Virtual AssistantVirtual Assistant

Key Achievements:

Marketing Coordinator • Creating marketing materials: Writing copy for web and social media, and producing high-quality brochures, flyers, and promotional content • Managing digital marketing campaigns: Conceptualizing campaigns, developing and executing ads, and analyzing ad performance results • Managing website content: Ensuring all content is up to date and relevant, and optimizing for SEO • Administrative duties: Tracking metrics, answering emails, and making calls • Keeps promotional materials ready by coordinating requirements with graphics department • Assisting New Clients/Properties Listing Coordinator • Listing information: Prepare listing materials, disclosures, and comparative market analyses • Manage property. • Assist with administrative tasks such as managing emails, organizing files, and handling correspondence. • Showings and open houses: Coordinate showings between the real estate agent and prospects / Leads. • Cleanings: Coordinate cleanings for properties • Coordinate and schedule appointments, property showings, and meetings. Inside Sales Agent Administrative Manager Scheduling Coordinator • Present, promote and sell products/services using solid arguments to existing and prospective customers. • Perform cost-benefit and needs analysis of existing/potential customers to meet their needs. • Establish, develop, and maintain positive business and customer relationships. • Reaching out to customers leads through cold calling. • Expedite the resolution of customer problems and complaints to maximize satisfaction. • Achieve agreed upon sales targets and outcomes within schedule. ● Respond to emails, messages, and inquiries promptly and professionally. ● Follow communication templates and maintain consistent tone and accuracy. ● Manage and coordinate daily administrative tasks to ensure smooth workflow. ● Maintain virtual filing systems, records, and documentation for easy retrieval. ● Manage appointments, meetings, and deadlines for executives or team members. ● Track progress of projects and deadlines using project management tools ● Assign and monitor tasks for team members, ensuring completion on time. ● Assist in onboarding and training new virtual team members. ● Provide guidance on administrative best practices. ● Maintaining and updating schedules, calendars, and agendas. ● Schedule, reschedule, and confirm appointments, meetings, and events. ● Confirming appointments and arranging meeting venues. ● Coordinate virtual and in-person meetings, including video calls, conference rooms, and necessary equipment. ● Send reminders and follow-ups to ensure attendance and preparedness. ● Handle time zone differences and prioritize scheduling conflicts effectively. ● Communicate professionally with clients, vendors, and team members regarding scheduling matters. ● Prepare meeting agendas, briefing documents, and minutes when needed. ● Maintain organized records of all appointments and schedule-related communications. New Hire Training ● Welcome new hires and introduce them to the company culture, mission, and policies. ● Set up necessary accounts, tools, and access for new employees. ● Explain roles, responsibilities, and performance expectations. ● Conduct training sessions via video calls, screen sharing, or written guides. ● Teach company SOPs, software, tools, and workflow processes. ● Provide practical examples and simulations to ensure comprehension. ● Create and maintain training materials, manuals, checklists, and SOPs. ● Update training resources as processes evolve. ● Track the progress of new hires during the training period. ● Provide constructive feedback and identify areas for improvement. ● Coordinate with supervisors to address performance concerns. ● Serve as the first point of contact for questions and clarifications. ● Encourage a supportive and engaging learning environment. ● Help new hires integrate into the team efficiently. Lease Renewals • Monitor lease renewal schedules and track upcoming expirations. • Prepare and send lease renewal proposals or addendums to property owners. • Follow up with owners for approvals, confirmations, and signatures. • Maintain professional and clear communication with property owners via email, phone, or messaging platforms. • Document all communications for reference and reporting purposes. • Collect signed lease renewal agreements and ensure they are properly filed. • Update lease renewal spreadsheets or property management systems with current information. • Ensure accuracy of rent amounts, effective dates, and other lease terms. • Coordinate with internal teams (e.g., accounting, operations) to implement approved lease changes. Collections ● Send reminders for upcoming rent payments via email, SMS, or phone calls. ● Follow up on overdue rent payments professionally and promptly. ● Negotiate payment plans with tenants, if necessary, and document agreements. ● Maintain courteous and professional communication with tenants regarding payment issues. ● Respond to tenant inquiries related to rent, late fees, or payment methods. ● Escalate unresolved or recurring payment issues to the Property Manager. ● Generate weekly/monthly collection reports for the property manager. ● Track tenants with recurring late payments for further action. ● Coordinate with property managers and accounting teams regarding tenant payments. ● Provide insights and recommendations to improve collection efficiency. ● Maintain accurate documentation of all collection activities. ● Handle other administrative tasks related to rent collections as neede

