Julie San Jose

Julie Ann Dela Cruz Real Estate Virtual Assistant / Transaction Coordinator - - Philippines Profile Summary A talented Real Estate Virtual Assistant and Transaction Coordinator keen to connect with companies and individual realtors who are looking to add value to their operations. Software / Tools Compass CRM Stellar MLS FollowUp Boss AppFolio Work Experience CUSTOMER SUPPORT ANALYST Coinbase, Inc. | San Francisco, CA May 2023 to November 2023 Responsible for providing support for Coinbase customers across multiple channels (phone, messaging & email) by investigating, troubleshooting and resolving customer issues. Be a trusted advisor, listen and empathize so the customer knows they are valued. Ensure their voices are heard through accurate issue tracking and upstream solutions. Take ownership and use critical thinking to find the root cause and solve the customer issue on the first contact. Where this is not possible ensure all defects are logged appropriately. Seek opportunities to add value for customers through education, proactivity and clear expectation setting. REAL ESTATE TRANSACTION COORDINATOR / VIRTUAL ASSISTANT Cleardesk l San Diego, CA June 2021 - May 2023 Listing to Contract: Oversee all aspects of sellers transactions from initial contact to 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. 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 office broker for file compliance. Input all necessary information into client database and transaction management systems. Contract to Closing: Oversee all aspects of buyer & seller transactions from executed purchase agreement to closing. Coordinate title/escrow, mortgage loan and appraisal processes. Coordinate inspections, assist in negotiations regarding repairs, and coordinate completion of repairs. Regularly update & maintain communication with clients, agents, title officer, lender etc. Submit all necessary documentation to office broker for file compliance. Coordinate moving/possession schedules. Schedule, coordinate & attend closing process. Input all client information into client database system. Schedule 30 Day, 90 Day & 120 Day client customer service follow up calls to assist with any home improvement provider recommendations and to ask for referrals. LOAN COORDINATOR Express Capital Financing, US May 2022 to October 2022 Address any questions from the customer from initial stages of processing the loan Ensure all customers receive a welcome call and follow up multiple times in a week until all requirements are submitted Updating the CRM Liaise with Insurance companies and Title companies for a smooth closing process LOAN CLOSING COORDINATOR Consumer Real Estate Finance Company, US January 2021 to May 2022 Provide support to the loan officer and underwriter teams Ensure compliance with company policies, underwriting guidelines, and lending-program requirements Provide service cited as key to consistently high customer satisfaction Ensure all files are complete prior to hand-off and coordinated effectively with title companies to ensure smooth closings PROPERTY COORDINATOR First Allegiance, US January 2019 - December 2020 As a coordinator, the goal is to preserve and protect the property from further damage and to restore the property to conveyance condition Scout and build relationship with property management contractors / subcontractors and explain the job scope and job requirements before deploying them Ensure that property management jobs are distributed among prime contractors and are completed on time Build relationships with realtors and sales specialists to understand and deliver their property requirements REGIONAL SALES EXECUTIVE / LEAD GENERATION SPECIALIST Buyer link – One Planet Ops, US Sept - Dec 2019 Make calls and send SMS & Emails to potential buyers. Continuous research about prospects and customers and find innovative ways of engaging with them to drive sales. Maintain positive business relationships with prospects to ensure future sales. Ensure prospects and customers enjoy an outstanding relationship. REAL ESTATE SALES ADMINISTRATOR Pantheon Real Estate Development, Dubai, U.A.E July 2018 to Feb 2019 Facilitate the end to end process of every sales lifecycle for both ready to move in and off plan projects/properties. Coordinate with the handover and move-in team for inspection and snagging. Directly coordinate with the home owner’s association for the buyer / tenant handover and move-in. Assist buyers and tenants to arrange for their electricity, water and gas connection. Attend to after-sales queries and complaints Sourcing and contacting talents for the Sales and Administration Team, arrange interviews and assist in onboarding processes. CUSTOMER SERVICE & COLLECTIONS EXECUTIVE FOR REAL ESTATE Azizi Developments LLC, Dubai, U.A.E. June 2017 to May 2018 Coordinate with different departments to ensure smooth end to end process of the life cycle of the Client’s investment / property Ensure that payment plan is followed and all dues are collected in a timely manner while maintaining professional and ethical relationship with clients Provide quick response to client inquiries and questions using different platforms as an avenue for prompt resolution of customer issues, both internal and external Equipped with the knowledge and skills to resolves customers’ inquiries, requests for support quickly and effectively