Banking Relationship Case Manager

Professional Summary

Skills

Work History

LIN JACKSON

Millersville, MD 21108 818-***-**** ************@*****.*** Quality-oriented professional with 17+ years of experience and a proven knowledge specifically within legal and financial management and operations, with a solid sales closing as my foundation. Aiming to leverage my skills to successfully your company, while overachieving any and all goals given. Profit- minded Sales and Operations leader with demonstrated success in driving sustained multi financial banking revenue by working and connecting with customers. Industrious, articulate and tenacious sales professional with strong history of surpassing objectives by leveraging strategy and advanced people skills. Talented in generating leads and demonstrating products to close high-volume sales. Property Management Professional, with 5 years of experience managing properties and supervising finances for Multifamily property management companies. Consistently applies regulations and policies across variety of situations to achieve compliance with local, state and federal requirements, including Fair Housing Act. Reduces costs while maintaining high levels of customer satisfaction with properties. Business operations

Operational improvement

Problem resolution

Building operations

Team management

Electronic court case experience

Process improvement

Relationship development

Contract Negotiation

Project organization

Yardi and Active Building

Director of Finance and Property Management 06/2016 to Current RhoLin Properties, LLC – Baltimore, MD

Supervised accounting functions, including collections, write-offs and rent changes. Verified income, assets and expenses and completed file tracking sheet for each applicant. Boosted occupancy 72% by leveraging market knowledge and successful promotional strategies. Kept properties in compliance with local, state and federal regulations, including prohibiting any form of discrimination in operational practices.

Developed annual operating budgets and forecasts, as well as sales and marketing plans. Investigated property owners and researched current mineral rights details by reviewing hardcopy and digitized records.

Kept records accurate, detailed and fully compliant with reporting requirements to meet all state, local and federal housing requirements.

Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.

Established strong, professional relationships with contractors s and residents by promoting team collaboration and delivering exemplary service.

Developed and executed plan to achieve and maintain 98% or better rate of occupancy. Oversaw monthly collections of funds, maintaining high payment rates by building positive relationships with tenants.

Minimized vacancy periods by collaborating with building owners to strategize improvements to marketing initiatives, business plans and tenant outreach programs. Developed, implemented and adjusted operational policies and procedures. Reviewed budgets for properties and submitted total budget up to $1.2 million to Property owner

(s)for approval.

Mentored property managers and presented status reports to Property investors, as well as, the property's owners.

Worked closely with clients to facilitate appropriate loans, inspections and credit reports. Handled disciplinary actions, performance appraisals and terminations of company staff. Conducted inspections of property grounds, buildings and equipment to identify maintenance concerns and direct timely repairs.

Decreased operating costs by 77%

% by implementing cost control procedures.

Evaluated and recommended changes in rental pricing strategies to remain competitive in market. Analyzed and evaluated monthly and quarterly financial statements. Supported site team in addressing tenant concerns through conflict resolution and mediation. Trained property managers and other staff in legal requirements, operating procedures and best practices within top property management industry standard. Legal Case Manager 08/2010 to 06/2016

State Of Maryland – Annapolis, MD

Researched state statutes, decisions, legal articles, codes and documents. Analyzed elements of civil litigation, including evidence gathering and presentation and client counseling, in addition to evaluating jury selection methods processes. Reviewed and analyzed government and judicial structures, as well as arbitration concepts and negotiation techniques.

Created highly researched and articulate legal paperwork such as pleadings, contracts and briefs. Investigated facts and laws to determine causes of action and to prepare cases. Developed polished legal documents, including motions and briefs, to support litigation processes and court proceedings.

Investigated causes and resolutions regarding civil cases, reviewing damages, losses and settlement formalities.

Advised management on achieving statutory compliance by interpreting regulations, suggesting company policies, and distributing literature on compliant work practices. 4 years experience electronically filing court cases Wrote and filed pleadings with both district and circuit courts, on schedule to maximize case success.

Regional Sales and Operational Team Leader 12/2005 to 08/2010 PNC Bank – Laurel, MD

Spearheaded successful branding initiatives, sales strategies and public relations approaches to underpin and enhance marketing campaign deployment. Helped sales and marketing team members continuously improve product knowledge, skill set and career-building potential by motivating strong revenue numbers and continued promotional success.

Outlined marketing strategies and developed collateral in close collaboration with product management personnel.

Developed corporate sponsorships and worked with industry thought leaders to expand public relations.

Developed overall marketing strategy and support implementation across 25 departments. Managed and motivated sales team to increase revenue by 92% within a 7 month timeframe. Instructed sales staff on cross-selling and up-selling techniques resulting in increased net sales Education

Affiliations

revenue by 52% within 6 months.

Decreased necessary training time by 34% by updating training program. Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.

Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.

Drove operational improvements which resulted in savings and improved profit margins. Business Banking Relationship Manager 12/2002 to 12/2005 Wells Fargo Bank – District of Columbia, Washington, DC Interview, hire, and train new employees.

Provide special services such as investment banking for clients with more specialized needs. Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.

Assessed budget plans and present costs to forecast trends and recommend changes. Recommended loan approvals and denials based on customer loan application reviews. Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.

Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.

Boosted branch sales by developing and deepening customer loyalty through incentive programs. Uncovered and resolved strategic and tactical issues impacting sales management and business operations.

Reviewed and edited loan agreements to promote efficiency and accuracy. Increased new bank relationships within local community by 72% through execution of quarterly promotions.

Recruited, interviewed, hired and trained 43 new employees and implemented mentoring program to promote positive feedback and engagement.

Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.

Director of Public Relations, ACAN Non-Profit Community Service Program (Volunteer)

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