Jennifer Trent
Lacey
Summary
Ambitious portfolio manager, sales analyst, and former real estate broker, with excellent interpersonal and meticulous organization skills, working in the construction finance industry.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Transaction Coordinator / Portfolio Manager
Builders Capital
06.2024 - Current
- Reduced errors in transactions by meticulously reviewing all closing and inspection documents.
- Maintained detailed records of transaction activities, providing reliable data for financial and legal audits.
- Audited project plans, financial models, and construction schedules for accuracy and compliance.
- Fostered culture of continuous improvement by creating and implementing internal SOP's, and initiating and encouraging continued education.
- Facilitated proactive communication between borrowers and loan officers to resolve issues swiftly, maintaining positive relations and preventing transaction fall-through.
Business Relationship Manager
Builders Capital
10.2023 - 06.2024
- Sales analysis for horizontal and vertical phases of residential, new construction loans
- Work closely with loan officers and construction loan brokers from around the nation to evaluate the loan probability of single-family residential, multi-family for rent, and large-scale condominium for-sale products
- Analyze all phases of construction build schedules and begin underwriting process for short term loans ranging from $5M - $50M
- Gather and analyze data and documentation for credit officers, including business entity documents, project plans, budgets, proformas, and permits
Licensed Real Estate Broker
Keller Williams South Sound and Columbia Basin
10.2019 - 03.2024
- Advised 12-15 clients per day on mortgage and housing conditions to identify successful properties and promote customer satisfaction
- Consistently generated more than $2M in volume year over year
- Negotiated multiple real estate contracts daily to navigate transactions between buyers and sellers
- Used critical thinking to break down problems, evaluate solutions, and make decisions
- Used coordination and planning skills to achieve results according to schedule
- Consistently followed up with current and previous clients to ensure a solid sales pipeline
- Prospected for new business through networking events, door knocking and cold calling daily
Licensed Real Estate Broker
Berkshire Hathaway HomeServices CWRE
08.2018 - 10.2019
- Achieved top 5 brokers in region, $4.7M in volume, and over 12 homes in first year
- Negotiated real estate contracts to navigate transactions between buyers and sellers
- Worked closely with clients to facilitate appropriate loans, inspections, and credit reports
- Generated lists for clients of available properties for sale with relevant financing options
- Used coordination and planning skills to achieve results according to schedule
Private Piano Instructor, Studio Owner
Jennifer Trent Piano Instruction, LLC
09.2001 - 12.2018
- Arranged and conducted over seventy, weekly-lessons with personalized instruction that met each student's unique goals and interests
- Prepared students of all ages and levels for showcase performances, and local and national competitions
- Conducted quarterly group workshops for students and members of the public, on special topics of interest.
- Organized studio performances for audiences of 300-400 at end of each term
- Maintained accounts payable/receivable using customized software programs while managing a well-organized calendar and studio budget
- Created and managed marketing through popular social media outlets and search engines
- Supervised staff and student-teachers both in the studio and at special events
Education
Bachelor of Science - Finance
Western Governors University
Salt Lake City, UT06-2025
Associate of Arts and Sciences - General Studies
Pierce College
Puyallup, WA12-2001
Skills
- Sales (10 years)
- Microsoft 365 Excel (2 years)
- Music Education (20 years)
- Business Development (20 years)
Certification
- WGU Certificate: Leadership, June 2024
- Licensed Real Estate Broker, WA State (2018-2024)
Timeline
Transaction Coordinator / Portfolio Manager
Builders Capital
06.2024 - Current
Business Relationship Manager
Builders Capital
10.2023 - 06.2024
Licensed Real Estate Broker
Keller Williams South Sound and Columbia Basin
10.2019 - 03.2024
Licensed Real Estate Broker
Berkshire Hathaway HomeServices CWRE
08.2018 - 10.2019
Private Piano Instructor, Studio Owner
Jennifer Trent Piano Instruction, LLC
09.2001 - 12.2018
- WGU Certificate: Leadership, June 2024
- Licensed Real Estate Broker, WA State (2018-2024)
Bachelor of Science - Finance
Western Governors University
Associate of Arts and Sciences - General Studies
Pierce College
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