Customer Service Real Estate
Resume:
Marilyn Dee Willson
** ******* ** ● East Helena, Montana 59635 ● Home/Cell 406-***-**** ● Work 406-***-****
SKILLS &
QUALIFICATIONS: Proficient with computers (including Microsoft Office Suite)
Strong oral and written communication skills Multi-task individual
Able to implement manual and written material Ability to prioritize
EXPERIENCE: State of Montana, Department of Labor & Industry, Executive Officer
December 2013 – Present
Facilitate meetings and conference calls with the Board of Realty Regulation’s board members,
the public, and real estate related organizations, acting in a consultative capacity.
Represents the Board of Realty and Department to cultivate and maintain positive relationships
with other agencies, organizations, and the general public.
Develop and monitor the Board’s budget.
Act as an SME (subject matter expert) for the Board of Realty Regulation.
State of Montana, Department of Labor & Industry, Real Estate Auditor
December 2004 – December 2013 Helena, MT
Planned, organized, and lead the audits of licensed real estate brokers and property
managers’ trust accounts and files to ensure compliance with current statutes and board
rules, and reviewing internal controls.
Reviewed corrective action plans/audit responses for adequacy and approve if adequate.
Investigated complaints for other professional licensing boards including electrical, public
accounting, plumbers, etc.
Conducted research, analysis, examination, and evaluation of financial, legal, and sale
records to verify compliance.
Drafted audit and investigative reports with findings and applicable statutes and/or rules.
Created curriculum and instruct a 2-hour trust accounting course offered to licensees for
continuing education credit.
Required the ability to read and interpret laws and rules to implement required action.
Reason for leaving: To find a position where I can diversify my experience.
State of Montana, Department of Labor & Industry, Compliance Technician
February 2004 – December 2004 Helena, MT
Inspected cosmetology salons and barbershops in the State of Montana to ensure
compliance with current statutes and board rules
Reviewed corrective action plans/responses for adequacy and approve if adequate.
Composed reports for complaints against businesses and/or licensee where specific
violations are found as directed by Board policy.
Required strong oral and written communication to deal with business owners and licensees
regarding their violations and how to correct them.
Required the ability to read and interpret laws and rules to implement required action.
Reason for leaving: Promoted within the Department of Labor & Industry.
State of Montana, Department of Revenue, Administrative Support
August 2003 – September 2003 Helena, MT
Responsible for administering duties for the Bureau Chief; including taking accurate
minutes of all meetings for liquor, cigarette, and tobacco tax.
Provided customer service to office staff, agency representatives, and members of the
public.
Located and compiled program information.
Maintained various internal forms and templates and references for recording, tracking, and
reporting information on division operations.
Reason for leaving: Only a temporary position.
Marilyn Dee Willson
23 Pioneer Rd ● East Helena, Montana 59635 ● Home/Cell 406-***-**** ● Work 406-***-****
State of Montana, Department of Revenue, Data Entry Operator
April 2003 – August 2003 Helena, MT
Responsible for entering data from income tax returns and Employer’s Quarterly Reports.
Required data entry accuracy, speed, and a high-level of confidentiality.
Promoted to verifier of information within two weeks of hire.
Reason for leaving: Promoted within the Dept. of Revenue and only a temporary position.
State of Montana, DPHHS, Eligibility Examiner
June 2001 – December 2002 Boulder, MT
Interviewed clients and evaluated data for a 300-client caseload to determine eligibility for
Cash Assistance, Food Stamps, and Medicaid programs using state and federal policies.
Worked closely with a variety of state and federal agencies for clients to obtain services
necessary to gain self-sufficiency.
Effectively communicated verbally and in writing with clients from diverse educational,
socio-economic, and cultural backgrounds.
Reason for leaving: Reduction in work force. The Boulder office was closed due to funding.
Falcon, Lester & Schaff, P.C., Legal Secretary
July 2000 – April 2001 Great Falls, MT
Composed legal pleadings and letters.
Required knowledge in estate, business, contract, property, debtor-creditor, and family law.
Successfully interacted with lawyers and clients.
Reason for leaving: Obtained full-time employment.
AmeriCorps National Service Corps, AmeriCorps Member/Montana Reads Tutor
September 1998 – August 2000 Great Falls, MT
Tutored at-risk children and engaged in numerous community service projects.
Successfully collaborated with school administrators, educators, and community leaders.
Reason for leaving: Only a two-year employment contract.
Cascade County Law Clinic, Paralegal Intern
May 2000 – July 2000 Great Falls, MT
Interviewed clients and gathered pertinent information to composed legal pleadings
accurately and timely to initiate divorce proceedings.
