TRansaction Coordinator
Resume:
Dotloop
Skyslope
KvCore
MS Office (Powerpoint, Excel, Word, Teams)
Gsuite
Slack
Monday.com
Canva
Calendly
Honeybook
Appfolio
Podio
DialPad
Smrtphone
REIsift
Zapier
Active Campaign
Docusign
Paperform
Paperless
Hubspot
Hubstaff
Timedoctor
Clickup
Kajabi
Calltools
AirCall
Xencall
Facebook meta
Trello
Shopify
Condocontrol
MLS
KATRINA N. LACANARIA
VIRTUAL ASSISTANT-4 years (2020-2024)
*Executive Assistant/Transaction Coordinator/Social Media Manager/General Admin VA for a Real
Estate Broker
December 2022 - September 2024
1. Managed broker emails
2. Managed Social Media accounts
3. Created presentations for meetings
4. Calculated payments
5. Listed properties in the MLS
6. Prepared Real Estate Contracts/ Disclosures for signing 7. Created Offers in the MLS for prospecting house buyers 8. Created marketing materials for listing opportunities 9. Sent emails for client viewing schedule
10. Created offer emails, Congratulatory emails, and Connecting emails for deals 11. Uploaded deals in SkySlope
12. Simple video editing
13. Created Canva designs for social media posts
14. Ran ads for Listing/ Open House Posts
15. Sent monthly condo Invoices
*Client Success Manager for Real Estate
Business Solution Company
February 2022- November 2022
1. Managed CEO emails, and Calendly
2. Created presentations for meetings
3. Attended onboarding, follow-up, and off-boarding meetings 4. Took down notes during meetings and sent them to the clients after the call 5. Created slack channels for clients and sent out invites 6. Sent invoices
7. Responded and made follow-ups to clients via email, slack, SMS or call
*Gallery Director Assistant
April 2021- November 2021
1. Managed emails
2. Responded to artist/client inquiries
3. Sent out forms to be signed and made follow-ups as needed 4. Saved forms, updated spreadsheet, and CRM
*Real Estate Cold Calling Team Leader
April 2020 - March 2021
1. Managed the cold-calling team's dialer
2. Conducted interviews for recruitment
3. Trained Cold Callers
4. Handled timekeeping
5. Audited Calls
6. Coached Cold Callers
*Cold Caller
April 2020 - March 2021
1. Full-time Cold Calling
2. Set Phone Appointments /Live Transfers to the Acquisitions Team 3. Answer the phone for incoming leads/return calls 4. Make outbound calls to leads that left voicemails and hang-ups 5. Build relationships with the Qualified/Interested Leads for possible Referrals 6. Fill out Seller Lead Sheet in Client’s CRM
*CALL CENTER LEVEL III Associate - 10 years
September 2009 - January 2019
*Escalation Specialist
*Technical Support, Customer Service,
Financial Services
TOOLS, SYSTEMS APPS
SKILLSETS
CONTACT INFORMATION
Email:
************@*****.***
Contact Number for direct Calls/Viber:
WORK EXPERIENCE
TRANSACTION COORDINATOR/ EXECUTIVE ASSISTANT
Self Starter
Interpersonal skills
Communication skills
Problem-solving
Decision-making
Critical thinking
Collaborative
Customer service skills
Adaptability
Conflict resolution
Leadership skills
Responsibility
Organizational skills
Computer skills
Creativity
Contact this candidate