Courtney Rocho

• Pulled and analyzed daily team performance reports and transaction metrics to monitor productivity, identify trends, and recognize areas needing additional support.

• Supported management with day-to-day requests, reporting needs, and operational tasks.

• Assisted with daily team questions, approval requests, and issue resolution to maintain workflow efficiency.

• Assisted with team meetings and training sessions by creating engaging and interactive experiences designed to boost morale, encourage participation, and strengthen team relationships.

• Led one-on-one development discussions with team members focused on performance growth, identifying opportunities for improvement, setting goals, and recognizing individual successes. • Audited transaction files to ensure accuracy, compliance, and adherence to company standards while identifying areas for additional training and team support.

• Delivered constructive feedback and coaching on file discrepancies to improve accuracy, reinforce quality standards, and drive timely resolutions.

• Reviewed and approved transaction documentation while maintaining quality standards and compliance requirements.

• Facilitated onboarding and training for new team members, ensuring a thorough understanding of role expectations, state-specific guidelines, and company SOPs.

• Assisted Transaction Analysts with settlement activities, providing hands-on End-of-Month support to reduce outstanding transaction volume and ensure accurate accounting metrics.

• Maintained and managed communication channels for company updates, meeting information, and broker requests to ensure timely and effective team communication.

• Developed and executed social media content strategies to enhance community engagement and brand awareness.
• Collaborated with marketing team to align social media efforts with overall communication goals.
• Created visually appealing graphics and multimedia content using design tools such as Canva.
• Monitored online conversations about the brand, responding promptly to inquiries and feedback from community members.
• Designed training material and trained staff on best practices for social media engagement, fostering a culture of digital communication within the organization.
• Designed and created engaging event flyers and promotional materials to increase resident, family, and community participation in senior living activities and special events.

• Managed transaction files throughout the full lifecycle, ensuring documentation was accurately reviewed and processed from intake through completion.
• Verified all required documentation for accuracy and compliance to support timely and seamless transaction settlements.
• Partnered with agents, brokers, and cross-functional teams to resolve documentation gaps, address issues, and secure outstanding items.
• Tracked transaction progress and key deadlines to support efficient processing, accurate reporting, and on-time commission distribution.
• Identified and escalated complex or sensitive transactions when necessary while maintaining accountability through final resolution.

• Built brand awareness and generated leads while managing internal and external marketing campaigns and programs.
• Collected, completed and processed lease applications.
• Managed daily and weekly marketing and leasing plans.
• Maintained personal lines of communication with potential buyers to answer property inquiries and set expectation standards for future community plans.

• Built brand awareness and generated leads while managing internal and external marketing campaigns and programs
• Planned and executed events and marketing programs, for prospects and referral sources monthly
• Managed administrative logistics of events planning, including contract signing, fee collection, event booking and event promotions
• Directed marketing projects at all stages, including conceptual planning, marketing and advertising and final implementation
• Create and cultivate strong, strategic referral relationships with professionals in our community. Maintain relationships with Social Workers, Discharge Planners and other professionals within the senior living community by hosting events and attending monthly meetings
• Gain discovery of prospects through tours and phone calls, assisting with the determination of the prospects needs
• Build relationship with prospect from initial call to lease signing to ensure smooth transition

• Tour potential residents throughout community, answer any questions they have regarding our amenities, policies, and procedures.
• Work directly with leasing staff and family to coordinate Move-In Paperwork.
• Assist Leasing Manager with Marketing.
• Communicate with resident Physicians to obtain proper medical information.
• Coordinate housekeeping and maintenance needed for move in/outs.
• Hold monthly Welcome Committee meetings to discuss new move in Lead Receptionist Waltonwood Lakeside.

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Operated multi-line telephone system to independently handle multiple leasing calls each day.
• Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
• Directed incoming calls to internal personnel and departments, routing to best-qualified entity to respond to callers' needs.

• Successfully balanced Payroll responsibilities while providing additional operational support to the Accounting Department in a dual-role capacity.
• With receiving and verifying invoices and audit transactions to ensure they follow proper policies and procedures.
• Enter invoices into the system.
• Run backup reports.
• Preparing invoices for check run.

• Handled basic administrative payroll duties including data entry, filing, and faxing
• Communicate directly with Field Supervisors regarding their employee time cards
• Updated payroll records as appropriate
• Input and printed payroll documents, including checks and records
• Mailed and distributed Payroll checks