Keller Williams HeritageAsst. Director of Risk Management
Jun. 2021 - Nov. 2023San Antonio, Texas Metropolitan AreaOversaw the review and compliance approval for 1100+ agents contracts, amounting in 10,000 contracts per year.
Responsible for the training of new agents upon their transfer to the brokerage in all matters of compliance including updating paperwork, managing their existing clients contracts and transferring any existing listings.
Created material, lesson plans & homework to teach classes to agents in the brokerage over writing contracts, TREC compliance and brokerage compliance.
Managed and was active in a “contract hotline” program for agents to call into for questions while in the field.
Created marketing material for educational classes and risk management reminders to be sent to market center agents.
Executed and sent out a monthly newsletter to all market center agents.
Assisted new agents with filling out any paperwork pertaining to their clients (representation agreements, listing agreements, contracts and various addenda)
Assist new agents with inputting their first listings into MLS and setting up their listing profiles in ShowingTime.
Assisted in creating new LLCs for agents.
Helped to manage our Leadership Council within the office - created agendas, kept meeting minutes, assisted in executing events or other projects as needed.
Managed the Young Professionals organization within the office - scheduled meetings, oversaw events, maintained budgets.