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Skills
Execution Excellence; Patient Engagement; Teamwork
About
I was responsible for monitoring the CRM for clients, conducting onboarding sessions, and handling tech calls to address questions and resolve issues. Additionally, I created automations and workflows tailored to each client’s needs.
I am responsible for verifying the accuracy of financial transactions, checking client documents, and cross-referencing amounts on provider websites.
As a real estate assistant, I was responsible for filling out documents, managing spreadsheets, and making cold calls to clients and other agents. Later, I was promoted to Project Manager.
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