Melody Ortega
Rancho Cucamonga,CA
Summary
With 17 years of experience in Property Management from 2006 to 2022, I have detail-oriented and organized skills that are effective at managing personnel, problem solving and completing special projects. I have been able to utilize my experience working in other fields.
I am dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
Work History
School/Attendance Clerk Substitute
Alta Loma School District
12.2023 - Current
- Streamlined communication with parents by promptly addressing concerns regarding their child''s attendance.
- Enhanced record accuracy by diligently tracking student attendance and updating data in the system.
- Supported school administration by generating accurate attendance reports.
- Managed high volumes of incoming calls from parents or guardians reporting absences, ensuring proper documentation for each case.
- Input daily attendance information into office database.
- Called parents and guardians to inquire about late or truant students.
- Operated telephone systems to answer and route incoming calls along with taking and delivering messages.
- Accessed and used computer software applications to update and maintain records.
Operations Assistant - Part Time
Indigenous Circle Of Wellness, Inc.
03.2018 - 07.2023
- Directed major client engagements and monitored asset managements
- Created detailed contracts for partnered workshops.
- Managed calendar appointments for staff members.
- Designed new projects with timelines, budgets and scope of work plans.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Successfully helped port all staff and clients over to virtual during COVID-19.
- Conferred with customers by telephone, chat or email to provide information
- Set up virtual Zoom meetings, invited guests and disseminated agendas
Employee Retention Tax Credit Processor
MATRIX Resources
12.2022 - 03.2023
- Pre-Screen and qualify business for ETC (Employee Retention Tax Credit)
- Conducted video calls via Teams for tax interviews with clients to resolve their questions and issues
- Applied defined practices, procedures, and company policies to troubleshoot and resolve ERC Digital product and ERC related customer inquiries
- Interacted with customers utilizing strong written and verbal skills as well as deep customer empathy
- Delivered exceptional quality customer interactions and experiences
- Utilized and leverage internal knowledge articles, FAQs, and escalation paths as well as external government websites and toolkits to seek out and deliver right answers to the customer.
- Documented customer interactions clearly and concisely.
- Operated computers programmed with CRM and Teams to record, store and analyze information
- Prepared reports of findings and recommendations
- Monitored accounts for signs of fraud and non-payment issues
Employee Retention Tax Credit Specialist
TPG Payroll & HR Services
08.2022 - 12.2022
- Pre-Screened and qualify business for ERTC program (Employee Retention Tax Credit).
- Obtain businesses/clients 941s, DE 9C or payroll summary's, 8655, PPP loan information and ERTC agreements.
- Amend 941 tax government forms for ERTC qualification.
- Create and electronically file all ERTC documents into Hawksoft software.
- Created and organize excel worksheet with formulated cells to calculate ERTC Amounts.
- Created and organized excel worksheets to keep track of all ERTCs processed with payment amounts.
- Pull client tax documents from Evolution as needed.
- Scanned and re-organized over 100+ past ERTC files into Hawksoft.
- Called Internal Revenue Service, daily, to check on clients 941X payment status using software 8x8.
- Assisted payroll department when needed.
- Assisted with workers compensation payments and 401ks contributions.
Community Manager
Quality Management Group
03.2022 - 08.2022
- Community manager for a brand new 60 unit affordable and mixed home Property
- Handled all tenant logistics and leases and effectively scheduled appointments, showings, move-ins and move-outs
- Worked with maintenance staff to complete timely repairs and enhancements
- Fixed and clear all ledgers
- Monitored community activities and maintained compliance with relevant laws, regulations and codes
- Re-assign all parking with new parking addendums
- Contact and follow up with all work order issues that are under construction or vendor warranty
- Manually enter waitlist applications into software program Yardi
- Post rent, balances and past due monies into software program Yardi
- Worked closely with attorneys regarding non-payment and lease violations.
- Collect past due balances
- Completed all month end reports including aged receivables, variance, weekly occupancy, and month end
- Monitored and tracked payments and expenses, providing timely and accurate financial reports
- Review budget regularly to ensure recurring bills are paid on time to prevent interruption of service
- Addressed and resolved tenant complaints and inquiries, maintaining high satisfaction
- Kept properties in compliance with local, state and federal regulations
- Delivered emergency 24-hour on-call service for tenants on building issues
Community Director
USA Multifamily Management
11.2017 - 12.2021
- Responsible for all administration duties for 188 units Tax Credit (Section 42) for Seniors 55+, including 5 staff members
- Ensured compliance with USA Policies and Procedures, codes, regulations, and governmental agency directive.
- Maintained 98% and higher occupancy goals.
- Created engaging content for Craigslist, Facebook, and newsletters/brochures
- Generated leads through phone calls, emails and face-to-face interactions
- Communicated with Section 8 housing authority to move in, move out residents and ensure all residents are in compliance to avoid non-payments.
- Provided leadership to property staff, including hiring and complete yearly performance evaluations.
- Developed yearly operating and capital budgets.
- Collected bids for capital expense projects for the next year budgeting.
- Bid, negotiate, and manage vendor contracts in accordance with RMIS and USA requirements.
- Participated in team morning meetings and ensure effective communication with team members in order to achieve property goals.
- Provided positive relationships with tenants, external and internal clients.
- Created and sent out monthly newsletters for resident communication and promotion.
- Developed and implemented unique and engaging activities for residents
- Managed and assisted the leasing process by interacting with prospective residents and guiding them through next steps.
- Responded to all resident complaints in an timely and professional manner.
- Delivered emergency 24-hour on-call service for tenants on building issues
- Conducted regular inspections of both interior and exterior of properties for damage
Education
High School Diploma -
Abraham Lincoln Senior High School
Los Angeles, CA2006
Skills
- Solid experience and strong knowledge Microsoft Office
- Excellent communication and interpersonal skills
- Budgeting
- Office Management
- Marketing
- Receivables/ Payables)
- Complex Problem-Solving
- Time Management
- Audit Procedures
- Office administration
- Expense reporting
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
School/Attendance Clerk Substitute
Alta Loma School District
12.2023 - Current
Employee Retention Tax Credit Processor
MATRIX Resources
12.2022 - 03.2023
Employee Retention Tax Credit Specialist
TPG Payroll & HR Services
08.2022 - 12.2022
Community Manager
Quality Management Group
03.2022 - 08.2022
Operations Assistant - Part Time
Indigenous Circle Of Wellness, Inc.
03.2018 - 07.2023
Community Director
USA Multifamily Management
11.2017 - 12.2021
High School Diploma -
Abraham Lincoln Senior High School
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