Kelli Burns

About Kelli Burns

As a Client Services Coordinator at CBRE with over 2.5 years of experience, I support commercial real estate brokers in achieving revenue goals and delivering exceptional client outcomes. My role includes maintaining accurate property data, creating client-facing materials, and managing critical processes like invoicing, reporting, and leasing documentation. Proficient in tools like CoStar® and CBRE systems, I ensure seamless communication and operational efficiency for internal and external stakeholders. My expertise lies in coordinating complex projects, managing operational workflows, and fostering collaborative environments to meet organizational objectives. Driven by a commitment to excellence, I excel at ensuring precision and quality in every task I undertake.

Experience

1. Client Services Coordinator

   CBRE

   Oct 2022 — Present · Dallas, TX, US

   Working directly with Commercial Real Estate Brokers (Office Tenant Representatives/Portfolio), assisting them in meeting revenue goals and exceeding client expectations. Working with leasing agents, obtaining required information to build surveys and tour books.Vouchering completed deals by extracting detailed information from leases and commission agreements.(Invoicing/AR/AP/Litigation requests)Provide timely communication to customers (internal and external, client-facing), providing updated status of events.Tracking disposition reports.Submitting Location Intelligence requests that will provide clients with a holistic view of solving their real estate needs.Manage current listings on CoStar® and CBRE\'s internal Global Listings website.Submitting contracts and agreements team for legal review through to the execution of documents.Submit expense reports.Updating broker information in internal and external databases.Provide technical training and mentorship to new team members.