Crystal Franks

Experience

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  RE/MAX Dolphin Real Estate

  Jan 2004 - Jan 2006

  Assistant Transaction Coordinator/ Assistant to the Office Manager

  Crystal was hired as a Receptionist and her first duty was to scan 100’s of the companies past files to PDF’s. While scanning she read all the documents required for transactions and taught herself how to coordinate a real estate file. In less than six months (3-4 were scanning files) she was promoted to the assistant to the Office Manager and Transaction Coordinator and assisted the Marketing Director with flyers, newsletter, bulk mailings and much more.Crystal also performed general administrative duties including telephone support, scheduling appointments, and greeting clients. She managed inventory and ordering of office supplies and equipment and ensured efficient flow of operation within office, maintaining confidential paperwork, files, office billing and sales records. Crystal maintained property listings in RE InfoLink, a multiple listing service for the Bay Area and demonstrated ability to maintain composure and work efficiently in a fast paced and pressured environment. Show less

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  RE/MAX Star Properties

  Feb 2006 - Oct 2009

  Office Manager, Escrow Coordinator, Loan Processor and More

  During the market crash RE/MAX Dolphin decided to close down a few of their offices. The Broker Manager decided to purchase that location instead of letting it close. He then terminated the entire staff except for Crystal which included a receptionist, an admin, a marketing manager, a transaction coordinator and an office manager and more. Crystal then helped in starting that company by obtaining or assisting in all legal requirements for the new business including all the licensing, vendor setup, ordering of new signs, office supplies and marketing materials. She created and initiated new employee setup, training processes, job descriptions, job postings, and interviewed potential candidates. She created and maintained employee personnel files and she trained the new real estate transaction coordinator, office manager, receptionist and administrative assistants. Crystal assisted the Owner and CEO in every day operations of the company. maintained all company filing systems, business licenses, equipment leases, setup accounting system, payroll, and more. She was also responsible for A/P, A/R, Biweekly Payroll, 1099’s, and all other General Accounting and setup/maintenance of workers compensation, health benefits, and insurance.She also maintained real estate files for agents who wanted a higher level of service than the average transaction coordinator. She helped create a mortgage division and taught herself how to process a loan file, use Calyx Point and ensured all operations ran smoothly within the Mortgage Division. She gathered all the required documents, reviewed & analyzed loan files for completeness & accuracy to determine if borrowers/program meet lender’s underwriting guidelines, prior to submitting loans. Crystal ordered all documentation necessary to complete lender analysis of the loan package and directly contacted lenders for each client on a daily basis and ensured quality control and compliance of loan files. Show less

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  Misc Job Highlights

  Jan 2010 - now

  Mastermind Group, Short Sale Consulting,Transaction Management Setup & More

  Mastermind Group: In 2015, KW Tri-Valley invited Crystal to be part of a small team for a brand new mastermind group for the companies’ transaction management systems & process because transactions can have so many variables including how they are processed by assistants, TC’s, single agents, partner agents and teams. The main goals of the mastermind group were to: develop the back end of their new transaction management system, create processes, document & task lists & the exact order to turn in files to the company, & continue to meet quarterly to discuss how things were running and make any needed changes in the future for things like new laws or required documents.Short Sale Consulting: In 2011, The Nationwide Vice President for the Wells Fargo Short Sale Division asked Crystal to consult & help develop their back end system. Shortly thereafter, shel consulted with the short sale development team to make their short sale file submission & processing, communication & tasks/processes more efficient between real estate agents & Wells Fargo short sale processors, negotiators and closers on their online system, Equator, which was required to be used to submit all short sale files to Wells Fargo, nationwide. Transaction Management Setup: In 2010, the Vice President of J. Rockcliff Realtors, Robin Dickson, was meeting with the sales team for Transaction Point when one of the reps recognized Crystal & told Robin that she had the experience to develop the systems since she was also the rep when Crystal developed the system for Re/max Dolphin a few years earlier. Robin then contracted Crystal part time to develop the backend of the online transaction management system for the company. Crystal developed and maintained the processes & document lists which was used by all assistants, transaction coordinators & agents in the company. Once the system was running Crystal trained all the Broker Managers for each of their offices & their Risk Management/File Review Team. Show less

