Keely Miller Email and Phone Number

- Review existing training documentation to identify inefficiencies and optimize our workflow procedures and checklists to increase productivity and ensure accuracy- Train newly hired associates and serve as a direct point of contact for questions, peer review projects to refine skills, provide feedback and supplemental training accordingly- Provide general support to the department including data entry, file management, word processing, coordinating correspondence, intake of notices and coordination of follow-up action; review documents, monitor files, maintain deadlines, and provide updates- Review, interpret, and abstract all real estate legal documents and input data into all applicable databases (REM, Content Manager, Salesforce, etc.) as required- Research and interpret lease documentation; collaborate with internal and external partners to resolve issues that arise between landlord, tenant, property management, property tax, insurance, utilities, and other business partners as required- Administer lease modifications, amendments, or renewals in department databases and communicate with internal and external partners associated with the changes prior to monthly deadline- Coordinate with internal and external partners to process all rent changes (address changes, ownership changes, EFT changes) prior to the monthly rent cutoff date to ensure rents are processed accurately- Review construction milestone reports monthly and enter finance budgets for new projects to set up intercompany rents as required

-Provide investor and financial advisor support while maintaining the highest level of customer service-Retrieve and input data via the transfer agent’s software platforms including, but not limited to AWD, TA-2000, Sales Connect, and DST Vision-Provide assistance to financial advisors, wholesalers, custodians and our transfer agent in order to resolve account issues, answer questions and process requests-Answer inbound phone calls and emails related to inquiries and operations-related matters in a complete and timely manner with the highest commitment to providing excellent and timely client service to current and potential investors and their financial advisors-Review fund redemption requests on a monthly basis; either process or deny each request upon a thorough analysis of account information and paperwork, including the review and interpretation of trust documents; verify the process with accounting and maintain records of all transactions-Relay company information to investors & financial advisors on recent events, merger information, earnings and significant material changes

-Assist in the CAM (Common Area Maintenance) and Tax reconciliations for over 300 properties-Participate in the preparation of monthly bank reconciliations-Review invoices for accuracy of capitalization requirements-Assist in reconciling balance sheet accounts and analyzing income statements for budgeted variances-Experience using MRI Real Estate Software, Nexus Invoice System, and Conservice Utilities

-Compile supporting CAM documents as needed for our tenants and the Regional Recovery Analysts-Prepare correspondence and documentation in accordance with established policies and procedures to notify tenant of company’s position on specific disputed issues-Use language from the lease and apply critical thinking and decision-making skills to resolve issues and answer questions-Prepare adjustments to reconciliations as needed per the terms of the lease-Experience using MRI Real Estate Software, Nexus Invoice System, and Conservice Utilities

-Greeted customers and demonstrated exceptional customer service-Opened and closed the business and accurately balanced the cash register at each shift-Maintained overall appearance and functionality of the store by creating cohesive displays and cleaning daily

-Greeted customers and provided details of product offerings and experience instructions-Gave attentive service while helping customers create products-Maintained focus and enthusiasm in a high pace environment