Caroline Wickman
Pemberton Real Estate
Clear Lake
6
years of professional experience
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Work History
Listing Coordinator
1 Year- Coordinated property listings by managing documentation and ensuring compliance with regulatory standards.
- Maintained accurate property databases, ensuring timely updates and minimizing errors in listings.
- Maintained organized records of all active listings, ensuring easy access for team members and clients.
- Contributed to a positive work environment through collaborative teamwork and proactive problem-solving initiatives.
- Strengthened relationships with vendors such as photographers or staging professionals through effective communication and negotiation.
Client Services Coordinator
1 Year- Provide day-to-day client service and support for a portfolio of over 200 clients managed by a financial advisor overseeing $150+ million in assets.
- Served as primary point of contact for client inquiries, handling fund transfer requests, addressing questions on financial documents, and providing account support.
- Collaborated with financial advisor to ensure seamless client service delivery and facilitate client meetings.
- Proactively assisted clients in achieving financial goals through regular communication and tailored service solutions.
- Maintain accurate client records and documentation to ensure compliance with regulatory requirements.
Client Services Associate
- Supported daily operations for IRA Operations department, ensuring smooth workflow and adherence to procedures
- Broker/Dealer operations, processing and service
- Collaborate with other team members to ensure advisors experience consistent, high-quality customer service
- Respond to inquiries from internal as well as external customers via email, fax, and phone in a timely fashion
- Proactively work to identify and resolve potential problems with respect to operational issues
- Addressed inquiries from internal and external customers via email, fax, and phone, ensuring timely and accurate responses
- Conducted detailed research on customer accounts, providing timely and precise information as requested
Listing & Sales Coordinator
2 Years- Collaborated with team of 3 to support daily operations for 50-60 Realtors, ensuring accurate and complete transaction processing.
- Posted and updated property listings on the MLS to ensure accurate representation.
- Reviewed contracts for corrections
- Balancing and depositing funds into Trust Accounts
- Balanced and deposited funds into Trust Accounts to maintain financial accuracy.
- Ensured the office was fully operational on a day-to-day basis.
- Trained new team members and contributed to development of training program to enhance onboarding experience.
Education
High School Diploma
Skills
Client support
Relationship management expertise
Data entry accuracy
Regulatory adherence
Effective team communication
Analytical problem solving
Contract Management
Timeline
Listing Coordinator
Pemberton Real Estate
08.2025 - CurrentRead More
Client Services Coordinator
Proviant Group
01.2024 - 01.2025Read More
Client Services Associate
Cetera Investment Services
01.2023 - 01.2023Read More
Listing & Sales Coordinator
Edina Realty, Home Services
01.2021 - 01.2023Read More
Staples- Motley High School
High School Diploma
Read More