• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.• Worked with underwriters to fix application problems and resolve issues.• Explained different types of loans pertaining to client situations.• Prepared documents for customers, submitting and overseeing through each step of closing process.• Assisted clients in selecting correct loan product and terms to meet needs and financial goals.•… Show more • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.• Worked with underwriters to fix application problems and resolve issues.• Explained different types of loans pertaining to client situations.• Prepared documents for customers, submitting and overseeing through each step of closing process.• Assisted clients in selecting correct loan product and terms to meet needs and financial goals.• Analyzed loan applications and credit reports to determine loan eligibility and risk level.• Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.• Negotiated loan terms and conditions with clients to maximize profitability. Show less

• Managed and motivated employees to be productive and engaged in work.• Accomplished multiple tasks within established timeframes.• Maintained professional, organized, and safe environment for employees and patrons.• Cross-trained existing employees to maximize team agility and performance.• Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments• Controlled costs to keep business operating within budget and increase… Show more • Managed and motivated employees to be productive and engaged in work.• Accomplished multiple tasks within established timeframes.• Maintained professional, organized, and safe environment for employees and patrons.• Cross-trained existing employees to maximize team agility and performance.• Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments• Controlled costs to keep business operating within budget and increase profits.•Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.• Leveraged data and analytics to make informed decisions and drive business improvements. Show less

• Provided guidance to clients in overcoming challenges and identifying opportunities.• Assisted clients in setting and achieving personal and professional goals.• Compared recently sold area properties to determine competitive market prices.• Promoted sales of properties through advertisements, open houses and online advertising platforms.• Arranged for inspections and surveys of sold properties.• Liaised between buyers and sellers to establish favorable prices and… Show more • Provided guidance to clients in overcoming challenges and identifying opportunities.• Assisted clients in setting and achieving personal and professional goals.• Compared recently sold area properties to determine competitive market prices.• Promoted sales of properties through advertisements, open houses and online advertising platforms.• Arranged for inspections and surveys of sold properties.• Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.• Created, maintained and updated filing systems for paper and electronic documents.• Developed and maintained successful relationships with vendors, suppliers and contractors.•Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.• Managed compliance to keep organization operating within legal and regulatory guidelines.• Resolved client concerns related to home purchases to maintain high satisfaction ratings. Show less

Provide proiect and administrative support to senior managementCompleted multiple tasks related to the implementation of new and expansion of existing projectsAsSisted with the generaton and Tormatting or reports and presentationsPostS and/or distributes prosect revorts as directedAttended meetings, and prepares agendas, meeting minutes, and other meetingdocimentation as needecInterface and coordinate activities between various MAXIMUS teamsConduI research and… Show more Provide proiect and administrative support to senior managementCompleted multiple tasks related to the implementation of new and expansion of existing projectsAsSisted with the generaton and Tormatting or reports and presentationsPostS and/or distributes prosect revorts as directedAttended meetings, and prepares agendas, meeting minutes, and other meetingdocimentation as needecInterface and coordinate activities between various MAXIMUS teamsConduI research and assist with gathering information and materials as requestedMaintained contidential and sensitive informaton. Show less

Assisted brokers with events. outings and meetingsMaintained profiles for social media and networking sitesEntered and maintained propertv lIstIngsMaintained prospect and call logsCoordinated and scheduled meetings, made reservations, confirmed appointments and provided directions when requiredFreDared contracts. Torms. and other documents related to sales. renewals. leasesamaresslusive declaiesManaged contact database- CRMScheduled any required… Show more Assisted brokers with events. outings and meetingsMaintained profiles for social media and networking sitesEntered and maintained propertv lIstIngsMaintained prospect and call logsCoordinated and scheduled meetings, made reservations, confirmed appointments and provided directions when requiredFreDared contracts. Torms. and other documents related to sales. renewals. leasesamaresslusive declaiesManaged contact database- CRMScheduled any required maintenanceScheduled tours tor prospective tenantsAnswered phones, distributed incoming mail and operated basic office equipmentProvided clerical support to other agents and brokersScheduled closingsMaintained timelines for transactions• Advised clients on market conditions and property value for informed decision-Reviewed market research data and changed sales plans accordingly.Developed and presented proposals to clients to raise awareness of potential realestate investments.•Marketed and sold property for clients by hosting open houses and advertisingonline and in brint• Compared recently sold area properties to determine competitive market prices. Show less

