Lee Ortiz
San Diego, CA- (Cell Phone)-__________________________________________________________________
Objective:
To secure a position that will allow me to utilize my skills in the workplace, as well as build experience
and help put my goals into perspective.
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Work History:
Sales Assistant/ Data Analyst
2019-Present
REAL MARKETING
● Handled all real estate transactions
● Manage customer loyalty program
● Create office procedures and protocols
● Marketing and Social Media
● Curate newsletter content
management
● Weekly listing reporting
● Delegate tasks to virtual assistant
Operations Manager/ Transaction Coordinator
KELLER WILLIAMS REALTY NYC
● Handled all real estate transactions
● Create office procedures and protocols
● Curate newsletter content
● Weekly listing reporting
Executive Assistant/ Bookkeeper/ HR Director
BOHEMIA REALTY GROUP
● Set employee schedule/Process Payroll
● Recruitment and training
● Manage employee onboarding and client
complaints
● Manage pay structure and programs
● Manage health insurance and other
claims requirements
● Conduct office audits/Compliance
Regulation
● Data Entry/ Monthly financial reporting
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Delegate tasks to virtual assistant
Manage customer loyalty program
Marketing and Social Media
management-
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Prepare daily deposits/Manage
quickbooks
Preparing presentations/Draft minutes
Screen calls and manage travel
arrangements
Set-up meetings, conferences, and
reservations
Manage ad hoc projects
Research and draft correspondent
Manage/oversee general assistant tasks
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Education and Certification:
● Real Estate Salesperson License
● Baruch College: B.S. in Journalism
● aPHR Certified
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Skills and Abilities:
● Communications/ Interpersonal skills
● Quickbook/ Quickbooks online
● Microsoft Office and Acrobat Pro
● ADP/ Benefitmall system
● Google Suite and Google Drive
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REFERENCES UPON REQUEST