George Mattingly
Chicago,IL
Summary
Dynamic Investor Services Representative at Origin Investments with a proven track record in investor relations management and process optimization. Spearheaded a compliance review protocol that slashed document review times by 80%. Adept at data analysis and concise communication, driving efficiency and enhancing client satisfaction in a fast-paced environment. I am looking forward to obtaining my MBA and breaking in to the Strategy Consulting industry.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Investor Services Representative
Origin Investments
Chicago, Illinois
12.2024 - Current
- Assist clients with account inquiries and transaction processing.
- Manage investor documentation and ensure compliance with regulatory requirements.
- Facilitate communication between investors and internal teams for smooth operations.
- Review investment statements and address discrepancies promptly.
- Member of the AI-Taskforce, a committee with the purpose of facilitating AI adoption across the company.
- Provide training to team members on service protocols to use AI to maximize efficiency.
- Implement a new compliance review protocol that has reduced document review times by 80%.
- Directly oversee 75% of all outbound redemption payments.
Property Manager
Winnemac Properties
Chicago, IL
02.2023 - 11.2024
- Promoted to Property Manager after 6 months, making me the youngest manager in the company
- Increased net operating income for almost every building in my portfolio in a difficult real estate market
- Manage a challenging portfolio on the south/west side of Chicago
- Work with CHA (Chicago Housing Authority) to ensure all buildings are in compliance with Section 8 regulations
- Inspect and maintain properties weekly to ensure owners assets generate healthy, steady cashflow
- Perform proactive maintenance and provide risk mitigating suggestions to owners
- Respond to tenant requests in a timely manner, maintaining good relations
- Provide regular updates to owners regarding the statuses of their properties
- Introduced and implemented changes to work flow of scheduling maintenance tickets that has become the standard for all property managers
- Collect delinquent rent and, if necessary, file evictions
- Boutique real estate private equity firm specializing in property management
Leasing and Marketing Specialist
Winnemac Properties
Chicago, IL
08.2022 - 02.2023
- Generated and tracked all new leases and renewals
- Performed market comps to ensure pricing was on par with market rates
- Implemented automations through basic scripting that cut lease generation time in half
- Introduced 360 degree virtual tours to our standard media package
- Catalogued and reorganized the entire media library for all properties to improve ease of access
- Boutique real estate private equity firm specializing in property management
Summer Internship
Trisalis Life Sciences
Providence, RI
05.2020 - 08.2020
- Analyzed data, designed presentations, cultivated cancer cells, and conducted independent experiments to further the lab's research into Car-T therapy's efficacy in battling treatment resistant brain cancer
- Discovered that the time cancer cells spend on ice has a statistically significant impact on their propagation post-injection into mice. This resulted lab protocol changes to ensure cells spend no more than 40 minutes on ice prior to injection
- Immunotherapy lab funded by a large pharmaceutical company
Summer Internship
Ashland Chemical
Covington, KY
05.2018 - 08.2018
- Worked with the business transformation office to track project progress
- Created presentations and reports that went directly to the operating committee
- Given a crash course in using excel in a corporate setting
- Performed analysis of all company shipping labels in hopes of consolidating the number of labels used. The ultimate goal was to use these findings to cut costs on label printing
- Specialty chemical company
Education
BA - Philosophy (minor in Biology)
University of Kentucky
Lexington, KY05.2022
High School Diploma -
Gatton Academy of Math And Science
Bowling Green, KY05.2018
Skills
- Investor relations management
- Real estate financial modeling
- Data analysis and reporting
- Basic computer scripting
- Concise communication
- Time management
- Process optimization
- Problem solving
Certification
Lean Six Sigma Yellow Belt
Interests & Hobbies
Entrepreneurship, Real Estate, Fitness, Guitar, Reading, Architecture
Awards
- President's Scholarship
- Charles R. Walgreen Jr. Scholarship
- TKE Excellence in Recruiting 2019
Timeline
Investor Services Representative
Origin Investments
12.2024 - Current
Property Manager
Winnemac Properties
02.2023 - 11.2024
Leasing and Marketing Specialist
Winnemac Properties
08.2022 - 02.2023
Summer Internship
Trisalis Life Sciences
05.2020 - 08.2020
Summer Internship
Ashland Chemical
05.2018 - 08.2018
BA - Philosophy (minor in Biology)
University of Kentucky
High School Diploma -
Gatton Academy of Math And Science