Heidi Kinlaw
Clermont,FL
Summary
Experienced professional with proven success in the real estate business, providing operational support, leadership and wire fraud. Highly proficient in building lasting relationships with customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Overview
24
24
years of professional experience
Work History
Licensed Realtor
Keller Williams Elite Partners III
04.2021 - Current
- Promoted sales of properties through advertisements, open houses and online advertising platforms.
- Developed customized marketing plans tailored to individual property needs for optimal exposure in competitive markets.
- Coordinated appointments with buyers, sellers and other realtors to show buyers and tenants prospective homes.
- Streamlined the home buying process for sellers and first time buyers, resulting in quicker closings and satisfied customers.
- Conducted comprehensive market analyses to determine optimal listing prices for sellers, maximizing profits while minimizing time on market.
- Maintained up-to-date knowledge of local market trends and regulations, providing valuable insights and advice to clients.
- Collaborated with mortgage lenders to secure financing options for clients, expediting the closing process.
- Facilitated smooth transactions by coordinating with various stakeholders such as title companies, inspectors, and appraisers.
- Wrote contracts to outline sales and purchases of properties.
Enterprise Risk Engine Fraud Analyst
Charles Schwab
07.2019 - 10.2020
- Dispositioned high-risk alerts triggered in a case risk management system, to determine whether an electronic wire request was initiated fraudulently
- Analyzed large amounts of data to find patterns of fraud and anomalies.
- Reviewed customer accounts for unusual activity indicative of potential fraud risks, flagging concerns for further investigation.
- Produced detailed reports of fraud investigations and presented findings to senior management.
- Contacted customers directly to notify of fraudulent activity and minimize impacts.
- Facilitated information sharing among team members through regular meetings and discussions, fostering a collaborative work environment focused on continuous improvement.
- Evaluated success of fraud detection systems to identify areas for improvement.
- Exceeded performance targets by demonstrating keen attention to detail and exceptional analytical skills resulting loss prevention of over a half million dollars.
Senior Move Money Specialist
Charles Schwab
03.2017 - 07.2019
- Point of contact for branch partners, clients, and internal partners and provided best in class service to “see through the client’s eyes”.
- Effectively managed high volume transfer requests related to domestic and international wires, foreign currency trades, journaling stock shares, and general investment account information.
- Handled escalation calls to resolve client issues by taking the appropriate action quickly in a high-risk environment.
- Educated internal partners on all issues concerning the transfer of funds.
- Contributed to risk management efforts through diligent verification of client identities before initiating any transaction; safeguarding against fraud.
- Led meetings to enhance team performance by sharing knowledge, stats, and best practices.
- Maintained a high client-satisfaction rating centered on being client-focused while promoting the company brand.
Institutional Client Specialist
Charles Schwab
09.2016 - 03.2017
- Acted as liaison and point of contact for advisory firms that custodies assets with Schwab, facilitating operational support for $1 billion in assets under management.
- Educated advisory firms on the products, tools, and resources available to assist their high net worth clients through the web-based platform.
- Provided solution-based responses regarding account specific requests related to forms completion, trading, tax reporting, account opening, fund transfers, retirement services, and other general inquiries.
- Collaborated with internal partners in the delivery of timely and accurate information in response to account inquiries.
- Maintained professional knowledge through Series 63 certification.
Assistant Property Manager
Homevest Realty
01.2008 - 01.2011
- Increased tenant satisfaction by promptly addressing maintenance requests and resolving issues efficiently.
- Conducted regular property inspections to identify potential issues and ensure compliance with safety regulations.
- Processed applications efficiently by conducting thorough background checks and verifying references to select qualified tenants.
- Escalated major issues to property manager for immediate remediation.
- Collected and maintained careful records of rental payments and payment dates.
- Coordinated move-ins and move-outs, ensuring smooth transitions for both tenants and property management team.
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
Assistant Supervisor
City Of Orlando
01.2005 - 01.2007
- Supervised a team of police communication specialists to ensure that police incident reports were accurately transcribed and coded with the appropriate Florida statutes and UCR codes before being assigned to their respective investigative units for further investigation.
- Handled escalated calls and walk-ins from the public professionally, providing information or directing citizens to appropriate personnel as needed.
- Managed daily tasks, delegating responsibilities effectively, and made schedule changes to optimize team resources and meet deadlines.
- Led monthly shift meetings to improve overall department processes.
- Generated crime stat reports on a monthly basis to track crime reductions/increases for the city of Orlando.
Police Communication Specialist
City of Orlando – Orlando Police Department
01.2000 - 01.2004
- Transcribed incoming police reports daily and ensuring the appropriate uniform crime reporting codes and Florida statutes were assigned.
- Verified accuracy of data entered into system to produce error-free reports such as trespass warnings and arrest affidavits.
- Handled non-emergency calls and walk-in requests; routing to the appropriate department as necessary.
- Functioned as a reporting officer and generated non-emergency police reports for citizens of Orlando; ensuring their property UCR coding and Florida statutes.
- Served as a voluntary witness for SWAT call outs as needed.
Education
Communications -
University of Central Florida
Valencia College
Skills
- Strong communication skills
- Financial analysis capabilities
- Property management knowledge
- Customer service orientation
Accomplishments
- Generated over $2 million in new home sales in my first year of real estate.
- Prevented over $3 million from being fraudulently transferred.
Timeline
Licensed Realtor
Keller Williams Elite Partners III
04.2021 - Current
Enterprise Risk Engine Fraud Analyst
Charles Schwab
07.2019 - 10.2020
Senior Move Money Specialist
Charles Schwab
03.2017 - 07.2019
Institutional Client Specialist
Charles Schwab
09.2016 - 03.2017
Assistant Property Manager
Homevest Realty
01.2008 - 01.2011
Assistant Supervisor
City Of Orlando
01.2005 - 01.2007
Police Communication Specialist
City of Orlando – Orlando Police Department
01.2000 - 01.2004
Communications -
University of Central Florida
Valencia College
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