Detail-oriented individual with exceptional communication and project management skills while facilitating successful real estate transactions.. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
21
21
years of professional experience
Work History
Senior Transaction Manager
Truehold
04.2024 - Current
Drafted SFR purchase contracts and monitored for fully executed documents.
Complete contract to close on 45+ contracts per month.
Complete contract to close on 20+ SFR Assignment contracts per month.
Scheduled and reviewed inspection per SOW. Managed concessions with seller.
Verified credit/income with seller for leaseback post closing. Executed lease agreements between Truehold and tenant.
Reviewed/Approved closing documents. Worked with title on revisions per buyer requirements.
Executed closing documents with CEO and requested funding. Monitored until closed/funded.
Transaction Manager
Amherst Holdings
07.2021 - 02.2024
Managed contract to close on 100+ SFR contracts.
Liaised between lenders, title companies, buyers, sellers and agents to facilitate successful closings.
Reviewed contracts for accuracy prior to submission.
Verified sales compliance with local governmental regulations, environmental standards and industry good practices.
Conducted regular follow ups with clients throughout the course of their transactions.
Monitored timelines for each transaction to ensure timely completion of tasks and documentation.
Resolved any issues that may arise during the course of a transaction quickly and efficiently.
Assisted with training new team members on proper protocols related to real estate transactions.
Operations Manager
Epoc Real Estate
12.2020 - 03.2021
Managed Operations Coordinator.
Managed tenant occupied properties. Created lease agreements, collected rent and oversaw maintenance requests.
Retained legal counsel to evict problem tenants and worked dilligenlty with the County.
Directed weekly Acquisition/Operations meeting with team.
Led hiring, onboarding and training of new hires to fulfill business requirements.
Managed portfolio refinances quarterly with Lender.
Acquired all necessary corporate legal documents for multiple entities.
Created investors 1099's annually.
Processed payments for annual property taxes on 250+ properties owned.
Operations Coordinator
Epoc Real Estate
10.2018 - 12.2020
Collaborate directly with Managing Partners on SFR Acquisitions.
Create and Improve operational management systems for SFR acquisition in 9+ Territories.
Contract to close 30+ SFR contracts per month in 9 territories/7 States.
Create contract, submit via docusign. Review title, inspection, survey.
Submit EMD and track terminated EMDs.
Managed Hard Money Lender application and loan approval.
Review and notarize closing documents.
Turn on utilities on all properties once acquired and managed billing.
Maintain clean and organized digital files for receipts, invoices, deposits and miscellaneous charges.
Collaborate with CPA to maintain pristine, accurate books
Process payments for all business expenses/overhead, construction and operational invoices/bills.
Submit draw requests and review inspection reports for accuracy with Lender.
Plan and direct holiday parties, quarterly staff events.
Maintain social media platforms.
Office Manager
Platinum Realty
09.2015 - 06.2017
Monitored expense accounts
Review and approve compliance documents required for commission disbursement
Collect and disburse commission funds and keep records of collections, disbursements and funding requests
Manage leasing of Downtown office space and handle all bills/vendors associated with the company
Request, analyze bids from contractors and oversee repairs/ maintenance for office
Analyze internal processes to recommend and implement procedural or policy changes to improve operations
Coordinate and direct monthly one on one meetings with Realtors to evaluate their performance and set new goals
Direct monthly team meeting to discuss sales, YTD goals and round table to stimulate office morale, marketing ideas and upcoming listings
Created all marketing material for print advertisements, open house ads, listing presentations, listing and open house flyers
Created a personalized, monthly e-newsletter for 15+ realtors full of listing information, new Austin events, restaurants, concerts, hotels and real estate news sent to thousands of contacts
Contract to Close - Prepare documents such as listing agreements, purchase contracts, addendum’s and leases
Input listing into MLS and set up lockboxes
Coordinate staging/necessary vendors
Plan and direct all events - monthly happy hour for clients and friends, fundraisers, team building and quarterly parties
Senior Mortgage Loan Processor
Supreme Lending, Flagstone Lending & AMC Mortgage
06.2005 - 08.2015
Supreme Lending March 2013- August 2015
Flagstone Lending July 2009 - August 2011
AMC Mortgage - June 2005 - May 2009
Strong experience in processing loan approvals for Conventional, Jumbo, Construction OTC, Bond, USDA and FHA / VA loan packages
Request and review document and report collection (Title, Tax Certs, Wiring Inst, Appraisal, Survey, Flood Cert, Payoffs, VOE,VOR, VOM) and Update Point file for accuracy
Run DO/DU and LP processes, Lock loan and monitor lock expirations
Compile complete file ready for underwriting
Prepare and review borrower needs list. Reviewed title commitments and ordered payoffs and satisfactions of existing mortgages.
Clear underwriting conditions for clear to close, Schedule closing with title company and borrower, Request closing documents, review HUD and update borrower with cash to close
Submit required funding documents.
Skills
Highly efficient, detail oriented and organized
Professional, loyal and responsible Committed to continuous learning
Respectful, friendly and positive attitude in a dynamic environment
Critical and logical thinker Ability to use resources to find solutions to complex problems
Proficient with Matrix, EKey, Supra, Zipforms, Quickbooks, Salesforce, Docusign, Google Drive and Office
Senior Transaction Manager at JLL - National Australia Bank (WA & SA Portfolio)Senior Transaction Manager at JLL - National Australia Bank (WA & SA Portfolio)