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Estate Manager Customer Service

Location:
Carlsbad, CA
Posted:
October 23, 2022

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Resume:

JENNIFER PRECIADO

*** ******* ***, *** ******, CA, CA, 92078, US 1-209-***-**** ***********@*****.*** An experienced, driven and accomplished real estate industry professional with a wealth of experience in Real Estate and Title and Escrow working for leading high-profile companies.

Strong background in many areas including transaction closings, sales, marketing, client account management, office administration, staff training and development, regulatory compliance and client relations.

Hard-working and driven while highly experienced in all aspects of the real estate industry and is thoroughly familiar with industry practices, standards and protocols. Has worked for leading companies and represented brands who are known and trusted as industry leaders. I have spearheaded many successful initiatives and is proved in consistently meeting all organizational and project expectations. Adept in establishing and cultivating successful long-term client and industry relationships and is committed to attaining high levels of customer loyalty and retention.

High School 1996

Santa Cruz High School Santa Cruz, CA

Loan Signing Agent December, 2004 to Present

JP Loan Signing San Marcos, CA, CA

Checked documents and identifying credentials for all parties named. Notarized documents necessary for legal and business transaction closings. Educated clients on Real Estate documents through the signing process. Worked directly with title agents, mortgage companies and real estate partners to close transactions efficiently and error-free. Ensured compliance with privacy laws and all lender requirements are met by auditing files and completing quality control checks on documentation. Developed, implemented, modified and document recordkeeping and accounting systems for invoicing of 80+ accounts, while making use of current accounting software to remain current on all accounting practices, accounts payable, accounts receivables and monthly financial reporting. Enterprise Customer Success Manager January, 2018 to March, 2020 LionDesk Carlsbad, CA

Developed training modules and documentation to train staff on onboarding process. Led and directed team members on effective methods, operations and procedures. Maintained frequent interaction with senior management to measure goal achievement and determine areas of improvement. Addressed and resolved client or customer inquiries to foster superior standards of service. Represented business in marketplace and developed relationships with key accounts to promote and market business. Promoted value through customer experience.

Established clear client retention goals and set-up a process to track and monitor progress. Real Estate Manager January, 2017 to January, 2018 The California Home Company San Diego, CA

Negotiated management and service contracts, obtaining most cost-effective pricing on construction and design projects. Prepared detailed budgets and financial reports for properties. Marketed vacancies through social media and partnerships with local leasing agents. Verified continuous compliance with state and federal regulations and retained related documentation. Negotiated sale, lease and development of property and complete and review appropriate documents and forms. Acted as intermediary in negotiations between buyers and sellers over property prices and settlement details during closing of sales. Supervised agents who handled real estate transactions from contract to closing on Skyslope. EXECUTIVE SUMMARY

SUMMARY OF QUALIFICATIONS

EDUCATION

PROFESSIONAL EXPERIENCE

Office Manager/Realtor October, 2006 to January, 2017 Altera Real Estate Tracy, CA

Supported meetings by scheduling conference rooms and setting up equipment for weekly staff meetings and scheduled training and development. Facilitates communications with team members, including daily and weekly ad hoc status reports. Managed client files and collaborates with all parties to ensure all required documentation is completed and audited prior to the close of escrow. Developed and ensured a strong understanding of residential and commercial contracts, disclosures and procedures are in compliance among agents. Conferred with escrow companies, lenders, home inspectors and pest control operators on adherence to terms and conditions of purchase agreements before closing dates. Generated lists of properties that were compatible with buyers' needs and financial resources. Accompanied buyers during visits to and inspections of property, advising them on suitability and value of homes are visiting. Arranged for title searches to determine clients property titles. Managed my own book of business while managing a team of 22 agents. Escrow Officer October, 2004 to September, 2006

Financial Title Company Manteca, CA

Supervised multiple daily escrow functions, provided high-quality customer service and served as the first point of contact between lenders and clients. Drafted and reviewed all documentation, handled transactions and communicated and worked closely with clients ensuring their requirements were met and exceeded. Built and maintained professional relationships with lenders, mortgage brokers, attorneys and other industry professionals while staying up-to-date with current laws and regulations.

Participated and supported in the entire real estate transaction process and ensured that all policies and procedures are met and followed. California Notary Public

California Real Estate Salesperson

PROFESSIONAL CERTIFICATIONS



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