Operations Manager
CurrentDeal document processing including electronic signature compilation and closing binder preparation; assist with social media, website changes and any technological aspect. Arrange and attend monthly member meetings. Track and distribute board meeting notes, track, and distribute member meeting portfolio updates and investments, collect mail and file same, keep office organized. Assist and support with the customer relationship management (CRM) platform. Maintain files and documents updated and distributed to members via digital platform. Interact with members and provide support as needed. Organize quarterly member socials in different counties throughout Florida. Maintain member portfolios and files up to date with current information such as K-1’s; closing binders; deal documentation.