Virtual Assistant, Property Manager, Transfer Coordinator,Virtual Assistant, Property Manager, Transfer Coordinator,
Dan
ID Verified$1,500
per month
($9/hour)
Profile Description
Results-driven Customer Service and Operations Leader with 15+ years of experience leading teams, optimizing processes, and managing high-volume client operations across property management, financial services, and BPO. Proven track record in overseeing end-to-end transfer applications, resolving complex escalations, and implementing AI and digital tools (ClickUp, Airtable, Buildium) to drive operational excellence. Skilled in coaching high-performing teams, leading process improvements, and mai...
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Content & Writing
Customer Success
Data & Analytics
E-commerce & Marketplace
Finance & Accounting
Marketing & Growth
Real Estate Operations
Specialized Skills
Virtual Assistance & Admin
Work Experience
Transfer Associate Manager
Daisy Management
Oct 2024 - Sep 2026
Job Responsibilities:
Process and manage property transfer applications, including sales, subleases, and lease transfers. Review documents for completeness, coordinate with residents, brokers, attorneys, and boards, track application status, collect required fees, and ensure all transactions comply with building and management requirements.
Lead Customer Service Representative
Wells Fargo
Mar 2022 - Jul 2024
Job Responsibilities:
Prioritize work and provide day-to-day work leadership and mentorship to Customer Service Representatives Lead or contribute to improving processes, policies, team performance, and customer satisfaction that require coordination among customer service teams Provide guidance and subject matter expertise to Customer Service Representatives on managing the day-to-day administration Handle customer in...
Customer Service Manager / Database Conversion Manager
Hartz Solutions Limited
Oct 2016 - Oct 2017
Job Responsibilities:
Managing team members ensuring that the queries of the customers are answered promptly in emails and chats. Fulfillment of orders via Shopify Dealing with suppliers in terms of the quality of the products and replacement orders Weekly team meetings to ensure that the team members are executing excellent customer service when responding to customers Handling social media accounts (Facebook, Instagr...