Norwin Lee
REAL ESTATE VIRTUAL ASSISTANT
CONTACT INFORMATION
SYSTEM FAMILIARITY
Email Management and
Transaction
Management/Project
Management Tools:
-Streak
-KWCommand
-Realvolve
-Sisu
-Great Agent
-Sksylope
-Folio
-Dotloop
-Docusign
-ZipForms
-Compass.com
-ClickUp
MLS, Database, Softwares,
and Realtor Tools
-MLS Listings
-BrightMLS
-CrisNetMLS
-FlexMLS
-GSMLS
-CJMLS
-NJMLS
-HomeSnap
-Realtor.com
-Homelight
-Disclosures.io
-Zillow
-Follow Up Boss
-Ylopo
-HomeBot
-Buffini Referral Maker
-Real Geeks CRM
-NARRPR
-Agent Legend
-Chime
-Curaytor
-Supra eKey
Admin Essentials
-LastPass
-Trello
-GSuite
-Microsoft Office
QUALIFICATION SUMMARY
Independent, hard-working, organized, diligent and motivated individual with over
nine years of experience in the professional industry, who was trained and taught in
giving quality Client and Customer Services to clients across the US and Asia.
Competitive, creative, respectful in any department placed, and values high morale
of work ethics.
PROFESSIONAL EXPERIENCES
Transaction Manager, Assistant Operations Manager and Project
Manager (FULL-TIME)
Compass North Bay California
October 2022 to November 2025 (3 years 1 month)
Ensured that all protocols and tasks related to Transaction Coordination
were in place and followed.
Created mass email templates and transaction-related email templates.
Assisted the agent with all Listing and Buyer Transaction contracts,
documents, disclosures, and related forms.
Set up disclosures, disclosure links, scheduling links for showings, and
saved lockbox information in Supra.
Handled vendor coordination, including scheduling house previews for
stagers, cleaners, painters, landscapers, and contractors.
Communicated daily tasks to team members and ensured the quality,
accuracy, and correctness of data across all transactions and marketing
materials.
Sent introductory emails to buyers and sellers, including escrow officers,
lenders, and other agents.
Assisted the agent in drafting MLS listings by adding property features,
uploading photos, including 3D links and virtual tours, and writing public
and private remarks.
Helped the agent set up search criteria for buyers based on their preferred
areas.
Monitored emails daily to ensure all contingencies were met before
deadlines for appraisals, inspections, and financing.
Stayed alert for the receipt of buyers’ earnest money deposits.
Provided regular transaction updates to both buyers and sellers.
Ensured that closing appointments for both buyers and sellers were
properly scheduled.
Completed all required transaction documents for the broker.
Filled out the agent’s commission disbursement form and verified the
accuracy of financial details, including commission percentages and
purchase prices.
Confirmed that each transaction closed with the correct status.
Requested testimonials from past clients and sent invitations to follow the
agent’s business social media accounts.
Norwin Lee
REAL ESTATE VIRTUAL ASSISTANT
CONTACT INFORMATION
SYSTEM FAMILIARITY
Dialers and Communication
Services
-GVoice
-Skype
-Line2
-Slack
-WhatsApp
-WeChat
Social Media and Graphic
Designing
-Coffee and Contracts
-Google My Business
-Sked Social
-Canva
-Facebook
-Instagram
-LinkedIN
-Twitter
-LinkTree
Accounting Softwares
-Xero.com
-Quickbooks
ECommerce Websites
-Eventstaffing
-AliExpress
-Dropify
-eBay
Executive Assistant and Transaction Manager (FULL-TIME)
Compass Massachusetts, LLC
June 2021 to October 2022 (1 year 4 months)
Supervised all listing and purchase transactions handled by the agents,
ensuring smooth and timely closings.
Prepared all listing and buy-side documents for client signature and
execution, maintaining accuracy and compliance with regulations.
Created the operations manual for listing and purchase transactions and
implemented standardized protocols across all property stages.
Ensured that all broker-required documents were uploaded into the
system to maintain compliance and audit readiness.
Verified commission disbursement details (wire or mail) upon closing to
guarantee accuracy in payouts.
Prepared comprehensive sales reports for agents and leadership on a
monthly, quarterly, and yearly basis.
Sent weekly transaction updates to agents to keep them informed of
outstanding items and progress.
Coordinated directly with clients, escrow officers, lenders, and attorneys to
facilitate smooth real estate transactions.
Developed checklists and tracking tools that reduced errors and improved
transaction efficiency.
