Customer Service Property Assistant

Yvette McHenry

P.O. Box ***, Oakley, CA ***** *********@*****.*** 925-***-****

Professional Profile

Administrative and Service professional with combined 20+ years’ experience in financial banking, real estate and customer service.

● Detail-oriented with demonstrated success implementing solutions to create optimal efficiency

● Efficiency and Time Management: a proven track

● record of performing efficient and detailed work in highly demanding environments

● Areas of expertise: HUD, ADA guidelines, Section-8, Federal National Mortgage Association (FNMA) and Federal Home Loan Mortgage Corp. (FHLMC) laws and procedures.

● Software skills: QuickBooks, Odoo, Office 365 (Word, Excel, PowerPoint), e-mail, internet Work History

Owner June 1999 to March 2023

II More Hands, San Francisco Bay Area

● Plan, organize and prepare routine to moderately complex catering needs for events ranging from 25-500 guests.

● Planned and executed successful events for high profile customers.

● Light cleaning and organizing of homes and businesses.

● Errands which includes but not limited to grocery shopping, cleaners, doctor appointments, and business meetings.

● Event and travel planning.

● Caretaker for Elder and children.

Residential Coordinator March 2022 to Sept 2022

Shepherd’s Gate, Brentwood, CA

● Resident Coordinator; assisted Residents in all aspects of daily activities, appointments, and decisions.

● Resident Coordinator: responsible for providing guidance and direction to 15 -25 residents.

● Developed and implemented office administration strategies to meet company objectives.

● Reviewed and processed weekly payroll utilizing Odoo.

● Responsible for ordering and maintaining both office and field supplies.

● Supported Supervisor with onboarding of new resident intakes.

● Provided administrative support by scheduling meetings, performing audits, QA checks, creating and paying invoices.

● Plan and organize company events.

On-site Property Assistant February 2011 to June 2018 EAH Housing, Oakley, CA

● Served as a liaison to Property Managers and tenants; provided administrative support including processing rental applications, apartment viewings, and inspections of a 50-unit senior apartment complex.

● Managed correspondence, to include newsletters, memos and property management

● Maintained tenant relations to ensure satisfaction and retention.

● Facilitated tenant functions in all aspects, to include planning weekly and monthly social events.

● Created Sharing All Recipes at Home (SARAH), a monthly social event where tenants would provide a homemade dish to share with other tenants as a potluck.

● Conducted outreach to managers of local grocers to obtain meals and groceries for low-income residents. Successfully partnered with Food Bank, Panera, Sprouts and Trader Joes.

Treasury Advisor IV/Accountant December 1997 to May 2009 Bank of America, Concord, CA

● Managed high security accounts such as USPS, CIA, IRS and the United States Military.

● Specialized in customer relationship management offering financial options to potential homebuyers and current homebuyers developing a loan process.

● Coordinated the collection process and analyzed appraisals, credit reports and financial statements to ensure the loan was within the risk parameters of bank regulations.

● Analyzed borrowers financial and credit history information to determine credit status and ability to meet loan terms.

● As needed, processed general banking transactions, such as opening, closing and transferring of accounts.

● Act as lead for client relations by responding to client’s questions, complaints and inquiries. Education and Certifications

● Real Estate Certificate

● City of Oakley, Entrepreneur Certificate

● High School Diploma – Castlemont High School

Contact this candidate