Operations Management for 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.

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.