Natalie Ross
Salt Lake City,UT
Summary
Senior Operations & Administrative Professional with more than 18 years of experience driving operational excellence across banking, financial services, property management, and higher education. Proven expertise in optimizing business operations, regulatory compliance, financial reporting, lease administration, vendor management, budget administration, and process improvement. Recognized for streamlining workflows, improving operational efficiency, leading cross-functional initiatives, and delivering exceptional customer service while maintaining the highest standards of accuracy, confidentiality, and compliance.
Overview
10
10
years of professional experience
Work History
Operations Specialist
Wells Fargo
Salt Lake City, UT
08.2025 - Current
- Provide operational support while ensuring regulatory compliance and risk management.
- Research and resolve complex account issues using enterprise banking systems.
- Collaborate across departments to improve operational efficiency.
Assistant Property Manager
Highland Real Estate Partners
09.2024 - 08.2025
- Managed daily property operations, leasing, vendors, budgeting, inspections, and reporting.
Assistant Property Manager
Keller Williams – Crestview Management
04.2024 - 08.2024
- Coordinated leasing, resident services, financial reporting, inspections, and operations.
Residence Life Manager Coordinator
Neumont College
02.2021 - 02.2024
- Led residential operations, supervised staff, managed budgets, vendors, housing logistics, and compliance.
Operations Specialist
Morgan Stanley
10.2019 - 01.2021
- Processed financial transactions, ensured compliance, supported advisors, improved workflows.
Administrative Advisor
Waddell & Reed Financial
04.2016 - 08.2017
- Supported advisors, managed client records, reporting, scheduling, and office operations.
Education
High School Diploma -
Kadena High School
12-1998
Skills
- Microsoft Office, Excel, Word, Outlook, Teams, Quickbooks, Sharepoint, Yardi, Yardi Voyager, Yardi Breeze, Appfolio, Smart Station, Client Dashboard, Global Search, Agent Desktop, Service Vision Platform, Account Workbook, Agent Gateway 360
CORE COMPETENCIES
- Operations Management
- Banking Operations
- Financial Reporting
- Regulatory Compliance
- Risk Management
- Property Management
- Lease Administration
- Vendor Management
- Process Improvement
- Workflow Optimization
- Project Coordination
- Client Relationship Management
- Microsoft Office
- Excel
- SharePoint
- Teams
- QuickBooks
- Yardi
- AppFolio
Timeline
Operations Specialist
Wells Fargo
08.2025 - Current
Assistant Property Manager
Highland Real Estate Partners
09.2024 - 08.2025
Assistant Property Manager
Keller Williams – Crestview Management
04.2024 - 08.2024
Residence Life Manager Coordinator
Neumont College
02.2021 - 02.2024
Operations Specialist
Morgan Stanley
10.2019 - 01.2021
Administrative Advisor
Waddell & Reed Financial
04.2016 - 08.2017
High School Diploma -
Kadena High School