Heather Lewelling

Help run a local real estate investment company that purchases 8-10 properties a year to remodel and resell or hold for rental portfolio.

Manage property acquisitions, design, and remodel process. Schedule inspections and coordinate the closing process.

Develop lead sources, implement monthly marketing plans, and set appointments with prospective clients.

Budget remodels, set up wholesale accounts with vendors, and scheduled contractors to complete jobs on time at budget.

Field phone calls from prospective tenants, take rental applications and secure leases for rental properties. Manage a portfolio of 8-10 rental houses, collecting rent, scheduling repairs, and coordinating move in/outs.

• Trained and supervised loan officers in how to conduct effective sales calls, overcome objections, recognizing buying signs and the tools needed to successfully close a deal.
• Direct financial management functions, including development of systems to manage $3 million in monthly loan amounts.
• Handled customer relations issues, enabling quick resolution, and client satisfaction.
• Promoted safe working practices to maintain compliance with established policies and procedures.
• Reduced processing errors, ensuring thorough quality control checks at every stage of the process. Reduced monthly closing cycle by 25%
• Managed high-volume workloads effectively to meet strict deadlines, prioritizing tasks based on urgency and importance.
• Administer all financial management systems, evaluating and integrating new applications. Develop relationships between mortgage, bankers, escrow officers and underwriters.
• Awarded as employee of the year for 2007 in recognition of outstanding performance

• Establish an ongoing financial service relationship with clients through the delivery of world-class client service
• Conduct credit, underwriting loan risk and financial analysis
• Educate and advise clients on the home buying process, the latest in home financing and how to better manage their mortgages
• Secure clients mortgages with major financial institutions thru developed banker/broker relationships
• Served as a key leader in effectively managing 15% annual revenue growth.
• Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
• Submitted loan applications to underwriter for verification and recommendations.
• Achieved high levels of client retention by providing exceptional service throughout the loan origination process.
• Received employee of the month awards

• Managed the recruitment of new hires, supervised staff of 8-12 employees
• Responsible for monitoring company cash flow and inventory
• Motivated sales team thru weekly meetings and forecasting short and long term goals
• Led a successful sales team by providing motivational coaching and performance-based incentives.

• Personal assistant to the Owner, President and C.E.O
• Managed all functions of the office, systems, employees, and sales teams
• Carried out general ledger functions, including account analysis, reconciliation and journal entries
• Prepared financial statements
• Directly involved in forecasting, planning, budgeting, and product line reporting for up to fifteen locations
• In charge of CEO’s schedule, travel arrangements and business objectives
• Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
• Processed travel expenses and reimbursements for executive team and senior management group.
• Answered high volume of phone calls and emails.
• Prepared and edited presentations on behalf of executives for both internal meetings and external conferences.
• Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.

• Analyze data, prorate kilowatts and make necessary adjustments
• Audit client records
• Examine field reports to insure proper billing
• Established work schedules, managed payroll and company earnings
• Developed and implemented an improved on-line document system
• Upgraded a business client procedure in reference to new service
• Received several customer service awards
• Assisted in the creation of presentation materials for executive leadership meetings, showcasing relevant financial data and insights.