Summary
Overview
Work History
Education
Skills
Timeline
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Katerina Villamil

Real Estate Agent

Summary

Experienced real estate agent with a proven track record of successfully implementing and developing improvement processes in collaboration with cross-functional teams. Exceptional computer, analysis, and research skills contribute to effective decision-making and problem-solving. Recognized for consistently achieving set targets and generating innovative strategies to drive business growth. Meticulous attention to detail ensures accurate record-keeping and compliance with industry regulations.

Overview

9
9
years of professional experience
3
3
years of post-secondary education

Work History

Residential Real Estate Agent

Walzel Properties
04.2021 - Current
  • Informed home buyer of sales, construction and warranty processes.
  • Streamlined the home buying process by effectively coordinating with mortgage brokers, inspectors, and attorneys.
  • Guided first-time homebuyers through the purchasing process, ensuring a smooth transition into homeownership.
  • Identified potential investment opportunities for clients, contributing to their long-term financial success in real estate holdings.

Quality Assurance Manager

Quest Trust
1 2020 - 06.2022
  • Liaised with risk management, internal audit and employee services departments to direct compliance issues to appropriate channels for investigation and resolution
  • Scheduled and chaired meetings to review effectiveness of internal performance and operational finance performance.
  • Managed banking reconciliations and daily balance sheet statements.
  • Oversaw increase of undirected cash reserves from $360 Million to $420 Million
  • Oversaw transition of company banking relationship from BancorpSouth Bank to Frost Bank. Planned and executed bank platform training for all employees.
  • Led 10-member team who performed internal audits of financial and company-wide investment operations. Team conducted pre-funding and funding activities of up to 12 million daily.
  • Edited content produced by senior executives, modifying text to conform to company-wide branding standards and publication guidelines as Co-Chair of Client Communications Committee.

Accounts Receivable Manager

Quest Trust
01.2018 - 01.2020
  • Collaborated with Systems/IT and third-party FinTech company to integrate and implement internal Automated Clearing House transaction interface, which resulted in a safer and easier customer experience.
  • Resolved escalated customer issues and boosted retention rates by 10%.
  • Completed daily process adjustments to maintain accuracy.
  • Oversaw reconciliation of daily AR ledger and verification of proper posting
  • Led 6-member team in AR functions including daily deposits of over 1.5 million.

Accounts Manager

Quest Trust
03.2016 - 01.2018
  • Showcased service features to customers and discussed technical details to overcome objections and lock in sales.
  • Organized pursuit documentation to support marketing staff.
  • Streamlined office operations by computerizing activities, managing customer communications and tracking records and documents.
  • Led 7-member team that provided primary customer support to internal and external customers.

Education

BBA - Marketing

University of Houston
Houston, TX
01.2014 - 08.2016

Skills

    Project Management

    Articulate communications

    Editing and review

    Reporting and analysis

    Staff Management

    Regulatory Examinations

    Training and Development

    Internal Audits

    Quality Controls

    CISP Certified

Timeline

Residential Real Estate Agent

Walzel Properties
04.2021 - Current

Accounts Receivable Manager

Quest Trust
01.2018 - 01.2020

Accounts Manager

Quest Trust
03.2016 - 01.2018

BBA - Marketing

University of Houston
01.2014 - 08.2016

Quality Assurance Manager

Quest Trust
1 2020 - 06.2022

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Katerina VillamilReal Estate Agent