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Project Management Real Estate

Location:
Desert Hot Springs, CA
Posted:
February 21, 2024

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Resume:

To Whom it May Concern:

I am interested in the opportunity that your company has available. I have been managing and overseeing corporate administrative operations, project management and facilities for 10+ years within numerous California offices in both NorCal & SoCal. Prior to operations managed extensive marketing strategies for 10+ years with research and insight for a clear understanding of the requirements needed to improve the customer experience and increase market share.

With the management of both administrative operations and marketing, this has enabled me to have versatile knowledge within various industries. Working in the real estate industry for 15+ years, whether it is traditional or digital, I am confident with the understanding of the various markets, deal transaction management, compliance, communication, leadership, team building and empowering people to take ownership of their positions/processes, creating a positive and motivating culture.

Committed to the highest standards of professionalism in the industry ensures the brokerage standards and values are passed through every aspect of the firm policies. Please find my contact information on my enclosed resume. I look forward to further discussion about the open position and how I can add value to your organization. Sincerely,

Candy Bertoli

415-***-****

CANDY BERTOLI

415-***-**** ad3tgj@r.postjobfree.com

Operations, Facilities, People & Project Management Provide corporate leadership and management for business development. Create resources and solutions that facilitate an effective workflow. Project management of large-scale company-wide projects executing sound strategic planning, from inception to completion. Emphasizing innovation and creativity in solving complex problems. Measurable success with leading diverse teams to achieve outstanding results for company goals. Contribute to firm growth with cost-effective, time efficient business strategies. Ensure the industry compliance, branding and policy regulations are met. Proven effective training programs and best business practices, achieving cost savings contributing to growth. Passionately strive toward constant improvement with overall vision and strategy. Provide elite customer service to all, with the highest degree of integrity, professionalism, and discretion. Vice President Corporate Operations & Project Management 8/2018 to Current Pacific Union / Compass – California

• California operations and project management for 150+ offices, 9500+ salespeople, 500+ staff members throughout California.

• Collaboration and direct report with leadership.

• Refine efficiency by evaluating and recommending the improvement of automation for policies/procedures.

• Generate universal processes for data reporting accuracy.

• Provide strategic project management collaboration with intercompany teams aligning policy/process to achieve company goals in line with industry compliance.

• Improve team performance through people development, team building, hiring, and staff evaluations.

• Collaborate with legal ensuring the firm is always at minimal risk.

• Vetting products with innovation groups before implementation of training and rollout.

• Scale products and processes by measuring product utilization with automation of data analytics.

• Support cost savings and growth with implementation of automated processes increasing time efficiency and accuracy of business data.

• Develop solutions once the determination of the root cause has been identified.

• Created the mergers and acquisitions migration playbook for 3,500 salespeople, employees, and vendors contracts into the company platform.

• High level of proficiency, knowledge, and management of outside corporate vendors, maintain professional relationships with all providers

• Compliance with NAR, CAR, DRE and MLS providers. Senior Director of Corporate Operations 08/2010 to 2017 Pacific Union – California

• Direct Report to the COO.

• Oversee and provide guidance to the Operations Team of 18 people.

• Oversee/maintain financial budgets.

• Project manage facilities, office renovations, construction budgets, space planning with vendors, city planning divisions/permit processes, designers/architect, planned and execute office moves. Management of buildouts for new offices and TI renovations.

• Oversee office lease negotiations, renewals and rent increases.

• Consistently review company products to ensure state-of-the-art systems for the best performance and cost efficiency.

• Automate and create processes including implementation procedures for launching of automation, new products, training, onboarding/offboarding of employees and independent contractors.

• For Example:

o Automation of policies/procedures for efficiency and accuracy. o Select a Transaction Management system that is the best platform for the company needs. o Internal communication developed group texting alerts to use with the iPhone/Android, was later adopted by the entire company for an emergency texting system.

o Implement monthly/weekly updates providing information that can be obtained after hours when staff is not available. o Consistently revise/maintain information for clean data. Data to be utilized with reports for forecasting. o Facilitate and maintain training initiatives for executives, managers, and employees in quality service, coaching, and performance management.

o Established recognition programs for individual and team improvements that supports the company mission. o Design and create training materials, guides and corporate events for the purpose of Train-the-Trainer, creating a more cost-effective environment.

• Create and manage innovation groups to ensure the effectiveness of products before implementation.

• Corporate events, - organize and oversee the budget, logistics, venue, and committee for small and large events.

• BRE compliance, file review, onboarding of agents/assistants Candy Bertoli Page 2

Executive Marketing & Operations Event Director, 01/2003 to 02/2008 Eisenhower Medical Center - Barbara Sinatra Children's Center - Non-Profit. – Rancho Mirage, CA

• Design, research, develop and implement ideas for new events/projects and upgrade/refresh old projects.

• Handle technical direction of marketing collaterals for each project, including radio and television.

• Coordinate organize and follow-through on all aspects of each project including: o budgets, contracts, service for projects (accommodations, transportation, facilities, catering, signage, displays, special needs, printing, security).

• Meet with the board of directors, clients and organize committees to plan the scope and format of each project.

• Monitor projects to ensure compliance with applicable regulations and laws.

• Received awards for generating the highest funds for non-profit events.

• Coordinate live and silent auctions to increase revenue for non-profit events.

• Oversee and manage a staff of 6, as well as coordinate and oversee 600 volunteers. Corporate Marketing Art Director, 06/2000 to 11/2003 ARV Assisted Living – now Atria Assisted Living Care – Irvine California

• Work with the CEO, President and Senior Vice President of Operations.

• Supervise two designers.

• Oversee and manage all aspects of marketing collaterals for 60 communities in 11 states o (Graphic design, technical direction, advertising, media/radio, direct mail, website development, customer/crew incentive programs, and sales contest events to generate sales.) Ensure legal aspects of the collaterals are correct for each state.

Senior Graphic Designer 02/1994 to 06/2000

Coca-Cola Fountain USA – Irvine, California

• Work with Account Executives to generate sales and branding of the Coke products in local market and nationally.

• Managed five (5) designers.

• Design marketing collaterals for POS, PowerPoint onscreen presentations, create/coordinate concepts for

• National events and trade shows for custom POP.

• Received awards for highest quality and excellence. EDUCATION

Cypress College Course Study: Business Management

Artesia High School

TECHNICAL

Salesforce Tableau NetSuite Domo Microsoft Office Google Drive/Suite Monday.com Team Building Adobe Creative Suite Risk Management & Broker Compliance MLS Broker Metrics SkySlope Transaction Management DocuSign Profit Power

Licenses:

California Real Estate License

References upon request



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