Resume

Real Estate Operations & Investment Support Professional

Real estate operations professional with 11+ years of remote experience supporting U.S. and Canadian real estate teams, investors, and syndicators. Background spans full-cycle transaction and listing coordination, investment property operations, and syndication investor relations. Known for bringing order to complex, multi-property workloads, catching errors before they become costly, and building repeatable systems in Monday.com, Google Workspace, and CRM platforms. Looking for long-term remote work in real estate operations, portfolio support, or transaction coordination.

Professional Skills

Organization & Documentation
Transaction Coordination
Process Improvement & SOPs
Investor & Client Communication
Financial Document Review
Light Automation / Scripting

Software & Platforms

Investment & Property Operations
AppFolio
Buildertrend
Cash Flow Portal
Monday.com
Kajabi (incl. HTML/CSS)
Google Apps Script
Transaction, Listing & Compliance
Dotloop / DocuSign
Skyslope / Bolt
Paragon MLS / Pillar 9 MLS
kvCORE / Top Producer / KW Command
Follow Up Boss / Lofty
ShowingTime
Marketing & Listing Syndication
Canva
Zillow / realtor.com / ListHub
Constant Contact / HubSpot
Facebook / Instagram Business Tools
General Productivity
Google Workspace
Microsoft Office (Excel pivot tables)
Dropbox / HelloSign
Trello
QuickBooks (basic)
ChatGPT / Claude.ai

Experience

May 2025 – Present
Portfolio & Investment Operations Assistant
U.S. Real Estate Investment Firm (Direct Client)
Remote

  • Prepare monthly and quarterly investor updates across 8+ syndication properties, adapting source performance data into the principals' tone and voice, then drafting and formatting in Kajabi (including HTML/CSS edits).
  • Designed and built a partner/investor intake workflow in Monday.com covering document collection, background checks, and relationship status tracking.
  • Researched and implemented a Google Sheets-to-Docs automation (Apps Script) that auto-populates promissory note documents from a submission form.

  • Review contractor invoices in Buildertrend against budget and prior work before routing for owner approval and payment.
  • Built a Monday.com system for a short-term rental that separates Airbnb-remitted stays from owner-paid stays, preventing duplicate occupancy tax payments.
  • Download and organize AppFolio rent rolls and owner statements to support bookkeeper reconciliation.
  • Build lender-facing expense reports in Excel using pivot tables to summarize repair costs and rental performance.
Oct 2025 – Mar 2026
Transaction & Listing Coordinator
Real Estate Brokerage Support Agency
Alberta & British Columbia, Canada · Remote

  • Coordinated listing and transaction files for 15–20 active agents across multiple partner brokerages, each using different compliance platforms (Skyslope, Bolt).
  • Reviewed signed subject-removal waivers against contract conditions to confirm firm sale status per Canadian transaction requirements.

  • Performed FINTRAC anti-money-laundering compliance checks on buyers/sellers, including ID verification and politically-exposed-person screening.
  • Identified and corrected a file compliance error after a backup offer was uploaded merged with the primary contract — separated the documents, recalculated commission, and corrected the transaction record.
Jan 2022 – Sep 2022
Contract-to-Close Coordinator
High-Volume Residential Real Estate Team
Georgia, USA (30+ agents) · Remote

  • Scheduled and tracked inspections, appraisals, financing, and insurance milestones for a team averaging 40–80 closings per month.
  • Coordinated with title companies, lenders, and all transaction parties to keep closings on schedule.

  • Maintained a revenue and agent performance tracking sheet using data pulled from kvCORE.
  • Cross-checked Closing Disclosure Agreements against internal tracking records, catching discrepancies caused by missed addendums and commission changes before disbursement.
Jan 2015 – May 2021
Listing & Transaction Coordinator / Marketing
Full-Service Residential Real Estate Team
North Carolina, USA · Remote

  • Owned individual listing files start-to-finish across an 18-stage internal workflow, supporting a team averaging 32 closings per month with two top-producing buyer's agents.
  • Prepared comparative market analyses (CMAs) in Paragon MLS to client-specified criteria, turning around listing packets quickly.

  • Co-developed and continuously refined the team's listing-to-close SOP system alongside a fellow coordinator and the broker's executive assistant.

  • Led the migration of the team website to a new marketing platform while retaining the existing domain, including HTML/CSS customization and an IDX/MLS data feed integration with a third-party vendor.
  • Managed listing syndication and social media posting across Zillow, realtor.com, Facebook, and Instagram.
Additional Experience
  • Commercial Real Estate Research Assistant, Virginia, USA (2021) — researched commercial space options for clients using CoStar, LoopNet, CRExi, and STDB.com.
  • Real Estate Operations Support, Tennessee, USA (2021) — administrative and marketing support for a brokerage team.
  • Marketing & Transaction Support, California, USA (2016–2017) — marketing materials and contract preparation support for an independent agent.

Education

1998 – 2000
USI
Naga City, Philippines
Technical Course
Computer Technology
My journey in tech began with a 2-year Computer Technology course, where I discovered how much I enjoyed using computers to make work faster and easier. I learned the essentials of administrative support, data management, and computer applications — skills that became the foundation of my career. After graduation, I earned a National Certificate in Data Encoding and gained hands-on experience in computer repair and troubleshooting, which taught me to stay calm and resourceful when solving technical problems.
2000 – 2007
UNC
Naga City, Philippines
Bachelor's Degree
Computer & Electrical Engineering

I earned degrees in Computer Engineering and Electrical Engineering while working, which meant balancing a full course load with a job — a habit of discipline and time management that has stuck with me ever since. I went on to become a Registered Electrical Engineer and Registered Master Electrician, with hands-on project experience in the shipyard industry.

Eventually I found that operations and remote support work suited me better than the engineering path, and I moved into real estate virtual assistance full-time. I haven't looked back since — this is the work I actually enjoy doing every day.