Summary
Overview
Work History
Education
Skills
Timeline
Generic

CATHY R. BURKE

Summary

Robust background in brokerage, adept at navigating complex financial markets and providing strategic investment advice. Successfully facilitated high-value transactions, ensuring client satisfaction and compliance with regulatory standards. Demonstrated analytical acumen and strong negotiation skills.

Overview

36
36
years of professional experience

Work History

NC and SC Broker - Sales Associate/Closing Coordinator

COLDWELL BANKER REALTY
06.2022 - Current
  • Complete Listing agreement, Buyer Agency, Offers, Due Diligence, addendums and disclosures
  • Input listing information and photos into MLS and ShowingTime
  • Submit all forms to Broker's office for file compliance
  • Act as direct liaison for the Seller/Buyer, attorney, lender and all agents
  • Review HUD/Closing Disclosure for accuracy
  • Schedule and confirm all inspections
  • Schedule homes for measuring
  • Obtain all permits
  • Order Home Warranty
  • Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
  • Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.

Real Estate Broker

SELF EMPLOYED
09.2007 - Current
  • Responsible for identification of opportunities with new and established clients
  • Research market trends

NC and SC Broker - Transaction Manager

CATHY BURNS REALTY GROUP
09.2017 - 06.2022
  • Complete Listing agreement, Buyer Agency, Offers, Due Diligence, addendums and disclosures
  • Input listing information and photos into MLS and ShowingTime
  • Submit all forms to Broker's office for file compliance
  • Act as direct liaison for the Seller/Buyer, attorney, lender and all agents
  • Review HUD/Closing Disclosure for accuracy
  • Schedule and confirm all inspections
  • Schedule homes for measuring
  • Obtain all permits
  • Order Home Warranty
  • Meet inspectors and photographers
  • Show homes and attend closings as needed

Corporate Loan Analyst

WELLS FARGO BANK
11.2010 - 06.2012
  • Manage portfolio of commercial syndicated lending facilities in excess of $7 Billion
  • Act as direct liaison for both the borrow and investors within facility structures
  • Responsible for daily activity for commercial syndicated loans including borrowing-base, margin changes, amortizations, trades (ClearPar) and foreign currency borrowings
  • Perform daily reconcilement between CLAS and AFS and Loan IQ
  • Coordinate with CFO/Treasury Analysts to ensure adherence to appropriate debt instruments within each lending facility
  • Analyze credit agreements and other legal documents while balancing borrower and investor expectations
  • Perform daily, weekly and on-going projects to assist with merger and compliance related reporting
  • Maintained detailed records of all transactions according to regulatory requirements while ensuring strict confidentiality of client data.

Real Estate Broker

HELEN ADAMS REALTY
01.2005 - 08.2007
  • Licensed in both North Carolina and South Carolina
  • Created and managed website content
  • Designed and produced collateral materials to market properties
  • Analyzed market sales and developed marketing strategies for clients
  • Evaluated effectiveness of marketing strategies and made changes as needed
  • Developed new and fostered existing client relationships
  • Quality Service Certified
  • Outstanding Quality Service Award - Platinum Level 2006
  • Relocation Service Award - most relocation transaction volume-2005

Sr. Portfolio Administrator

AIM MANAGEMENT AKA INVESTCO
03.1996 - 01.1998
  • Company Overview: (NOW INVESTCO)
  • Administered daily reconcilement of Money Market and Bond Fund accounts in excess of $220MM
  • Priced Funds daily
  • Met stringent deadlines while ensuring accuracy of monies and trades
  • Audited and analyzed all money transactions including interest payments
  • Trained and supported new administrators
  • (NOW INVESTCO)

Controller

BURNS WORLD TRAVEL, LTD
09.1994 - 02.1995

Marketing Representative

SOFTWARE ALTERNATIVES, INC
10.1993 - 09.1994

Portfolio Administrator

CITY CAPITAL COUNSELING
10.1991 - 03.1993

Trust Officer

FIRST AMERICAN BANK OF GEORGIA
06.1989 - 10.1991

Consumer Advocate/ Management Training Program

FIRST UNION NATIONAL BANK
06.1988 - 02.1989

Education

Bachelor of Science - Business Administration Concentration -Mathematics

PRESBYTERIAN COLLEGE
CLINTON, SC

Skills

  • Compliance requirements
  • Workplace training
  • Business relationship building
  • Negotiation expertise
  • Documentation expertise
  • Communication proficiency
  • Problem-solving abilities
  • Multitasking
  • Detail Oriented

Timeline

NC and SC Broker - Sales Associate/Closing Coordinator

COLDWELL BANKER REALTY
06.2022 - Current

NC and SC Broker - Transaction Manager

CATHY BURNS REALTY GROUP
09.2017 - 06.2022

Corporate Loan Analyst

WELLS FARGO BANK
11.2010 - 06.2012

Real Estate Broker

SELF EMPLOYED
09.2007 - Current

Real Estate Broker

HELEN ADAMS REALTY
01.2005 - 08.2007

Sr. Portfolio Administrator

AIM MANAGEMENT AKA INVESTCO
03.1996 - 01.1998

Controller

BURNS WORLD TRAVEL, LTD
09.1994 - 02.1995

Marketing Representative

SOFTWARE ALTERNATIVES, INC
10.1993 - 09.1994

Portfolio Administrator

CITY CAPITAL COUNSELING
10.1991 - 03.1993

Trust Officer

FIRST AMERICAN BANK OF GEORGIA
06.1989 - 10.1991

Consumer Advocate/ Management Training Program

FIRST UNION NATIONAL BANK
06.1988 - 02.1989

Bachelor of Science - Business Administration Concentration -Mathematics

PRESBYTERIAN COLLEGE

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CATHY R. BURKE