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Title Customer Service Real Estate
Target Location US-PA-Berwyn
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Candidate's Name
*Norristown, PA Street Address  * PHONE NUMBER AVAILABLE * EMAIL AVAILABLEProfileMotivated and personable thirty-year business professional with twenty plus years experience in organizational administration and facilities operations management. Proven track record in leadership to creating synergy between business requirements and the overall vision. A high level of business acumen yet remaining teachable. Enhanced aptitude for business coaching, customer service, project management, technology, system processes, and Microsoft Office Suite. Demonstrated history of accurate timely reporting and meeting deadlines.Skills SummaryStrategic Supervisory ExperienceFacilities, Real Estate and Property Mgmt.Capital Projects SupervisionLeadership Trainer / Team BuildingOrganizational and Department BudgetingSpace Planning and CoordinationMaintenance / Work Order SupervisionExperience with Diverse PopulationsPresenter/Meeting Facilitation/CoachingQuantitative and Profitability AnalysisTransportation and HousekeepingContinuous Process ImprovementProfessional Experience by CategoriesFinancial: Corporate Trust, manage client Trust relationships and retention activities; review and negotiate complex legal governing documents and agreements; coordinate tickler review, transactions, investment management and handling of excess cash, to include adherence to strict legislative compliance requirements for risk management; as a licensed Financial Specialist, conducted enhanced customer service and sales of Deposit and Investment Products to include Fixed, Variable and Insurance Products; conducted needs based assessments for all clients; strictly adhered to all federal, state, & local compliance laws and regulations as well as ethical issues; Previous Series 6, 63, and PA Life and Health Licenses held; commercial and residential loan officer; as Quantitative Analyst, executed performance measurement, supervised and coordinated staff in conjunction with section Team Leader; conducted processing of portfolio accounts and investment analysis of data for complex Investment portfolios at the "High Profile" level; calculated and communicated performance results as needed.Operations Management and Administration: manage and conduct all phases of organization and facilities operations management under extreme pressure which include marketing strategies, grant positioning, personnel training, workshops, presentations to Board and staff of forty or more; oversight of facilities management; transportation, security, housekeeping, HVAC, social media, technology, communications, partner with government officials and agencies on economic initiatives, negotiation of real estate purchase contracts; leasing and tenant interaction; implement operational and technical improvements to achieve financial performance based on needs assessment and risk management issues; meeting facilitation both financial and ecclesiastical; consultant to various organizations throughout Pennsylvania conducting capital budgeting, strategic planning, loan review, real estate negotiation, IRS compliance training, staff and leader training, as needed.Public and Non-Profit: while being highly collaborative, organized and initiated tenant/home associations, and neighborhood councils; new business start-up and incubation, community action programs; brokered linkages between MBSCC, community, and local law enforcement; facilitated community forums between service providers and government agencies; supervised Job Resource Center, community job development and Job Readiness Workshops; served on Bronx Empowerment Zone RFP planning team to increase economic development and zone employment and the Bronx Supreme Court Task Force developing economic impact plans; Assisted with the development of New Visions II Comprehensive Theme High School Proposal as a member of School Planning Team; Mobilized residents with Botanical Garden / Bronx Green-Up Program, SHARE Food program, Begin job program, coat drives, and Health Realization training.Business: Real Estate, Retail, Marketing & Sales; supervised marketing programs for various properties; coordinated outreach, sales and touring of properties; managed 633,000 sq ft consisting of commercial and residential on and offsite leases. Supervise maintenance crews and work orders. Contract negotiation utilized innovative and creative financing techniques; supervised staff of sales representatives, tour coordinators, prospect teams, and administrative assistant; negotiated residential purchase and lease agreements, served as tenant liaison, processed billing. Hired and trained staff; performed periodic employee evaluations; budgets, merchandising, pricing, and loss prevention while maintaining high levels of confidentiality.Cumulative EducationEastern University, St Davids, PA M.S. Management May 2011Drexel University, Philadelphia, PA B.S. Business Administration December 1999Major: Finance, Minor Psychology HonorsFirst University Investment College-Bluebell Banking Certification & Licensing March 2002Series 6, Series 63, 1601 Life/Annuity Insurance LicenseConcentration: Sales, Loans, Credit Analysis, Banking Products,Fixed &Variable Investment Products, Insurance Products.Chitwood & Chitwood, Chattanooga, TN Coursework CPE Credits June 2006Non-Profit Tax Compliance - Annual Training & Education onNon=Profit Tax Law and Compliance updatesTemple University, Philadelphia, PA Coursework Completed September 2006Real Estate State Laws & Sales HonorsThe Bison Group, Philadelphia PA Executive Leadership Training October 2008CANAAN BAPTIST CHURCHDirector of Operations Facilities and Operations Management 05/19 - PresentMULTISERVICE MANAGEMENT COAccount Executive Association and Office Manager 01/17  05/19METRO PUBLIC ADJUSTMENTSenior Property Claims Representative Assistant Office Manager 06/13  12/16NEW COVENANT CHURCH & CAMPUSDirector of Operations Operations and Facilities Manager 06/08  05/13THE BANK OF NEW YORKCorporate Trust Relationship Manager Global Corporate Trust Group 10/06  06/08US BANK / WACHOVIA BANKCorporate Trust Associate/Analyst Corporate Trust Group 4/04 - 10/06Licensed Financial Specialist General Banking Group, PennDel 8/01 - 4/04Quantitative Analyst Capital Management Group (CMG) 4/00 - 8/01MID-BRONX SENIOR CITIZENS COUNCIL, INC. (MBSCC) 5/94 - 7/96YES Program Facilitator (Youth Education, Employment, and Empowerment Services)Community Outreach Organizer (Comprehensive Community Revitalization Program)Immunization Outreach WorkerINTERNATIONAL REALTY CONCEPTS 8/92 - 4/93Marketing ManagerF.W. WOOLWORTH CORPORATION 6/88 - 8/92Retail ManagerUNITED STATES MARINE CORPS Training, Leadership and Logistics 10/79 - 4/88Private - Sergeant

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