executive assistant transaction coordinator resume example with 17+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary
Multitalented professional with over 20 years business management, real estate and sales experience. Consistently exceeding company expectations while maintaining enthusiastic drive to excel at all responsibilities. Considered knowledgeable leader and dedicated problem solver.
Skills
- Account management
- Problem solving strength
- Relationship building
- Financial Budgeting And Reporting
- Financial Knowledge
- Excellent Communication Skills
- Prospecting Clients
- Cross-Training
Education
University of Connecticut Storrs, CT, Expected in 1985 ā ā Bachelor of Science : Sociology - :
Websites, Portfolios, Profiles
- linkedin.com/in/Jessica-Claire/
Work History
Vacasa - Executive Assistant / Transaction Coordinator
Waldport, OR, 04/2022 - Current
Waldport, OR, 04/2022 - Current
- Organized and coordinated conferences and monthly meetings.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Identified improvement changes regarding key processes for internal controls and accounting procedures.
- Supported Legal Department with special projects and additional job duties.
- Established and checked coding procedures, monitored reports and updated internal files.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter
- Worked with senior management to initiate new projects and assist in various processes.
- Answered high volume of phone calls and email inquiries.
- Handled incoming and outgoing mail, email and faxes.
- Volunteered to help with special projects of varying degrees of complexity.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Upheld strict timetables by maintaining accurate, balanced calendars.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity
- Created and managed office systems to efficiently deal with documentation
- Supported business and hospitality needs of corporate partners and staff during meetings and company events
RREAF Holdings, LLC - Acquisitions Associate
City, STATE, 06/2015 - 04/2022
City, STATE, 06/2015 - 04/2022
- Research secondary and tertiary multifamily properties underwriting to due diligence.
- Perform initial property assessment and analysis to begin research process.
- Analyze financial documents associated with individual assets creating spread sheet for company model.
- Work directly with Brokers throughout United States negotiating best offers to purchase multifamily properties.
- Obtain documents, clearances, certificates and approvals from local, state and federal agencies.
- Develop new process for property evaluation which result in marked performance improvements.
- Performed initial client assessment and analysis to begin research process.
- Contributed ideas and offered constructive feedback at weekly department and training meetings.
- Participated in increasing multifamily portfolio to over 8,000 units
- Analyzed and evaluated monthly and quarterly financial statements.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Organized and coordinated conferences and monthly meetings.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Created expense reports, budgets and filing systems for management team.
- Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
- Worked with senior management to initiate new projects and assist in various processes.
- Volunteered to help with special projects of varying degrees of complexity.
PHH Corporation - Corporate Services Account Manager
City, STATE, 09/1991 - 01/1998
City, STATE, 09/1991 - 01/1998
- Directly managed loan officers in Texas region monitoring loan volume, closings per month, percentage of sales leads versus registered loans.
- Monitored all Wells Fargo Bank Branches in Southwest region including: Texas, Colorado and Utah.
- Visited over 50 regional branches; delivered sales presentation of mortgage programs to be implemented at each location.
- Worked with bank managers to assure smooth transition from loan origination through closing for bank customers as well as quality control.
- Drove team and company profits by developing and strengthening relationships with industry partners and potential clients.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Encouraged cross-selling of additional products and services through relationship-building and acquired understanding of customer business needs.
- Worked with Bank customers to understand needs and provide customized mortgage service.
Fleet Mortgage Services - Corporate Relocation Loan Officer
City, STATE, 03/1987 - 05/1991
City, STATE, 03/1987 - 05/1991
- Consistently remained top loan officer/producer closing loans in 30 days or less.
- Exceeded sales expectations continually.
- Averaged 40 loans closed per month, handling loan applications from initial contact through to closing.
- Communicated weekly with each corporate relocation manager ensuring quality service
- Reviewed over 1500 financial statements per 30 day loan process period.
- Worked with Fortune 500 customers to understand needs and provide personalized service.
- Assisted senior-level credit officers with complex loan applications.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Developed prospects for new loans by conducting 50 cold calls weekly.
- Resolved credit problems, improved operations and provided exceptional client support.
- Increased customer satisfaction by resolving Mortgage Credit issues.
- Prepared variety of different written communications, reports and documents
- Improved operations through consistent hard work and dedication
Additional Information
- Speak Spanish
- Seasoned Vocalist - all music genres
- Awards: RREAF Spirit Award 2017, 2019 Awarded by All-Company vote
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Resume Overview
School Attended
- University of Connecticut
Job Titles Held:
- Executive Assistant / Transaction Coordinator
- Acquisitions Associate
- Corporate Services Account Manager
- Corporate Relocation Loan Officer
Degrees
- Bachelor of Science
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