La Tricia Epps-Winston (Trish)
Houston,Texas
Summary
Experienced fund management professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues.
Overview
23
23
years of professional experience
Work History
COMMUNITY DIRECTOR
Asset Living/Indio Management
04.2022 - Current
- Community Director of a large community with 708-unit community, with a team of 15 Employees
- Budget creation annually, oversee budget daily operations, perform market analysis, determine property comparisons to set price points, and develop marketing strategies to drive traffic
- Execute budget variance reports, re-classes and accruals, and close-out on a monthly basis
- Maintains positive occupancy of over 92%-95% monthly, and an economic occupancy of at least 90%, delinquency under 2-2.5% month over month, and on target to exceed NOI expectations for 2023
- Exceeded NOI in 2022 by 0.4%
- Employee turnover remains stable under 1% quarterly
- Scout, interview, recruit, and on-board good-fit candidates for any open positions
- Consistent in coaching the Team to deliver exceptional customer care and practice effective conflict resolution to control turn-over, maintain retention, preserve vendor relationships, and capture leases
- Oversee Safety/Osha training and Fair Housing requirements to minimize liability risks, as well as various required training courses for Team Building and growth development
- Currently overseeing an ongoing renovation project of 30% of the property's units that will result in ROI by Sept 2024
- Approved A/R & A/P; as well as implemented effective marketing strategies to drive traffic
- Lead overall daily operations of each onsite department; developed, and implemented best practices for a better fit with new systems and procedures
- Was instrumental in 2 acquisitions of Reserve at Westwood in April 2022 & April 2023.
- Coordinated volunteer opportunities within the community, promoting civic engagement among residents.
- Enhanced resident retention rates through targeted programming and personalized outreach efforts.
Asset Manager/Property Consultant
Goldsmith and Associates
10.2022 - 03.2023
- Proactively identified areas for process improvement, driving increased efficiency throughout the organization by 30% in 6 months.
- Managed risk by conducting thorough due diligence and regular portfolio reviews for areas of improvements to promote profitability with minimal expense.
- Collaborated with legal teams to ensure compliance with regulatory requirements and industry best practices.
- Maximized return on investment by 13% in a 6 month span by implementing effective asset allocation strategies such as focusing on capex improvement leverage.
- Mentored junior team members, fostering an environment of continuous learning and professional development which increased economic occupancy 29% in 5 months ovn two property investments.
- Maintained strong relationships with investors, providing transparent communication regarding portfolio performance and market trends.
- Reviewed contract reports, bid proposals and requirements with senior management for accuracy and processing.
- Established a proactive maintenance program, extending the useful life of assets while minimizing unplanned repair costs.
- Facilitated team collaboration to align asset management strategies with organizational goals.
COMMUNITY DIRECTOR/recruiter/trainer
Villa serena communities
11.2021 - 04.2022
- Community Director of a 292-unit community, with a team of 8 Employees
- Maintained positive occupancy of 95-97% monthly, delinquency under 2% monthly
- Facilitated and conducted interviews and on-boarding for all on-site Community Directors, Assistants, and Leasing Professionals
- Created training modules for Team building, customer service skills, conflict resolution, Fair Housing, OSHA, and growth development to minimize risks, control turn-over, maintain retention, preserve vendor relationships, and capture leases
- Built annual budget, oversaw daily budget operations, performed market analysis, determined property comparisons to set price points, and developed marketing strategies to drive traffic
- Executed budget variance reports, reclasses and accruals, and close out procedures on a monthly basis
- Lead overall daily operations-approval of A/P, A/R, leasing, maintenance, payroll, developed, and implemented best practices.
MULTI-site COMMUNITY Director/Ops Manual developer/training coordinator
Judwin Properties
05.2011 - 07.2020
- Multi-Community Manager of a 196, 358, and 776-unit communities, with teams of 5, 9, and 15 Employees
- Consistently maintained positive occupancies of over 93-97% monthly on all sites, delinquencies consistently under 1-3% monthly, and Google Review star ratings of 4.4%-4.7% month over month
- Facilitated several renovations, acquisitions, and lease-up projects; as well as performed consistent property walks to ensure the passing of occupancy certificates and codes for rehab projects
- Oversaw marketing efforts and effectiveness, performed market analysis, and determined property comparisons to set price points
- Developed best practices for daily operations, co-wrote and edited procedure manual that is still in use to date
- Trained Team to deliver a consistent high-level of Customer Service to prospects, residents, vendors, and other team members to control turn-over, maintain retention, preserve vendor relationships, and capture leases
- Onboarded and trained onsite Community Managers on property Ops, reaching/exceeded NOI goals for all properties month over month
- Oversee Safety/Osha training and Fair Housing requirements to minimize liability risks, as well as various required training courses for Team Building and growth development.
