Customer Service Legal Secretary

Summary

Talented, result driven individual with excellent communication skills who thrives in deadline-driven environments, and has the ability to remain flexible in high pressure situations. Currently looking to obtain a position within an organization that offers growth and long-term stability as well as benefits. Essentially, one where I can be a member of a team and assist in various capacities while utilizing my experience, multitasking and problem solving abilities and quick ability to adapt and learn, ensuring overall support in conjunction with contributing to the profitability of the company.

Professional Experience

The Calvo Group/The Kull Group with Keller Williams Palm Beach & EXP Realty, West Palm Beach, FL ISA(Inside Sales Agent)/Licensed Real Estate Agent (May 2019-Present) ISA (Inside Sales Agent)

● Lead Qualification : Contact and qualify inbound leads acquired from online websites, portals, Facebook Ads, open houses, postcards, flyers, etc. Segregating leads into qualified and unqualified and feeding them into your CRM for appropriate follow up

● Prospecting: Cold calling prospects such as Sphere of Influence/Prospects in CRM database (new and old) FSBOs and Expireds. Identifying qualified prospects that are sales ready. Performing local market research to identify creative ways to target prospects

● Following Up / Conversion and Closing: Convert unqualified leads into qualified ones by addressing their needs (ie. introduce them to a lender, send them listing alerts, send them market reports). Answer follow up questions and other queries from past leads. Follow up with past clients to solicit referrals To summarize, responsibilities as an ISA include but are not limited to qualify the incoming leads generated for the team to set appointments with realtors and field agents to provide quick response times and meet their needs. Following up with prospects via email, phone calls, and other forms of communication to add them to the sales pipeline and generate qualified real estate leads. Create MLS searches for prospective clients and send out updated properties available in inventory, put them in touch with lenders to get pre approvals, maintain a database of prospective and past clients to ensure organized and current information on all leads and track monthly and quarterly performance and sales key metrics to ensure sales goals are met and develop new business opportunities within specific geographies to expand clientele while also integrating my own personal deals as a licensed agent into the mix.

Licensed Real Estate Agent (Buyers Agent)

● Provide guidance and assist in prospecting/qualifying sellers (fot the team to market) and work with buyers with finding and purchasing a property for the right price under the best terms as well as assisting renters in finding properties, run credit and background checks, prepare contracts to lease/applications and assist throughout the qualifying process with landlord and property management or homeowners association if applicable.

● Determine clients’ needs and financial abilities to propose solutions that suit them.

● Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a fair and honest dealing

● Perform comparative market analysis to estimate properties’ value

● Display and market real property to possible buyers and set up MLS searches geared towards clients criteria

● Prepare necessary paperwork (contracts, leases, deeds, closing statements etc)

● Maintain and update listings of available properties

● Cooperate with appraisers, escrow companies, lenders and home inspectors

● Develop networks and cooperate with attorneys, mortgage lenders and contractors

● Promote properties through advertisements, open houses and listing services

● Host open houses on for team listings

● Assist renters with finding and qualifying with landlords, property management and/or homeowners associations as well as preparing the documentation/contracts and background checks to do so.

● Remain knowledgeable about real estate markets and best practices New South Window Solutions, West Palm Beach, FL

Sales Coordinator/Manager (November 2016-April 2019)

● Prospected & acquired new clients on a daily basis from various lead sources to achieve productivity, appointment setting and revenue targets while responding efficiently to potential customer inquiries

● Managed cultivation of inquiries to qualify leads and accurately convey motivation & potential project details to Sales Representatives, followed by confirmation emails/calls to ensure all decision makers will be in attendance and coordinated sales team by managing schedules and delegating leads to Sales Reps on a daily basis

● Assisted with revision of scripts/rebuttals overtime and trained other staff members to memorize and internalize them to deliver team value proposition and handle objections

● Assisted with sales meetings and monitored teams progress, identified achievements and shortcomings and proposed improvements by tracking appointment/demos vs sales, reviewed all dispositions of appointments to conduct follow up calls of non-sales to investigate possibilities to still earn their business

● Logged and ran reports (WTD, MTD & YTD) on all appointments/demos, sale amounts and closing ratios

(individually & collectively) to convey statistics on sales board

● $19,666,410 in gross revenue for my location from Nov 2016- March 2019 ($12,579,279 from leads I qualified

& $2,155,927 from open houses I assisted with) while striving to maintain an overall 40% or higher closing ratio to ensure bonus potential for the team & maintained the highest demoed to sales closing ratio with the lowest drop off of gross vs net sales kept

● Assisted with Open House Events by prospecting and inviting potential customers to attend, setting up showroom with décor, food, beverages etc., prepared and managed sign in sheets, window/door detail sheets, greeted and collected data on individuals to delegate which sales reps would be the most suitable for their needs, logged the amount of visitors and entered all sales as they came in to convey the Open House results to the President.

