Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, dispatching, database management, vendor negotiations and contract management. Recognized for exemplary customer service and team collaboration.
Overview
22
22
years of professional experience
Work History
Business Owner/Administrator
The Well House Assisted Living
Arvada, CO
07.2019 - 11.2024
Office management: Overseeing office operations, including managing the reception area and ensuring the office runs smoothly
Communication: Handling email correspondence, answering phones 24/7 on-call, and being the main point of contact for internal and external parties
Scheduling: Organizing meetings with clients, suppliers and vendors, employee schedules, and health department professionals
Record-keeping: Maintaining and organizing office records according to State regulations including operations manuals, Policies and procedures, spreadsheets, and reports
Financial tasks: Financial management such as budgeting, processing invoices, tracking transactions, all accounts payable, payroll, bank reconciling, and tax payments
Inventory: Overseeing office inventory, including ordering supplies and ensuring there is enough of what's needed while staying on budget
Technical support: Troubleshooting office equipment, such as printers and computers
Supervision: Managing and supervising staff, delegating responsibilities, and providing support and training
Customer service: Greeting clients and customers, answering questions, and resolving issues
I owned and operated this business for 5 ½ years and grew it to it’s full potential
I recently sold to another operator in November of 2024
Senior Premier Banker Licensed
Wells Fargo
Arvada, CO
09.2013 - 02.2023
Manage a portfolio of complex account relationships for a book of business of approximately 250 households (trusts, estates, conservatorships, as well as business)
Successful partnerships with branch bankers, Financial Advisor, Private Mortgage Rep, The Private Bank, Business Banking Group, and Business Relationship Manager truly creating an all in one approach to relationship management for my clients when appropriate
Building a network of external resources by participating in Chamber of Commerce events in my area resulting in a greater customer experience for my clients
Strong credit knowledge resulting in streamlined credit applications
Audit Risk and Compliance
Self-Starter
Coaching/mentoring staff
Support of 3 branches, hip to hip coaching and mentoring of specialty banker positions
Outbound calls to generate sales for affluent clients
15+ years of experience in the banking industry
Branch Manager Designee
Property Manager
Omni Properties/Riverstone Residential/Mission Rock Residential
Westminster, CO
07.2002 - 07.2013
Oversee operations for the Property/Staff of a 318 unit count 4 phase property consisting of Condos, Townhomes, and Single Family Homes
Manage all financial obligations and responsibilities for Owners/Management Company (Budgets, Monthly Financial Reports, Accounting Month End, etc.)
I maintained 4% growth year over year for 3 years in a row
Daily, weekly, monthly reporting to Owners/Management Company (Occupancy, delinquency, Cap-X reports, marketing summaries, etc.)
Manage All Cap-X to include: Asphalt, Fencing and Decking repair/replacements projects, Exterior siding replacement/painting of Condos and Single Family Homes, Concrete replacements, and complete rehab/renovation of all floor plans
Manage all resident complaints and provide solutions
Cross-sell all amenity packages and upgrades to maximize full revenue potential
City Inspection Compliance every two years
Implementation of Resident Retention program
Employee screening and hiring
Management/Employee training and mentoring
Rally the team of 14 to meet weekly goals
During my 7 years as a Manager, I had promoted 3 employees to Managers as well as trained new acquisitions Managers
I originally started with Omni Properties as a Leasing Consultant two years later promoted to Assistant Manager
When I became a Manager-Omni sold and Riverstone took over
The owners decided to bring management in-house and created Mission Rock Residential which I left in July of 2013
Education
High School Diploma - College Prep
Trinidad High School
Trinidad, CO
Skills
Financial administration
Financial planning
Business administration
Policies and procedures development
Notary Public
Microsoft Office
Quickbooks Online
Regulatory compliance
Verbal and written communication
Cost control and budgeting
Strategic Decision-making
Attention to detail
Budget control
Customer relations
Cross-functional team coordination
Talent allocation
Purchasing and planning
Accounting management
Coaching and mentoring
Staff management
Human resources management
References
Available upon request
Timeline
Business Owner/Administrator
The Well House Assisted Living
07.2019 - 11.2024
Senior Premier Banker Licensed
Wells Fargo
09.2013 - 02.2023
Property Manager
Omni Properties/Riverstone Residential/Mission Rock Residential
07.2002 - 07.2013
High School Diploma - College Prep
Trinidad High School
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