Diana A

Client Care Administrator

Sep 2024 - Aug 2025 • 11 mos

Lead & CRM Operations - Conducted outbound lead engagement and follow-up within Lofty CRM to convert inquiries and cold leads into active clients - Maintained accurate pipeline tracking and stage progression in Lofty - Recorded and updated transaction data in Lofty and ReZen to ensure visibility and accountability - Managed Lofty CRM follow-up sequences so leads progressed through the funnel without manual breakdowns Transaction & Documentation Coordination - Managed digital signature workflows through DocuSign - Coordinated showing schedules via ShowingSmart - Reviewed inspection reports and organized key findings to support agent-client communication - Worked directly with agents to prepare and process contract using Zipforms and Transaction Desk Client Onboarding & Communication Support - Conducted client onboarding sessions to align expectations and next steps - Supported structured communication touchpoints throughout the real estate transaction lifecycle - Created internal training videos to improve operational consistency Market & Data Support - Conducted Comparative Market Analyses (CMA) within HAR Multiple Listing Service (MLS) to support pricing strategy and listing preparation

AI Automation Specialist

Jul 2023 - Aug 2025 • 2 yrs 1 mo

Setting up workflows that streamline real estate business processes and increase efficiency. These workflows facilitate Client Onboarding, Data Entry and Management, Client Communication, Marketing Automation and Lead Generation.