• Reviewed various operating statements, budgets, insurance, financial analysis• Monitor and process approved recurring/non-recurring bill payments and discretionary distributions as they relate to real estate functions and trust accounts• Coordinate and maintain relationships with outside vendors in support of real estate options which include attorneys, appraisers, brokers, property managers, and contractors• Track and review real estate insurance policies to ensure current… Show more • Reviewed various operating statements, budgets, insurance, financial analysis• Monitor and process approved recurring/non-recurring bill payments and discretionary distributions as they relate to real estate functions and trust accounts• Coordinate and maintain relationships with outside vendors in support of real estate options which include attorneys, appraisers, brokers, property managers, and contractors• Track and review real estate insurance policies to ensure current, adequate coverage, which include tracking expirations• Assist in account opening process which ensures all properties are inspected, insurance reviewed, value assigned, and a physical condition assessment conducted• Filing & imaging of trust documents, correspondence, & other documents to maintain compliance with audit & bank security standards, policies, and procedures of Trust Department• Assist in processing the transfer of assets in and out of Trust Department accounts• Prepare routine correspondence and informational forms needed in documenting trust operations activities• Procedure development and Implementation of trust department procedures• Establish, communicate, and achieve service goals and standards for assigned activities• Perform activities by applying approved procedures and policies to consistently achieve compliance, audit, fiduciary, credit, legal and regulatory goals• Assisted in implementation of the Trust Department and First Foundation Bank's strategic direction• Responsible for adherence to all compliance programs, including but not limited to, completion of all• Required and assigned training modules by established due dates.•Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.• Negotiated, facilitated, and managed real estate transactions.• Maintained connections with clients to encourage repeat business Show less

Business AdministrationBookkeepingAnalysisFacilitationHuman Resources ExperienceVendor ManagementComplianceAccount ReceivablesMS OfficeAccuracyReceptionistDepositsAccounts PayableSchedulingCustomer ServiceOffice ManagementCommunication SkillsCollection ManagementMonth End Close

Prepared and monitors all monthly billing & collection processes utilizing established policies, procedures, & tracking systemsOversaw cash controls including the depositing & posting of cash receiptsEnsured that the resident move-in & move-out process is managed effectively, and corresponding information is entered into the accounting system timely. Assisted with contract process to ensure all paperwork is complete & fees paid prior to move-in.Payroll – Verified and submitted… Show more Prepared and monitors all monthly billing & collection processes utilizing established policies, procedures, & tracking systemsOversaw cash controls including the depositing & posting of cash receiptsEnsured that the resident move-in & move-out process is managed effectively, and corresponding information is entered into the accounting system timely. Assisted with contract process to ensure all paperwork is complete & fees paid prior to move-in.Payroll – Verified and submitted timecards for bi-weekly payroll. Track vacation/sick time earned/taken for all Community personnel. Ensured that all payroll information submitted for processing has been reviewed and follows Company policies and procedures.Monitor and oversee the timely processing of accounts payable.Ensured appropriate assignment of departmental expenses and supporting documentation is executed & maintained.Coordinated the processing and communication of employee benefitsMaintained resident, vendor, employee, & financial accounting files.Managed Accounts Receivable (AR) - Responsible for collecting amounts due from others for services rendered. Specific functions include preparing and processing invoices and collecting delinquent accounts in a timely fashion.Ensured compliance with all applicable state & federal wage and hour laws.Ensured compliance with all rules and regulations related to (i.e. HIPAA, State Regulations, if applicable, and OSHA, etc.).Maintained records required by licensing agencies and tracks state requirements as indicated for training, certifications, etc.Coordinated new hire process for Community new hires, including but not limited to, state required reports, new hire paperwork and new hire orientation and onboarding.Supported Community leaders in educating associates on and enforcing company policies.Organize, maintain, & audit Community personnel dataManaged Operations TeamManaged Maintenance & Facilities TeamManaged Marketing TeamManaged Activity Director Show less

Provides management oversight of HR policies and procedures within Area; supports Area Vice President in achieving operational goals through effective HR practices.Analyzes human resources and financial indicators to continuously improve the Area s performance.Provides direction for recruiting efforts within Area; utilizes a broad range of recruitment sources to meet staffing and EEO/Affirmative Action requirements; may supervise recruiting staff.Advises Branch Managers in employee… Show more Provides management oversight of HR policies and procedures within Area; supports Area Vice President in achieving operational goals through effective HR practices.Analyzes human resources and financial indicators to continuously improve the Area s performance.Provides direction for recruiting efforts within Area; utilizes a broad range of recruitment sources to meet staffing and EEO/Affirmative Action requirements; may supervise recruiting staff.Advises Branch Managers in employee retention efforts.Acts to ensure compliance with FLSA and other applicable statutes and regulations related to HR.Audits Branch office HR practices and files; reviews applicant logs to ensure that appropriate selection criteria are established for each open position.Keeps management and staff advised of new regulations and company policies related to HR; monitors and reports on progress toward Affirmative Action goals and related issues.Serves as a liaison on HR initiatives and issues between the Area Office, Branches, the Region and shared services HR functions, including EEO/Affirmative Action, Employee Relations, Compensation and Benefits, and Recruiting.Administers employee benefit plans on the local level based on eligibility, company policy, and as defined by client contracts.Participates in payroll administration.Participates in unemployment, wage/hour and EEOC hearings in the Area as coordinated with Region HR management and shared services functions; prepares and oversees preparation of data for OFCCP audits and Affirmative Action Plans.Advises management and employees on the interpretation of HR policies, programs, procedures, and applicable laws and regulations; guides management in performance management and general HR issues.Analyzes and provides advice to supervisors and managers on methods and approaches to resolve employee work problems; as directed, conducts employee counseling and disciplinary procedures. Show less