For the past twenty years, I have worked as a Legal Assistant and Real Estate Broker. I aspire to contribute positively to business growth and be part of a successful team where I can continue developing both professionally and personally.
Overview
9
9
years of professional experience
Work History
Real Estate Agent
Independant
05.2019 - Current
Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
Negotiated, facilitated, and managed real estate transactions.
Advertised client properties through websites, social media, and real estate guides.
Maintained connections with clients to encourage repeat business and referrals.
Onboarding Specialist
EXp Realty, LLC
03.2022 - 05.2025
In charge of the Onboarding Department in Puerto Rico
Guidance on the company’s Value Proposition for real estate agents
Verify required documentation such as licenses, merchant registrations, bonds, brokerage contracts, among others
Carry out the onboarding process for real estate agents, granting them access to the systems
Manage listings and internal systems with all the information of the real estate agents
Provide weekly trainings via Google Meet related to Real Estate Contracts and Documents
Assist with calls and messages from agents and staff
Hold regular meetings with global operations staff
Provide weekly training on system functionalities for real estate agents
Prepare weekly reports for management and handle statistics
In charge of the offboarding process for real estate agents
reate tutorial videos for training purposes
Collections Officer
Humberto Donato Insurance
08.2018 - 03.2019
Consolidate insurance policy payments
Make collection calls to customers
Communicate with insurers to process payments and manage payment plans for policyholders
Prepare monthly reports of payments received
Perform daily reconciliation of received payments
Prepare correspondence related to collection management for policyholders
Follow up with insurers regarding policy issuance and payment processing
Legal Assistant
Andreu & Sagardia Law Office
07.2017 - 03.2018
Management of the telephone system and customer service
Coordination of the agenda and meetings for the attorneys in charge
In charge of projects related to the File Room and the management of legal files
Filing of the Notarial Index and registration in the Notarial Book
Preparation of medical malpractice lawsuits, summons, answers to lawsuits, interrogatories, and responses to interrogatories
Preparation of miscellaneous motions
Responsible for the filing and notification of legal documents
Preparation, transcription, and management of letters and correspondence (schedule deadlines of the cases)
Administrative and Legal Assistant
Loinaz Martin, PSC
06.2016 - 05.2017
Management of the telephone system and customer service
Coordination of the agenda and meetings of the President and associate attorneys
In charge of projects related to the file room and the management of legal files
Electronic filing of the Notarial Index and registration in the Notarial Book
Responsible for the filing and notification of legal documents; control and organization of office supplies
Preparation, transcription, and management of letters and correspondence
Education
92 Approved Credits in Social Sciences - Social Sciences / Labor Relations
Puerto Rico University
Río Piedras
90 Hours Completed - Real Estate Broker
Tiri Real Estate Institute
Guaynabo, Puerto Rico
05-2017
Skills
Domain in computer programs like: Microsoft Office, CRM's: KVCore, REP and Max, Momentum, Outlook For Bakruptcy cases: Best Case, TimeSlip, EZ Filing, Tabs, I Got Notice, Phone Slip, ECopy, Bill Time, Compass
Quick to learn
Good management compromising and demanding situations
Focus on established goals
Organization
Ability to work with different groups of people
Excellent customer service
Punctuality
Teamwork
Good attitude towards changes
Real Estate negotiations
Bankruptcy Legal Assistant
Languages
Spanish
Advanced (C1)
English
Upper intermediate (B2)
Timeline
Onboarding Specialist
EXp Realty, LLC
03.2022 - 05.2025
Real Estate Agent
Independant
05.2019 - Current
Collections Officer
Humberto Donato Insurance
08.2018 - 03.2019
Legal Assistant
Andreu & Sagardia Law Office
07.2017 - 03.2018
Administrative and Legal Assistant
Loinaz Martin, PSC
06.2016 - 05.2017
92 Approved Credits in Social Sciences - Social Sciences / Labor Relations