Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

POLLY CAPPALO TICHENOR

Klamath Falls

Summary

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

12
12
years of professional experience

Work History

Compliance Officer and Principal Managing Broker

Xperience Brokerage Network
11.2024 - Current
  • Managed relationships with regulators, maintaining open lines of communication to ensure transparent operations.
  • Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
  • Promoted a culture of continuous improvement through ongoing evaluation and refinement of compliance program elements.
  • Collaborated with cross-functional teams to address compliance concerns, fostering a culture of shared responsibility.

Insurance Producer

Symmetry Financial Group
03.2024 - Current
  • Consistent Cold calling and networking to obtain business and future clientele
  • Consistently educate self on new policies and procedures offered by Symmetry Financial Group
  • Answer questions and provide quotes in life and health policies
  • Place appropriate policies with underwriting.

Managing Principal Broker and Principal Real Estate Broker

Coldwell Banker Holman Premier Realty
06.2022 - 11.2024
  • Oversee a staff of over 40 agents when the owner is out of the office and needs assistance and support
  • Conduct meetings and assist in running the day-to-day operations of the business in owner's absence
  • Assist in training, brokering off on agent transactions for buyers and sellers seeking to sell or purchase real estate daily
  • Conduct comparative market analysis reports for clients and potential clients, present sales presentations, prepare contracts, submit offers for purchase, set up and attend closing transactions regularly and list properties for clients
  • Negotiate, facilitate and manage real estate transactions
  • Execute the growth of the real estate agent network and identify other profitable opportunities

Principal Broker

Vanguard Realty LLC
01.2019 - 01.2020
  • Brokered real estate transactions for buyers and sellers seeking to sell or purchase real estate
  • Conducted comparative market analysis reports for clients and potential clients
  • Continued to refer business from a client base built in Southern Oregon and partner with Coldwell Banker Holman Premier Realty regularly to close referral transactions
  • Advertised client properties on top real estate websites, social media and in real estate guides
  • Showed properties to potential buyers and brokers at open houses and by appointment
  • Continually stayed up-to-date on mortgage rates and related real estate news

Managing Principal Broker

Coldwell Banker Holman Premier Realty
01.2017 - 01.2019
  • Trained and managed agents interested in achieving a real estate license and productivity
  • Managed and operated a real estate office and handled associated business details
  • Monitored agent access, and tracked all listings, contracts, sales, closings, agents, and market trends
  • Supervised and assisted associate brokers and sales agents
  • Conducted training to enhance the agent's knowledge and understanding of the contract, risk management, licensing, and state real estate law

Foreclosure Intervention Counselor

Willamette Neighborhood Housing Services
01.2014 - 01.2018
  • Acted as the liaison between banks and other financial institutions and clients in foreclosure or facing foreclosure
  • Counseled, negotiated and outlined disposition plans for clients as well
  • Attended Oregon Foreclosure Conferences as a representative and advocate for the client
  • Attended over 400 Foreclosure conferences/mediations in the State of Oregon, working through a HUD-approved nonprofit agency
  • Negotiated workout agreements with lenders on behalf of clients

Real Estate/Principal Broker

Coldwell Banker Holman Premier Realty
01.2013 - 01.2014
  • Brokered real estate transactions for buyers and sellers seeking to sell or purchase real estate
  • Conducted comparative market analysis reports for clients and potential clients, presented sales presentations, prepared contracts and submitted offers for purchase and set up and attended closing transactions regularly

Education

No Degree - Political Science And Government, English

Oregon State University
Corvallis, OR

Associate of Arts - English, Writing, History, Human Anatomy

Klamath Community College
Klamath Falls, OR

Skills

  • Regulatory compliance
  • Risk assessment
  • Policy writing
  • Data analysis
  • Communication skills
  • Negotiation skills
  • Problem solving
  • Project management
  • Compliance monitoring
  • Document review

Affiliations

  • National Association of Realtors
  • Oregon Association of Realtors

Timeline

Compliance Officer and Principal Managing Broker

Xperience Brokerage Network
11.2024 - Current

Insurance Producer

Symmetry Financial Group
03.2024 - Current

Managing Principal Broker and Principal Real Estate Broker

Coldwell Banker Holman Premier Realty
06.2022 - 11.2024

Principal Broker

Vanguard Realty LLC
01.2019 - 01.2020

Managing Principal Broker

Coldwell Banker Holman Premier Realty
01.2017 - 01.2019

Foreclosure Intervention Counselor

Willamette Neighborhood Housing Services
01.2014 - 01.2018

Real Estate/Principal Broker

Coldwell Banker Holman Premier Realty
01.2013 - 01.2014

No Degree - Political Science And Government, English

Oregon State University

Associate of Arts - English, Writing, History, Human Anatomy

Klamath Community College
POLLY CAPPALO TICHENOR