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
Asset Manager
Capstone Asset Management
Dallas
04.2023 - Current
Lead leasing and tenant relations for all Residential properties
Direct property asset management program by determining requirements, planning for material equipment replacement and implementing quality control oversight
Respond to escalated resident concerns and issues and monitor resolution
Schedule maintenance and repairs, negotiated contracts with vendors, regularly inspected properties to ensure it is in good working order, and quickly resolved emergency maintenance issues
Maintain open dialogue with VP on vacancies, tenants, physical condition of property, financials, and budget decisions
Identify and recommend potential investment opportunities
Implement and enforce policies and procedures to maintain properties to highest standards.
Title/Closing Coordinator
Continental Real Estate Services
Remote
07.2022 - 04.2023
Real Estate Closing Coordinator for Foreclosed Properties
Closing Coordination| Efficiency | Communications | Proofreading and Analysis of Contracts
Assigned to the company's largest account with a portfolio of over 250 properties moving towards closing
Coordinating closings on 100-200 assets per month in all 50 states and Puerto Rico
Processing and proofreading real estate sales contracts, amendments, addendums, HUDs, deeds, POAs, and all documents needed for closing
Organizing, reviewing, and maintaining files for transactions
Setting reminders and monitoring progress of transactions
Developing timelines, dates, and schedules for loan and inspection contingency removals
Effectively communicating all processes, deadlines, and deliverables to relevant transactional parties including buyers, agents, sellers, transaction coordinators, loan officers, and attorneys
Expertise with software platforms such as REOCentral, Equator, and Datatree/DocEdge.
REO Closing Manager
Streamline Title & Escrow Services, LLC
Plano, Texas
11.2015 - 06.2022
Managed and oversaw closing specialists that daily tasks were met such as running daily and monthly reports
Managed the real estate transaction process according to sales contracts, lender instructions and FMNA requirements
Confirmed closings with all parties (closing agent, listing agent, asset manager)
Reviewed closing documents for approval in order to close real estate transaction
Submitted, reviewed, approved and tracked all documents for recording and title policy issuance in accordance with ALTA best practices and FMNA requirements.
REO Title Team
Streamline Title & Escrow Services, LLC
Plano, Texas
11.2015 - 06.2022
Managed network of FNMA title companies to ensure all the REO properties had clear and marketable title
Tracked open title issue/defects to ensure proper steps were taken to resolve title issues
Identified problems to determine possible solutions and actively worked with title vendor to resolve issues
Served as liaison between title vendor and servicers, internal FNMA point of contacts
Escalated issues via oversight, legal, foreclosure firm and/or servicers
Responsible for monitoring title vendor performance and addressing complaints
Worked with sales reps, listing agents, property preservation and eviction teams regarding marketing plans for repair or as-is properties.
Housing & Urban Development - REO Assistant Manager
Gardi & Haught, Ltd.
Schaumburg, Il
06.2012 - 03.2015
Reviewed title orders and completed exam summary
Examined deeds, commitments, tax bills and search package
Trained new employees on the process of evaluating title commitments to confirm (REO) properties had clear title and resolved all title issues
Issues such as; sold taxes, liens, judgments, open mortgages
Performed daily quality control on files with processors to ensure accuracy on all files
Resolved local municipality requirements, vandalism, sold taxes, HOA and recorded lien issues with asset managers and/or HUD representatives
Prepared warranty deeds, closing package and confirmed funding was received from lender and/or buyer
Prepared hard copy closing packages for delivery to HUD, which consisted of final HUD-1 statements, executed deed, sales contract, wire transfer, receipts/log of disbursements.
Foreclosure Specialist
Law Office of Fisher & Shapiro (LOGS Group LLC)
Bannockburn, IL
11.2011 - 03.2012
Prepared foreclosure documents, performed tax searches, researched and cleared title issues, prepared bidding instructions and judgment figures
Trained new employees on the preparation of foreclosure documents from initial filing through entry of judgment
Ensured compliance with filing deadlines and prepared status reports for management
Prepared audit reports for the Operational Manager on various projects
Utilized Case Management System (CMS) to monitor progress and status of foreclosure cases.
Corporate Training Specialist - HEART Division
HEART Financial Services (Division of LOGS Group LLC)
08.2007 - 11.2011
Developed and implemented quality control and compliance procedures to ensure adherence to Federal guidelines for clients including Fannie Mae, Freddie Mac, PNC, Bank of America, Chase, PHH and Countrywide Home Loans
Analyzed existing processes and implemented improvements to increase productivity and provided training to existing employees on FDCPA (Fair Debt Collection Practice Act) guidelines
Developed, modified, implemented, and conducted training programs to ensure effectiveness of programs delivered to customer service representatives and underwriting personnel
Trained employees on call procedures, product knowledge, customer service skills, negotiations skills, as well as conducted continuing education training for existing employees
Prepared call center scripting in English & Spanish for potential clients
Formulated teaching outlines and established instructional methods
Monitored calls to assure excellent customer service for clients.
Mortgage Loan Officer
HSBC
11.2004 - 07.2007
Built rapport, analyzed financial situations and determined the appropriate loan product for qualification
Processed approved retail loans, both new requests and renewals
Ordered title work, appraisals and flood certification on all real estate secure loans
Cleared title discrepancies, loan conditions as needed
Responsible for compliance with all governing Federal consumer loan regulations
Exceeded company sales goals of internal and external marketing loan products including mortgages, home equity lines of credit and personal loans
Marketed contemporary financial and insurance products to new and existing customers
Assisted Branch Sales Manager with preparation of loan documents, disbursement of proceeds
Ensured clients compliance with loan document requirements at closing.
Senior Collection Specialist
HSBC
Elmhurst, IL
04.2001 - 11.2004
Provided collection services for customers with delinquent home mortgages, home equity lines of credit and unsecured loans in a call center environment
Consistently exceeded company production goals including payment amounts and payment per hour
Complied with Federal and company policies and guidelines.
Education
Some College (No Degree) - Finance
College of DuPage
Glen Ellyn, IL
High School Diploma -
York High School
Elmhurst, IL
06.2000
Skills
Expert Level Systems Experience: Equator, Trax, Resware,ResNet
Expert Level Software Experience: All Microsoft products, Softpro
Languages: Primary - English & Fluent - Spanish
Negotiation Abilities
Decision-Making Abilities
Adaptability and Flexibility
Attention to Detail
Strong Communication Skills
Property Valuation Expertise
Property Inspection Competence
Vendor Management Experience
Problem-Solving Aptitude
Portfolio Management
Awards
HSBC trip winner for exceeding sales goals
HSBC employee of the month
HSBC commitment to quality award
Timeline
Asset Manager
Capstone Asset Management
04.2023 - Current
Title/Closing Coordinator
Continental Real Estate Services
07.2022 - 04.2023
REO Closing Manager
Streamline Title & Escrow Services, LLC
11.2015 - 06.2022
REO Title Team
Streamline Title & Escrow Services, LLC
11.2015 - 06.2022
Housing & Urban Development - REO Assistant Manager
Gardi & Haught, Ltd.
06.2012 - 03.2015
Foreclosure Specialist
Law Office of Fisher & Shapiro (LOGS Group LLC)
11.2011 - 03.2012
Corporate Training Specialist - HEART Division
HEART Financial Services (Division of LOGS Group LLC)