Excellent decision-making and customer service abilities with 5 years combined Finance and Real Estate experience
Provided effective service delivery by acting as a team leader and demonstrating leadership.
Excellent communication and interpersonal skills, with the ability to liaise with people at all levels in an informative, accurate and positive manner.
Demonstrated ability to negotiate, problem solving leading towards positive results and proficiency in the use of Microsoft Office products, Word, Excel, Powerpoint and Outlook.
Demonstrated ability to learn very systems and process very quick.
A can-do attitude, flexible and mature approach to work tasks and a willingness to learn.
Overview
10
10
years of professional experience
Work History
Realtor
Royal Lepage
Toronto, Canada
05.2022 - 07.2024
Developed relationships with vendors who could provide services related to the purchase or sale of real estate.
Conducted open houses and showings of properties to prospective buyers.
Reviewed inspection reports prior to closing ensuring that all necessary repairs were completed.
Developed marketing plans to promote properties for sale, including listing ads in newspapers and websites.
Analyzed financial data such as income statements and tax returns to determine affordability levels for potential buyers.
Educated customers about mortgage products and loan processes relevant to their needs.
Provided guidance and support throughout the entire purchasing process from initial search through closing.
Answered inquiries from potential buyers regarding features of property listings.
Maintained accurate records of client interactions and transactions.
Organized open houses and other events to promote properties for sale.
Prepared documents such as purchase agreements, deeds, leases and other legal documents related to real estate transactions.
Generated leads through networking activities, cold calling prospects, referrals.
Monitored changes in local markets that could affect the value of listed properties.
Maintained accurate records of all transactions from start to finish using specialized software programs.
Coordinated with appraisers, title companies, lenders, home inspectors and other third parties to ensure a successful closing process.
Responded promptly to customer inquiries via phone or email regarding available properties.
Advised clients on market trends and local real estate conditions, helping them make informed decisions.
Researched zoning regulations for specific areas when preparing property listings.
Maintained current knowledge of laws governing real estate transactions in order comply with regulations.
Assisted clients in obtaining financing options such as mortgages or loans.
Attended industry events such as conferences or seminars related to real estate topics.
Negotiated contracts between buyers and sellers to reach agreement on price and terms of sales.
Generated list of properties to meet specific client needs.
Scheduled home viewings with potential buyers.
Represented buyers and sellers in major real estate transactions.
Managed real estate transactions from initiation to closing.
Accompanied buyers during property inspections.
Executed marketing efforts via cold calling, postcard mailings and door knocking,
Financial Advisor (Secondary Job)
World Financial Group
Brampton , Ontario
01.2021 - 06.2022
Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
Prepared quarterly performance reports for existing clients detailing the progress of their investments over time.
Developed financial plans and strategies tailored to clients' individual needs.
Managed relationships with outside vendors such as attorneys, accountants, when necessary.
Provided advice on tax-advantaged investment opportunities.
Bookkeeping
Metley Accounting and Tax Services
Toronto, Canada
05.2019 - 05.2022
Developed and implemented bookkeeping procedures to ensure accuracy of financial records.
Performed basic bookkeeping duties including tracking payments received from clients.
Prepared detailed reports on car usage for bookkeeping purposes.
Oversaw bookkeeping, budget preparation and cost reporting.
Performed basic bookkeeping duties such as balancing accounts receivable and payable ledgers.
Performed basic bookkeeping duties such as tracking payments received from clients.
Eliminated financial discrepancies by resolving billing complaints and managing bookkeeping.
Performed basic bookkeeping tasks such as invoice processing and billing reconciliation.
Performed bookkeeping and completed bank deposits to assist with financial management and recordkeeping.
Managed bookkeeping duties such as invoicing, tracking expenses and preparing reports.
Collected, counted and disbursed money to complete basic bookkeeping and banking transactions.
Performed administrative duties such as payroll processing and bookkeeping activities.
Performed daily bookkeeping tasks such as journal entries and account reconciliations.
Assisted in scheduling appointments, answered phones, and managed bookkeeping duties.
Performed basic bookkeeping duties such as recording expenses or tracking payments received.
Followed proper accounting and bookkeeping procedures to support audits.
Created spreadsheets detailing income sources, deductions, credits, estimated payments.
Assisted customers with any questions they had about their taxes or filing status.
Maintained accurate records of all client transactions and filings.
Filed electronically through approved software programs.
Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
Manager
Redwater Rustic Grille
Charlottetown, PEI
05.2018 - 05.2019
Conducted performance reviews for team members.
Conducted regular meetings with staff to discuss progress and identify areas of improvement.
Maintained up-to-date records of employee attendance, payroll information, vacation requests.
Established processes to ensure efficient workflow throughout the organization.
Created monthly reports for senior management summarizing operational performance metrics.
Enforced customer service standards and resolved customer problems to uphold quality service.
Chef De Partie
Vans Cafe
Cottesloe, WA
03.2016 - 04.2018
Maintained accurate records of stock levels, ordering new ingredients when needed.
Kept up-to-date with current culinary trends in order to create innovative dishes for customers.
Assisted with the training of new employees in proper techniques for food preparation, presentation, sanitation, safety procedures.
Supervised and trained kitchen staff to ensure quality standards of food production.
Managed inventory levels by tracking sales, rotating stock and replenishing supplies as needed.
Created cost estimates for new menu items by taking into account ingredient prices and labour costs.
Responded quickly and efficiently to any customer complaints regarding food quality or service.
Trained kitchen workers on culinary techniques.
Cashier
United Petroleum
Brisbane, QLD
06.2014 - 03.2016
Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
Kept records of purchases; maintained orderly appearance of checkout area; restocked supplies as needed.
Ensured compliance with all safety regulations within the store environment.
Balanced daily transactions on a computerized point-of-sale system.
Verified customer age requirement for alcohol or tobacco purchases.
Trained new team members in cash register operation, stock procedures, and customer services.