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Click here or scroll down to respond to this candidateCandidate's Name
Property Management / Executive ProfessionalDeSoto, TX Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLESeeking a challenging and responsible position to be an integral member of a successful, growing company, utilizing my experience to the best of my ability. I have been involved with the property management industry for the past 16 years, 13 in multifamily and 3 years in residential property management in addition to many years as an Executive Administration Assistant. Work ExperienceLakeside Villas - Property ManagerGVA Property Management - Midlothian, TXMarch 2023 to PresentLakeside Villas ApartmentsPreviously managed by RPM Living, & Envolve Property Management Supervise leasing and maintenance activities to ensure compliance with company policy Analyze performance and trends to develop and implement monthly marketing plan Trains, motivates and supervises all on-site staff in order to achieve operational goals of assigned community. This includes new employee orientation and training, ongoing formal and informal performance evaluation, review and approval of time-sheets, instructing and advising on-site staff of employee procedures and guidelines. Provide excellent customer service to residents Enter purchase orders and invoices in Yardi with GL codes Prepare the statementof deposit accounting for move outs Process and follow up on work orders A prepare and adhere to budget Complete monthly and yearly reporting as required Provide narrative of monthly budget variances +/- 10% per line item Ensure that property operations are compliant with all applicable regulatory requirements Create and maintain vendor relationshipsOffice AdministratorJosh Howard Foundation(Nonprofit) - Lewisville, TX September 2018 to PresentAssist with the administration of the foundation included but not limited to: Type confidential correspondence. Provide financial accounting assistance. Complete online filings. General administrative / HR support.Certified Notary / Loan Signing AgentLegacy Signing - DeSoto, TXMarch 2002 to PresentRemote Online Notary (RON) Real Estate Loan Signing Agent and general notary Purchase and Cash out Loans Refinance and Heloc Loans Reverse Mortgage Loans Piggyback Loans Sellers Packages Certified and commissioned by Texas Secretary of State Background Checked Carry $100,000 in errors and omissions insurance NNA MemberPortfolio ManagerFirstService Residential - Fort Worth, TXDecember 2018 to July 2021Residential Property Management Attend monthly or quarterly Board meetings and provide the Board guidance when appropriate. Aid the Board in financial management, admin, policies / procedures, infrastructure, organization, litigation processes, property collections, maintenance and mechanical procedures. Review the quality of services provided to the Homeowners Association. Invoice entering and coding for billing. Communicate effectively with BOD regularly by weekly personal contact or telephone. Thereby, establishing a personal relationship with the Board. Attend manager staff meetings. Attend annual budget/election meetings. Conduct property visits regularly and provides Management with recommendations and observations to improve the property. Set up committees as needed. Ensure that the maintenance manual, equipment checklists and books are in place and are current, as well as all FirstService Residential approved binders. Obtain and maintain all service, maintenance and access control contracts. Review/assist the board with obtaining and financing of all required insurance coverage. Monitors reserve funds to insure it's used in accordance with BOD and regulatory requirements. Follow corporate policies including, recruiting, payroll processes, accounting, and human resources. Ensures that all records are kept in good order. Provide five-star customer service by attending to all calls and messages no later than 24 hours. Facilitate committee meetings and acts as liaison to committee members Prepare budgets for presentation to BOD Act as intermediary with owner/residents and all other staff to assist in prompt response to concerns. Follows safety procedures and maintains a safe work environment. Time management skills - oversee a portfolio of 7 communities representing approx. 2700 units. Achieved membership in the "FirstService Platinum Club" for employees recognized for maintaining their portfolio of clients and providing a superior level of service. Director of Ancillary ServicesMC Residential Communities - Dallas, TXFebruary 2009 to November 2018Multi-Family Property Management Company Increased revenue by bringing Ratio Utility Billing (RUBS) in-house and overseeing the department. 34 properties in the portfolio. Created RUBS calculator for allocating utility bills. Breakdown and allocate utility bills to approx. 8500 units monthly and process resident utility bills to mail or email to each resident. Bills include water, sewer, trash, valet trash, gas, rent, pest control. Calculated utility charges for communities that charged flat rates and allocated rates and send invoices to the resident. Achieved profit of over $300,000+/year in utility billing fees. Review new programs for additional Ancillary revenue such as Renters Insurance, Deposit Insurance,Utility Programs. Complete rate change notices as needed, all for flat rate items on invoice. Responsible for all energy savings and water conservation efforts in 2016-2017. Achieved over$250,000+ in free energy savings products. Thus, reducing our overall utility bills and saving money for the communities and our residents (LED Bulbs, aerators, shower heads, HVAC tune-ups, etc). Responsible for negotiating all contracts for cable revenue, phones, internet, copiers, pest control, renter insurance, valet trash, recycling, trash, laundry, phone systems, emergency phones, business lines and other ancillary items for all 34 communities. Secretary on the Board of Directors for the Sharing the Good Life Foundation 501(c)(3). Resolution specialist for all items listed above (deal with all issues). Create and maintain vendor contract spreadsheet for all properties. Assist with acquisition or disposition of a community, specifically related to all utilities, utility billing, and all contracts. Organized events, holiday parties, and various training meetings, for Dallas, San Antonio/Austin, Houston, and Oklahoma for the first 3 years with MC. Assist with the Due Diligence process by completing file audits and unit evaluations. Complete financial audits monthly to see where we can manage expenses better. Created a new Move in Audit to help prevent theft. PROPERTY MANAGER for our 232 Unit in Carrollton. Tasks included managing staff, leasing, collection of rents, invoice processing, vendor relations. Type confidential correspondence. Coordinate