Summary
Overview
Work History
Education
Skills
Timeline
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Katie Davis

Katie Davis

Chattanooga

Summary

Experienced with managing affiliate partnerships, driving sales, and optimizing marketing strategies. Utilizes negotiation skills and data analysis to enhance revenue streams. Track record of building strong relationships and achieving business objectives.

Overview

4
4
years of professional experience

Work History

Affiliate Broker/Realtor®

Porchlight Real Estate
12.2024 - Current
  • Negotiated favorable terms for clients by effectively communicating their needs and requirements to sellers or buyers.
  • Promoted properties effectively using various marketing channels including online listings, open houses, and print advertising.
  • Organized successful open houses that attracted numerous potential buyers leading to multiple offers being made on listed properties.
  • Met with brokers and agencies to build relationships and promote brand.
  • Secured repeat business from satisfied clients through consistent follow-ups and maintaining ongoing relationships.
  • Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
  • Assisted clients in making informed decisions by conducting thorough market research and staying up-to-date with industry trends.
  • Educated first-time homebuyers about the purchasing process to help them feel confident in making a decision.

Administrative Assistant/Financial Planning Specialist

Ameriprise Financial Services
01.2022 - 03.2024
  • Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Answered multi-line phone system, routing calls, delivering messages and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Managed the marketing and social media accounts.

Legal Assistant

Best and Brock Law Firm
06.2021 - 12.2021
  • Answered phone lines, coordinate appointments, explained in detail questions regarding client’s legal cases.
  • Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
  • Reduced errors in court filings by meticulously proofreading documents for accuracy before submission.
  • Facilitated client meetings and consultations, ensuring all necessary documentation was prepared and available for attorney review.
  • Worked closely with attorneys and paralegals to ensure that court and client communication/ scheduling flow efficiently
  • Conducted background investigations on defendant.
  • Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.

Education

Communications Major

Chattanooga State Community College
Chattanooga, TN
05.2016

Skills

  • Filing, Database, & Records Management
  • CRM
  • Social media marketing
  • Financial planning
  • Market dynamics
  • Teamwork and collaboration
  • Verbal and written communication
  • Prospecting and networking
  • Adaptability
  • Sales strategy
  • Client relations
  • Detail-oriented

Timeline

Affiliate Broker/Realtor®

Porchlight Real Estate
12.2024 - Current

Administrative Assistant/Financial Planning Specialist

Ameriprise Financial Services
01.2022 - 03.2024

Legal Assistant

Best and Brock Law Firm
06.2021 - 12.2021

Communications Major

Chattanooga State Community College

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Katie Davis