Lindsy Santa Maria
Rancho Cucamonga
Summary
Dedicated professional with over 10 years of experience in customer service, office administration, and real estate. Demonstrates strong organizational and time management skills while maintaining operational efficiency and fostering positive work relationships. Committed to delivering exceptional client and team support. Dedicated professional with extensive experience in customer service, office administration, and real estate. Proven ability to streamline operations and enhance client satisfaction through effective communication and meticulous transaction management.
Overview
18
18
years of professional experience
Work History
Self Employed- Virtual Assistant
Self Employed Services
Rancho Cucamonga
10.2022 - Current
- Delivered remote administrative support to small business owners and entrepreneurs, ensuring seamless management of daily operations and tasks.
- Coordinated calendars, scheduled appointments, organized meetings, and streamlined client communications to enhance workflow.
- Utilized Microsoft Office, Google Workspace, and cloud-based collaboration tools to streamline workflows and improve efficiency.
- Prepare documents, maintain digital filing systems, and ensure accurate record keeping.
- Handled client inquiries with professionalism, fostering positive relationships through exceptional customer service.
- Maintain confidentiality while supporting clients with a high level of professionalism and attention to detail.
Client Care Coordinator
The Kerry Thomson Group - Agent Inc.
Rancho Cucamonga
02.2020 - 10.2022
- Managed client experience from lead to closing, ensuring clear communication and satisfaction throughout transactions.
- Utilized CRM systems, including Follow Up Boss and MLS, to maintain accurate client records and enhance lead tracking efficiency.
- Served as primary liaison between buyers, sellers, agents, and vendors, facilitating effective communication for all transaction stages.
- Prepared property listings, scheduled photography, and coordinated signage to support timely sales and marketing efforts.
- Coordinate property showings, open houses, and client meetings.
- Maintain and update client databases with accurate information and communication logs.
Jr. Loan Processor
Homewell Mortgage
Ontario
09.2015 - 12.2017
- Managed communication with 140+ clients monthly to gather documentation and conducted detailed reviews of income analysis, tax returns, and asset documentation, ensuring accuracy prior to underwriting.
- Assisted in reviewing over 100 loan applications monthly, income documents, and credit reports for accuracy and compliance with lending regulations.
- Assisted senior loan processors in preparing files for underwriting submission, decreasing submission errors by 20%.
Listing/Executive Assistant
The Kerry Thomson Group @ Keller Williams Realty
Rancho Cucamonga
12.2012 - 06.2015
- Provided direct executive support to the broker/lead agent, managing calendars, emails, contracts, and confidential correspondence.
- Supported top-producing real estate agents in managing 50-80 active listings and transactions, contributing to sales success.
- Coordinated listings, transactions, and client communications from pre-listing to post-closing, ensuring accuracy and compliance with industry standards.
- Scheduled client meetings, property showings, and inspections while balancing multiple high-priority tasks.
- Facilitated buyer and seller relationships through regular updates, enhancing transaction transparency and client satisfaction.
- Managed office budgets, vendor relationships, and supply inventory to maintain cost efficiency and operational readiness.
Transaction Coordinator / Administrator
Keller Williams Realty
Rancho Cucamonga
01.2009 - 12.2012
- Managed 30+ contracts on all aspects of real estate transactions from contract to close, ensuring accuracy, timeliness, and compliance with state and brokerage regulations.
- Coordinated communication between agents, clients, lenders, title companies, and escrow officers to monitor transaction timelines and critical deadlines, proactively addressing potential issues to avoid delays.
- Monitored earnest money deposits, contingencies, and closing tasks using CRM and transaction management systems to ensure timely progress.
- Coordinated listing tasks for agents, including MLS input, photography scheduling, and marketing materials to enhance property visibility.
- Organized digital and physical files to ensure compliance with brokerage standards and facilitate efficient access.
Education
Associate in Arts (AA) - Visual Communication Design
FIDM Los Angeles
Los Angeles, CA06-2008
Skills
- Transaction management
- CRM management
- Contract preparation
- Document preparation
- Listing coordination
- Scheduling and vendor management
- Client communication
- Customer service and relations
- Relationship building
- Social media management
Timeline
Self Employed- Virtual Assistant
Self Employed Services
10.2022 - Current
Client Care Coordinator
The Kerry Thomson Group - Agent Inc.
02.2020 - 10.2022
Jr. Loan Processor
Homewell Mortgage
09.2015 - 12.2017
Listing/Executive Assistant
The Kerry Thomson Group @ Keller Williams Realty
12.2012 - 06.2015
Transaction Coordinator / Administrator
Keller Williams Realty
01.2009 - 12.2012
Associate in Arts (AA) - Visual Communication Design
FIDM Los Angeles