Allie Lowe

Allie Lowe

SENIOR OPERATIONS AND RELATIONSHIP PROFESSIONAL

Duluth, GA 30097, United States

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

Real Capital

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
Hive Revenue

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
Passport Health

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