Real Estate Agent
Windermere Real Estate/Paragon Co.
January 1999 - present
Market, list and sell real estate. Provide and execute contracts and all pertinent addendums. Observe, inform, and call all parties to action for critical deadlines. Act as a liaison and coach clients through entire process of purchasing and selling to include mortgage and financing guidance, goal defining for current and future home, marketing plans and preparation, appraisals, inspections, work orders, negotiating contracts, escrow and title coordination, to facilitating utility connection and change of address. I work with both residential and commercial clients. Business planning, budgeting, and marketing of self and services offered. Beta-tested the NWMLS systems becoming web-based, eKEY produced by SUPRA, and Windermere agent site features.
Event Planner & US Operations Manager
Frank Russell Company
February 1990 - November 1997
Meeting Services Coordinator (Event Planner), January 1996 — November 1997
Develop and manage meeting budgets. Research and select meeting sites; coordinate and implement meal functions, guest programs, meeting setup, audio/visual needs, recreational activities, client gifts, transportation, etc. Create customized presentations for internal and external speakers, to include managing and tracking presentations from inception to completion. Coordinate, organize and negotiate presentation schedules, act as a liaison between involved parties. Ensure deadlines are met and a consistent high standard of quality is maintained.
Supervisor of US Operations (Stock Brokerage Dept.), November 1991 — January 1996
Communicate and act as a liaison for various brokerage firms, money managers, banks and internal and external clients on a daily basis by phone and written correspondence. Supervise and train team of individuals that track, monitor, reconcile, and settle over 4,900 transactions per month for 3 domestic brokers. Lead and attend various meetings with the responsibility of representing all US trading activity. Team leader on company reengineering project. Work on company goals, budgets and issues of concern. Work with programmers and brokers to establish data links that interface with two of our brokers.
Securities Accountant Examiner (Portfolio Performance Reporting), February 1990 — November 1991
Reconcile and analyze money manager and bank portfolio statements to create performance numbers and rates of returns for clients.
Reconveyance Specialist & Office Assistant
First American Title Insurance Company
June 1986 - September 1992
Researched property liens and documentation to reconvey Deeds of Trust (to include all research to ensure ownership and rights to convey) prepared property profiles, to include work with plat maps. Worked with county-recorded documents. Assisted customer service, bookkeeping, title units and examiners, recording and escrow departments.