Lara Santos

LARA SANTOS Transaction Coordination, Marketing Management, Property Management, Database Management, General Administrative Virtual Assistant, Legal Billing Assistant and Support, Logistics Quoting Admin VISION STATEMENT SUMMARY OF QUALIFICATIONS I am God-fearing, hardworking and dedicated. I have strong core values. Being brought up by a tight-knit family, I value my family and everyone that I love. I always keep my work ethic topnotch and I always strive to be the best employee. CRM, PROGRAMS, SOFTWARES & TOOLS MLS, FlexMLS, CTMLS, Smart MLS KWLS, KW Command Dotloop, Docusign Team Leads, Bold Leads, Bomb Bomb FollowUp Boss, Top Producer, Real CRM Pro Arch Dialer, Mojo, Podio, Cloud Talk Lead Sherpa Propertyware, Tenant Turner, Brivity, Lead Simple, Mailchimp, Flipsnack Metlife, Texas Lgeal, ARAG Portals RealPro System, Homebot, Ylopo ZenDesk Quote App NMFTA – ClassIT Okta Clio Manage, Clio Grow LawPay Adobe Photoshop, Canva, Squarespace 847studio, Zip Your Flyer, AMCards Adobe Acrobat MS Office (Word, Excel, Powerpoint, Publisher) GSuite (Sheet, Docs, Slides, Drawings) WordPress, Overblog, MyMatterport ActiveRain, MySinglePropertySite Hootsuite, Social Pilot LinkedIn, Pinterest, Tumblr, Twitter, Zillow Facebook, Instagram, Google My Business Zip Forms, LinkTree Google Drive, Dropbox Monday.com, Slack Calendly, Setmore GET IN TOUCH WITH ME Mobile Number: - Skype ID: larslaring0906 Email:-Email:- I do what I say and say what I do. I developed integrity and professionalism through the people I work with, be it my superiors or clients. It molded me to become a respectful employee who always looks at possible innovations and an employee who is committed to her responsibilities. I put strong attention to detail, especially when creating marketing materials and working with documentation. I believe these will represent the company and bring its image to the marketplace. With my personality and attitude, I was able to apply priority. I always make sure that I work with my tasks based on the things that need to be done first, and as a result, everything will be intact and always be up to date. PREVIOUS EDUCATION Technological Institute of the Philippines BSBA Major in Financial Management and Accounting Awarded 1st runner up Over All Campus Feasibility Study 2011; product entitled “YeMalunggay” Philippines School of Business Administration Bachelor of Science Major in Accountancy 3rd Place in the PSBA Summit 2009 Quiz 1; Theory of Accounts, Auditing Theory, Business Law and Taxation GENERAL ADMIN VIRTUAL ASSISTANT - TRAINING KNOWLEDGE Buyer and seller real estate practices including documentation per transaction type. Acquisition and liquidation of Bank Owned property Bank qualifications/approval for Short Sale, Real Estate Owned properties MLS property search and listing process including legal property description requirements Offer preparation; basic forms and terms and conditions within contracts Transaction Coordination timeline, pertinent documents required for sale and escrow Create listing flier and post on Craigslist Blog research and writing Maintaining real estate social media accounts Real Estate Blogging via Online Webinars in Real Pro System WORK EXPERIENCE LEGAL OFFICE BILLING AND VIRTUAL ASSISTANT – LEGAL INSURANCE BILLING PERSONNEL, ADMIN AND BILLING SUPPORT FOR NON-INSURANCE LEGAL CLIENTS January 2021 – December 2022 Creating of spreadsheets for tracking Billing transactions via Google Sheet Requesting authorization from Texas Legal for all client's case types before Attorney's consultation Submitting a claim or payment request to legal insurance companies upon completion of the legal process Creating of invoice via Clio Manage (email time stamping, adding of time entries, adding of filing expenses) Updating the clients billing matter on the client's platform on a daily basis Working on Estate Planning, Consumer Protection, Family Law, and Real Estate billing processes Weekly Audit of Billing History versus Payment History of all billed clients Point of Contact for all billing inquiries and concerns of the legal plan member In charge of managing the Legal Insurance's Portal Creating Billing Reports (Billable) and presenting them to the Attorney every week In charge of sending the approved bills and invoices to all types of clients (No Insurance, Limited Insurance, Flat Rate Clients, Payment Plan Clients) Updating client's Portal and Trackers for checks received and credit card payments Creating demand letters and tracking payments for non-insurance legal clients VIRTUAL ASSISTANT – MARKETING, TRANSACTION COORDINATION, DATABASE MANAGEMENT, ADMIN SUPPORT September 2019 – November 2021 In charge of filling out the Parties of Sale and In Contract Checklist when a property goes under contract Sending out in contract emails to Co-Agents, Lender, Title Companies, Sellers and Buyers Making sure all contracts are signed and requesting them when needed via Dotloop and Docusign Making sure Lender Identification Documents, Title Commitment, Loan Approval Letter, Home and Appraisal Reports are in before deadline per the contract Coordinating with all parties involved