Required knowledge in family law; the ability to work with and maintain an effective
working relationship with clients, as well as, with lawyers in the community who
represented the clients in the courtroom.
Required effective communication skills, organizational skills, and computer operational
skills.
Reason for leaving: Completed the 230 hours needed for the internship.
Bachelor’s of Science in Paralegal Studies, Magna Cum Laude
EDUCATION:
Minor in Computer Systems Integration
University of Great Falls, Great Falls, Montana
May 2001
Marilyn Dee Willson
23 Pioneer Rd ● East Helena, Montana 59635 ● Home/Cell 406-***-**** ● Work 406-***-****
APPLICABLE
Basics of Management – Helena, MT
TRAINING: 11/2010-12/2010
The 42 hour Basics of Management Training Course is offered to those who are not now in a
management position, but whom their agency sees as having leadership potential.
Participants complete an assessment before and after the series. Those who pass the post-
assessment receive a recommendation that this training count as one-year constructive credit
for supervisory experience or as a deciding factor when assessing substantial equally
qualified candidates for a supervisory position. The course focused on the following topics:
The Assignment; The Challenge; The Job; The Staff; The Problems; and The Choices.
Financial Records Exam & Analysis – Helena, MT 5/2011-5/2011
The Financial Records Examination & Analysis (FREA) course was offered by the National
White Collar Crime Center. The course teaches investigators, analysts, examiners, auditors,
prosecutors, and other legal professionals the latest techniques in records analysis. This
course is designed to develop the participant’s skills utilizing computers to examine and
analyze financial records, and present evidence in written reports, graphical depictions, and
testimony in court. The five course session focused on the following topics: Introduction to
Analysis, Financial Crimes, Analysis of Financial Records, Presentation, and Techniques.
ARELLO Investigator/Auditor Workshop – Bellevue, WA 8/2011-8/2011
The 2011 workshop focused on body language and lie detection; case preparation and
hearing processes, and utilizing HUD (US Housing and Urban Development) as an
investigative resource.
Mosaic Workplace Development – Helena, MT 9/2011 - 9/2011
“The Mosaic Workplace Development Process: Part 1- Intelligently &
Intentionally…Getting Results with Others” course focused on the following topics
regarding working with others: Personal Accountability, Personal Effectiveness, and
Character & Trust..
Interview & Interrogation – Bozeman, MT 12/2011 – 12/2011
The 3 day Criminal Interview & Interrogation Seminar offered by Wickland-Zulawski &
Assoc. Inc., provided training in multiple techniques of interview and interrogation. The
seminar focused on the following: Techniques for conducting interview and interrogations
more effective; Conducting non-accusatory interviews to evaluate truthfulness; Factual
analysis and its application in confrontational interview and interrogation; Interpretation of
verbal and physical behavior; Nine steps of criminal interrogations; The WZ non-
confrontational interview and interrogation; and Proper forms of confessions and
statements.
ARELLO Investigator/Auditor Workshop – Indianapolis, IN 8/2012 - 8/2012
The 2012 workshop focused on the following topics: Investigation Report Writing;
Interactive Self-Defense Training; Money Laundering, and Real Estate Audit Investigations.
Instructor Development Workshop – Helena, MT 8/2013 – 8/2013
The course provided tools on using technology as a presenter. Specifically, the course taught
various uses of PowerPoint, entertaining ways to engage the audience, and how to create and
use videos in the classroom. Additionally, the course taught how to incorporate stories into
presentations to improve the learning experience and enhance the presenter’s skills.
Marilyn Dee Willson
23 Pioneer Rd. ● East Helena, Montana 59635 ● Home/Cell 406-***-**** ● Work 406-***-****
REFERENCES: Grace Berger
Executive Officer
State of Montana
Department of Labor & Industry
Business & Occupational Licensing Division
301 S. Park Ave., 4th Floor
PO Box 200513
Helena, MT 59620
Amber Carpenter
Investigation Unit Supervisor
State of Montana
Department of Labor & Industry
Business & Occupational Licensing Division
301 S. Park Ave., Basement
PO Box 200513
Helena, MT 59620
Jason Whitney
Investigator
State of Montana
Department of Labor & Industry
Business & Occupational Licensing Division
301 S. Park Ave.
PO Box 200513
Helena, MT 59620
Bill Wood
Investigator
State of Montana
Department of Labor & Industry
Business & Occupational Licensing Division
301 S. Park Ave.
PO Box 200513
Helena, MT 59620
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