Summary
Overview
Work History
Education
Skills
Websites
Certifications And Memberships
Timeline
Generic
Jackeline Garzon

Jackeline Garzon

Frisco

Summary

Dynamic leader with a proven track record at Orix Real Estate Capital, excelling in operational delivery and strategic planning. Spearheaded due diligence for high-value transactions, enhancing compliance and reducing risk. Renowned for fostering talent development and driving client success through effective communication and data-driven decision-making. Adaptable Manager offers many years of experience coordinating operations to achieve organizational goals. Communicative team leader with expertise in strategic planning and inventory management. Committed to driving improvements through innovation and leadership.

Overview

22
22
years of professional experience

Work History

Manager of Strategic Transactions

NewPoint Real Estate Capital
01.2022 - 10.2024
  • 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.
  • Monitored budgets and expenditures to ensure cost-effectiveness while maintaining quality standards.
  • Managed real estate deals, ensuring all moving parts are coordinated effectively, potential problems are addressed proactively, and the transaction closes smoothly and successfully for all parties involved.

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.
  • Review operational budgets, financial statements, and real estate portfolios.
  • Developed and led onboarding programs for new analysts, fostering a culture of excellence and continuous improvement.
  • Coordinated activities between departments to maximize efficiency of resources.
  • Facilitated communication between internal stakeholders regarding project updates and changes.
  • Conducted regular staff meetings to discuss progress on projects and initiatives.
  • 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 -

Online Courses
Dallas, TX
12.2014

Bachelor of Science - Business Management

Buffalo State
Buffalo, NY
12-2000

Skills

  • Operational Delivery
  • Client Success
  • Operational Excellence
  • Client Relationship Management
  • Strategic Planning
  • Execution
  • Data-Driven Decision Making
  • Leadership
  • Talent Development
  • Stakeholder Collaboration
  • Change Management
  • Effective Communication
  • Technical Proficiency
  • Microsoft Office Suite
  • Data Analytics Tools
  • Operational Reporting Systems
  • Due diligence
  • Regulatory compliance
  • Financial analysis
  • Project management
  • Budget monitoring
  • Real estate transactions
  • Operational audits
  • Team leadership
  • Employee training
  • Process improvement
  • Strategic planning

Certifications And Memberships

  • DUS Site Inspection Certification, 2009
  • Member, Omega Phi Beta Sorority, Inc., 1999
  • Community Service Volunteer, Dallas Parks, 2020

Timeline

Manager of Strategic Transactions

NewPoint Real Estate Capital
01.2022 - 10.2024

Assistant Vice President

Orix Real Estate Capital (dba Lument)
04.2003 - 12.2021

Mortgage Banking Education -

Online Courses

Bachelor of Science - Business Management

Buffalo State

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Jackeline Garzon