responses, Calendly scheduling, and call reminders. As an Executive Assistant / VA, I engaged with clients across platforms, negotiated brand promotions, and supported content creators. As a Real Estate Transaction Coordinator, I streamlined transactions using Dotloop, Follow Up Boss, and TruePeopleSearch for skip tracing, ensuring timely and efficient process management.
OJT Operations Supervisor – Customer Service, Sales & Tech Support Previous Role I excelled in resolving customer issues, conducted cold calling for lead generation, and supported sales efforts. As an Operations Supervisor, I mentored staff, maintained service quality, and ensured operational efficiency.
Branch Manager & Underwriter – Microfinance Company
6 Years
Managed daily operations, oversaw staff, and ensured customer satisfaction. I utilized Bokio and Fortnox for financial records and performed risk assessments on loan applications, ensuring responsible lending practices.
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Why Choose Me?
I bring a unique combination of real estate expertise, client outreach skills, and operational leadership that ensures seamless processes and measurable results. Whether it’s engaging leads on social media, managing transactions, or providing administrative support, I am dedicated to helping businesses achieve their goals. Let’s work together to elevate your business!
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Experience: 1 - 2 years
As an experienced Real Estate Transaction Coordinator and Virtual Assistant, I specialize in managing documents for buyers and sellers using Dotloop, communicating with leads via Follow Up Boss CRM and conducting skip tracing with tools like TruePeopleSearch, FastPeopleSearch, Forewarn, and County records. I ensure smooth transactions by keeping accurate records, facilitating clear communication between parties, and writing detailed property descriptions for both on-market and off-market properties. My goal is to streamline real estate processes and support professionals in closing deals efficiently.
Experience: 1 - 2 years
as an Appointment Setter, where I’ve managed tasks like sending mass messages via Instagram, responding to leads using ManyChat, updating databases with spreadsheets, setting appointments through Calendly, and sending call reminders to ensure smooth scheduling and communication.
Experience: 2 - 5 years
As a customer service professional, I focus on clear communication and making sure customers feel heard. I take ownership of their issues, solving problems quickly and effectively. With attention to detail and timely follow-ups, I ensure a smooth experience from start to finish, leaving customers satisfied and with a positive impression.
Experience: 2 - 5 years
As a skip tracer, my focus is on accuracy and efficiency. I specialize in finding hard-to-locate individuals by gathering and verifying key information, such as names, phone numbers, and LLC details. I use thorough research techniques and reliable tools to ensure the data is correct, helping to streamline the process for real estate transactions or debt recovery. My attention to detail and persistence enable me to deliver reliable results, ensuring that the leads I provide are actionable and timely.
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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