Experience
Joint Ventures LLC
Client Follow-up: Ensured client satisfaction by conducting follow-up phone calls, addressing concerns promptly, and maintaining strong relationships.
Invoicing Procedures: Managed the invoicing process efficiently by creating and dispatching invoices to clients with precision and timeliness.
Executive Support: Organized executives' schedules, handled email correspondence, and facilitated productive appointments and meetings.
CRM Management: Oversaw the CRM system, maintaining accurate and current client data for streamlined communication and decision-making.
Onboarding: Facilitated onboarding for new hires, including doctors and wellness coordinators, ensuring a smooth transition and integration into the organization.
Recruitment and Onboarding Management: Led recruitment efforts and managed the entire onboarding process, from welcoming new team members to ensuring compliance with company policies.
Social Media Management: Maintained and managed social media business pages, utilizing various platforms to showcase company achievements, services, and engage with the audience.
Synergy Home Team (Real Estate)
Transaction Management
Assisted both buyer and seller agents
in managing transactions
Managed documentation, including
contracts, disclosures, and addendums
Property Listings and Research
Created and maintained property
listings on various platforms
Conducted research on properties,
market trends, and competitors
Generated heatmaps to analyze market
trends
Administrative Support
Provided administrative support by
managing calendars and organizing
meetings and managed Deal Tracker
Communication and Liaison
Acted as a liaison between buyers,
sellers, agents, lenders, and other
stakeholders
Coordinated communication and
scheduled appointments for property
inspections, appraisals, etc
Managed and answered social media
inquiries
Compliance and Client Communication
Ensured compliance with real estate
laws and regulations
Kept clients informed about
transaction progress and addressed
questions or concerns
Technology Utilization
• Leveraged technology for various
tasks, including research,
communication, and transaction
management
Miscellaneous Responsibilities
Researched storage facilities
Assisted in various aspects of real
estate operations
Experience
Joint Ventures LLC
Client Follow-up: Ensured client satisfaction by conducting follow-up phone calls, addressing concerns promptly, and maintaining strong relationships.
Invoicing Procedures: Managed the invoicing process efficiently by creating and dispatching invoices to clients with precision and timeliness.
Executive Support: Organized executives' schedules, handled email correspondence, and facilitated productive appointments and meetings.
CRM Management: Oversaw the CRM system, maintaining accurate and current client data for streamlined communication and decision-making.
Onboarding: Facilitated onboarding for new hires, including doctors and wellness coordinators, ensuring a smooth transition and integration into the organization.
Recruitment and Onboarding Management: Led recruitment efforts and managed the entire onboarding process, from welcoming new team members to ensuring compliance with company policies.
Social Media Management: Maintained and managed social media business pages, utilizing various platforms to showcase company achievements, services, and engage with the audience.
Synergy Home Team (Real Estate)
Transaction Management
Assisted both buyer and seller agents
in managing transactions
Managed documentation, including
contracts, disclosures, and addendums
Property Listings and Research
Created and maintained property
listings on various platforms
Conducted research on properties,
market trends, and competitors
Generated heatmaps to analyze market
trends
Administrative Support
Provided administrative support by
managing calendars and organizing
meetings and managed Deal Tracker
Communication and Liaison
Acted as a liaison between buyers,
sellers, agents, lenders, and other
stakeholders
Coordinated communication and
scheduled appointments for property
inspections, appraisals, etc
Managed and answered social media
inquiries
Compliance and Client Communication
Ensured compliance with real estate
laws and regulations
Kept clients informed about
transaction progress and addressed
questions or concerns
Technology Utilization
• Leveraged technology for various
tasks, including research,
communication, and transaction
management
Miscellaneous Responsibilities
Researched storage facilities
Assisted in various aspects of real
estate operations
