Executive Assistant Customer Service

EXECUTIVE ASSISTANT AND CUSTOMER SERVICE

Qualifications Profile

Goal-oriented, growth-focused, and results-driven professional with extensive experience in Executive Administrative support; complemented with wide-ranging background in real estate and customer relationship management. Armed with articulate communication and interpersonal capabilities essential in building positive relationships with clients and colleagues. Technically proficient with Microsoft Office Suite, Argus, Crystal Reports, IntelliView, and AON (Monitoring Systems); with a typing speed of 60 words per minute.

Core Competencies

Financial Analysis ~ Reporting ~ Business Development ~ Strategic Planning ~ Implementation

Team Leadership and Collaboration ~ Process Improvement ~ Problem Resolution

Professional Experience

Equinox Fitness Instructor – Pasadena, CA 2010–Present

Provide expert oversight to the leading and most popular classes in three locations

Work closely and conduct training with high-profile clientele, which include, models, actors, athletes and business executives

Hold full responsibility in in facilitating classes, organizing schedule, maintaining class safety and cleanliness

Notable Accomplishments:

Led the execution of an effective curriculum with the coordination of members on wellness, lifestyle changes, injuries and form based exercise

Effectively established innovative classes and programs that enabled the continuous improvement of client fitness

Coldwell Banker Real Estate Realtor – Chicago, IL 2006–2011

Accommodated and assisted buyers during visits and inspection to improve satisfaction with value and condition of property

Fostered positive relationships and communication with clients throughout entire business process

Interface and negotiated with lenders, home inspectors, pest control operators, and escrow companies to guarantee all terms and conditions completion

Offered first-rate customer service by accommodating clients in choosing between financial options

Rendered assistance to clients by providing solution to clients concerns in the list of their properties and financial needs, which included discussing terms surrounding purchases, arranging, and supervising property closing procedures

Assumed accountability in preparing formal documents such as purchase agreements, deeds, and leases

Notable Accomplishments:

Successfully accomplished $15M selling properties and homes throughout the Chicagoland area while generating business through extensive networking and prospecting

Established and sustained outstanding working relationship with property owners, management, and clients

Watt Commercial Properties Executive Assistant – Los Angeles, CA 2005–2006

Took charge of preparing monthly and quarterly financial reporting, evaluation, and procedure for the vice president

Made substantial contribution in establishing high-powered scenario-based qualifications and originations decision tools for property agents and loan originations officers

Held full responsibility in conducting. Process analysis and communication recommendations for management

Made use of automatic software in evaluating and resolving unproductive work procedures

Performed various duties, such as analyzing and determining over and under numbers using Argus reports and analysis for property reports of store sites while confirming and accepting payments for entry into the system

Notable Accomplishments:

Motivated and developed team members resulting in resolution of issues and improvement in team cohesiveness and overall performance.

Directed month-end production meetings, generated forecasts and set performance milestones to ensure accuracy and timeliness of month-end deliverables.

RREEF Real Estate Investment Group Executive Assistant - Chicago, IL 2001–2005

Oversaw coordination of auditors to complete our annual internal audit over hundreds of CalPERs property accounts and analyzed spreadsheets for clients and property managers

Took charge of daily wire transfers through our ACH system to several properties and cultivated bank relationships outside the company

Maintained high-end relationships with the Acquisition department who acquired REIT I and REIT II properties

Utilized clarity, humor, well-defined goals, and a positive work ethic to establish a spirited organizational culture throughout the company.

Planned and coordinated numerous team building events to achieve team leadership team cohesiveness and overall performance

Notable Accomplishments:

Created accounting control systems from manual system enabling existing staff to support growth at no increase in cost.

Worked closely with senior executives to develop month end production reports.

UBS Warburg Investment Bank Executive Assistant ~ Chicago, IL 2000-2001

Executive Assistant ~ Los Angeles, CA 1997-2000

Provided initial contact to elite clientele, responding quickly and diplomatically to clients concerns to ensue superior service and satisfaction

Ensure ongoing and consistent customer satisfaction by providing on-time delivery of Powerpoint presentations and follow-up

Welcomed guest at our annual and semi-annual corporate events, setting energetic social tone and involving them in mixer games

Instrumental in the opening of the Chicago location for our Private Banking and Asset Management team.

Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheets, database, and presentation software.

Notable Accomplishments:

Designed and delivered a strong customer service relationship with the clients providing advocacy and responsiveness to their needs, increasing the client’s portfolio and maintaining profitable goals.

Noted for in-depth industry knowledge, outstanding communication skills, and database management expertise.

Education and Credentials

Associate’s Degree in Finance, College of the Canyons, Santa Clarita, CA

Emergency Medical Technician Certification, Glendale Community College, Glendale, CA

Series 7: General Securities Representative Examination (GS), Financial Industry Regulatory Authority

Licensed Realtor, Illinois Department of Real Estate

Professional Development

Coursework in Investment in Securities, UCLA Extension, Los Angeles, CA

Microsoft Excel I and II, CompUSA Technology Training

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