About
I am a senior operations and relationship professional with over 15 years of experience building efficient systems, streamlining workflows, and driving cross-functional collaboration across real estate, healthcare, and technology environments. Most recently at Real Capital, I have been coordinating transaction and investment relations while optimizing workflows and supporting cross-departmental collaboration.
My work spans tools and platforms such as Monday.com, QuickBooks, Salesforce, SAP Concur, and Microsoft Office (Word, Excel, Outlook, PowerPoint). I have developed transactional workflows, managed vendor and invoice processes, and led process improvement initiatives. I have also delivered training programs, managed budgets, and enhanced client engagement through social media strategies and proprietary software upgrades.
Experience
Transaction & Investment Relations Coordinator
Real Capital
Jan 2022 – Present
• Coordinates the procurement, review, and tracking of third-party reports for acquisitions, recapitalizations, dispositions, and loan transactions, ensuring seamless workflow and timely delivery
• Optimizes team collaboration and project tracking by serving as a Monday.com champion, designing tailored boards, resolving inquiries, and providing user support across departments
• Develops transactional workflows using Monday.com boards, enhancing visibility and efficiency for cross-functional teams
• Conducts comprehensive reviews of title, survey, zoning, and environmental reports, identifying and addressing discrepancies to support transaction success
• Oversees critical deadlines and milestones for transaction closings, including monitoring purchase and sale agreements and verifying settlement statements for accuracy and compliance
• Collaborates with vendors and accounting teams to facilitate invoice collection, verification, payment, and outgoing transaction funds, minimizing errors and delays
• Spearheads process improvement initiatives to enhance operational efficiency, including standardizing document management systems and streamlining communication across departments
• Leads the onboarding and support of new investors by managing subscription agreements, tracking fund transfers, addressing inquiries, and maintaining an accurate investor database
Monday.comVendor ManagementInvoice Management
Sales & Relationship Coordinator
First American Title Insurance Company – National Commercial Services
Jan 2016 – Dec 2021
• Revamped order and production workflows by coordinating the setup of FAST files, ensuring all tasks were prepared for production, and delivering commitments promptly to meet client needs
• Maintained consistent communication with clients by actively monitoring order statuses, providing regular updates, and delivering accurate estimated timelines to enhance client satisfaction
• Delivered training sessions to onboard new hires and upskill existing employees on updated departmental procedures and proprietary software systems, ensuring operational consistency
• Partnered with the Vice President of Sales to drive a 20% increase in the transaction pipeline by implementing strategic sales initiatives, enabling the team to exceed quotas and boost profitability
• Built and maintained strong client relationships through exceptional customer service and active participation in external events, including client seminars, luncheons, and networking opportunities
• Spearheaded technology initiatives, including upgrades to proprietary software and leveraging social media strategies, to enhance sales performance and client engagement
• Played a key role in the implementation and integration of company-wide software rollouts, ensuring a seamless transition to new systems for improved efficiency
FAST filesProprietary softwareSocial media
Executive Assistant
Hive Revenue
Jan 2015 – Dec 2016
• Managed complex schedules for the Chief Innovation Officer and Chief Executive Officer by coordinating meetings, teleconferences, and travel arrangements while ensuring timely communication and calendar accuracy
• Conducted thorough departmental audits to assess performance against client implementation goals, identifying gaps and providing actionable recommendations for improvement
• Collaborated with the Human Resources team to develop an Employee Manual that standardized policies and enhanced operational efficiency across all departments
• Conceptualized and launched a company-wide newsletter to improve communication and information-sharing among employees at multiple locations, fostering a collaborative work environment
• Designed and delivered client training programs by creating clear and engaging training videos, ensuring effective knowledge transfer and user adoption
• Provided critical project support to executives, handling sensitive and high-priority tasks with utmost discretion and delivering results that aligned with strategic objectives
Training videosEmployee ManualProject support
Office Manager
Passport Health
Jan 2008 – Dec 2015
• Directed the planning and management of budgets for contracts, equipment, and supplies, ensuring cost-effective resource allocation to meet organizational needs
• Conducted a comprehensive analysis of internal processes, proposed policy changes, and implemented improvements that streamlined operations and optimized record management
• Supervised human resources functions, including employee onboarding, orientations, and providing strategic guidance to department managers on personnel matters
• Restructured employee roles and realigned operations, resulting in a 30% revenue increase within seven months by enhancing productivity and accountability
• Identified and negotiated with new vendors, securing favorable contracts and reducing annual supply costs by 50%
• Eliminated unnecessary overtime by evaluating staffing needs, realigning responsibilities, and recruiting more efficient personnel to reduce operational costs
• Developed and implemented computer-based training (CBT) modules to standardize employee training in alignment with company policies and procedures
• Created an open and supportive work environment, increasing employee retention rates by 40% through engagement initiatives and transparent communication
Budget managementProcess improvementComputer-based trainingQuickBooksPayroll processingSocial media marketingPatient coordinationHealthcare administrationCustomer service
Certifications
State of Georgia, Notary Public
State of Georgia
Skills
notionmonday.comClaudeMonday.comAppfolioBrexSAP ConcurSalesforceSocial MediaQuickBooksMailChimpMac OS XWindowsMicrosoft Office