Operations Management for Mortgage Broker & Property Educator
ARLENE COSTO
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Posted Feb 18, 2025
Managed operations, CRM, payments, client support, reports, SOPs, WordPress updates, and community engagement for a Mortgage Broker & Property Educator.
In my role supporting a dynamic Mortgage Broker and Property Educator, I've taken on a variety of tasks that streamline their operations and enhance their customer service.
My responsibilities include:
Email Management: Sorting through emails to prioritize urgent matters and declutter the inbox.
RP Data Reports: Ensuring customers subscribed to RP Data receive timely services, managing monthly dues, and following up on missed payments.
Infusionsoft/Keap Management: Overseeing customer profiles, processing refunds, adjusting services, and generating sales reports.
Suburb Comparison Reports: Analyzing and comparing suburb growth over ten years, providing valuable insights for property investment decisions.
Calendar Management: Coordinating chat and meeting schedules to ensure seamless appointments.
WordPress Management: Uploading and managing content to keep the website updated and informative.
SOP Creation: Developing Standard Operating Procedures to streamline workflows and improve efficiency.