Norwin Lee
REAL ESTATE VIRTUAL ASSISTANT
CONTACT INFORMATION
M: -
E:-
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 EXPERIENCE
Transaction Manager and Project Manager
Compass North Bay California
October 2022 to June 2023 (8 months)
Ensures that all protocols or tasks for Transaction Coordination
are in placed and followed.
Creates mass email, and transaction related email templates.
Helps the agent with all Listing and Buyer Transaction Contracts,
Documents, Disclsoures, and or Forms.
Set-up disclosures, disclosure link, scheduling link for showings
and saving lockbox information on supra
Sends introductory emails to buyers and sellers, including the
escrow, lender, and agents.
Assist the agent with drafting the listing in the MLS (adding
interior/exterior features, uploading photos, 3d links, virtual tour,
and writing the private and public remarks.
Helps the agent with setting up the search criteria of buyers
looking to buy in their desired area.
Daily email monitoring for ensuring all contingencies have been
removed should there be any deadlines on appraisals,
inspections, and financials.
On the look out for receiving the earnest money of the buyers.
Updating the buyer or the seller with their transaction.
Making sure that the closing appointments of buyers and sellers
are scheduled.
Completes the required transaction documents of the broker.
Fills out the commission disbursement of the agent and makes
sure all information regarding financial (commission percentage,
purchase price) is correct.
Ensures that we the transaction closes the status is correct.
Asks for testimonial to past clients and sends invitation to follow
the agent's social media business accounts.
Norwin Lee
REAL ESTATE VIRTUAL ASSISTANT
CONTACT INFORMATION
M: -
E:-
SYSTEM FAMILIARITY
Dialers and Communication
Services
-GVoice
-Skype
-Line2
-Slack
-WhatsApp
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
Junior Transaction Coordinator
Real Broker, LLC, Dallas TX
eXp Realty, Austin Texas
January 2023 to June 2023 (5 months)
Helps the agents with sending introduction emails to buyers and
sellers upon contract execution.
Add important and crucial dates to the calendar and implements
a plan for ensuring the deal is closing on time.
Make sures that the Option Period Expiration, which includes the
repair amendments have been addressed accordingly.
Follow-ups with Title regarding the survey, T-47, title work or
commitment.
Ensures that the agents' CDA is correct sends wiring and mailing
information of commissions.
Executive Assistant and Transaction Manager
Compass Massachusetts, LLC
June 2021 to October 2022 (1 year 4 months)
Supervises all Listing and Purchase deals of the agents.
Prepares all of the Listing and the Buy-Side Documents for clients'
signature/execution.
Created the Operations Manual of the Listing and the Purchase
Deals, and implemented the Protocols to be performed for all
stages of the transaction.
Make sure that all broker-required documents are uploaded into
the system.
At Closing, make sure to know how the commission will be
disbursed (wire or mail).
Prepares the Sales Report for all agents and as a team monthly,
quarterly, and yearly.
Sends weekly transaction updates to agents to let them know
what items are still outstanding.
Assistant Transaction Coordinator
Realty Austin, Austin TX
Keller Williams, Broken Bow, OK
Keller Williams Texas Homes Network, Allen TX
Coldwell Banker Realty, Rockwall TX
April 2022 to February 2022 (10 months)
Helps the lead Transaction Coordinator with processing all new
pending transactions.
Follows the timeline and does the necessary follow-up with the
lender and the Title Company to ensure we are on track for
closing.
Submit the file to the broker's system to be sure we have a copy
of the Commission Disbursement Authorization or what we call
the Commission Statement.
Coordinates the new order of Surveys for land/lot transactions
and be sure we have the newly assigned address from the 911
team.
Schedules the Closing Appointments of both buyers and sellers.
Norwin Lee
EXECUTIVE VIRTUAL ASSISTANT
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
• Lead Management: Tom
Ferry Scripts
• Lead Management: Mike
Ferry Scripts
• Live Role Play Sessions
• Transaction Coordination:
Forms and Package
Inclusions
• Transaction Coordination:
The Process
•Basics of REO & Short Sale
Process
• Basics of Wordpress
Blogging
• Introduction to Canva:
The art of creating
marketing collaterals
PROFESSIONAL EXPERIENCE
General Virtual Assistant
Keller Williams World Media Center, Burbank CA
November 2020 to April 2022 (1 year and 5 months)
Does Skip Tracing to help our ISA with their cold calling tasks and
or activities to interested buyers and sellers.
Posts Real Estate content to different Social Media platforms and
websites.
Creates different campaign and marketing materials for social
media and Email engagement.