Shalloway & Shalloway P.A, West Palm Beach, FL

Intake Specialist/Data & Case Processor (May 2010- 2016) Intake Specialist

● Qualified potential clients on incoming calls and leads generated from seminars held by Attorneys in Assisted Living, Skilled Nursing and an array of other organizations by performing a thorough intake/screening on all potential clients to collect personal, health, and financial information to make sure we can provide the best assistance for Estate Planning, Special Needs, Probate or to utilize strategies allowable by Medicaid & the VA to safeguard assets qualify for long-term skilled Nursing, Assisted Living and Home Health Care benefits

● Answered phones, input messages, scheduled appointments, client conferences, out of office meetings and notary executions on a daily basis.

● Upon hire, assisted clients & attorneys with exiting (track/collect and process fee; provide and review client checklist for completion, collect any and all documentation; scan/copy and open file in database) Data Processor

● Prepared and sent out court related documents for all sections of the elder law practice including Medicaid, Probate, Guardianship, Special Needs Trust and Estate Planning.

● Transcribed administrative documents, office handouts, plans, speeches, essays and various business, societal, and personal correspondences dictated by attorneys and case managers (paralegals).

● Managed, updated, and maintained department documentation including revising language, checking for correct spelling, grammar and formatting, as well as updating monthly/yearly figures within office database Case Processor

● Assisted all case managers with several aspects of their files, including scanning, sorting any and all documentation, ordering medical evaluations, cataloging, and verifying all financial records.

● Reviewed caseload reports and updated all data into the database. National Fertility Link, Wellington, FL

Customer Service/Sales Manager (2009-2010)

● Created the sales board, system and scheduling board & systems for the sales team and customer service department

● Created the scripts and training packets for the sales team and handled the training of new hires as well.

● Coordinated patient referrals on a national basis to fertility doctors and acupuncturist specializing in the fertility sector of health care.

● Recruited medial physicians to join the patient referral network.

● Managed and handled all files and payments

Family Law Firm-Cathy Purvis Lively P.A, Lake Worth, FL Legal Secretary (Dec. 2007-Nov. 2008)

● Fielded/routed all incoming calls, scheduled appointments, coordinated and scheduled hearings, depositions and mediation.

● Drafted motions, pleadings, orders and correspondence.

● Assisted in trial preparation, deposition preparation and mediation preparation.

● Completed all family court filing and assisted on invoicing of accounts receivables. Integrity Mobile Homes, Inc., Lake Worth, FL

Sales & Customer Service (2002-2008)

Family owned and operated (worked continuously on a full-time and/or part-time basis)

● Listed and sold mobile and manufactured homes.

● Helped buyers find and purchase mobile and manufactured homes.

● Assisted in financing and closing contracts.

● Prospected for new business (sellers & buyers)

● Answered/fielded incoming calls

Kimberly Credit Counseling, West Palm Beach, FL

Customer Service/Sales (2006-2008)

● Customer service, sales, consolidated client debts into one monthly affordable payment.

● Negotiated with the creditors for lower interest and principal reductions.

● Compiled client creditor lists and obtained personal information for the completion of the debt reduction. Family Law Firm-Brian L. Kimber P.A, Palm Beach, FL Legal Secretary/Paralegal (2000-2001 & 2006-2007)

● Fielded/routed all incoming calls, scheduled appointments, coordinated and scheduled hearings, depositions and mediation.

● Drafted motions, pleadings, orders and correspondence.

● Assisted in trial preparation, deposition preparation and mediation preparation.

● Completed all family court filing and assisted on invoicing of accounts receivables Education/Certifications

Lake Worth Community High & Belmont – 2004

Palm Beach State College – 2005

Hollywood Institute/Cosmetology Certification – 2015 Rowlett Real Estate School Certificate of Completion – 2020 Active Florida Real Estate License- 2020 – Present

Contact this candidate