Hi, I’m
Shelly Dianne Stone
Donalds,SC
Summary
Motivated AMS certified Community Association Manager, Client Success, Transition & Business Developement with 25 years of strong and comprehensive association management and real estate experience. *Strengths in personnel supervision include recruiting, training and scheduling, providing motivation and guidance. *Capabilities in Accounting/Bookkeeping include computerized general ledger, accounts receivable, accounts payable, payroll, analysis, auditing of accounts, daily balancing and reconciliation. *Clerically adept, with skills in utilizing 10-key by touch, data entry and operation of various office machines and equipment. *Extensive experience in Marketing through print and web based mediums. *Computer abilities include experience in Word, Excel, Publisher, PowerPoint and various other applications. *Highly organized and detailed-oriented; work well independently as well as in team settings, with achievement of corporate goals as main objective. *Emphasize quality service and customer service as top priorities. Promptly and effectively resolve discrepancies.
Overview
26
years of professional experience
Work History
HOAMCOLake Almanor, CA
General Manager - Interim
09.2023 - 12.2023
Job overview
- Evaluated and enhanced workflow to implement best practices, reduce costs and increase staff motivation and satisfaction.
- Established and maintained positive working relationships with community organizations, acting as corporate representative at meetings and events.
- Hired and onboarded team members to meet immediate and expected demand.
- Integrated technology to increase efficiency and real-time accountability of operational tasks.
- Oversee management staff of 7 departments of a Large-Scale resort style owners association in the mountains of Northern California.
- Established processes and procedures to align the association's practices in accordance with the Davis Stirling Act.
Various Network
Realtor
01.2003 - 06.2023
Job overview
- Created, maintained and implemented continuous marketing plans to promote my services and my client's properties in the local and global markets, prospecting for new clientele with both buyers and sellers, maintained all essential documents in listing and selling residential property, providing excellent customer service and follow-up care to retain past clients
- Utilized various computer programs, both desk top of web based
Kuester Management GroupFort Mill , SC
Community Association Manager
11.2020 - 03.2023
Job overview
- Portfolio Manager with 17 properties
- Responsible for all accounting and bookkeeping practices required to maintain the fiscal accounts of Multiple Homeowner Associations and Rental Properties, in an accurate and current manner, including Payroll, all Year End Reports, analyzing operating results and variances in the financial performance
- Oversee the daily operations of the Association, responsible for the overall efficiency of operations
- Responsible for supervision of employees, including employment and dismissal procedures, evaluation and finalization
- Maintain Association CC&R's, By-Laws and Rules & Regulations, to include the enforcement of such Governing documents
- Obtain bids and execute contracts for labor, materials and services
- Supervise contractors responsible for maintaining the Association
- Submit regular reports to the Board of Directors as to the financial status of the Association as well as current projects in process
Grand Manors - A Real Manage Company
Client Success Manager
01.2016 - 03.2020
Job overview
- Assessed customer issues, researched solutions and implemented corrective actions to maintain high satisfaction
- Recruited and trained General Managers provided evaluations with feedback to cultivate highly talented team
- Established relationships with clients by anticipating needs and requirements and identifying best offerings to promote positive outcomes
- Oversee the daily operations of large scale associations through transition
- Responsible for the overall efficiency of operations to stay within yearly budget goals
- Maintain Association CC&R's, By-Laws and Rules & Regulations, to include the enforcement of such Governing documents
- Initializing insurance claims as needed, limiting liability to the association and managing contractors through reconstruction/repairs as needed
- Submit regular reports to the Board of Directors as to the status of projects in process
- Preparation of monthly Board packets and Annual Budgets
Various
Community Association Manager
01.1998 - 06.2015
Job overview
- On-Site & Portfolio
- Responsible for all accounting and bookkeeping practices required to maintain the fiscal accounts of Multiple Homeowner Associations and Rental Properties, in an accurate and current manner, including Payroll, all Year End Reports, analyzing operating results and variances in the financial performance
- Oversee the daily operations of the Association, responsible for the overall efficiency of operations
- Responsible for supervision of employees, including employment and dismissal procedures, evaluation and finalization
- Maintain Association CC&R's, By-Laws and Rules & Regulations, to include the enforcement of such Governing documents
- Obtain bids and execute contracts for labor, materials and services
- Supervise contractors responsible for maintaining the Association
- Submit regular reports to the Board of Directors as to the financial status of the Association as well as current projects in process
- Prior Experience includes: Banking, Financial Planning, Direct Sales and Restaurants
Fortune AcademyMyrtle Beach, South Carolina
Instructor
01.2006 - 01.2009
Job overview
- Instructional Trainer for Pre & Post Real Estate Licensing, Broker & Property Management courses for the state of South Carolina.
Education
Community Association Institute
Associaion Management Specialist And Certified Community Association Manager Through CAI
1997
Phillips Jr College
Series 6 Securities from Accounting
1996
University Overview
Accounting
Skills
- Board of directors advisement
- Community resident safety
- Community regulations expertise
- Community restrictions enforcement
- Community operations management
- Accounting
- Resident complaint resolution
- Vendor relationship development
- Service contract development
- Team building
- Team management
- Training
- Planning & organizing
- Communication
Timeline
General Manager - Interim
HOAMCO
09.2023 - 12.2023
Community Association Manager
Kuester Management Group
11.2020 - 03.2023
Client Success Manager
Grand Manors - A Real Manage Company
01.2016 - 03.2020
Instructor
Fortune Academy
01.2006 - 01.2009
Realtor
Various Network
01.2003 - 06.2023
Community Association Manager
Various
01.1998 - 06.2015
Community Association Institute
Associaion Management Specialist And Certified Community Association Manager Through CAI
Phillips Jr College
Series 6 Securities from Accounting
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