Key Achievements:

Acquisition Specialist Connolly Capital LLC Acquisition Specialist Scale Virtually, LLC (Full Time) • Respond to all leads in a timely manner to drive business forward. • Build rapport with prospects and clients to overcome objections and get the deal signed. • Manage leads and follow up through daily CRM use to update and stay on task until deals are closed. • Assess comparable, property value, and condition through research, outreach, data, site walks, and market trends. • Prepare letters of intent, real estate market research reports, partnership models, contracts, due diligence documents, and other business administration paperwork in advance of real • estate transactions • Act as an intermediary between your sellers and buyers to ensure a smooth closing. • Oversee all aspects of sellers’ transactions from initial contact to the executed purchase agreement. • Prepare all listing materials: pre-listing presentation, Listing. • Agreement, sellers’ disclosures, comparative market analysis, pull online property profile, research old multiple listing service(MLS) listings etc. • Take Acquisition Calls from the agents. • Buy properties from Auction. • Prepare a list of properties that are newly listed in the market. • Prepare an MLS listing profile • Prepare post notice to the properties that bought with occupants. • Prepare cash for keys agreement. Transaction Coordinator Administrative Manager • Consult & coordinate with sellers all property photos, staging, repairs, cleaning, signage, lockbox, access requirements & marketing activities. • Obtain all necessary signatures on listing agreement, disclosures, and other necessary documentation. • Coordinate showings & obtain feedback. • Provide proactive weekly feedback to sellers regarding all showings and marketing activities. • Coordinate all public open houses and broker open houses. • Input all listing information into MLS and marketing websites and update as needed. • Submit all necessary documentation to the office broker for file compliance. • Input all necessary information into the client database and transaction management systems. • Submit all necessary documentation to the office broker for file compliance. • Input all necessary information into the client database and transaction management systems. • Oversee all aspects of the administration of the agent’s business. • Create & manage all systems for sellers, buyers, client database management, lead generation tracking, lead follow- up & all office administration. Coordinate the purchasing of any office equipment, marketing materials, and any other business- related supplies and • materials. • Create & update a business operation manual and all job descriptions/employment contracts for any future hires. • Manage the recruiting, hiring, training, and ongoing leadership. • Ensure that all agent activities are limited to listing a property, showing property, negotiating contracts & lead generation. • Create Training materials. Scheduling Coordinator Utility Services Coordinator Insurance Coordinator Skip Tracer ● Maintaining and updating schedules, calendars, and agendas. ● Verifying the availability of in-house and external participants for planned meetings. ● Confirming appointments and arranging meeting venues. ● Sending out reminders of scheduled meetings. ● Rescheduling or canceling meetings in a timeous manner. ● Answering scheduling queries via email and phone. ● Performing other administrative tasks ● Book a photoshoot for the properties to be listed. ● Schedule Appraisal Inspection ● Schedule Refinance appraisals ● Schedule Team Meeting ● Schedule a showing ● Utility Inspection appointments • Call utility companies to Turn On the services after the possession Date. • Call Utility companies to turn Off the services after the closing date. • Call utility companies to get an appointment for inspections. • Submit the utility account details to the accounting department. • Send an email for Insurance request for Rental Properties and Properties under construction. • Send email to insurance company to request a policy after possession date. • Send email to insurance company to cancel the policy after closing date. • Send email to insurance company for policy insurance. • Submit the insurance policy details to the accounting department. ● Locate customers using basic and advanced skip tracing tools. ● Communicate with third parties for the purpose of acquiring customers’ location information. ● Search private databases, public records, and the worldwide web. ● Verify customer information. ● Meet and exceed company and client goals

Key Achievements:

