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Dana Demontagnac

Dana Demontagnac

Experienced Financial & Real Estate Transaction Coordinator

8 yrs experience · Orlando, FL · <10 hrs/week

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About

With over eight years of extensive experience in the financial, auditing, and real estate sectors, I excel as a Freelance Virtual Assistant/Transaction Coordinator. My expertise in QuickBooks and CRM systems enhances transaction management and client service. Additionally, I have experience in customer service, project management, and compliance across various industries.

Skills

QuickBooks

Experience

  • Virtual Assistant · Kingdom Blessing Bureau2024-04-01 –

    With over eight years of extensive experience in the financial and auditing realm as well as real estate loan closing, doc prep, review, and execution. I bring a wealth of knowledge to my role as a Freelance Virtual Assistant/Transaction Coordinator. Proficient in QuickBooks and adept with various CRM systems, I ensure seamless transaction management and exceptional client service. Let’s connect to streamline your financial processes and drive your business success.

  • Transaction Specialist · Euro Exim Bank2024-02-01 – 2024-08-01

    Assisted in financial transactions and documentation.

  • Entrepreneur · Self Employed2024-03-01 –
  • Mortgage Quality Control Analyst 2 · The StoneHill Group, Inc.2021-06-01 – 2022-07-01

    Reviewed mortgage loan documents to ensure compliance with guidelines and regulations.

  • Mortgage Analyst · Independent Contractor2022-08-01 – 2024-01-01

    Analyzed and processed mortgage loan applications, ensuring compliance and accuracy.

  • Customer Service Officer · SunTrust Bank2016-04-01 – 2019-06-01

    Oversaw branch operations, staff development, customer satisfaction, and sales targets.

Education

  • Rasmussen UniversityAssociate of Science - AS, Business Administration and Management, General

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See if Dana is a fit