Dedicated real estate funder with proven customer service skills and strong multitasking abilities. Expertise in time management ensures efficient handling of multiple projects simultaneously. Committed to delivering exceptional experiences that foster client satisfaction and loyalty.
Overview
24
24
years of professional experience
Work History
Property Manager
Solid Home Property Management, LLC
Charlotte, NC
07.2017 - Current
Worked closely with attorneys and other real estate professionals
Managed tenant relations and responded to maintenance requests promptly.
Oversaw lease agreements and handled tenant onboarding processes
Developed budgets and tracked expenses for property operations regularly.
Implemented marketing strategies to attract new tenants effectively.
Monitored property conditions and reported issues for timely resolutions.
Resolved tenant complaints quickly and effectively while ensuring customer satisfaction.
Collected monthly assessments, rental fees, deposits and payments.
Assessed rental applications, conducted background checks, and approved or denied prospective tenants based on established criteria.
Conducted periodic inspections of properties to ensure compliance with safety regulations and tenant requirements.
Processed evictions when necessary in accordance with state laws and procedures.
Managed all maintenance requests from tenants in a timely manner.
Met with prospective tenants to show property and assess applications or sign leases.
Established policies regarding tenant relations and enforcement of rules and regulations within the properties.
Advised owners on potential improvements or investments that could increase the value of their properties.
Completed lease applications and verifications, notifying prospects of results.
Built relationships with service vendors and submitted associated billing statements.
Solicited and analyzed bids for repairs, renovation and general maintenance.
Worked with on-site and remote service providers to support tenants requesting accommodations.
Drafted and monitored budgets for overall maintenance and operations.
Developed marketing plans to promote vacant units through various channels such as online listings or print media ads.
Organized regular meetings between owners and tenants to discuss any issues or concerns they may have.
Funder
Sperry & Hatley PC
Charlotte, North Carolina
08.2024 - 05.2026
Ensured accuracy of wire transactions and invoices.
Reviewed PTOs, prepared FTOs for attorney review
Reviewed and recorded legal document using Simplified
Prepared detailed reports on funding activities and recommendations.
Assisted in developing annual fund appeals, including direct mail campaigns, emails, and social media outreach.
Ensured appropriate recognition of donors through acknowledgement letters or other means.
Developed materials such as brochures, fact sheets, and newsletters to support the organization's fundraising efforts.
Managed disbursement of funds for multiple projects, ensuring adherence to budgetary constraints and timelines.
Utilized financial software and systems for processing and tracking funding transactions.
Managed relationships with external partners, including banks and financial institutions, to facilitate smooth funding operations.
Prepared and executed funding documents, ensuring accuracy and compliance with legal standards.
Identified and implemented solutions to reduce funding errors and improve the accuracy of financial transactions.
Assisted in the training and mentoring of new funding staff, sharing knowledge and best practices.
Stayed abreast of changes in financial regulations and industry trends to ensure ongoing compliance and competitive performance.
Ensured that all funding activities were conducted in accordance with state and federal laws, as well as company policies.
Communicated with clients to provide updates on funding status and to resolve any funding-related queries.
Monitored loan funding processes to identify and address any inefficiencies or bottlenecks
Developed and implemented policies and procedures to improve the efficiency of the funding department.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Prepared reports for customers with delinquent and irreconcilable accounts.
Conducted audits of funding to ensure compliance with company policies and industry regulations.
Submitted regular reports to management on funding activities, emphasizing achievements and areas for improvement.
Maintained accurate records of all funding transactions, including disbursements, adjustments, and repayments.
Prepared and organized closing documents for real estate transactions.
Coordinated communication between clients, attorneys, and lenders.
Reviewed title commitments and identified potential issues.
Managed deadlines to ensure timely closings for all parties involved.
Assisted in the preparation of settlement statements for transaction accuracy.
Supported attorneys in resolving legal matters related to closings.
Maintained comprehensive files for all closed real estate transactions.
Processed payments from buyers and sellers at closing table.
Managed post-closing activities such as recording deeds and mortgages with local registers of deeds offices.
