Chelsie Gutierrez-Barone
Roseville,CA
Summary
Self-starting professional with several years of diverse experience. Sales-oriented professional with initiative and knowledge to perform majority of loan processes without direct management support. Proven history of juggling multiple loans and priorities simultaneously with complete accuracy, efficiency and customer satisfaction. Experienced administrative professional offering solid background in loan processing. Coordinates documents, corrects errors and liaises with external parties to complete paperwork and facilitate smooth closings. Knowledgeable aboutoperations, best practices, and regulatory requirements.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Assistant Property Manager (Remote)
Jones Lang LaSalle, JLL
Mill Valley, California
11.2022 - Current
- Ability to interpret, understand, administer and explain real estate and lease documents.
- Computer proficient including working knowledge of Microsoft Word, Outlook, Excel, Power Point and Adobe products.
- Verbal and written communication skills. solid interpersonal and conflict resolution abilities. communicates effectively with internal staff and external vendors including multiple levels of leadership & key stakeholders.
- Knowledge of accounting principles used in the preparation of financial statements and accounting system overview and internal control review
- Self-motivated with ability to work independently with limited supervision and maintain clearly organized supporting documentation.
- Knowledgeable in writing and implementing policies and procedures.
- Ability to manage large workloads from various sources.
- Reviewed existing lease documents making sure that they are up to date and compliant with local laws.
- Provided administrative support for the property manager including filing, typing correspondence, answering phone calls and scheduling meetings.
- Handled complaints from tenants regarding maintenance issues and resolved them promptly.
- Prepared monthly financial reports for review by the property manager.
- Ensured compliance with all applicable laws related to fair housing practices.
- Maintained accurate records of all transactions involving tenants' accounts including rent payments and late fees.
- Answered calls and responded to inquiries from various parties using strong active listening and open-ended questioning skills to resolve problems.
- Kept records of correspondence with residents and tenants.
- Escalated critical issues to property manager to promote immediate resolution.
- Oversaw daily operations, maintenance, and administration of various properties.
- Settled tenant conflicts using persuasive communication skills and expert knowledge of leasing agreements.
Mortgage Loan Officer Assistant
Premier Mortgage Resources
Meridian , ID
02.2019 - 10.2022
- Processed 25+ transactions a month and met close of escrow deadlines
- Assist customers on how to e-sign and e-consent when needed
- Contacted clients and kept communication throughout the process and provided updates with each milestone
- Monitored purchase loans for due diligence, financed contingency and closing date expiration and tracked pipeline for refinances.
- Met with borrowers, took applications, distributed disclosures, ordered and reviewed title commitments and executed detailed follow-up through closing to verify completed requirements.
- Acted as liaison between borrowers and other third parties such as realtors, title companies and loan company management.
- Analyzed loan files, including review of borrower's income, assets and credit, verified compliance to specific underwriting criteria and input new loans into designated software.
- Contacted previous clients to verify satisfaction with process and service and to offer additional support and wrote personal thank you notes to clients and listing agents.
- Arrange for and attended events regarding the closing process, including moving schedules
- Checked each document to verify it has all the correct signatures and dates so the transaction process goes smoothly
- Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
- Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Prepared complete packages to be sent to underwriting with a thorough understanding of each investor's stacking order and shipping.
- Generated estimates clients requested, sent pre-approval letters to agents and confirmed receipt of verification of employment documentation.
- Worked with third-party vendors to address and clear loan closing requirements.
FastTrac Processor - Remote
Premier Mortgage Resources
Meridian , ID
02.2019 - 02.2021
- Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
- Put together and executed loan documents.
- Researched insurance information and flood certificates.
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
- Created and completed loan submission packages.
- Managed conditions sent from underwriting departments.
- Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
- Structured loan packages by properly analyzing credit reports, income and asset documents.
- Interfaced with borrowers to obtain needed items and prepare applications for underwriting review.
- Ordered property insurance or mortgage insurance policies to protect against loss on mortgaged property.
- Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
Real Estate Assistant
Showcase Real Estate
07.2018 - 03.2019
- Followed up with prospects throughout sales processes to offer assistance.
- Supported efficient operations by managing errands like dropping off lockboxes and clerical tasks such as business correspondence.
- Organized and maintained systems to track leads coming from social media, website and other funnels.
Assistant Property Manager
First Pointe Management Group
Rocklin, CA
03.2017 - 02.2019
- Kept meticulous records of all correspondence with residents and tenants.
