Deanna Weckerle Email & Phone Number

Charlotte, Nc, Us

Fort Mill, South Carolina, United States

Charlotte, North Carolina, United States

Charlotte, Nc

Charlotte, Nc

Assist in management of client and consultant needs, inquiries and requests through effective coordination with the Investor Relations, Investment, Portfolio Management and Senior Management Teams. • Administrator of Salesforce including report creation, data mining, note and contact entry for senior team members.• Reconcile Salesforce and Online Document System contacts.• Produce presentations and other marketing materials and ensure timely delivery.• Maintain master calendar including scheduling investor, consultant and senior management calls and meetings. • Prepare itineraries and meeting summaries for all meetings.• Distribute investor specific and mass correspondence letters, flash reports and statements.• Assist with completing Request for Proposals.• Organize Guggenheim Real Estate Team Meetings, including logistics and presentation materials.• Perform general office management.

Charlotte, Nc

Managed Homeowners Associations for 17 Charlotte area single-family, townhome and condominium neighborhoods.• Assisted Board of Directors with understanding and interpreting governing documents.• Coordinated and attended community meetings, periodically inspected communities for violations and enforced restrictive covenants by sending homeowners written notice.• Educated homeowners on community regulations and assisted with maintenance needs. • Solicited multiple bids for contract projects; performed cost/benefit analysis and presented recommendations to the Board for asset planning while facilitating management and supervision of contractors.• Prepared operating budget and long term reserve planning, reviewed and paid utility and vendor invoices. • Served as liaison between Board of Directors and local attorneys regarding amendments, law suits and document interpretation

Charlotte, North Carolina Area

Delivered and designed training for Corporate and Investment Banking employees.• Served as Subject Matter Expert for Performance Management process and communications.• Initiated Performance Management corporate communications.• Designed Performance Management training materials delivered to employees and housed on Wachovia’s InfoDesk intranet site.

Loan Operations and Documentation Training Instructor/Assistant Vice President Delivered and designed training for Business Services Assistants, Small Business Lenders, Commercial Lenders and City Executives. • Facilitated Business Lending for BSA’s, Business Loan Documentation, Business Loan Documentation for Lenders, Business Loan Operations and Retail Loan Documentation and Compliance.• Updated training materials with new policies and procedures by partnering with Loan Services, Business Loan Administration and the Legal Department.• Continually worked on process improvements and innovative concepts for use in training materials, course development and presentation techniques. • Observed Loan Operations and Documentation Training teammates in classroom to provide support and feedback on facilitation skills and curriculum delivery.• Developed, implemented and delivered Business Loan Exceptions and Compliance class.Small Business Credit Training Instructor/Assistant Vice President Delivered and designed training for Small Business Lenders, Commercial Lenders and City Executives. • Facilitated Small Business Banking at BB&T, Fundamentals of Small Business Underwriting, Small Business BankPro and Understanding Tax Returns classes.• Partnered with teammates to design new Small Business Credit Training classes. • Created renewal and modification training materials for bankwide initiative and delivered to Chief Credit Officer and Senior/Regional Credit Officers.