Obtained payoffs from lenders on loans being refinanced or paid off.
Maintained accurate records of all files relating to real estate transactions including purchase agreements, escrow accounts, contracts, loan documents.
Verified accuracy of legal descriptions prior to closings.
Produced, corrected, and submitted professional business correspondence.
Organized legal documents in company filing systems and databases using Qualia system
Fitness Instructor
YMCA of Greater Charlotte
Charltote, nc
01.2002 - 05.2025
Led group exercise classes, ensuring proper form and technique among participants.
Developed and implemented engaging fitness programs for diverse community members.
Provided personalized fitness assessments to guide individual training plans.
Motivated clients to stay committed to preset fitness goals.
Provided guidance on how to modify exercises based on injury or disability status.
Helped clients utilize fitness equipment properly using verbal instructions and demonstrations.
Assessed clients' physical condition and health history through consultation, interview and physical assessment tests.
Identified different muscle groups and explained ways to strengthen specific muscles.
Educated clients on nutrition guidelines for maximum results from workouts.
Monitored equipment usage and maintained a clean, safe workout environment.
Trained new instructors on best practices for class delivery and member engagement.
Collaborated with staff to organize community wellness events and activities.
Leasing Agent
Greystar Properties
Charlotte, NC
03.2023 - 08.2024
Facilitated property viewings for prospective tenants and answered inquiries.
Managed lease agreements and ensured compliance with company policies.
Coordinated tenant move-ins and move-outs to ensure smooth transitions.
Conducted market research to assess rental rates and local trends.
Assisted in marketing properties through online listings and promotional materials.
Developed strong relationships with residents to enhance community engagement.
Collaborated with maintenance staff to address tenant repair requests promptly.
Maintained accurate records of tenant communications and leasing documentation.
Contacted and followed up with tenants on renewal notices.
Processed applications by conducting background checks and verifying references.
Inspected vacant units and ensured they were ready for showings.
Provided customer service to existing tenants by responding to inquiries promptly.
Greeted prospective tenants, answered questions, and provided tours of the property.
Developed strong, professional relationships with residents by delivering exemplary service and engagement.
Performed administrative duties such as filing paperwork and updating databases.
Resolved tenant complaints regarding maintenance or other issues in a timely manner.
Escalated critical issues to property manager to deliver immediate resolution.
Collected security deposits from new tenants.
Maintained a professional attitude when dealing with difficult situations or customers.
Maintained accurate records of all tenant leases, payments, and occupancy status.
Monitored rent collection activities and pursued delinquent accounts.
Checked rental eligibility by following company's verification process.
Ensured that all applicable laws and regulations were followed in accordance with local housing codes.
Increased occupancy through dynamic marketing initiatives.
Encouraged prospective tenants to fill out applications after property tours.
Advertised available properties through various outlets such as newspapers and online listings sites.
Assisted in preparing legal documents such as eviction notices when necessary.
Participated in community events related to leasing activities or tenant relations.
Remained aware of construction and maintenance projects and notified appropriate individuals of project updates, delays and schedule changes.
Resolved tenant complaints promptly and professionally.
Promoted high level of customer service and assistance by greeting clients, responding to concerns, showing units and quickly resolving issues.
Received rent payments and tracked transactions in accounting software.
Implemented online advertising and other marketing initiatives to generate interest from individuals and businesses.
Prepared and submitted monthly tenant visit logs.
Managed day-to-day activities involving tenants, subcontractors and property management.
Negotiated rates and prepared documents such as communization, pooling and production sharing agreements.
Planned, scheduled and coordinated general maintenance or repairs for commercial or residential properties.
Recommended clarifications and changes in program policies to director of property management.
Compiled and conveyed operational and financial data to regional manager.
Directed collection of insurance premiums, taxes and incurred operating expenses.
Enhanced event space quality by partnering with construction crews and contractors to complete maintenance and repairs.
Cultivated rapport with clients to meet expectations for high-end event space rentals.
Oversaw projects through timely inquiry response, event coordination and on-site support for feature film productions and events.
Managed and oversaw operations, maintenance and administration of properties.