Marlene Valdez
San Antonio,TX
Summary
Well-qualified with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Branch Manager
Gold Financial Services
02.2023 - Current
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Verified applicant information by consulting with outside agencies, credit bureaus and businesses.
- Developed and maintained relationships with local real estate agents.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Regional Manager
First Choice Asset Management LLC
12.2016 - 02.2023
- Evaluated and recommended changes in rental pricing strategies to remain competitive in market.
- Developed and executed plan to achieve and maintain % or better rate of occupancy.
- Decreased operating costs by implementing cost control procedures.
- Handled terminations, performance evaluations and staff coaching to maintain top property operations.
- Responded to escalated resident concerns and issues and monitored resolution.
- Assessed reports on occupancy, delinquency, budget variance and make-readies generated by on-site staff.
- Conducted inspections of property grounds, buildings and equipment to identify maintenance concerns and direct timely repairs.
- Communicated effectively with owners, residents and on-site associates.
- Recruited, coached and guided top talent for on-site staff managerial positions.
Loan Partner
Milestone Mortgage
01.2022 - 01.2023
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Fielded customer complaints and provided solutions.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Reviewed and validated details of loan applications and closing documentation.
- Conducted pre-funding and funding activities for over 10 monthly applications.
Keller Williams Laredo
Director Of Operations
01.2021 - 12.2021
- Multi-tasked to keep all assigned projects running effectively and efficiently.
- Planned delivery routing, team workflows and promotional initiatives.
- Reviewed site and department performance to improve quality of services and comply with regulatory requirements.
- Oversaw personnel by commending or initiating promotions, transfers and disciplinary measures.
- Enhanced customer service and satisfaction through policy and procedural changes.
- Set goals and expectations for direct reports using performance review process, holding staff accountable.
Education
Bachelor Of Business Administration -
The University of Texas At San Antonio
San Antonio, TX12-2018
Skills
- Branch operations management
- Excellent work ethic
- Attention to detail
- Relationship management
- Strong team-builder
- Operations management
- Decision-making
- Data analysis
Certification
- Real Estate Licensed- TREC #700725
Languages
Spanish
Timeline
Branch Manager
Gold Financial Services
02.2023 - Current
Loan Partner
Milestone Mortgage
01.2022 - 01.2023
Keller Williams Laredo
Director Of Operations
01.2021 - 12.2021
Regional Manager
First Choice Asset Management LLC
12.2016 - 02.2023
- Real Estate Licensed- TREC #700725
Bachelor Of Business Administration -
The University of Texas At San Antonio
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