Stacy Shi
West Covina,CA
Summary
Reliable professional with experience notarizing documents, filling out paperwork and verifying client identities. Consistent with following notary process and knowledgeable of relevant laws and regulations.
Licensed Real Estate Agent that successfully sold new and preexisting homes in California. Applied exceptional prospecting, building high-value client base through aggressive marketing and personal referrals from satisfied buyers and sellers. Excelled in client development, public relations, customer follow-up, and property management. Displayed superior talent in effectively communicating with sellers, buyers, banks and mortgage lenders.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Executive Administrative Assistant
Transglobal Holding Company
08.2023 - Current
- Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
- Handled scheduling for executive's calendar and prepared meeting agenda and materials.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Screened calls and emails and initiated actions to respond or direct messages for CEO.
- Used software to coordinate meetings, appointments, and tasks senior executives.
Real Estate Realtor
Keller Williams Realty- Signatures
12.2015 - Current
- Schedule showing appointment; contract negotiations; educated customers; business flyer.
- Property management assistant: work with landlord and tenant.
- Located potential listings and set up meetings to capitalize on opportunities.
- Wrote purchase agreements, disclosures and other contractual documents, using DocuSign to obtain signatures and complete paperwork.
- Organized and maintained systems to track leads coming from social media, website and other funnels.
- Generated list of properties to meet specific client needs.
- Prepared representation contracts, purchase agreements and closing statements.
- Represented buyers and sellers in major real estate transactions.
- Scheduled home viewings with potential buyers.
- Organized documents to manage paper and electronic filing systems of clients.
- Completed electronic filings, initiated billing statements, and managed firm administrative matters.
Paralegal
Pelletier & Leo, LLP
05.2022 - 08.2023
- Edited and proofread legal documents to verify accuracy.
- Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
- Conducted detailed client intakes and entered information into company database.
- Communicated pertinent information to clients via phone, email, and mail.
- Revised and finalized letters, briefs, and memos.
- Interviewed clients to obtain information relevant to cases.
- Analyzed deeds of trust to verify grantor, grantee, trustee.
- Reviewed Deed of Trust, Title Commitment.
Residential Appraiser
SoCal Appraisal Service, Inc
01.2012 - 02.2020
- Responsible for revolving problems: check value, responding lender’s email.
- Identifying and analyzing customer needs; open files; schedule appointments for appraiser.
- Successfully handled high caseload on strict schedule.
- Generated comprehensive reports accounting for current state and market conditions.
- Maintained business records by updating customer information.
- Utilized data regarding nearby properties to help determine value on property being appraised.
- Appraised residential properties as part of real estate transactions or legal proceedings.
- Took photographs of interior and exterior of buildings to properly document features and conditions.
- Researched land, property and market values to complete estimations.
Sales Representative
AT&T
01.2011 - 01.2012
- Negotiated prices and set up contracts to finalize sales agreements.
- Educated customers on product features and technical details to highlight benefits.
- Answered customers' questions regarding products, prices and availability.
- Calculated total costs for service delivery including production, delivery and installation to provide customer with accurate quote.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Trained and mentored new sales representatives.
Education
Bachelor of Arts - Communication
Pennsylvania State University
University Park, PA05.2009
Skills
- Excellent Microsoft Windows; Client relationship management abilities
- Relationship management
- Microsoft Office
- Market research
- Appraisals
- Client relations
- Data entry documentation
- Legal documentation and reporting
- File and data retrieval systems
- Schedule management
- Project Management
- Payroll Software Proficiency
Certification
- Licensed CA Real Estate Salesperson - Since 2014
- Certified Independent Notary Public Agent - Since 2021
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Professional Working
Timeline
Executive Administrative Assistant
Transglobal Holding Company
08.2023 - Current
Paralegal
Pelletier & Leo, LLP
05.2022 - 08.2023
Real Estate Realtor
Keller Williams Realty- Signatures
12.2015 - Current
Residential Appraiser
SoCal Appraisal Service, Inc
01.2012 - 02.2020
Sales Representative
AT&T
01.2011 - 01.2012
Bachelor of Arts - Communication
Pennsylvania State University
- Licensed CA Real Estate Salesperson - Since 2014
- Certified Independent Notary Public Agent - Since 2021
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