travel and prepare detailed itinerary. Prepare and distribute property performance reports for the asset team. Complete and distribute turnover and bad debt reports. Create monthly utility bill back reports auditing the actual collection of utilities at a community. Create various miscellaneous spreadsheets in Excel. Assist with Human Resources in Texas Region. New hire paperwork, I-9 completion, benefits explanations, etc. Process Invoices for accounting and prepare expense reports. Yardi Systems superuser. Excellent verbal and written communication skills. Hire, train and supervise utility billing team. Primarily work from home unless traveling.Executive and Personal Assistant to PresidentEncore Management Company - Arlington, TXNovember 2006 to February 2009Multi-family Property Management Company Maintain the Presidents' calendar. Typed all confidential correspondence. Coordinate travel and prepare detailed itineraries for the President and Regional Vice President. Request, obtain, or cancel Certificates of Insurance for all assets. Complete Replacement Reserve requests from lenders. Prepare property performance reports for President and Regional VP. Prepare income summary report bi-monthly based on Financials for each asset. Assist Tax Consultant with property reviews for protest and/or litigation. Assist with Takeover and Due Diligence process for new acquisitions. Prepare and submit Due Diligence Packages. Research information from ALN for apartment research. Organize and set-up all corporate meetings/luncheons/parties. Screen all incoming calls for the President. Maintain and update company website information. Create various spreadsheets in Excel. Prepare expense reports for the president. Maintain and reconcile petty cash. Create and update PowerPoint Presentations. Obtain reports from Onesite and Yardi Systems. Excellent verbal and written communication skills. Executive Assistant to President & Sales Assistant Price Construction Supplies, Inc./The METIS Group (Price Companies) - Carrollton, TX July 1996 to December 2005Provider of Granite and Natural Stone and A/E Services Assisted with the Initial Start of the A/E Firm and Construction Supplies Co. Responsibilities included but not limited to: Responsible for coordinating sales activities for 2-5 sales staff and 1 assistant. Responsible for assisting the President/Owner with Presentations. Maintained Presidents Calendar. Typed/edited all project proposals, construction documents, SF 254/255 and submittal packages. Prepared work orders. Request and maintain Certificates of Insurance from Vendors and Subcontractors. Typed all correspondence including meeting minutes and Maintained confidential information. Created and distributed marketing information packages. Coordinate Travel, prepared detailed itineraries and assisted with off-site Presentations. Handled all aspects of Human Resources including but not limited to employment interviews, new hire training, benefits. Oversee clerical staff. Approved all office orders and brand items. Coordinate sales meetings/luncheons/parties. Occasional Travel Required. Set-up and distribute Sales Territories. Weekly and monthly Sales and Potential Sales reporting. Communicate with Owners, Subcontractors and General Contractors for bidding. Receive bids and prepare a detailed bid tabulation. Prepared AIA Documents for payments. Assisted with the process of liens and lien waivers. Responsible for set-up and coordination of Trade show/Convention. Attend Trade shows/Conventions to market Architectural/Engineering services. Won BEST IN SHOW at Simon Property Group Annual Convention 2001. Skills: Microsoft Office including, Word, Excel, PowerPoint, Outlook, OneSite (Property Management Software), Yardi (Property Management Software), Resman (Property Management Software), Payscan, Blue Moon, PDF Adobe, PDF Nuance, Concur, and Zendesk. EducationHigh school or equivalentThomas Jefferson High SchoolSkills Property Leasing Budgeting Property Management Yardi Customer Service Event Planning Expense Management Financial Management Meeting Facilitation Office Management Portfolio Management Research Negotiation Project Coordination Human Resources Marketing Payroll Microsoft Outlook Communication skills Microsoft Excel Time management 10 key typing Contracts Order Entry Microsoft Powerpoint Microsoft Word Microsoft Excel Organizational skills Communication skills Time management Microsoft Office Administrative experience Fair Housing regulations Sales OneSite Marketing Property management Leadership Team management Customer relationship management Hospitality Management Supervising experience Hospitality management Hotel experience Hotel management Customer service Negotiation Recruiting Account management Relationship management Conflict management Typing Research Microsoft Outlook Writing skills Yardi Google Suite LIHTC Windows Executive administrative support SharePoint Travel planning Personal assistant experience Salesforce Office experience Project management Zendesk CRM software Process improvement Microsoft Outlook Calendar Calendar management Phone etiquette Computer skills ADP HIPAA Front desk QuickBooks Data entry 10 key typing Word processing Cost control Construction Google Docs Analysis skills Expense management Human resources Events management Office management DocuSign Proofreading Long term care Computer literacy Budgeting Landlord-tenant law Contracts Adobe Acrobat Project coordination Social media management Analytics Portfolio management Data management Order management system Databases Procurement management Purchasing Profit & loss General ledger reconciliation Proposal writing Microsoft Office Microsoft Excel Organizational skillsCertifications and LicensesCertified Notary PublicMarch 2002 to March 2024Certified Notary Public of Texas. Specializing in Remote Online Notarizations. Driver's LicenseAssessmentsAdministrative support professional fit Proficient December 2022Measures the traits that are important for successful administrative support professionals Full results: ProficientProject timeline management ProficientFebruary 2023Prioritizing and allocating time to effectively achieve project deliverables Full results: ProficientWork style: Reliability ProficientFebruary 2023Tendency to be reliable, dependable, and act with integrity at work Full results: ProficientAdministrative assistant/receptionist Proficient February 2023Using basic scheduling and organizational skills in an office setting Full results: ProficientAttention to detail ProficientSeptember 2022Identifying differences in materials, following instructions, and detecting details among distracting informationFull results: ProficientSpreadsheets with Microsoft Excel ProficientJanuary 2023Knowledge of various Microsoft Excel features, functions, and formulas Full results: ProficientIndeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field. |