Monitors and supervises each listing by recording the number of
showings and ensuring the calendar is accurate.
Coordinates important past client birthdays and house
anniversary purchases for building long-term business
relationships and referrals.
Organizes all documents that are required when submitting an
offer.
Every year, we email the Final Settlement Statement to our past
clients for them to file their taxes.
Transaction Coordinator
REMAX Central, Manalapan NJ
November 2020 to June 2021 (7 months)
Monitors both the Listing and the Buy-Side/Purchase Deals of
two office-appointed brokers.
Prepares a comprehensive Appraisal Comps Analysis Packet in
order to help appraisers re-evaluate the property’s market value.
Reads and understands the Attorney Review Letters or riders
from both parties, then records important deadlines and
information.
Helps the sellers understand the listing to close processes which
include their application for the Certificate of Occupancy to the
municipal hall or the township, home inspection, appraisal, and
other inspections needed during the Under ContractStage.
Helps the buyers confirm different appointments necessary
during the Under Contract Stage.
Does frequent follow-ups with the lender in order to not extend
both the Financial and Appraisal Contingency.
Communicates to the Title Company for confirming Closing times
and dates, location, and instruction.
Norwin Lee
EXECUTIVE VIRTUAL ASSISTANT
PROFESSIONAL EXPERIENCE
Executive Virtual Assistant
Keller Williams Preferred Properties, Largo MD
July 2020 to May 2021 (10 months)
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
Emails agents for reverse prospecting objectives.
Handles clients’ emails for knowing updates about our
transactions.
Creates marketing materials that contain essential information
for buyers/sellers of a property.
Manages Social Media Websites by posting content and
responses to queries.
Does CRM/Database Management appropriately.
Follows the workflows effectively to not miss any single step that
might delay a process in the buying/selling process.
Diligently updates and manages the MLS to avoid inaccurate
information regarding listings.
Supervises the whole transaction from creating/accepting an
offer to closing.
Gets in touch with past clients or future clients by sending cards.
Schedules showings for buyer clients and sends lists of properties
for sale in selected counties for buyer clients.
Comprehensively makes Comparable Market Analysis Reports
sent out to buyer and seller clients.
Executive Virtual Assistant Trainee
Nexus Realty International, Bellevue WA
May 2020 to June 2020 (1 month)
Sets quality appointments for Clients.
Pre-qualifies buyer and seller leads and ensures they meet the
client's criteria.
Negotiates with FSBOs and Expired Leads
Generate leads through Circle Prospecting
Social Media Management (Facebook Ads and Instagram
Business)
Nurtures all leads and inputs them into the client’s database.
Updating of database (Database Management)
Creating marketing collaterals such as flyers, signs, and brochures
through different editing platforms.
Basics of how to do Transaction Coordination
Norwin Lee
EXECUTIVE VIRTUAL ASSISTANT
PROFESSIONAL EXPERIENCE
CHARACTER REFERENCES
Lisa Sevajian
Senior Vice President--Diandra Marie Sinclair
14-7 Admin Founder--Yamel Ramirez-Maynard
Front Gate Real Estate--
Assistant Team Leader
Utalk Baguio City, Philippines
September 2018 to June 2020 (1 year and 9 months)
Teaches students basic to advanced English Communication Skills
Assesses the performances of the teachers under the team's
supervision
Schedules training and class demonstrations for growth
Gives coaching tips and advice for improved teaching practices
and methodology .
Events Coordinator - Virtual Assistant
Event Staffing
January 2018 to July 2018 (6 months)
Posts event vacancies for aspiring staff
Communicates internally for faster processing of events and
placing of staff
Communicates externally by providing all information needed
about the event
Sets up backup schedules for contingencies for effective staffing
Works collaboratively inside the organization for easier handling
and management of events
E-Commerce Virtual Assistant
Skull Obssessed
January 2018 to July 2018 (6 months)
Helps to process ordered items from the websites for effective
delivery of goods to customers
Finds alternative supplier to alleviate delays and avoid complaints
Inputs, records, computes different account types for
bookkeeping
Summarizes both the income statement and balance sheet
Gives financial information for financial reporting
Library Student Assistant
University of the Cordilleras
April 2014 to December 2014 (8 months)
Helps in cataloging books for school use
Assists students, admin members, faculty, and executives when
borrowing books
Does housekeeping and cleaning services for the establishments
and furniture
Maintains good standing of average to maintain scholarship
What
AGENTS
SAY ABOUT ME
LISA SEVAJIAN
Compass
Senior Vice President
YAMEL MAYNARD
Maynard Real Estate
BENJAMIN KAUFMANN
Compass
Managing Broker
