Joziel A.

Assisted real estate agents throughout the complete sales lifecycle by managing backend processes, coordinating documents, and maintaining communication for timely transactions. Collected and verified legal documents, ensuring compliance with state regulations and acting as a final checkpoint before listings went live. Updated property information in CRM systems (REX, Realestate.com.au, Domain.com.au) to guarantee accurate listings across marketing channels. Developed marketing content for agent social media accounts and brochures while supporting basic graphic creation. Managed onboarding and offboarding processes for agents, including digital access setup and secure deactivation of accounts. Designed automated workflows in the CRM to enhance operational efficiency. Led training for new agents and developed Standard Operating Procedures (SOPs) to guide workflows. Coordinated cross-functional teams to ensure project deadlines were met, prioritizing urgent tasks.

Managed lead scheduling and appointment bookings with coaches and sales staff. Created and launched marketing ads for fitness programs through tools such as Canva and Meta Ads Manager. Handled communication with leads via SMS, ensuring prompt follow-ups. Scheduled and published content on social media platforms including Facebook and Instagram, while compiling reports on lead status and campaign performance.

Performed call evaluations for agents, providing coaching and feedback. Conducted live monitoring during weekly meetings and addressed escalated calls. Managed inbound and outbound calls alongside email inquiries, creating invoices and checking inventory while processing orders for wholesale customers.

Executed tasks related to digital client onboarding by updating documentation and creating Airtable databases. Managed social media posting and scheduled events on Luma, while drafting presentations to align with client branding. Handled inbound calls and booked medical transportation for patients, confirming appointments and checking contracts with healthcare providers.

Performed thorough checks of product information, ensuring accuracy in dimensions and color. Managed the uploading of product details to the website and coordinated requests for workbooks from manufacturers and suppliers before deadlines.

Conducted evaluations of inbound and outbound calls to support agents, while managing inquiries from wholesalers and creating corresponding invoices.