Handled confidential information with discretion, supporting both
executive decision-making and team operations.
Executive Virtual Assistant (FULL-TIME)
Keller Williams Preferred Properties, Largo MD
July 2020 to May 2021 (10 months)
Emailed agents for reverse prospecting purposes.
Handled client emails to provide updates on ongoing transactions.
Created marketing materials containing essential information for property
buyers and sellers.
Managed social media platforms by posting content and responding to
inquiries.
Performed CRM and database management efficiently and accurately.
Followed established workflows to ensure no step in the buying/selling
process was missed.
Diligently updated and maintained the MLS to prevent inaccurate listing
information.
Reached out to past and prospective clients by sending personalized cards.
Scheduled property showings for buyer clients and provided curated lists of
available properties in selected counties.
Schedules showings for buyer clients and sends lists of properties for sale in
selected counties for buyer clients.
Prepared and delivered comprehensive Comparable Market Analysis (CMA)
reports to both buyer and seller clients.
Norwin Lee
REAL ESTATE VIRTUAL ASSISTANT
CONTACT INFORMATION
TRAINING HIGHLIGHTS
& CERTIFICATIONS
• Basics of Real Estate:
Home Buying & Selling
Process
•Offers Process
•Social Media Marketing:
Facebook Ads
•MLS circulation & posting
•Basic CRM Tools Overview
•Handling Objections & the
Art of Persuasion
•Basic Lead Farming
• Lead Management:
Buyers, Sellers, FSBO,
Expired and Circle
Prospecting
• Transaction Coordination:
The Process
• Introduction to Canva:
The art of creating
marketing collaterals
EDUCATION
Bachelor of Science in
Business Administration
-Major in Financial
Management
-Minor in Marketing
Management
-Graduated Cum Laude
(GPA: 3.0)
AWARDS
Employee of the Year (2019)
Utalk Philippines
Assistant Team Leader (FULL-TIME)
Utalk Baguio City, Philippines
September 2018 to June 2020 (1 year and 9 months)
Taught students English communication skills, from basic to advanced levels.
Assessed the performance of teachers under the team’s supervision.
Scheduled training sessions and class demonstrations to support
professional development.
Provided coaching tips and advice to enhance teaching practices and
methodologies.
Events Coordinator - Virtual Assistant (PART-TIME)
Event Staffing
January 2018 to July 2018 (6 months)
Posted event vacancies and recruited aspiring staff members through
multiple online platforms.
Communicated internally to expedite event processing, confirm staff
placement, and resolve scheduling conflicts.
Engaged externally with clients, vendors, and staff by providing all necessary
event-related details and documentation.
Established backup schedules and contingency plans to ensure smooth
event execution despite unforeseen challenges.
Collaborated across teams to streamline event logistics, registration, and
management workflows.
Prepared reports and summaries on staffing, attendance, and event
outcomes to support post-event evaluation.
Demonstrated adaptability and problem-solving skills in coordinating
multiple virtual and in-person events simultaneously.
E-Commerce Virtual Assistant (PART-TIME)
Skull Obssessed
January 2018 to July 2018 (6 months)
Processed online customer orders across multiple platforms, ensuring timely
and accurate delivery of goods.
Coordinated with logistics teams and tracked shipments to resolve issues
and maintain customer satisfaction.
Sourced alternative suppliers to prevent delays, reduce costs, and minimize
customer complaints.
Entered, recorded, and managed various account types to support accurate
bookkeeping and financial tracking.
Prepared and summarized income statements and balance sheets to assist
management in decision-making.
Provided financial data analysis for monthly and quarterly reports,
improving visibility into business performance.
Monitored product availability and assisted with updating online listings to
optimize sales performance.
Delivered responsive customer support by addressing inquiries, order
issues, and refund requests in a professional manner.
Norwin Lee
EXECUTIVE VIRTUAL ASSISTANT
CONTACT INFORMATION
CHARACTER REFERENCES
Library Student Assistant
University of the Cordilleras
April 2014 to December 2014 (8 months)
Helped the librarian catalog books and organize resources for
school use.
Assisted students, administrative staff, faculty members, and
executives with book borrowing and resource inquiries.
Performed housekeeping and cleaning services for library
facilities and furniture to maintain a welcoming environment.
Maintained a strong academic average to retain scholarship
eligibility.
Provided front-desk support by answering questions, guiding
patrons on library systems, and ensuring smooth daily
operations.
Assisted in inventory management, including tracking overdue
materials and updating circulation records.
Supported event preparation and library programs by setting up
materials and assisting participants.
