Kori Perkins
Scottsdale,AZ
Summary
Experienced financial services and operations professional with a strong background in wealth management support, mortgage, real estate transactions, client service, and business operations. Proven ability to manage complex transactions, sensitive financial information, documentation, deadlines, and competing priorities while providing exceptional service to clients and business partners. Experience supporting high-production financial advisors, coordinating real estate and mortgage transactions, preparing files for underwriting, and serving as an authorized signer. Known for organization, discretion, attention to detail, proactive problem-solving, and the ability to keep complex operations running smoothly.
Overview
10
10
years of professional experience
Work History
Financial Advisor Assistant
Renaissance Financial Group
Phoenix, AZ
09.2023 - 10.2026
- Provided administrative and operational support to a high producing financial advisor focused on long-term investment management, life insurance, and annuity services.
- Managed daily office operations, client account servicing, transaction processing, and documentation workflows to ensure seamless administrative support.
- Acted as a main contact for clients, managing communications and delivering prompt, professional service throughout client relationships.
- Assisted with client account needs and financial-services transactions, maintaining accuracy, confidentiality, and attention to detail.
- Anticipated advisor and client needs, proactively resolving administrative issues and ensuring consistent follow-through.
- Fostered strong client relationships through clear communication and organization, delivering dependable service that enhanced client satisfaction.
- Coordinated complex calendars and client meetings, optimizing business travel and events while effectively prioritizing time-sensitive requests.
- Handled sensitive financial information with utmost discretion and professionalism.
Operations Manager and Authorized Signer
HomeLight
Phoenix, Arizona
01.2021 - 09.2023
- Managed real estate transactions through HomeLight Homes, coordinating the process from initiation through closing.
- Worked directly with title and escrow companies to facilitate home sales, coordinate documentation, resolve issues, and maintain transaction timelines.
- Signed company transactions and documentation, applying discretion and accuracy in managing sensitive financial information.
- Facilitated financial transactions, ensuring accuracy and compliance for mortgage payments, wire transfers, loan repayments, and HOA-related transactions.
- Coordinated with clients, title and escrow professionals, and internal teams to streamline transaction progress and ensure accurate completion of required documentation.
- Managed multiple concurrent transactions while maintaining organization, accuracy, and consistent follow-through in a deadline-driven environment.
- Developed extensive experience with trust documentation, procedures, and transaction requirements.
- Managed confidential financial and personal information, upholding high standards of discretion and professionalism throughout all transactions.
Processing Support Supervisor
Bay Equity LLC
Scottsdale, Arizona
03.2017 - 01.2021
- Supported processing activities for mortgage and residential real estate transactions, keeping files moving toward underwriting and closing.
- Collaborated with international processing team to ensure timely and accurate review of processes.
- Organized and managed multiple active transaction files while monitoring documentation, deadlines, outstanding requirements, and overall file status.
- Prepared, organized and reviewed loan documentation and supporting materials for submission to underwriting.
- Coordinated with loan officers, processors, underwriters, clients, and other transaction participants to secure required documentation and resolve outstanding issues, facilitating smooth transactions.
- Identified missing information and potential processing delays, proactively following up to keep transactions moving forward.
- Guided and oversaw processing support staff, maintaining consistent procedures, organization, and service standards.
- Maintained strict confidentiality when handling sensitive financial, personal, and lending information.
- Developed strong working knowledge of mortgage lending, underwriting requirements, real estate transactions, and supporting documentation.
Education
Bachelor of Arts - English
San Diego State University
San Diego, CA05-2004
Associate of Arts - English Education
Grossmont College
El Cajon, CA05-2002
Skills
- Client account servicing
- Financial transaction processing
- Investment account support
- CRM database management
- Calendar coordination
- Financial services operations
- Client relationship management
- Document preparation
- Financial services
- Transaction coordination
Timeline
Financial Advisor Assistant
Renaissance Financial Group
09.2023 - 10.2026
Operations Manager and Authorized Signer
HomeLight
01.2021 - 09.2023
Processing Support Supervisor
Bay Equity LLC
03.2017 - 01.2021
Bachelor of Arts - English
San Diego State University
Associate of Arts - English Education
Grossmont College