Transaction Coordinator Administrative Manager Executive Virtual Assistant Scale Virtually, LLC (Full Time) – Posselt Realty ● Oversee all aspects of sellers’ transactions from initial contact to the executed purchase agreement. ● Prepare all listing materials: pre-listing presentation, Listing Agreement, sellers’ disclosures, comparative market analysis, pull online property profile, research old multiple listing service(MLS) listings etc. • Consult & coordinate with sellers all property photos, staging, repairs, cleaning, signage, lockbox, access requirements & marketing activities. • Obtain all necessary signatures on listing agreement, disclosures, and other necessary documentation. • Coordinate showings & obtain feedback. • Provide proactive weekly feedback to sellers regarding all showings and marketing activities. • Coordinate all public open houses and broker open houses. • Input all listing information into MLS and marketing websitesand update as needed. • Submit all necessary documentation to the office broker for file compliance. • Input all necessary information into the client database and transaction management systems. • Oversee all aspects of the administration of the agent’s business. • Create & manage all systems for sellers, buyers, client database management, lead generation tracking, lead follow-up & all office administration. • Coordinate the purchasing of any office equipment, marketing materials, and any other business-related supplies and materials. • Create & update a business operation manual and all job descriptions/employment contracts for any future hires. • Manage the recruiting, hiring, training, and ongoing leadership of all future administrative hires. • Hold agent(s) accountable for conducting all agreed-upon lead generation activities. • Ensure that all agent activities are limited to listing a property, showing property, negotiating contracts & lead generation. • Create Training materials. Social Media Manager • Using social media marketing tools to create and maintain the company’s brand. • Working with marketing professionals to develop social media marketing campaigns. • Interacting with customers and other stakeholders via the company’s social media accounts • Analyzing the company’s digital marketing plan and social media strategy and identifying strategic weaknesses and making recommendations for improvements • Researching social media trends and informing management of changes that are relevant to the company’s marketing activities • Setting key performance indicators (KPIs) for social media campaigns, such as targets for a certain number of shares or likes and measuring a campaign’s performance against the KPIs • Sending Birthday Greetings • Creating content for events, holidays, latest listings, and sales • Creating graphics for property posting • Scheduled posting. • Creating paid contents • Manage Instagram, LinkedIn, Twitter, Youtube Lead Generation • Identify ideal prospects based on ideal customers based on location, type of business, size of business, industry, etc. • Strategically identify new prospects using LinkedIn, Google Research, provided prospects lists, etc • Develop new business via phone and email communication. • Provide market research insights relevant to product development and pricing. • Provide competitor insights. • Identify/recommend opportunities to optimize products and services offerings. • Follow up on leads. • Move opportunities through the sales funnel by cultivating. prospect relationships through initiating communications and providing follow-up communications. • Work with the BDD to develop and grow the sales pipeline to consistently meet quarterly revenue goals. • Manage data for new and prospective clients within a CRM, logging all communications and providing accurate. documentation and information. Executive Assistant • Providing administrative assistance, such as writing and editing emails, drafting memos, and preparing communications on the executive’s behalf • Maintaining comprehensive and accurate records • Performing minor accounting duties • Organizing meetings, including scheduling, sending reminders. • Answering phone calls in a polite and professional manner • Managing the executive’s calendar, including making appointments and prioritizing the most sensitive matters. • Confirming appointments and arranging meeting venues. • Sending out reminders of scheduled meetings. Scheduling Coordinator • Maintaining and updating schedules, calendars, and agendas. • Answering scheduling queries via email and phone. • Performing other administrative tasks as required.

Key Achievements:

Responsible for daily, weekly, and monthly lead generation, call volume, and quality goals on assigned client projects. ● Engage in professional communication with prospects via the phone and email. ● Responsible for gauging and qualifying prospective client interests. ● Deliver unscripted responses and explanations of complex product offerings. ● Creatively handle objections and qualify prospects based on program requirements. ● Participate in training sessions, meetings, and skill-building sessions with internal and external teams. ● Maintaining accurate and complete records for all prospects in CRM of record. ● Conduct business with the highest degree of professionalism and business ethics.