Jackeline Garzon

Frisco,TX

Summary

Seasoned leader with over 18 years of experience in operations, client success, and process optimization within the finance and real estate sectors. Proven expertise in aligning operational strategies with business goals, enhancing efficiency, and delivering measurable outcomes across diverse teams. Adept at implementing scalable processes, driving cross-functional collaboration, and fostering client-centric cultures to achieve excellence. Recognized for spearheading high-impact projects, mentoring teams, and navigating complex challenges to deliver sustained organizational growth.

Overview

years of professional experience

Certification

Work History

Manager of Strategic Transactions

NewPoint Real Estate Capital

01.2022 - 10.2024

Led operational and client-focused strategies for real estate loan processing, ensuring seamless execution and alignment with client objectives.
Collaborated with cross-functional teams to streamline workflows, enhance productivity, and improve service delivery, meeting and exceeding key performance indicators.
Implemented data-driven solutions for tracking project milestones, enabling proactive decision-making and increased operational efficiency.
Assisted in Asset Management Projects.
Maintained and strengthened enterprise client relationships by addressing complex challenges with tailored solutions.

Assistant Vice President

Orix Real Estate Capital (dba Lument)

04.2003 - 12.2021

Directed due diligence and underwriting operations for complex, high-value transactions, ensuring regulatory compliance and operational accuracy.
Developed and led onboarding programs for new analysts, fostering a culture of excellence and continuous improvement.
Managed internal and external communications with brokers, clients, and internal teams, ensuring alignment and seamless service delivery.
Oversaw compliance audits for Freddie Mac and Fannie Mae, implementing process enhancements that reduced risk and improved operational integrity.

Education

Mortgage Banking Education - Real Estate

Online Courses

Dallas, TX

12.2014

Bachelor of Science - Health and Wellness

SUNY Buffalo State University

Buffalo, NY

12-2000

Skills

Operational Excellence: Experienced in driving operational efficiency, standardizing processes, and aligning service delivery to achieve business objectives
Client Success & Relationship Management: Proven ability to build and maintain trust with diverse clients while ensuring customer satisfaction and retention
Strategic Planning & Execution: Skilled in developing and implementing growth strategies to enhance profitability, productivity, and operational performance
Data-Driven Decision Making: Proficient in analyzing and leveraging data to establish objectives, measure performance, and drive actionable solutions
Leadership & Talent Development: Adept at fostering team development, building talent pipelines, and executing skills training to drive operational excellence

Stakeholder Collaboration: Experienced in partnering with executives and stakeholders to influence decisions, drive innovation, and achieve strategic goals
Change Management: Skilled in planning for rapid growth, managing costs, and leading change initiatives to support organizational expansion
Effective Communication: Strong communicator with the ability to present complex concepts to clients, leadership, and cross-functional teams
Technical Proficiency: Advanced expertise in Microsoft Office Suite, data analytics tools, and operational reporting systems
Languages: Fluent in English and Spanish, enabling seamless collaboration across teams

Websites

https://www.linkedin.com/in/jackie-garzon/