KATIE POTTER
Fort Wayne,IN
Summary
Results-driven Revenue Manager experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
6
6
years of professional experience
Work History
Property Revenue Specialist
Goldoller Real Estate Investments
10.2022 - Current
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Monitored accounts for compliance with established payment plans and flagged non-compliances.
- Gathered financial information, prepared documents, and closed books.
- Accurately collected and recorded 1.6M+ per month in monthly rental amounts.
- Voted 2022 Rookie of The Year by Fort Wayne Apartment Association.
- Followed up on delinquent tenants and coordinated collection procedures.
- Kept accurate records of all resident and tenant correspondence.
- Negotiated to collect balances in full.
- Maintained high volume of calls and met demands of busy and productive group.
- Accomplished multiple tasks within established timeframes.
- Cross-trained existing employees to maximize team agility and performance.
Owner/Operator
Hot Mess Express LLC
08.2021 - 09.2022
- Consulted with customers to assess needs and propose optimal solutions.
- Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
- Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
- Capitalized on social media platforms to increase market awareness and recruit sales agents.
- Input income and expense details into database to track business finances and address variances.
- Used time management and efficient cleaning methods to meet deadlines.
- Reconciled daily sales, returns and financial reports in QuickBooks.
- Provided exceptional cleaning services to local apartment complex, AirBnB, and residential clients.
Mortgage Loan Officer
Ruoff Mortgage
09.2021 - 03.2022
- Collected and analyzed clients' financial information to assess eligibility for home loans.
- Strong problem-solving skills and interest in finding solutions for clients.
- Demonstrated the highest level of professionalism and customer service.
- Met or exceeded production goals each month.
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
Assistant Manager
Biggs Property Management
04.2021 - 09.2021
- Coordinated and managed all maintenance requests
- Assisted in and coordinated 143 quarterly inspections
- Processed all affordable housing applications and managed two wait lists
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Kept accurate records of all resident and tenant correspondence.
- Handled tenant complaints promptly and appropriately, calling in repairmen and other support services.
- Followed up on delinquent tenants and coordinated collection procedures.
- Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local and federal housing requirements.
- Conducted property showings to highlight features, answer questions and redirect concerns to close contracts.
- Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
Neighborhood Manager
Redwood Living
06.2019 - 03.2020
- Managed marketing and established relationships with local businesses
- Processed lease renewals, move ins and move outs
- Physically inspected neighborhood daily and apartments during move-outs and vacancies
- Prepared weekly reports in Yardi, resident communications, market surveys, etc
- Oversaw on-site staff including but not limited to assisting in hiring, discipline, coaching, and approval of biweekly timecards
- Accomplishments: Nominated for Property Manager of The Year by my peers through the Fort Wayne Apartment Association
- Nominated and elected for a seat on the Fort Wayne Apartment Associations Board of Directors.
- Onboarded new employees with training and new hire documentation.
- Accomplished multiple tasks within established timeframes.
- Delivered feedback to decision-makers regarding employee performance and training needs.
- Developed and maintained relationships with customers and suppliers through account development.
- Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
- Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
Leasing Consultant // GoGuru
Goldoller Real Estate Investments
02.2017 - 06.2019
- Directed entire sales process by putting strong sales skills to use and maintaining customer satisfaction.
- Trained and motivated employees to perform daily business functions.
- Accomplishments: Maintained highest number of leases per month since April 2017 averaging 45 leases each month.
- Provided training for new leasing consultants at Canterbury as well as outside properties owned by Goldoller Real Estate Investments.
- Preformed management duties when leasing and Community Manager were off site per their request.
- Nominated for Rookie of The Year by my peers.
- Nominated for Leasing Consultant of The Year by my superiors, residents, and members at the Fort Wayne Apartment Association.
Education
Associate of Applied Science - Accounting
International Business College
Fort Wayne, IN10.2008
Skills
- Account Reconciliation
- Finance and Accounting Operations
- Tenant and Eviction Laws
- Leasing and Sales
- Collections Procedures
- Contractual Obligations
- Financial Statements Expertise
- Integrity and Transparency
- Effective Workflow Management
- Staff Training
- Customer Service
- Change and Growth Management
Timeline
Property Revenue Specialist
Goldoller Real Estate Investments
10.2022 - Current
Mortgage Loan Officer
Ruoff Mortgage
09.2021 - 03.2022
Owner/Operator
Hot Mess Express LLC
08.2021 - 09.2022
Assistant Manager
Biggs Property Management
04.2021 - 09.2021
Neighborhood Manager
Redwood Living
06.2019 - 03.2020
Leasing Consultant // GoGuru
Goldoller Real Estate Investments
02.2017 - 06.2019
Associate of Applied Science - Accounting
International Business College
Similar Profiles
Rajneekorn PongsugreeRajneekorn Pongsugree
Resident Relations at GoldOller Real Estate InvestmentsResident Relations at GoldOller Real Estate Investments
Erica WoellErica Woell
District Community Manager at GoldOller Real Estate InvestmentsDistrict Community Manager at GoldOller Real Estate Investments
Zion PhillipsZion Phillips
Leasing Professional at GoldOller Real Estate InvestmentsLeasing Professional at GoldOller Real Estate Investments