Transaction Coordinator Assistant | Bookkeeper Quickbooks/Entrata
Cavite
I help real estate brokerages, growing teams, and business leaders streamline operations, enforce compliance, and maintain clean financial records so they can focus on scaling and client relationships. With over 6 years of experience supporting international financial institutions and premier US-based real estate platforms, I have built a strong foundation in real estate operations, transaction coordination, compliance auditing, CRM pipeline management, and core bookkeeping. Throughout my career, I have acted as a meticulous "gatekeeper," helping ensure day-to-day business activities run with accuracy, accountability, and total transparency. My experience includes performing end-to-end transaction compliance audits, drafting MLS listings, conducting CMAs and public records research, managing executive calendars, onboarding and training team members, and executing core bookkeeping workflows like bank reconciliations and invoice processing. Systems & Platforms I Work With: Real Estate & Compliance: Dotloop, Rezen, ReSimpli, AppFolio, a wide variety of MLS listing platforms Operations & CRM: Salesforce, HubSpot, Podio, Asana, Aloware, Google Workspace, MS Office Finance & Bookkeeping: QuickBooks Online, MS Excel, Entrata Most recently as a Real Estate Operations & Compliance Specialist, I served as the final point of review for comprehensive real estate files in Rezen, ensuring 100% of contracts met state regulatory standards before closing. Simultaneously, I directed bookkeeping operations in QuickBooks Online, performed CMA market analysis, and audited lead pipelines to keep brokerages scalable and audit-ready. If you are looking for a dependable Operations & Compliance Specialist who can manage your real estate files, maintain your CRMs, oversee bookkeeping, and keep your business operating efficiently, let’s connect!
Empower Properties, full_time
Sep 2024 to Aug 2026
Audited high-volume real estate transaction files, purchase contracts, and state addenda to ensure 100% compliance with brokerage standards and state licensing regulations. Supported end-to-end transaction coordination workflows from contract to close, tracking critical contingency dates, inspection timelines, and closing milestones. Served as the administrative gatekeeper for contract files, verifying all required broker disclosures, addenda, and signatures prior to file closeout. Maintained audit-ready digital transaction archives and communicated with agents and internal stakeholders to resolve file discrepancies promptly.
BLVD Residential, full_time
Jun 2023 to Sep 2024
* Processed, reviewed, and approved high-volume property invoices inside Entrata, managing both incomplete and awaiting approval queues. * Audited incoming vendor bills, utility charges, and contractor invoices against purchase orders and service agreements to ensure accurate line-item coding and GL distribution. * Resolved invoice discrepancies, missing documentation, and billing errors by coordinating directly with property managers and vendors before payment authorization. *Maintained clean, audit-ready property accounts payable records and assisted in month-end expense tracking across multi-unit property portfolios.
Thornwillow, full_time
Jul 2021 to Jun 2023
Partnered directly with the CEO to provide high-level administrative, operational, and financial support across daily business workflows. Managed day-to-day general ledger data entry and routine journal entries in QuickBooks Online, recording monthly income, expenses, beginning/ending balances, and payment reconciliations based on executive directives. Processed and recorded client invoices, tracked customer payment status, and logged accounts payable/receivable data with zero discrepancies. Overhauled order fulfillment records, updating order shipping statuses, generating accurate packing slips and cover notes, and maintaining organized digital archives for publishing operations.
Invisible Technologies, full_time
Dec 2020 to Jun 2021
* Monitored team attendance and daily output reports to ensure project deadlines were consistently met. * Generated daily project reports for senior management, aligning team activities with company-wide priorities and project deadlines. * Conducted workshops and provided direct feedback to agents to improve output quality and streamline daily workflows.
Invisible Technologies, full_time
Oct 2020 to Nov 2020
* Onboarded and mentored new agents, guiding them through tool setup, internal credentials, and company culture Zoom calls. * Developed instructional curricula and written certification tests using Google Sheets, Google Slides, and Google Docs to standardize the training process for new hires.
Invisible, full_time
May 2020 to Oct 2020
Audited outbound calls and menu data for compliance with client standards; provided rigorous feedback and monitored outputs before global publication.