Kaley Heiman
Kingsville
Summary
Dynamic Realtor with a proven track record at Platinum Realty LLC, excelling in contract negotiation and client relations. Expert in comparative market analysis, I have successfully guided clients through seamless transactions, enhancing property visibility through innovative marketing strategies. Committed to achieving favorable outcomes and fostering strong client relationships.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Realtor
Platinum Realty LLC
09.2021 - Current
- Guided clients through home buying and selling processes, ensuring smooth transactions.
- Developed marketing strategies utilizing social media platforms to enhance property visibility.
- Collaborated with mortgage lenders to facilitate financing options for clients.
- Negotiated contracts effectively to achieve favorable terms for clients and ensure satisfaction.
Bookkeeper
Regency Homes LLC
01.2018 - Current
- Assisted in managing accounts payable and receivable functions.
- Recorded financial transactions accurately using accounting software.
- Supported preparation of monthly financial reports for management review.
- Maintained organized digital filing system for invoices and receipts.
Realtor
Reece and Nichols
07.2017 - 09.2021
- Conducted market analysis to provide clients with current property trends and pricing insights.
- Mentored junior agents on best practices in client management and sales techniques.
- Streamlined administrative processes, improving efficiency in transaction documentation and follow-ups.
- Established strong relationships with local businesses to enhance referral networks and partnerships.
Loan Processing Assistant
F&C Bank
08.2012 - 03.2017
- Processed loan applications to ensure compliance with regulatory standards and internal policies.
- Reviewed supporting documentation for accuracy and completeness prior to final approval.
- Collaborated with underwriters to clarify application details and resolve discrepancies.
- Managed communication between clients, lenders, and third parties throughout loan processing stages.
Insurance Agent Assistant
American Family Insurance
04.2011 - 08.2012
- Assisted in managing client communications and inquiries, ensuring timely responses and satisfaction.
- Organized insurance policy documentation and maintained accurate records for efficient retrieval.
- Supported agents in preparing quotes and policy renewals, enhancing customer service delivery.
- Streamlined administrative processes to improve workflow efficiency and reduce processing times.
Bank Teller
F&C Bank
07.2009 - 04.2011
- Processed customer transactions accurately and efficiently, enhancing overall service quality.
- Assisted customers with account inquiries, providing timely solutions to enhance satisfaction.
- Maintained cash drawer integrity through diligent balancing and reconciliation practices.
- Trained new tellers on operational procedures and customer service standards, ensuring consistency.
Grocery Clerk
Lloyd's Foods
05.2006 - 06.2009
- Managed inventory levels to ensure product availability and reduce stock discrepancies.
- Operated cash register, processed transactions, and provided accurate change to customers.
- Assisted in merchandising efforts by organizing product displays for optimal visibility and sales.
- Trained new staff on store procedures, customer service standards, and safety protocols.
Education
No Degree - Business Management
University of Central Missouri
Warrensburg, MOHigh School Diploma -
Kingsville R-1 School
Kingsville, MO Missouri Real Estate Sales Licensee Certification - Real Estate
Reece & Nichols License Class
Overland Park, KS06-2017
Skills
- Client relations
- Contract negotiation
- Strong negotiation skills
- Comparative market analysis
Certification
MIssouri Real Estate Sales Licensee Certification
Languages
English
Timeline
Realtor
Platinum Realty LLC
09.2021 - Current
Bookkeeper
Regency Homes LLC
01.2018 - Current
Realtor
Reece and Nichols
07.2017 - 09.2021
Loan Processing Assistant
F&C Bank
08.2012 - 03.2017
Insurance Agent Assistant
American Family Insurance
04.2011 - 08.2012
Bank Teller
F&C Bank
07.2009 - 04.2011
Grocery Clerk
Lloyd's Foods
05.2006 - 06.2009
No Degree - Business Management
University of Central Missouri
High School Diploma -
Kingsville R-1 School
Missouri Real Estate Sales Licensee Certification - Real Estate
Reece & Nichols License Class