Licensed North Carolina Real Estate Broker and relationship-driven business professional with more than 25 years of financial services experience helping clients make significant financial decisions while delivering exceptional customer service. Known for building trusted relationships, providing consultative guidance, and creating a seamless customer experience through proactive communication, organization, and follow-through. Brings a unique combination of financial services expertise, residential real estate knowledge, marketing experience, and a genuine passion for helping families achieve homeownership.
Work History
NC Real Estate Broker
4 Months
Keller Williams Ballantyne Area | 04.2026 - Current
Develop trusted relationships with buyers, sellers, lenders, attorneys, inspectors, and industry professionals.
Coordinate contracts, inspections, financing, appraisals, and closings while managing multiple deadlines.
Prepare Comparative Market Analyses (CMAs) and educate clients on market conditions.
Create listing presentations, marketing materials, social media campaigns, and open house promotions.
Utilize Brivity CRM and Canopy MLS Matrix to manage client communications and business development.
Product Certification Manager
2 Years
Synchrony | 03.2024 - 03.2026
Led enterprise certification initiatives in collaboration with senior vice presidents, vice presidents, and cross-functional leaders to align certification strategies with organizational goals.
Facilitated executive-level meetings and certification reviews, driving strategic discussions that informed decision-making and advanced certification outcomes.
Prepared executive PowerPoint presentations, status reports, and leadership updates.
Developed standardized procedures and workflow documentation improving operational consistency.
Managed multiple high-priority initiatives, ensuring timely completion to support critical business deadlines and organizational objectives.
Governance Manager
1 Year 8 Months
Ally Financial Inc. | 07.2022 - 03.2024
Collaborated with executive leadership to advance governance initiatives.
Developed and delivered executive reports and presentations for strategic decision-making.
Organized governance meetings to facilitate decision-making among stakeholders. and follow-up actions.
Senior Analyst/Project Manager
2 Years 5 Months
Ally Financial Inc. | 02.2020 - 07.2022
Coordinated strategic initiatives to align goals across multiple business units.
Developed executive dashboards and presentations to enhance decision-making for leadership.
Facilitated stakeholder meetings to ensure project alignment and effective tracking.
UAT Test Analyst
4 Years 4 Months
Ally Financial Inc. | 10.2015 - 02.2020
Executed comprehensive test cases to validate system functionality against business requirements.
Collaborated with cross-functional teams to define and document UAT test plans and strategies.
Identified, tracked, and reported defects using JIRA, ensuring timely resolution by development teams.
Developed and maintained detailed test documentation for compliance and audit purposes.
Executive Assistant
1 Year
Ally Financial Inc. | 10.2014 - 10.2015
Coordinated executive schedules, ensuring efficient time management and prioritization of key meetings.
Managed travel arrangements, optimizing itineraries for cost-effectiveness and convenience.
Developed comprehensive meeting agendas and materials, supporting informed decision-making for executives.
Streamlined communication processes between departments, enhancing collaboration and information flow.
Education
Bachelor of Arts - Psychology
University of North Carolina At Charlotte | Charlotte, NC