Project Manager and Real Estate professional with an ability to build tactical strategy to complete deliverables, leveraging key relationships with sponsors across business units to clarify scope, negotiate resources, and handle change controls.

Key Competencies

• Project Management
• Total Quality Management
• Real Estate
• Mortgage Closings
• Business Requirements/Six Sigma
• Commercial Loans
• Compliance/Regulations
• Transaction Audits/LEAN Processes
• SDLC

SUMMARY OF QUALIFICATIONS

• Engaged as a reliable, adaptable project management professional; facilitated simultaneous projects with emphasis in strategy to cultivate solutions for real estate and financial service transactions; qualified to lead and strengthen team continuity, cohesiveness, and program productivity by unifying diverse contributors.
• Motivated to expand awareness of contemporary communication, team building, and business analysis protocols; took initiative to earn a Master of Business Administration, with a concentration in Project Management.
• Collaborated with teams as an end user to test deployment of new vendor applications, upgrades, and fixes; gathered feedback from colleagues and joined with IT to assess feasibility and value of changes.
• Analyzed business and end user needs in partnership with IT and operations, documenting requirements associated with federal regulations that altered mortgage processes; examined changes in applications through testing, eradicating software inconsistencies and inaccurate accounting.
• Recognized by management with the prestigious Horizon Award for excellence in service within the first year of employment at Fifth Third Bank.
• Computer Proficiency: MS Excel, Word, PowerPoint, Access, Manager, & Project; Multiple Listing Service (MLS); Lease Plus 7.0; FileMaker; ACT; First Data; Soft Pro; Xchange; Yardi; Rent Manager; UNIFI; SQLServer; MySQL; Minitab, ACE, CLAS.

PROFESSIONAL EXPERIENCE

Commercial Funding Specialist/ Business Analyst 2009-Present
Confidential Cincinnati, OH
A diversified financial services company with $117 billion in assets and 1,316 full-service banking centers.

• Collaborated with project team to re-engineer the mortgage process. The project focused on the evaluation of the mortgage process from customer application through post-closing. The application volume increased to
  $2B the year following the project completion.
• Prepare closing and final settlement statements for complex commercial loan transactions valued at up to $10 million; establish funding timetables, audit documentation against internal policies and federal regulations, and advise legal counsel.
• Liaison between IT an Operations to analyze user needs and mortgage document requirements and resolve complex system problems and identify work around.
• Work together software with testing team leading UAT testing and report testing progress to lead analyst.

1031 Exchange Account Executive / Analyst I 2005-2009
Confidential Cincinnati, OH
A $16 billion multi-line insurance holding company.

• Directed a 13-state region, facilitating 1031 exchanges and partnering with commercial real estate property owners on sales; supervised a team of three.
• Marketed services at trade shows, completed cold calls, and compiled and sent promotional letters; held funds associated with transactions in interest bearing accounts, summarizing interest earned totals.
• Generated and presented 1031 exchange agreements and monthly financial reports for individual customer accounts.
• Executed closing statements and settlement instructions, ensuring staff and customer compliance with IRS rules and government regulations regarding property exchanges.
• Updated marketing databases used to maintain customer information.

Loan Document Specialist & Title Examiner 2003-2005
Confidential Cincinnati, OH
The largest independent title agency in the greater Cincinnati area.

• Completed and audited closing documentation for residential and commercial loans for a tri-state area.
• Oversaw document submission to the county recorder and guaranteed loan file accuracy; searched public records and inspected titles to determine the legal condition of the property.
• Created reports outlining title restrictions and fulfilled actions required to clear titles for transfer.

Vice President 2000-Present
Confidential Cincinnati, OH
An agency representing clients in the purchase and sale of commercial and residential properties.

• Manage a team of seven associates; generate P&L statements, quarterly budgets, and monthly performance reports.
• Reinvented the marketing strategy to expand the territory and hire more agents; launched an email and print advertisement campaign to spark interest in the community, designing an innovative commission plan that enticed agents and increased partnerships.
• Developed the external website to include convenient home search tools for consumers.

ADDITIONAL EXPERIENCE

• Recording Coordinator, Confidential, Cincinnati, OH
• Assessed post-close real estate documentation for errors and omissions, handling two vital clients that accounted for 80% of monthly transactions.
• Tax Assistant, Confidential, Cincinnati, OH
• Researched property, sales, and use tax questions on the behalf of clients, collecting tax payments and maintaining a database of paid and delinquent tax bills.

EDUCATION AND TRAINING

• MASTER OF BUSINESS ADMINISTRATION
• BACHELOR OF LIBERAL ARTS

Professional development

• Coursework for the Ohio real estate license, Confidential
• Licensed real estate agent, Confidential