Experience

Madison Group of Companies

• Canada
• Real Estate
• 1 - 100 Employee

• Legal Administrator

  • Mar 2022 - Present



Mattamy Homes

• Canada
• Real Estate
• 700 & Above Employee

• Sales & Closing Coordinator

  • Feb 2018 - Jun 2021

  • Data entry and legal/pricing inspection of all incoming offers and amendments, involving precise allocation of product codes, costs, monitoring of closing dates, specific clauses and schedules within each agreement • Preparing amendments as needed such as name and closing date changes • Managing Tarion Statement of Critical Dates for each project • Prepared and ensured accurate and timely assignment processing • Creating and distributing required legal closing documents: HST rebates, Statement of Adjustments, and Tarion enrollments for individual units to prepare for occupancy and final closings • Inputting closing costs and balancing ledger sheets before closing (deposits and upgrades) and determining amounts to credit/debit • Addressing issues raised by purchasers and lawyers regarding construction, taxes and Statement of Adjustments • Banking and accounts receivable to ensure all owing monies are paid • Track, monitor, and follow-up with Purchasers/Sales Teams on outstanding deposits and mortgage approvals/financing requirements • Participate and assist during sales release events and homeowner events • Approval of sales commission invoicing (purchase price, ACO selections, lot premiums, etc.) • General administration (filing, creating files, photocopying, scanning, faxes and mail) • Telephone/email inquiries and communication with external entities : lawyers, auditors, CRA, Tarion and purchasers as well as internal departments: sales offices, construction, finance, design studio and customer service staff • Processing necessary Tarion Vendor/Builder requirements. Includes: Yearly renewals and enrollments for new projects/phases and Deposit Trust Agreements for condominiums • Produce weekly sales and sales projection reports to provide valuable information to departmental leaders within the organization • Distribute closing notification report to utility companies • Weekly reporting of closings and deposits • Cheque requisitions for refunds of cancelled deals Show less



RBC

• Canada
• Banking
• 700 & Above Employee

• Personal Banking Advisor

  • Apr 2015 - Jan 2018

  • Initiate and process client transactions, including financial and profile updates, with high attention to detail and accuracy • Provide professional financial advice to new and existing RBC clients, assisting them with their financial needs • Ask probing questions to identify client's financial needs and resolving their challenges • Recommend products, services, and/or share information with clients to meet their unique immediate and future financial needs • Support product and service recommendations with details that are easily understood and convert value towards the clients’ stated needs • Manage risk and compliance routines when carrying out transactions • Regularly liaise with various RBC partners to solve complex client issues, involving probing to understand a client’s situation • Solid proficiency with RBC applications including Sales Platform, On Demand, TBS, IRIS, PDA, ClearVu, OLBB, OLMS, eBill, FT & FX, CIS, DDA, CART, OBAT, and CCSA Show less



Sunlight Air System

• Customer Sales Representative

  • Jul 2014 - Mar 2015

  • Managed inbound telephone sales calls • Developed business relationships by providing excellent customer service • Collected service fees by processing day-to-day transactions • Organizing paperwork, documents and computer-based information • Managed inbound telephone sales calls • Developed business relationships by providing excellent customer service • Collected service fees by processing day-to-day transactions • Organizing paperwork, documents and computer-based information



Ballantry Homes

• Canada
• Real Estate
• 1 - 100 Employee

• Administrative Assistant

  • 2012 - 2014

  Phase 5, 6 & 7 at Cornell Markham • Answer phone inquiries, greet clients & visitors • Interact with customers and potential customers in person, via email or by fax • Managed Agreements of Purchase and Sale, legal amendments and other data • Produced weekly sales reports • Maintained accurate customer database in the CRM system Newstar Sales • Ensure model homes and sales office are in presentable order and good condition before opening and closing • Inspect model homes for deficiencies and submit, and review required work orders as needed • Prepare and present marketing materials, brochures and site plans to prospective buyers Show less



I-Office Inc.

• Real Estate & Mortgage Broker Assistant

  • Jun 2010 - Apr 2012

  • Arranged property showing appointments, buyer visits, home inspections and appraisals • Operated the MLS System, Filogix Expert System and Homebase Agent System • Prepared Agreement of Purchase & Sale, Lease Agreements, Pre-Approval Letters for clients, reviewed mortgage commitments and related documents • Arranged property showing appointments, buyer visits, home inspections and appraisals • Operated the MLS System, Filogix Expert System and Homebase Agent System • Prepared Agreement of Purchase & Sale, Lease Agreements, Pre-Approval Letters for clients, reviewed mortgage commitments and related documents



Delta Hotels and Resorts®

• Hospitality
• 500 - 600 Employee

• In Room Dining Server

  • Sep 2008 - Dec 2010

  • Provided customer service, took phone orders, and processed transactions • Operated the point-of-sale (POS) system, Ramenco • Assisted in serving customer dining at Tivoli Garden restaurant • Provided customer service, took phone orders, and processed transactions • Operated the point-of-sale (POS) system, Ramenco • Assisted in serving customer dining at Tivoli Garden restaurant



Ramada Plaza Hotel

• Externship Placement

  • Sep 2007 - Apr 2008