realtor assistant resume example with 6+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments. A team player with a positive outlook and friendly demeanor.

  • Fluent in Spanish
  • Reliable & Trustworthy
  • Active Listening
  • Adaptable to change
  • Multitasking and Time Management
  • Strong Organizational Skills
  • Verbal and Written Communication
  • Meticulous Attention to Detail
  • Data Entry Documentation
  • Back Office Operations
Realtor Assistant, 05/2022 to Current
Country Club BankLeavenworth, KS,
  • Kept sales moving forward by attending inspections, preparing contracts and mitigating issues.
  • Serviced daily flow of leads to quickly identify and capitalize on sales opportunities.
  • Maintained current and accurate CRM database of prospective customers.
  • Expanded brand presence through proactive marketing and advertising strategies.
  • Wrote purchase agreements, disclosures and other contractual documents, using DocuSign to obtain signatures and complete paperwork.
  • Assisted realtors with private viewings, enabling clients to see available properties.
  • Supported efficient operations by managing errands like dropping off lockboxes and clerical tasks such as business correspondence.
  • Organized and maintained systems to track leads coming from social media, website and other funnels.
  • Networked with industry contacts to expand knowledge of real estate markets and best practices.
  • Planned and coordinated open house events to move properties.
  • Coordinated appointments with prospective buyers to showcase houses and plots.
  • Hosted property tours and open houses to generate property interest and network with potential clients.
  • Analyzed market statistics to identify trends and evaluate current property listings.
Payment Systems Rep II, 01/2020 to 05/2022
Oregon State Credit UnionCity, STATE,
  • Reviewed various card maintenance reports & collected data.
  • Developed and maintained up to date procedures, manuals, and forms pertinent to this position.
  • Handle check copy requests and similar research projects, and corrects errors on member accounts.
  • Provided assistance to all credit union staff and members with questions related to members accounts, payment systems regulations and follow through to resolution.
  • Processed various transactions such as incoming and outgoing wires, cash orders and balances Federal Reserve Bank Account to General Ledger daily.
  • Researched credit and debit card disputes. Credits the members’ accounts when appropriate. If fraud is involved, researches and takes appropriate action.
  • Photocopied, faxed and filed member records practicing confidentiality
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Performed financial calculations for amounts due, interest charges and balances.
  • Balanced daily spreadsheets
  • Zero error rate fulfilling cash orders for all branches and member requests including foreign currency.
  • Input information regarding fraud investigations into detailed reports for submission to clients.
  • Examined financial statements, written documents and audio files that could be used as evidence for fraud cases.
  • Determined existing fraud trends by analyzing accounts and transaction patterns.
  • Tracked chargeback activity to identify best practices for determining fraud.
  • Reviewed all mobile check deposits and online money transfers to ensure they are not fraudulent
  • Worked with other financial institutions when resolving fraud cases
Financial Service Consultant II , 03/2018 to 01/2020
Oregon State Credit UnionCity, STATE,
  • Demonstrated exceptional service skills by going above and beyond to satisfy customers on phone and in person.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Researched member inquiries, requests, or problems, and follows through to resolution. Directs members elsewhere if appropriate.
  • Opened personal and business memberships as well as CD's, IRA, and Trust accounts.
  • Consulted with members on consumer lending needs; which includes loading, processing, and communicating loan decisions.
  • Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
  • Maintained accurate department and customer records.
  • Coordinated appointments, meetings and conferences.
  • Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
Teller, 03/2017 to 03/2018
Oregon State Credit UnionCity, STATE,
  • Processed monetary transactions, balances cash drawer, and reconciles transactions.
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
  • Entered customer transactions into computers to record transactions and issue computer-generated receipts.
  • Adhered to financial services security and audit procedures.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Trained employees on cash drawer operation.
  • Liaised between bank branches regarding best practices and operations.
  • Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
Education and Training
High School Diploma: , Expected in 06/2015
Corvallis High School - Corvallis, OR
Native/ Bilingual
Native/ Bilingual

Recognized at Oregon State Credit Union's yearly APEX awards and recipient of the "Outstanding member solution" award.

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Resume Overview

School Attended

  • Corvallis High School

Job Titles Held:

  • Realtor Assistant
  • Payment Systems Rep II
  • Financial Service Consultant II
  • Teller


  • High School Diploma

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