Highly organized and motivated Account Executive with demonstrated track record of building relationships with internal and external clients, as well as providing advice and assistance to program participants. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
24
24
years of professional experience
Work History
Account Executive
Department of Housing and Urban Development
07.2021 - Current
Monitored performance of housing developments; reviewed and analyzed current and historical financial data and project operations to determine current financial and physical strengths and weaknesses
Review annual financial statements and Monthly Accounting Reports
Evaluate financial information to analyze risk and make determinations related to housing project operations
Evaluated factors or variables involved in Federal Housing Administration Multifamily asset management
Interpreted and applied HUD statutory or regulatory requirements governing housing programs, including federal housing mortgage insurance programs and federal housing assistance programs
Ensured compliance with Housing of Urban Development statutory and/or regulatory requirements
Identified risk and made recommendations for corrective actions when needed
Analyze financial viability and physical integrity of portfolio of both FHA insured and non-insured multifamily housing projects, including Section 8, Section 202, and Section 811 PRACs
Communicate with ownership, management, and key stakeholders regarding maintaining viability of properties that are potentially troubled
Review and analyze current and historic property financial data, annual statements, and current operational expenses to approve or deny budgets, foreclosure recommendations, transfer of physical assets, 2530 clearance, rent adjustments, utility adjustments, refinancing, prepayments, ownership changes, and loan modification agreements
Track industry trends of lenders by preparing variance reporting for management
Successfully managed portfolio of more than 70 multifamily projects to ensure compliance with Housing of Urban Development statutory and/or regulatory requirements
Identified risk and made recommendations for corrective actions when needed.
Performed complex financial and budget analyses to determine requirements and justify requested funding
Departmental Analyst-Disclosure Coordinator
State of Michigan-MSHDA
07.2019 - 07.2021
Research, compile, and prepare data related to continuing disclosure regarding MSHDA municipal bonds and for all EMMA reporting
Responsible for diagramming various processes in Finance Division to design and implement process improvements and create new policies within Finance
Review quarterly and annual financial budgetary documents, including the operating budget for the Authority, prepare quarterly financial statements, and audit reports
Provide advice and assistance to various departments regarding their budget and operational needs based on prior year expenditures and goals of next fiscal year
Participate in development, implementation, and presentation of divisional budgets and expenditures which includes tracking and monitoring of out of state travel and divisional expenditures
Assist in cash transfers, journal voucher creation and reporting on federal programs
Work with staff to review grant expenditures and accurate quarterly reporting.
Executive Secretary Finance Division
State of Michigan-MSHDA
12.2011 - 07.2019
Serve as Executive Secretary to Division Director and Deputy Director
Maintain Chief Financial Officer and Deputy Directors calendar which includes scheduling, preparing meeting materials, and coordinating travel arrangements
Prepare, proof-read, and send correspondence
Receive and screen telephone calls, mail, and visitors
Maintain confidentiality of information while working with complex State rules, regulations, and procedures
Perform research and compile data for special projects
Assist in preparation of executive reports for board meetings, internal and external customers
Prepare out-of-state annual travel and exception reports
Compose, create, and edit correspondence for Finance staff
Analyze data and create divisional budget quarterly reports for Executive staff
Responsible for creating, entering, and reviewing journal vouchers
Strong understanding of State of Michigan and Federal statutes, regulations and procedures governing housing programs
Serve as head of Valuing MSHDA Employee Committee for five years
Coordinate all internal staff and fundraising events
Collaborated with division staff to create and facilitate numerous events per year
Created committees and organized volunteers to create successful annual events.
Updated spreadsheets and created presentations to support executives and boost team productivity.
Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
Unemployment Insurance Examiner
State of Michigan-LARA
05.2011 - 12.2011
Interact with claimants by telephone to process various types of unemployment claims
Determine eligibility for benefits, which type of claim should be filed, and all information needed to complete filing process in accordance to laws
Conduct fact find of claimants by telephone, mail, fax or computer to obtain information
Left job for promotional opportunity.
Assisted clients with completion of applications and paperwork
Communicated with people from various cultures and backgrounds on application process
Worked well in team setting, providing support and guidance
Worked effectively in fast-paced environments
Leasing General Manager
Hunters Ridge Apartments and Townhomes
10.2008 - 04.2011
Managed staff of 6 employees and conducted staff performance reviews
Delegate responsibilities, organize complex projects, and establish priorities consistent with apartment objectives
Create monthly budget and track expenses
Provided numerous reports to owners and management company regarding new and existing contracts and financing
Collect and deposit monthly rent payments and bank reconciliation monthly and quarterly
Analyze on-going program operation and recommend modifications of policies and procedures to achieve efficiency and effectiveness
Create correspondence for residence and management
Responsible for twelve percent increase in lease occupancy.
Developed and implemented strategies to increase sales and profitability
Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth
Formulated policies and procedures to streamline operations
Provided strategic oversight of marketing and promotional campaigns to keep campaigns aligned with overall goals and objectives
Reduced operational risks while organizing data to forecast performance trends
Co-Owner
Twiggies
02.2000 - 01.2008
Established, developed, and created new boutique and floral concept
Responsible for organizing, purchasing, and receiving new retail products
Experience in creative design, marketing, sales, public relations, and money management
Accountable for budget development, invoicing, and operations management
Monitor all contracts with new and existing vendors
Provided and created marketing materials for numerous trade shows
Coordinated all aspects of special event planning.
Evaluated suppliers to maintain cost controls and improve operations
Improved operational efficiencies to reduce costs and improve productivity
Established team of motivated and highly skilled employees to help run business
Established foundational processes for business operations
Prepared annual budgets with controls to prevent overages
Introduced new methods, practices, and systems to reduce turnaround time
Supervisory Management Analyst at US Department of Housing and Urban DevelopmentSupervisory Management Analyst at US Department of Housing and Urban Development
Senior CPD Representative at U.S. Department of Housing and Urban DevelopmentSenior CPD Representative at U.S. Department of Housing and Urban Development