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Real Estate Customer Service

Castro Valley, CA
August 26, 2023

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Pam Carlson

Loan Originator- Assistant

Redwood City, CA


Inside, Outside Sales and Real estate services.,

Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Loan Originator Assistant

RWR loans - Redwood City, CA

February 2019 to Present

Cold call get leads for refinance, purchase, sell. Set up loan file for underwriter and broker. Ask for docs, and set appointments for signing. Some real estate duties, for sellers, and buyers. Warehouse/Bank of America 1040 lockbox data cap

Randstad Staffing - Union City, CA

April 2016 to Present

During tax payment months, Jan, April, June, and September, I work in the 1040 Lock-box, areas, this could be Data Entry or prepping tax returns for Tax prepares And also on call for Bay Area Production Group in Fremont, warehouse work, heavy lifting and walking, all shifts are offered.


Restaurant Depot - San Diego, CA

January 2018 to February 2019

Preparing, cooking, giving samples of recipes to members of Restaurant Depot, a wholesale food store for restaurant owners

In the Oakland and San Jose store locations.


Granite Insurance Brokers - Pleasanton, CA

July 2017 to November 2018

Cal through database of small business's for free demonstration of an insurance software levering technology

For open enrollments, and business insurance, schedule appointments for our benefits team. Event Hostess

USA Bath - Pleasanton, CA

October 2015 to July 2017

Event Personal

Working at trade shows, events, home and garden shows, fairs, and expos, at a kiosk scheduling appointments

For free estimates for bath remodels. Part time.

Marketing Representative

Direct Demos Inc - San Diego, CA

July 2015 to 2017


I work in Sprouts grocery stores demonstrating new healthy products, and offering samples to shoppers. I have

A Sav Serve food handler's certificate

Inside Sales

Fidelity Home Energy - San Leandro, CA

January 2016 to December 2016

Call through database of homeowners for free estimates on energy efficient products, solar, energy efficient windows, Or a lifetime exterior coating for the home. Kiosk Appointment Scheduler

Puronics Water Service - Livermore, CA

January 2014 to 2015

Livermore, Ca.



I work as a demonstrator on a route of Costco warehouses, in a kiosk to provide whole home Water treatment appointments, with our water specialists. I provide information and complete a Questionnaire and send to a salesperson who sets the sales appointment. Also help desk

Community of Change - San Leandro, CA

July 2012 to 2013

San Leandro, Ca.


Site Finder

Recycling fundraiser donation bins, collection of items for less fortunate families internationally. Office administration, of warehouse, and operations. Also help desk, locate and place bins, via monthly and leases.


Renewal by Andersen - Hayward, CA

August 2011 to 2013


Canvassed neighborhoods, where average home price exceeded $700,000. Offer a free estimate on energy efficient

Windows, design and installation. I won canvasser of the month several times, and I was only a weekend employee.


Ambius Inc - Hayward, CA

May 2011 to 2012


Prospecting by phone to find companies interested in office enhancement. Ambius, provides, interior Enhancement of office space, lobbies, and hospitality venues. Décor plants, scenting, water, and holiday trees

And scenes. Cold called and work on campaigns in nationally assigned territories. Tele-Sales

California Home Pro - Pleasanton, CA

June 2009 to May 2011

Door to door direct sales for ADT Alarm system. Also as a phone caller to schedule appointments for outside salespersons

Marketing Associate

Direct Buy Inc - Pleasanton, CA

December 2005 to November 2009

I followed up on showroom inquiries from T.V. advertisements I managed. Qualified, and scheduled a sales presentation tour date at our showroom. I was top salesperson in the 500 club with 6 million in sales.

Tele-sales Account Manager

Direct Buy Inc - Dublin, CA

October 2007 to September 2008

National campaign, call appraisers and title companies, sell a listing in a directory inside Encompass loan origination software for licensed loan originators. Taking credit card transaction, and phone sales, inbound for summit registrations.


Prosperity Financial Group - San Ramon, CA

September 2005 to July 2006

To cold call from list of small to medium employee sized business for appointment with Benefits Advisor, medical insurance, retirement review.

Inside Sales

United Van Lines - Alameda, CA

November 1996 to December 2004

Cold call and schedule appointments for our estimators to quote upcoming moving services, both commercial and residential appointment

Scheduling, prospecting lead generation, qualifying and keeping information in a database for 3 states and was 6th in the nation for sales At United Van Lines. Education

R.E license 70 credits AA in Real Estate

Chabot College - Hayward, CA

January 2003 to October 2017


TYPING 52 WPM (10+ years), Grill, Food Service, cooking (2 years), word (6 years), customer service, time management (10+ years), microsoft office, CSR, Call Center (10+ years), Customer Care, Customer Support


California Real Estate Sales Person License

March 2018 to March 2022

Additional Information

SKILLS: Typing 45-50wpm Intermediate Currently used/20 years Uber driver.

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