Organizes transaction documents and checks for accuracy between all systemsReviews transaction data, preparation of Commission Disbursement Authorizations, and settlement of filesWorks closely with the Brokerage Operations team to assist in document review and reminders of the status of a fileSupports payment processing with a focus on individual agentsCreating competitive and loyalty analysesContent creationManaging and responding to client’s emailsEntering invoices from vendors and digital mailbox to AppFolioPreparing and sending Property Vacancy ReportsWork order processingResponding to calls, emails, or texts from tenants, vendors, and clientsDoing researchArranging travel plansCalendar coordination/managementDocument processing for client’s transactions.Collecting and preparing all necessary documentation for a loan packagePreparing and maintaining all paperwork for existing and new loansResearching applicant credit status and current financial positionAble to do follow-ups to new and existing customers and to ensure their satisfaction with the business’ products and services by responding to customers’ inquiries and complaints through emails and callsMaintaining and updating information into their system and by using an applicationEntering and maintaining the workflow of the property managers into the client’s cloud-based system through research. Understanding the client’s instructions to be able to achieve that level of accuracyManaging contact data by utilizing the duplicate check tool and sending emails to tenants and property owners for changes to update the CRM system. Provided proper communication through coordination with the clientMaintaining commission structure, reviewing advertising spend, and handling sales transactions using the CRM system. Working closely with the clients to make sure computation is accurateReconciliation of transactions and payments, entering bank data into their accounting software. Able to process sensitive data without uncompromised integrity and confidentialityScheduling of inspections and coordinating with the Inspections teamSending and answering emails from tenants regarding schedules of inspectionsTracking and following up on ordersAssist and schedule ingoing and outgoing inspectionsAnswered an average of 100 customer calls per day and provided first call resolution to client inquiries on general issues by using active listening skills, probing, and thorough knowledge of company products or servicesResponding to customer questions about basic banking services and helping customers protect their accounts. Able to quickly resolve customer issues and complaints through proper guidelines
