Toni McCree
Real Estate Professional & Executive Support Specialist | Expert in Property Transactions, Client Relations & Administrative Excellence
- Role
- Client Intake Specialist at Life & Legacy Counselors
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Toni McCree
My passion lies in helping others and enriching lives. Whether supporting an executive…
Experience
Client Intake Specialist
Nov 2023 — Present · Upper Marlboro, MD, US
Conduct initial conversations with potential clients to determine their goals for estate planning. Based on goals, suggest the appropriate option(s) within the plans offered by the firm. Engage and onboard client, serve as the point of contact throughout the process to ensure a positive experience. Work with team to coordinate and facilitate workflow as well as solve workflow issues.
Education
University of Maryland Global Campus
MBA
University of Maryland Global Campus
B.S.
Skills
- Appraisals
- Customer Service
- Event Management
- Event Planning
- First Time Home Buyers
- Foreclosures
- Investment Properties
- Investors
- Marketing
- Microsoft Office
- Move Up Buyers
- Outlook
- Public Speaking
- Reo
- Real Estate
- Real Estate Transactions
- Short Sales
- Single Family Homes
- Tenant
- Buyer Representation
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