Katrina Mitchell Email and Phone Number

-Monitor incoming sales to ensure goals are being met and/or exceeded, identify and overcome roadblocks in achieving established sales goals in the multifamily division-Coordinate trade shows and IAA networking events in an effort to acquire new customers-Qualify leads received from trade shows and networking events-Maintain relationships with existing property management companies to ensure customer retention-Negotiate contracts with property management companies and subcontractors-Schedule all hourly tradesmen and subcontractors-Prepare scope of work, cost estimate and budget, cash flow, work plan schedule, quality control, and risk identification

-Collaborate with internal and external customers regarding inquiries, nonstandard requests and to resolve discrepancies-Proactively de-escalate situations with minimal support-Identify opportunities to increase efficiency in daily processes-Communicate effectively with all levels of management regarding business decisions and alternative options in complex scenarios-Pinpoint root cause of discrepancies to alleviate future concerns-Handle account modification and transaction requests-Provide education on company products, services and guidelines to financial advisors and investors

-Generation and control of client billing process, ensuring compliance with contract agreements-Resolve problems and identify system improvement-Extensive use of financial software, excel spreadsheets and AS400-Accountable for compiling reports to present to the team for critique-Assist Accounts Payable in resolving delinquent or problem accounts-Review customer accounts, pinpointing root causes of recurring invoice issues-Maintain daily and weekly invoicing reports