Successful and recognized professional specializing in management, operations, and talent acquisition and development; seeking an opportunity to leverage direct and transferable skills in a fast-paced environment.
Overview
26
26
years of professional experience
Work History
Portfolio Community Association Manager/Trainer
RealManage Management
Cary
10.2024 - Current
Portfolio Management of 10 Homeowner Associations
Oversaw daily operations for all communities to ensure smooth functioning and resident satisfaction.
Oversaw financial reporting, collections, and annual budgeting
Cultivated professional relationships with board members and homeowners.
Resolved disputes between community members and board members to maintain harmony.
Created and fostered vendor relationships
Created work orders and processed invoices while coordinating with accounts payable/receivable to maintain financial accuracy.
Developed relationships with builder developers such as Beazer and Ryan Homes as well as transitions to board of directors.
Facilitated board and annual meetings, ensuring structured communication and effective decision-making.
Project management
Portfolio Community Association Manager/Onboarding and Offboarding Specialist
Associa H.R.W. Management
Raleigh
05.2021 - 10.2024
Community Association Manager of the Year-2021, 2022, and 2023
Transitioned new communities and managed transition process while leading a team of 5 to ensure smooth onboarding
Transition-out existing communities to new management companies while maintaining a mutually respectful relationship
Manage daily operations of 10 Homeowner Associations
Review and submit financial packages, accounts receivable, and accounts payable
Built and maintained vendor relationships, submitted work orders, followed up on completed projects, and managed contracts and maintenance agreements to ensure service quality
Engage in the budget process with all associations
Communicated with board members and homeowners to resolve conflicts and enhance community satisfaction
Licensed Insurance Representative
Mutual of Omaha
Raleigh
01.2015 - 12.2021
Consult with existing and potential clients to determine insurance and financial planning needs
Submitted client insurance applications for approval, developed and maintained accurate client records to ensure compliance and client satisfaction
Trained and obtained certification in needs-based life insurance products and health products such as Short Term Disability, Long Term Disability, Long-term Care, as well as Medicare Supplements, MAPD, and PDP
Built clientele through cold calling, following up with referrals, and cultivating relationships to expand business reach
Participated in Chamber of Commerce activities, Business Expos, and Healthcare Senior Fairs to increase visibility and connect with potential clients
Portfolio Community Association Manager, CCAM® at PowerStone Property ManagementPortfolio Community Association Manager, CCAM® at PowerStone Property Management