Builds and manages all systems relating to client management, lead generation, database management, and back office supportConducts property research and compiles property records relating to comparables, assessments, and tax record dataCreates, maintains, and purges files and records relating to real estate transactionsEnsures all real estate files are up to date and contain all relevant financial documents/correspondenceLiaises between centralized marketing, analysis, and research groups to ensure accurate completion and submission of financial, marketing, and client-specific property dataPrepares expense reports, as well as spreadsheets detailing weekly and monthly sales statisticsInterviews and hires general contractors/vendors for small and large property renovations

Prepared and managed operating and capital budgets while maximizing cost savings and profitabilityManaged branch portfolio to track sales and ensure optimum performanceMarketed products and services while expanding customer relationships through cross-sellingDirectly supervised, mentored, and developed personnel, in addition to conducting annual performance/compensation reviewsDeveloped and communicated operating strategy, mission, and vision through regular team strategy meetings

Directed all aspects of budgeting, accounting, recruiting, compliance, auditing, sales, operations, and facilities managementConsulted with new and prospective clients to develop new business while cultivating trusting relationshipsContinuously trained and coached staff in sales, product services, customer service, and compliancePromoted individual staff development through cross-training and career planningEnsured compliance with legal and regulatory guidelines, as well as internal policies, procedures, and financial controls