Dynamic Executive Assistant & Credit Specialist
A highly organized and detail-oriented professional with extensive experience as an Executive Assistant and Credit Specialist. Proficient in managing executive appointments and calendars,
As an Executive Assistant to the CEO, I excel in maintaining organized listings and files, conducting MLS searches for client presentations, and managing CRM databases. My expertise includes event planning and coordination, as well as making travel arrangements that encompass booking flights, cars, hotels, and restaurant reservations.
In my role as a Credit Specialist, I analyze client credit reports and develop personalized strategies for credit improvement. I am adept at using Client Dispute Manager to manage credit disputes, draft dispute letters, and communicate effectively with credit bureaus, creditors, and collection agencies. I educate clients on actionable credit-building strategies and maintain accurate records of their progress while staying informed about changes in credit laws and regulations.With a strong commitment to delivering exceptional support and a proven ability to manage multiple tasks simultaneously, I thrive in fast-paced environments and contribute effectively to team success.
Tools:
Slack
Asana
Trello
Airtable
WooCommerce
HubSpot
HubStuff
Acuity
Calendly
SmartCredit
ActiveCampaign
Identity IQ
Vonage
Gmail/Gdrive
Canva
Kajabi
Wordpress
KVCore
eXpRealty
17Hats
DocuSign
DocHub
Vimeo
Whatsapp
Zillow
Moresolds
CAR - California Association of Realtors
Xero
Clozio
Creator Studio / Meta
Zapier
Buffer
SimpleCast
Wave
YCA - Youcanautomate
Audacity
Chat GPT/POE
Quillbot
Typeform
PostalCity
Gohighlevel
Disputefox
Pandadocs
Paragon
Fabio
BRM - Broker Risk Management
Adobe Premier Pro
Descript
Industry:
Business Coaches
Health and Wellness Coaches
Real Estate
HealthCare
Financial Services
Experience: 2 - 5 years
• Scheduling & Calendar Management • Meeting & Event Coordination • Data Entry & Database Management
Experience: 2 - 5 years
• Prepare Agreement of Purchase and Sale and related documents as needed • Maintain current listings and files in an organized and complete manner • Perform MLS searches for relevant data to be used in client presentations • Conduct weekly reporting • CRM/Database administration • Create and maintain an organized (virtual) work environment • Email management
Experience: 2 - 5 years
• Maintain executive's appointments/calendar. • Email management and organization. • Prepare presentations and/or spreadsheets. • Social Media management. • Create structure/workflow/processes. • Research technologies and make recommendations. • CRM administration: updates and data entry. • Make travel arrangements, such as booking flights, cars, and making hotel and restaurant reservations. • Project Assistance/Coordination. • Event planning and coordination. • Provide assistance with personal tasks as needed.
Experience: 1 - 2 years
• Analyze client credit reports and develop personalized strategies for credit improvement. • Utilize Client Dispute Manager to manage and track credit disputes efficiently. • Draft dispute letters and communicate with credit bureaus, creditors, and collection agencies. • Educate clients on credit-building strategies and provide them with actionable steps to improve their credit scores. • Keep accurate records of client progress and maintain up-to-date documentation in compliance with regulatory standards. • Stay informed about changes in credit laws and regulations. • Communicate effectively with clients regarding their credit repair progress and set realistic expectations. • Direct experience using Client Dispute Manager software.
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
• Leadership & Supervision • Task Delegation • Performance Monitoring & Feedback • Goal Setting & Achievement • Problem Solving & Conflict Resolution • Reporting & Communication • Training & Development • Time Management & Scheduling • Workflow & Process Improvement • Team Building & Motivation
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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