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  Connect Home Loans

  Jan 2010 - Jan 2011

  Loan Coordinator/ Processor

  Crystal was originally hired as the receptionist/admin. She did office and personal assistant type duties for individual loan officers, such as; light marketing, communicating directly with clients, and assistance preparing loan files for submission. She also completed executive assistant type tasks for the owners, such as; communicating with the chamber of commerce and other business related companies, the ordering of office supplies and company marketing. She assisted the current processor in preparing loan files for submission. She reviewed and verified that all loan files were complete and had all required documentation for submission to processor or lenders. Crystal also processed conventional loans when the lead processor had overflow. Show less

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  The Swift Team

  Apr 2011 - Mar 2016

  Director of Operations at The Michael Swift Home Selling Team

  Crystal oversees and manages all the day to day operations, tasks and files for the Team. Sheworks exclusively for The Swift Team, unlike others who say they have a Transaction Coordinator (TC) on their team, except usually their TC works for the Office & not them personally. She brings with her the success of closing over 3,000 real estate transactions since she started her career in 2004. She has 10+ years of experience as a real estate office manager, transaction coordinator, mortgage loan processor, real estate marketing director & more. Due to her extensive Real Estate office experience she helps train agents and TC’s on how to properly coordinate a transaction. In 2010 J. Rockliff Realtors contracted her to develop the online transaction management system for processes & documents used by all company transaction coordinators & agents in the company. Wells Fargo consulted with her to help make communication & processes more efficient between agents & themselves on their online system, Equator, which is used by all agents who do short sales with Wells Fargo, nationwide. She continually attends classes & seminars to keep the Team up to date with any new laws & forms that effect the industry. Show less

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  Crystal's Coordination Corner

  Sept 2016 - now

  Transaction Coordinator, Marketing Manager and Other Admin Duties. Crystal has done Contract Transaction Coordination & Marketing for Bay Area Real Estate Agents since 2006. Additionally, while employed for teams or agents, she has been contracted a few times by the Brokerages her employer worked at, to do a brand new setup or major corrections to the back end, systems, processes, and required document/task lists for their brokerage’s transaction management system.

  • Transaction Coordinator/Admin

    Nov 2004 - now

  • Owner, Escrow Coordinator, Business & Team Enhancer/Builder & Operations Development Manager

    Sept 2016 - now
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  Sybarite Realty

  Jan 2017 - Dec 2018

  Director Of Operations

  I managed an existing top team and started building systems to manage all processes and procedures, including aproperty management department. Operations Management and Office Duties: I developed training systems with procedures and manuals for all teammember roles, as well as managed, interviewed, hired and trained/on-boarded all agents and staff (assistants,listing coordinators and inside sales associates) and created/maintained team member files, contracts, handbooks,etc; Set goals with each team member and conducted individual weekly meetings/progress reviews, as well ascreated and maintained their time blocking calendars to achieve their individual goals. Responsible for time cards,payroll and 1099’s/W2s. Created and maintained all internal business forms, excel workbooks with automatic reports and tracking andother documents including: company/individual goal setting; all listing and sales stages; terms & commissionworksheets; statistical closing and KPI tracking; accounting ROI with budgeting and projection; referral trackingand more. Responsible for maintaining business licenses, insurance, payroll and workers compensation services, vendorrelationships, attend all brokerage meetings and trainings, created and prepped market reports, client valuations,maintained sales and goal boards, prepped client closing cds/flash drives, ordered all office and open housesupplies. Occasionally hosted tours or open houses. Transactional Duties: Drafted contract documents, counters and addendums for clients, coordinated all listings and sales files; coordinated prepping homes for the market with vendors for needed upgrades/work, staging, landscaping, inspections, etc; extensive communication with clients, agents, transaction coordinators, escrow, lenders, etc; submitted completed files to our broker; and all other responsibilities involved in transaction coordination. Show less

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  Mary Ann Teixeira Real Estate

  Jan 2018 - Apr 2018

  Customer Care and Marketing Assistant
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  Green Banker

  Mar 2019 - Jun 2019

  Transaction Coordinator

  Transaction Coordinator for STANLEY LO #1 Individual Agent in 47 States* & Northern California(*excluding Southern California, Texas and New York)