Customer Service Real Estate

Megan A. Heidrick

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

979-***-**** / Katy, TX 77493

SUMMARY:

Results driven and customer-oriented customer service and sales professional offering 10+ years of experience in operations, tech sales support, customer service, custom home sales, real estate sales, medical device sales, and insurance billing and verification. Strong attention to detail with exceptional problem-solving skills, communication, and multi-tasking abilities. Adept in building and maintaining professional working relationships with clients, customers, and colleagues. Seeking to obtain an opportunity within operations or customer service/sales field where my skillset can grow and excel.

EDUCATION

Texas A&M University – College Station, TX - Bachelor of Science - Agricultural Leadership and Development - 8/2007

oCollege of Agriculture Deans Honor Roll - 2003

oSaddle and Sirloin Club 2003-2007

LICENCES

Texas Real Estate License – TREC - # 643892 (Active)

Real Estate Appraisal Trainee License - 1342003 (Inactive)

SKILLS:

Customer Service

Real Estate Sales

Custom New Home Sales

Transaction Coordination

Project Coordination

Contract Negotiations

CRM software: Lasso, Premier Agent, Market Leader, Salesforce, Top Producer, Dynamics 365

Marketing

File Management

Organization Skills

Market Research

Billing / Invoicing

Proposal Creation

Sales Operations

WORK EXPERIENCE

Compass Real Estate (The Andrea Curran Team) Houston, TX 3/2024 – 5/2025

Operations Manager

Manage various administrative tasks for the team including file management, contract coordination, and customer communication

Ensuring all files meet state and company compliance requirements and timely completion

Maintaining high levels of customer service with active and past clients and other cooperating parties through thorough communication

Oversee scheduling team events and transaction target dates

Document control including loading transaction documents into the company database for storage, updating title companies and ensuring they have proper documents, and client copies for their records

Creating marketing materials to be onsite at property listings

Evaluating systems and processes to ensure efficiency and effectiveness

WorldVue (Previously World Cinema) Houston, TX 4/2023 – 3/2024

Operations Specialist / Sales Support Specialist

Assist with sales operation & projects by documenting and communicating current and continuing needed actions to management and sales team members.

Support in processing and maintaining records in CRM throughout the sales processes and project lifecycle for each client.

Create proposals, contracts, amendments, and other necessary sales documents with great attention to detail and accuracy.

Coordinate and lead weekly sales update calls with key accounts and maintain spreadsheets with up to date data on where we are in the sales process and project stages.

Maintaining good communication with customers/clients; Answer any questions the customer may have regarding progress and address any customer concerns/comments with management and sales team members.

Maintain and track current account needs with detailed spreadsheets that are shared with necessary team members.

Receive and organize incoming quote requests and delegate to appropriate team members for completion.

United Built Homes (UBH) Rosenberg, TX 10/2020 – 4/2023

New Home Sales Associate

Sell custom homes and guide customers throughout the building process from beginning to end.

Follow up with prospective clients via phone, email, text, handwritten letters, and in person for sales process.

Maintain detailed and accurate records in the company CRM system (Lasso) for prospective business/clients.

Lead generation and follow up with customers/clients for business.

Assist confirmed customers with design process in the custom home build.

Maintain communication with current customers throughout the home building process to make sure their needs and satisfaction are being met or exceeded.

Perform marketing tasks which include sign placements and flyers at potential business partners/opportunities.

Complete mortgage applications with customers in the new home process.

M. Jack Grimm & Associates Conroe, TX 9/2019 – 10/2020

Realtor / Real Estate Appraisal Trainee

Customer Service – Communicated with clients and provided excellent service.

Contract Negotiations – Worked hard to ensure my client’s best interests are always top priority.

Organization Skills – Maintained client files and met compliance standards.

Market Research – Stay up to date on current market conditions.

Marketing Materials – Created marketing material for listings and potential clients.

Worked as a trainee to assist in residential evaluation process for clientele.

Conducted research, photography of properties and measurement of properties

Conducted comparable sales analysis of residences for clientele

Compiled data and quality assurance for appraisal forms

Clissold Properties Houston, TX 5/2016 – 9/2019

Operations Coordinator / Realtor

Worked for a busy broker, maintaining files, operations, coordination and making sure they meet state requirements.

Customer Service – Answer client questions in a timely manner and maintain great client relations.

Marketing – Creating marketing materials to attract potential clients.

Keller Williams Realty Conroe, TX 8/2014 - 5/2016

Realtor

Customer Service – Communicated with clients and provided excellent service.

Contract Negotiations – Worked hard to ensure my clients best interests are always top priority.

Organization Skills – Maintained client files and meet compliance standards.

Market Research – Stay up to date on current market conditions.

Marketing Materials – Created marketing material for listings and potential clients.

Medical Express PSI Dallas, TX 9/2009 – 7/2014

Insurance Billing Specialist

Verified patient insurance for eligibility and benefits package information via phone and online services in advance for appointments / services.

Sold elective post-surgery medical equipment to patients that was not covered by insurance.

Acted as the subject matter expert for insurance billing for patients and completed prior authorization processes with insurance companies and practitioner offices.

Submitted insurance claims for products received, processed, and posted patient payments.

Tracked all activity by facility for intake orders, products used, billing submitted, and payments received.

Managed representative activity, schedules, and created marketing materials for existing/potential accounts.

Communicated with patients daily to answer questions or address concerns.

AFFILIATIONS:

National Association of Realtors (2014-Current)

Texas Association of Realtors (2014-Current)

Houston Association of Realtors (2014-Current)

Houston Livestock Show & Rodeo – Quarter Horse Committee (2016 – Current)

REFERENCES

Available upon request

Contact this candidate