Elena Pesoli
Transaction Coordinator at UpEquity- Claim this Profile
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Bio
Credentials
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Texas Real Estate Sales Agent License
Texas Real Estate CommissionMay, 2023- Sep, 2024
Experience
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UpEquity
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United States
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Research Services
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1 - 100 Employee
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Transaction Coordinator
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Jan 2022 - Present
• Demonstrated expertise in managing over sixty real estate transactions in UpEquity's Trade Up Program from start to finish, ensuring smooth and timely completion of all necessary documentation, including purchase agreements, program contracts, and addendums. • Proven ability to effectively communicate with clients, real estate agents, lenders, and other stakeholders to facilitate seamless transactions and provide exceptional customer service. • Ability to establish and maintain positive relationships with clients and other parties involved in the transaction. • Skilled in coordinating and scheduling inspections, appraisals, and closing processes, while providing regular updates and addressing inquiries. • Proficient in analyzing complex situations, identifying potential issues, and developing effective solutions. • Successfully trained and onboarded new team members, ensuring a smooth transition and accelerated integration into the team. • Implemented new processes to enhance team productivity and foster a positive work environment. • Acted as a valuable resource and go-to person, providing guidance, knowledge, and assistance during challenging situations. Show less
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Kestra Financial
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United States
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Financial Services
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200 - 300 Employee
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Financial Cashier II
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Apr 2019 - Dec 2021
• Proficiently handled various outgoing transactions and incoming deposits for clients, encompassing wire transfers, electronic fund transfers (EFTs), checks, and physical stock certificates. • Promptly addressed a wide range of requests, including corrections, inquiries, and concerns, from financial advisors, ensuring timely and effective resolution. • Created training materials and provided ongoing guidance and support to new employees, offering mentorship and answering questions to aid in their successful onboarding and integration into the team. • Demonstrated flexibility and adaptability in taking on additional responsibilities and responding to management's requests to meet project deadlines and organizational objectives. Show less
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Waughtal Management LLC
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Business Consulting and Services
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1 - 100 Employee
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Assistant Accountant/ Payroll Administrator
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Sep 2017 - Apr 2018
• Skilled in sending and receiving payments from vendors, applying payments to appropriate accounts, and reconciling discrepancies. • Played a key role in month-end and year-end closing procedures, ensuring timely and accurate completion of financial statements, reconciliations, and journal entries. • Maintain a high level of professionalism and integrity when dealing with sensitive financial and employee data. Uphold strict confidentiality standards and ensure data security. • Proficient in processing payroll for a large number of employees, accurately calculating wages, taxes, and deductions. Skilled in utilizing payroll software and maintaining thorough records. Show less
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Administrative Assistant
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Apr 2017 - Sep 2017
• Developed proposals and contracts for prospective clients, showcasing the company's offerings and ensuring alignment with their needs. • Authored and revised engaging legal blog articles and newsletters, demonstrating a strong command of legal terminology and industry trends. • Implemented effective SEO strategies to optimize client blogs, enhancing visibility and driving organic traffic. • Created compelling social media communications aimed at promoting the company's brand, image, and values to target audiences. Show less
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KRW Lawyers
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United States
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Legal Services
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1 - 100 Employee
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Senior Client Coordinator, Asbestos Department
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Jan 2016 - Jun 2016
• Fostered collaboration with intake and specialists to successfully staff clinics, ensuring efficient operations and seamless patient flow. • Created post-event evaluations, analyzed collected data, and provided recommendations for improvements to enhance future events. • Demonstrated meticulous attention to detail while preparing patient charts for upcoming clinics, ensuring accuracy and organization of essential medical information. • Contributed to the coding and maintenance of electronic medical records, supporting the efficient management and accessibility of patient data. Show less
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Teysha Social Enterprises, LLC
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United States
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International Trade and Development
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Creative Marketing and Visual Merchandising Intern
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Aug 2014 - Dec 2014
• Contributed to all aspects of merchandising, including event sales, online sales, and in-store sales, ensuring seamless operations and customer satisfaction. • Provided support for a wide range of tasks, including customer service, website updates, and inventory management, ensuring smooth daily operations. • Assisted in the operation of festival booths, such as ACL, Le Garage, and Wanderlust Yoga Festival, involving extensive hours for setup, breakdown, and processing various forms of payment. • Maintained up-to-date social media presence across multiple platforms, engaging with customers and promoting products effectively. • Offered creative input and design expertise in the presentation and sale of various products, contributing to attractive displays and engaging customer experiences. • Assisted supervisors in training new employees, ensuring their smooth integration into the team and adherence to company standards. Show less
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Education
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2010 - 2014
Texas Christian University
Bachelor of Science (B.S.), Communication Studies -
2006 - 2010
St. Michael's Catholic Academy
High School Diploma
Community