- Updating a weekly to do list and following up to ensure tasks are complete
- Monitor compliance issues and work with the property manager to resolve
- Settled tenant conflicts in the most effective manner possible.
- Experience with Yardi, RentCafe, On-Site
- Knowledge of online calendars and scheduling.
- Experience with word-processing software, spreadsheets, and CRMs
- Acting as a point of contact and filter between tenants, supers, and vendors for the property manager
- Handled all security deposit refunds.
- Opening and closing work orders, following up to ensure they are completed
- Assist with screening tenants and draft lease from template for property manager approval
- Conduct tours of vacant condominiums for prospective tenants to detail and promote property advantages, features and accommodations.
- Created and implemented policies and procedures for effective property management.
- Addressed and resolved all complaints, concerns and service requirements to ensure prompt and effective remedial action, adherence to contractual obligations and safe housing environment for tenants.
- Maximized revenue by identifying key long-term growth initiatives.
- Knowledge of tax credit program
- Knowledge of fair housing rules and regulations
- Computer knowledge with the following software's: MS office, Yardi, Yieldstar
- Ability to be assertive and possess excellent interpersonal and communication skills.
- Perform move-in and move-out inspections
Leasing Agent Tax Credit Program
First Pointe Management Group
Rocklin, CA
06.2014 - 03.2017
- Collaborated with property managers to keep units ready for new tenants and oversee smooth moves.
- Maintained accurate records of all correspondence with and from tenants.
- Encouraged prospective tenants to fill out an application once they had toured the property.
- Drafted comprehensive marketing and leasing plans.
- Contacted and followed up with tenants on their renewal notices.
- Ensured tenants were aware of and followed all policies and rules.
- Prepared and submitted weekly, and monthly affordable file certification qualification's and reports by deadlines.(processing up to 30-40 Tax Credit files monthly)
- Checked the common areas regularly to ensure they were kept neat, clean and free of debris.
- Settled tenant conflicts in the most effective manner possible.
- Kept meticulous records of all correspondence with residents and tenants.
- Trained staff on compliance, policies and procedures to maximize success.
- Escalated critical issues to the property manager to ensure they were immediately rectified.
- Wrote and filed reports each day on current leasing activities.
Leasing Manager
AMC Property Management
Roseville, CA
01.2011 - 01.2014
- Reviewed agent activities to check performance and optimize approaches.
- Assisted property owners in locating tenants to lease or rent available space.
- Received, checked and processed applications for new leases.
- Ran background checks on potential tenants to evaluate their criminal record and credit status.
- Collaborated with property managers to keep units ready for new tenants and oversee smooth moves.
- Conducted surveys of the property market to obtain information on current trends.
- Created and maintained a large client base by meeting needs and providing exceptional customer service.
- Actively follow-up with prospects and hot leads.
- Wrote and filed reports each day on current leasing activities.
Leasing Consultant
Riverstone Residential Group
Folsom, CA
02.2008 - 01.2011
- Escalated critical issues to the property manager to ensure they were immediately rectified.
- Contacted and followed up with tenants on their renewal notices.
- Conducted background checks on applicants.
- Experienced in various types of properties including new construction, luxury apartments, condominiums and over-55 communities.
- Settled tenant conflicts in the most effective manner possible.
- Actively follow-up with prospects and hot leads.
- Provided tours of the property to prospective tenants and offered valuable information in regards to its major features.
- Took over two properties and Leased up over 200+units,Maintaining %100 occupancy
Education
High School Diploma -
Del Oro High School
Loomis, CA2007
Certification
Licensed Real Estate Agent, State of California
BRE# 02035192
Certification and completion of Fundamentals of Tax Credit Compliance
Timeline
Assistant Property Manager (Remote)
Jones Lang LaSalle, JLL
11.2022 - Current
Mortgage Loan Officer Assistant
Premier Mortgage Resources
02.2019 - 10.2022
FastTrac Processor - Remote
Premier Mortgage Resources
02.2019 - 02.2021
Real Estate Assistant
Showcase Real Estate
07.2018 - 03.2019
Assistant Property Manager
First Pointe Management Group
03.2017 - 02.2019
Leasing Agent Tax Credit Program
First Pointe Management Group
06.2014 - 03.2017
Leasing Manager
AMC Property Management
01.2011 - 01.2014
Leasing Consultant
Riverstone Residential Group
02.2008 - 01.2011
High School Diploma -
Del Oro High School
Licensed Real Estate Agent, State of California
BRE# 02035192
Certification and completion of Fundamentals of Tax Credit Compliance
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