Oversaw a team of 10, fostering a positive culture that resulted in 100% employee retention.
Developed and implemented KPIs for the team, aligning them with an incentive structure to drive performance and engagement.
Delivered transaction trend reports to executive leadership, offering actionable insights to optimize processes and outcomes.
Conducted detailed review of HOA documents and preliminary HUDs, managing wire transfers to facilitate smooth closings.
Collaborated with key stakeholders to recover at-risk transactions, preserving revenue and client relationships.
Created weekly closing pipeline forecasts, including detailed funding projections to ensure accurate resource allocation.
Lead Transaction Manager
Hazel Valley Homes
09.2022 - 08.2024
Built end-to-end SOPs, creating clear documentation and training materials to standardize team workflows
Developed and implemented 30/60/90/120-day onboarding and development plans for all new team members, ensuring accelerated ramp-up and long-term success.
Managed a pipeline of up to 70 transactions simultaneously, ensuring timely execution and accuracy throughout each stage.
Established and sustained strategic external partnerships, supporting smooth closings and positive client experiences
Collaborated with the product team to optimize Salesforce automation, enabling the team to manage a higher transaction volume efficiently.
Agent Success Partner
Better
06.2021 - 08.2022
Managed seven agent teams, including both agents and support staff, ensuring alignment with company goals and workflows.
Hosted expectation-setting meetings with agent teams to define goals, outline responsibilities, and address current challenges.
Monitored agent activities to ensure adherence to workflows and effective client management.
Audited communications of India-based ICs on a weekly basis to maintain quality and compliance standards
Production Partner
Fairway Independent Mortgage
10.2020 - 06.2021
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
Worked with clients to guide through loan closing process and skillfully handle any concerns.
Monitored key dates to obtain information by deadlines.
Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
Transaction Coordinator
Compass
03.2018 - 02.2020
Audited contracts and disclosures to ensure compliance with legal and company standards.
Provided transaction status updates to customers, maintaining transparency and strong communication.
Generated commission statements and collaborated with Finance to ensure accurate and timely commission payouts.
Onboarded new customers on compliance standards, transaction platforms, and overall transaction processes.
Supported the implementation of two new transaction management platforms, improving efficiency and scalability.