in the contract Managing all databases and updating them with correct status and tags In charge of creating an Opportunity in KW Command and connecting it to Dotloop Submitting commissions to compliance In charge of updating Referring Company's portal and keeping track if referral fee has been mailed or e-checked Making sure Home Inspections are scheduled and remedies are submitted before the deadline per the contract Creating marketing graphics for all types of properties Creating marketing posts for Facebook business pages, LinkedIn, Instagram, Google My Business, and all social media sites of client Creating Home Improvement List for all listings Preparing Pre Listing Documents for Seller's Appointments Saving all information on the MLS as an Incomplete Listing, making sure disclosures are seller signed and ready Listing, Under Contract, and After Close Compliance Coordinating keys, sign and lockbox pick up, seller pre-signing and closing schedules In charge of requesting Earnest Money release before closing In charge of checking the Estimated Settlement Statement before sending out to clients making sure that all commissions and additional fees are present In charge of sending out reminders for utilities shut off and transfer to buyers account Making sure all remedies are completed, addendums are signed and sent to all parties Sending out cards and gifts for Past Clients and Referrals Adding all past clients to Birthday and Anniversary Action Plans and Email Automations Making sure all Email Templates (Pre-Listing, Under Contract, After Close) are updated Managing marketing touches for the whole year, reporting analytics to client, research for other strategic marketing plan In charge of monthly magazine and newsletter for client prospecting Reporting of weekly items of values, active listings and under contracts, and project management progress every Team Meeting Quarterly audit of closed transactions recorded in the team versus the broker's records WORK EXPERIENCE QUOTING ADMIN - LOGISTICS March 2017 – January 2019 Creates quotation for shipper/shipping clients Assist sales managers for creating a spreadsheet for volume quote requests Manages ZenDesk open tickets queue Responds to inquiries in ZenDesk and Slack Close all pending and open tickets in ZenDesk Call, email, chat with clients regarding shipping information and statuses GENERAL VIRTUAL ASSISTANT – HOME INSPECTION VA, TRANSACTION COORDINATION, PROPERTY MANAGEMENT, MARKETING ASSISTANT, ADMIN SUPPORT April 2013 – August 2019 Creating brands and marketing documents like logos, banners, and flyers, etc. Managing expired and withdrawn leads, summarizing leads in a master list on a day-to-day basis. Updating files in the dialer and in the database used by clients Managing clients email, responding to emails, sending documents needed to certain client Working on Listing, Sale, and Purchase for buyer and sellers worksheets/checklists Posting marketing ads and materials on Social Media sites Managing spreadsheets for profits and loss of clients Inputting listing into the MLS, uploading photos, adding supplements/documents available in MLS, updating property statuses on different sites, tracking documents needed for the transaction Creating order sheet for sign-ups and downs in the property listed, creating showing sheet available for every listing, creating sale sheet when a property goes under contract Transaction Coordination for Pre-listing, Active, Pending, and to Close Managing Top Producer account, adding listings and closings, birthdays and anniversaries, can summarize information needed by type (Per status, per dates, etc.) Creating blog via Real Pro System (Blogging current Real Estate news) and posting it on Social Media websites and other Real Estate home sites Creating forms in Zip Forms Auditing of Real Estate documentation for Compliance Reviews and those that are submitted by agents and brokers Keeping track of information needed by agents, brokers, lending companies, and attorneys via email Home Inspection Process from start to completion (Including photo follow up process and sending out to investors before closing) Update budget vs actual repairs into the Client's Dashboard every week for turnkey and retail properties Audit of Pre-Renovation, Progress, and Professional Photos Weekly Audit for clients: Rental Audit, Sold not Rented Audit, Supervisor Reports, Supervisor Scorecard, Scopes needed by Leasing Team, Utilities Audit, Go Back Calls Audit of All Tenants, Updating of Turnkey Sellers, Buyers, and Tenant's mailing address in client's CRM Sellers update processes; create a purchase properties process and how to update our sellers when closing Uploading of Quarterly Google Maps for Turnkey Comps and Properties Monthly Operations Audit like Supervisors Bonuses, List of Properties Sold for the Month and up to date Skip tracing leads for Sales and Acquisitions where needed Bi-Monthly Acquisitions Report, creating of needed reports for Company's Weekly Team Meeting (Agenda, Team Stats, In Coming Events) Monthly submission of Sales Report for CEO (Purchases, Sold, Turnkey, Rehab, and Property Management)