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Real Estate Customer Service

Location:
Cape Coral, FL
Posted:
April 07, 2025

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Resume:

Johanna Montesano

***** ****** ******

Naples FL 34109

[Available for travel & remote work]

239-***-****

************@*****.***

Seasoned professional, over 25 years of diverse customer experience, Bilingual (English/Spanish)

NABOR Realtor License, Fundamentals of Real Estate Processing, FL Public Notary, Fundamentals of Tax Law

Paralegal, Processor, Customer Service

Customer Service Management

Data Entry and Analysis

Client Relationship & Satisfaction

Eager to Continue Education

Response Time

Resourceful, Creative

Professional Experience

William Raveis / Bryant Title & Escrow LLC — Naples FL

8/24 to 3/25

Real Estate Processor, Translator

Serve as a liaison for legal team, realtors, lenders and clients alike, collecting escrow, obtaining buyer-seller information and related documents to support easy title processing, safeguarding contractual timelines.

Professional phone etiquette, quick response time, pro-active problem solving

Translations: (personable) real time, written or as required

Diligent record keeping certifying accuracy of transactions (Qualia Systems)

Backing attorney and paralegals with clerical, administrative or organizational support

Woods, Weidenmiller, Michetti & Rudnick, LLP — Naples, FL

10/20 to 7/24

Real Estate Processor, Post-Closing

Concierge to multiple attorneys; working closely with paralegals, realtors, clients and lenders mostly in Collier & Lee counties. Collecting necessary information to support accurate & efficient title processing. Obtained Notary license.

Intake point of information from realtors, clients, public records and/or opposing counsel

Process initial data searches and keep viable records for closing transactions (Pro-Law Systems)

Research public records in surrounding counties to ensure proper title processing

Post-closing, disbursement of funds, mailing package mailings, assist accounting in reconciliation

Carillon Cosmetic & General Dentistry — Naples, FL

1/15 to 8/19

Assistant Office Manager

Co-managed a dental start-up practice creating administrative, clinical practices to achieve compliance, mitigate risks and encourage patient retention.

Debrief patients on their benefits, copays and treatment options ethically

Integrate training agendas to enhance staff performance and morale

Bookkeeping, accounts payable and receivables

RHP Properties, Southwind Village — Naples, FL

2/12 to 12/14

Property Manager Assistant, Sales

Performed parallel functions; property management team, as well as, sales & marketing for a residential community of modular homes in downtown Naples. Reported to investors, managed the grounds, and pro-actively supported residents.

Front office, enforce bylaws educating residents, documenting infractions, and collecting fines

Assist in open houses, initial offers letters, loan credentialing, verifying final closing documents

Record keeping: home installations, county inspections, and project proposals and/or approvals

How & Associates LLC, Boutique CPA Firm — Naples, FL

1/10 to 1/12

Executive Assistant to Tax Preparation & Processing

Held a delicate hand-holding position for a boutique tax firm catering to elite clientele of Port Royal and Marco Island. Support & guidance of the upper class in the transition to the digital realm of tax filings.

Initiated prep work of rudimentary tax, trust and business returns of the elite class

Primarily responsible for bookkeeping AP/AR of the firm; personal and business calendars of VP & CEO

Navigate the intricacies of ww.IRS.gov for purposes of obtaining proper forms and relevant updates

Earlier Career

Quad Graphics, Inc. New York City, NY

Information Systems / CSR Business Manager (10+ yrs)

Advanced through increasingly responsible positions culminating in management with oversight of multiple operations. Directed incoming employees and co-managed the ongoing beta testing of proprietary software.

Transformed operations from physical color correction processes to digital outputting and remote correctives. Exceeded SOP implementation target deadlines by 25% despite new-hire influx.

Executed an essential role on a taskforce charged with the transition of digital startup seeking to obtain more than 50% of all certifications and 80% compliance (per ISO 9001).

Education and Training

SUNY UNIVERSITY OF STONYBROOK — Long Island, New York

9/92 to 5/97

Dual Major: B.A. Psychology & B.A. Spanish Languages

Continuing Education:

Public Notary – Online Course 1/22

Expires: January 11, 2026

LARSON SCHOOL — Naples, FL

Real Estate License Active 1/20

H&R Block — Naples FL

Fundamentals of Tax Law 8/09

Computer Savvy – Microsoft Office Suites / SWFL MLS access / Home Office / VPN Friendly

Leadership: Naples, Regent Park Villas I, HOA Board Member (Secretary) 2024-Present

References are Available



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