Customer-focused operations and project management professional with 5+ years of experience managing complex portfolios, client relationships, cross-functional workflows, and operational initiatives. Proven ability to build trusted client relationships, resolve complex issues, coordinate multiple stakeholders, and improve processes in high-volume environments. Experienced in portfolio management, KPI tracking, vendor coordination, contract administration, and using data-driven insights to support client and business objectives.
Managed a portfolio of 127+ residential properties and 6 commercial properties ensuring compliance with local, state, and federal regulations. I personally brought on 67 new properties, and all of the commercial properties.
Coordinated day-to-day operations across 127+ clients and residents, managing leasing, maintenance, vendors, and contractors, ensuring timely communication and resolution of operational needs.
Managed 20-25 third-party vendors daily and contractors on projects ranging from $300.00 to $60,000, including project coordination, client and vendor communications, budget management, and completion of unit turns.
Developed and improved operational processes and SOPs to streamline property transitions, handovers, and ongoing portfolio management.
Tracked KPIs and operational performance weekly to identify trends, resolve issues, and support business, financial, and client-service objectives.
Managed lease compliance, management contracts, legal notices, record keeping and documentation, security deposit accounting, property owner monthly statements and disbursements, and financial reconciliations.
Served as the primary point of contact for complex client and tenant issues, using problem-solving and conflict-resolution skills to resolve operational, financial, and compliance challenges.
Coordinated capital improvement projects, maintenance activities, mandatory inspections, and vendor relationships from planning through completion.
Trained and onboarded 3 employees with continual annual training on legal compliance and landlord & tenant laws.
Real Estate Agent & Listing Coordinator
Compass Real Estate - CB&Co Team
Bellingham, WA
01.2020 - 08.2022
Coordinated communication between clients, escrow officers, title companies, lenders, contractors, and other stakeholders.
Conducted competitive market analyses and monitored market trends to support data-driven pricing strategies.
Coordinated 42 listing operations from preparation through launch, including property marketing, documentation, scheduling, and client-facing meetings and communications.
Managed 8-10 concurrent transactions and deadlines while maintaining accurate documentation and consistent communication. Provided daily client support, and problem resolution throughout the transaction lifecycle.
Created and maintained property listings, descriptions, marketing materials, and digital content, including hosting informational workshops for new home buyers or sellers.
Consistently updating our CRM system with current client information, conducting cold calls, coordinated property tours, and hosted open houses.
Patient Care Coordinator
Bellingham Eye Physicians
Bellingham, WA
07.2017 - 12.2019
Coordinated complex scheduling and served as a primary liaison between patients, ophthalmologists, and optometrists, roughly 30-40 patients per day.
Secured and managed sensitive patient documentation, upholding stringent HIPAA compliance standards for all data processed; trained 2 new team members on secure handling procedures.
Coordinated high-volume administrative workflows while balancing competing priorities and time sensitive needs.
Resolved patient concerns with professionalism, empathy, and effective problem-solving.
Maintained accurate records and facilitated communication between patients and clinical teams.
Skills
Operational Management
Project Coordination
Process Improvement
SOP Development
Workflow Optimization
KPI Tracking
Strategic Thinking
Client Relationship Management
Customer Advocacy
Stakeholder Management
Regulatory Compliance
Contract Administration
Documentation Management
Financial Reporting
Reconciliation
Risk & Compliance
Vendor Management
Contractor Coordination
Client Relations
Conflict Resolution
Cross-Functional Coordination
Cross-Functional Leadership
Budget Preparation & Allocation
Team Management
Problem Solving
Microsoft 365
Microsoft Teams
Microsoft Excel
Microsoft Word
DocuSign
Adobe Acrobat
Google Meet
Google Workspace
Slack
Asana
Appfolio
CRM Systems
Salesforce
SaaS Platforms
API Fundamentals
Property management
Team building
Time management
PROFESSIONAL TITLE
Customer Success & Operations Manager
Education & Certifications
Washington Real Estate License, Rockwell Institute
Business Development Certification, General Assembly
Regional Merchandiser/Regional Operations Manager at Aaron's Sales and LeaseRegional Merchandiser/Regional Operations Manager at Aaron's Sales and Lease