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Real Estate Customer Service

Location:
San Diego, CA
Posted:
January 12, 2024

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Resume:

Alma Ordinola

209-***-****

ad2pss@r.postjobfree.com

QUALIFICATIONS

An initiative-taking individual with demonstrated experience in providing exceptional service to clients while ensuring accurate documentation and reporting. Excellent communicator and presenter who collaborates well with individuals at all levels of a corporation.

CERTIFICATIONS/TRAINING

-Active CA Real Estate License, Public Notary License, and Casualty and Life Insurance License

-DMV Products

-Microsoft Excel and Word

-Bilingual: Spanish and English

EXPERIENCE

MANAGING INSURANCE AGENT 04/23 – PRESENT

Meet customer needs by selling insurance products to existing and new customers

Take care of every customer as a trusted advisor

Master products and processes

Develop sales agents and trainees

Manage facility and staff

Develop and execute marketing campaigns and events

BUSINESS OWNER (multiple services) 03/07 – 08/22

-ALMA’S FLOWER SHOP

Managed day-to-day operations of busy shop

Interacted with customers daily and provided great customer service

Articulated and persuasive in negotiating merchandise with customers

Analyzed and monitored sales on anticipated consumer buying patterns

Examined, selected, and purchased merchandise consistent with meeting customer’s quality products

Skilled in cross-selling products and cash handling aspects

Maintained and tracked inventory on supplies and merchandise

Promptly resolved customers issues on merchandise

Demonstrated the ability to prioritize tasks/responsibilities and complete duties within allotted time

Multitasking, demonstrated through extensive customer service, answering multi-line phones, preparing paperwork, and positive interaction with individuals at all levels.

-FARMER’S INSURANCE AGENT

Prepare documents such as representation contracts, purchase agreements, closing statements, leases, and deeds

Accompany buyers during inspection of property, advising them on suitability and value of homes based on current market conditions

Evaluate mortgage options helping clients obtain financing at best rates and terms

Interviewed clients to determine what properties they were seeking and generated lists to meet those requirements from vacant properties

Performed continuous training on real estate agent skills

-PROPERTY MANAGER

Requested and supervised improvements of rental units

Enforced rental contracts and tracked payments, property maintenance, and miscellaneous expenses

Listened respectfully to tenant complaints and promptly made improvements, including being an on-call manager to resolve issues

Performed inspections and reviewed work completed by contractor on property

-DMV PRODUCTS AGENT

Requested inventory from DMV

Identified and resolved voids in system

Sent inventory reports to DMV utilizing Dealertrack software

Promptly followed up on accident claims

MANAGER 05/00 – 02/07

CANDELARIA ENTERPRISES

Oversaw overall account receivable operations, allocated cash to direct bill and general ledger, deposited checks, recorded cash receipts, cash disbursement, and updated general entries

Processed month end closings and monthly reports using Quickbooks to manage accounting data

Verified purchase orders and invoices

Received Sent cash, checks, and other forms of payments to banks

Filed accounts payable paperwork

Knowledge of payroll systems

Reconciled or noted and reported discrepancies found in records

Interacted with customers to resolve issues

Performed other administrative duties as assigned

Updated, verified and maintained accounting journals

Checked figures, postings, and documents for correct entry and mathematical accuracy

Verified details of transactions and total account balances

Efficiently processed vendor invoices and maintain up-to-date system

Performed general office duties such as filing, answering phones, and handling routine correspondence

HR MANAGER 08/90 – 05/00

LA PERLA TAPATIA GROCERY STORE

Managed all HR-related tasks, including payroll processing

Scheduled and conducted interviews for candidates and helped onboard employees

Conducted seminars updating employees on health benefit options

Respond to audit requests

Manage workers compensation process

Coordinated OSHA training for employees

Provided support and assistance to all employees/management through administration and interpretation of corporate policies, procedures and practices

Managed inventory on supplies of store and supervised on quality

Perform miscellaneous data entry

Provided training to develop and enhance quality customer service relations while ensuring staff maintained best practices



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