Community director/training coordinator
Judwin Properties
01.2013 - 01.2018
- Well versed in Conflict Resolution, and Team building
- Interviewed, hired, and facilitated the onboarding process for each new member and managed performance of onsite Teams
- Trained Team members on various community sites on policies, tasks, asset management, preventative maintenance, Osha Requirements, Fair Housing certifications, due diligence for property take-overs, various renovation projects, developed, maintained, and exceeded budget requirements, and operations
- Performed A/R, introduced and implemented effective marketing initiatives for existing and potential residents
- Reviewed and approved all prospective tenant applications
- Developed best practices for daily operations, co-wrote and edited procedure manual for company-wide usage.
ASSISTANT MANAGER/BOOKKEEPER
Judwin Properties
01.2011 - 01.2013
- Maintained a delinquency of 0% monthly
- Performed accounting tasks such as rent collections, legal processes for evictions, WRITs, and Pauper’s Affidavits
- Executed Section 8 documents, HOME program, and Tax Credit housing forms monthly
- Helped stabilize occupancy and retention by capturing leases and prompt conflict resolution
- Completed final statements at move out
- Billed monthly utilities to Residents
- Reported to RCR resident reports and performed collection tasks.
multi-community manager/Community Manager
aimco
06.2002 - 04.2011
- Hands-on management of operations and maintenance to preserve and increase revenue for communities with 278 & 158 units
- Oversaw rehab management for a $15,000,000 project renovation as well as smaller renovation projects
- Created innovative effective marketing and retention strategies Residents to drive in traffic
- Reviewed and approved all prospective applications
- Managed preventative maintenance schedule, inspected make readies for quality control, oversaw OSHA and Fair Housing requirements of Team
- Oversaw Team in managing prospect follow up, Resident retention, & Vendor contracts, property insurance & renter’s insurance
- Reviewed and reconciled accounts payables and receivables daily
- Developed and managed budgets daily
- Presented monthly management reports including updates on asset management, budget control, and conflict resolution issues
- Interviewed, hired, trained, and managed onsite team
- Trained team on developing a higher level of customer service with prospects, residents, vendors, and other team members to control turn-over, maintain retention, preserve vendor relationships, and capture leases.
ASSISTANT MANAGER/BOOKEEPER
aimco
01.2002 - 01.2007
- Responsible for ensuring the efficient operations of multi-family residential development under the direction of the Property Manager
- Maintained all resident files onsite
- Prepared and delivered legal documents
- Managed rent collections and payments
- Scheduled and directed all move-ins and move-outs
- Monitored maintenance tasks
- Resolved resident concerns with good customer service
- Planned Resident events
- Implemented sales and marketing plans to maximize rental income and occupancy.
Education
CAM -
HAA
11.2013
NALP -
HAA
05.2012
CAPS/ARMS -
HAA
05.2012
Skills
- Asset Management
- Project Renovation & Acquisitions
- Budget Development & Control
- Investment Profitability
- Developmental Team Building
- Conflict Resolution
- Market Analysis and Forecasting
- Documentation skills
- Community Engagement
- Performance Improvement
- Budget Control
- Cultural Competency
- Reliability
Professional References
- I would like to list Lisa Caten, my current Regional Supervisor at Asset Living, as a reference. She can be reached at 281/606-9243.
- I worked under Manda Gifford while I was at Judwin Properties, and I was impressed with her leadership. She can be reached at 713/907-9212.
- I worked as a Asset Manager/Property Consultant to Mr. Charles Goldsmith at Goldsmith and Associates, he can be reached at 337/781-2062; a letter of recommendation is attached also.
Timeline
Asset Manager/Property Consultant
Goldsmith and Associates
10.2022 - 03.2023
COMMUNITY DIRECTOR
Asset Living/Indio Management
04.2022 - Current
COMMUNITY DIRECTOR/recruiter/trainer
Villa serena communities
11.2021 - 04.2022
Community director/training coordinator
Judwin Properties
01.2013 - 01.2018
MULTI-site COMMUNITY Director/Ops Manual developer/training coordinator
Judwin Properties
05.2011 - 07.2020
ASSISTANT MANAGER/BOOKKEEPER
Judwin Properties
01.2011 - 01.2013
multi-community manager/Community Manager
aimco
06.2002 - 04.2011
ASSISTANT MANAGER/BOOKEEPER
aimco
01.2002 - 01.2007
CAM -
HAA
NALP -
HAA
CAPS/ARMS -
HAA
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