Customer Service Property Manager

Lori Bailey

Roanoke, VA ***** • **************@*****.*** • Linkedin.com/in/ • 540-***-****

Career Snapshot: Charter School Principal Finance Manager Property Manager Commercial Banker

More than 15 years of combined experience in banking, early childhood education, school administration, and property management. Fiscally responsible problem-solver. Empathetic and understanding. Strong understanding of human development and the learning process. Confidential. Provide consistent quality service to all net worth Adept at calming irate people. Enjoy working with families. Valid Virginia Driver’s License. Willing to travel. Background includes:

Staffing Development Relationship Management Policies & Procedures

Budgets & Reports Grant Letters / Plans Purchasing

Document Review Research Lesson Plans

Credit Analysis Community Engagement Loan Processing

Commercial, Retail and

Operations Banking

“Whether she is covering classes, playing basketball with the children at recess, managing our budget, or creating relationships with donors, she always gives 150%.”

– Rebecca Korkowski, Employee at The Academy Charter School (McLeod Foundation) Professional Experience

McLeod Enterprises LLP & The McLeod Foundation – Roanoke, VA Aug 2021 – Present McLeod Enterprises is a privately-held real estate investment and property management company 1100 properties... The Academy Charter School is a private nonprofit school funded in part by the McLeod Family Foundation with a focus on at-risk youth and their families breaking the cycle of poverty through a multi-generational approach.

(Note: Hand-tapped by the owner to manage a large portfolio of rental properties, and then improve performance at a charter school, with no guidance or supervision. Some roles overlapped. Principal at The Academy Charter School (80 students/10 employees) [Aug 2023 – Present]

Recruited and hired a new staff, including teachers, aides, and a bus driver, one month before school began.

Worked with parents toward self-sufficiency, with regular communication, support and finance classes, career exploration, and job search assistance.

Followed up with former pupils who became honor’s students, and joined athletic teams.

Convinced John Carlin of WSLS-TV10 to visit the academy to produce a story on the mission.

Sought and won several grants to help fund the school, and provide tuition-free enrollment. Finance Manager [Sep 2022 – Present]

Real Estate Operations Manager / Property Manager [Aug 2021 – Sep 2022] Oversee a team of in-house and contracted tradesmen, maintenance technicians, collections agents, and customer service representatives to handle tenant requests, payments, lease applications, and cleaning for rent readiness.

Designed website EliteHomeRentals.com using Rent Manager.

Updated Policies and Procedures to bring leasing process and tenant relations into compliance.

Increased revenue

XACTUS – West Palm Beach, FL (Remote from Forest, VA) Sep 2018 – Jul 2021 Serving the mortgage industry, Xactus is an outsourced provider of verification services, data solutions, and technology products.

Bank Forensic Auditor

Served as a point of contact, and collaborated with 18 team members auditing mortgage lenders located in 50 states, all with varying regulations.

Reviewed a sample mortgage loan package from different banks across the USA, examining policies, timing of disclosures, signatures, appraisals, and other documentation required for state and federal compliance.

Uncovered fraud through careful examination of statements, closing process, acquisition of down payments, employment verification, and unverified large transactions. Lori Bailey **************@*****.***

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Professional Experience (continued)

CREATIVE KIDS LEARNING CENTER – Roanoke,

VA Dec 2014 – May 2018

A startup K-5 school providing children with real world experiences, such as field trips to local shelters and skilled care facilities, along with interactive games and socializing. Owner / Operator

Launched and managed a childcare center with 12 kids and grew it to 130 before selling it for a significant ROI. Partnered with 5 nearby schools to provide after-school programs.

Increased enrollment and hired additional staff.

Earned positive media coverage on local television news stations, and in regional publications. SUNTRUST BANK (now Truist) – Roanoke, VA Apr 2011 – Dec 2014 SunTrust Bank was a regional bank with 1,400 branches, and 2,160 ATMs across 11 southeastern states and Washington, DC.

Commercial Bank Specialist

Partnered with Relationship Managers at the bank to grow revenue, and provide service and solutions for an exceptional customer experience.

Answered phones and emails, and prepared loan packages.

Opened new checking, savings, and merchant accounts.

Reviewed final loan documents ahead of closings to ensure accuracy, and prevent funding delays.

Assisted Relationship Managers with collection of past due loans and overdrawn accounts. FIRST UNION / WACHOVIA / WELLS FARGO – Roanoke, VA Jun 1994 – Apr 2011 In 2001 First Union acquired Wachovia. Wells Fargo merged with Wachovia in 2008. Loan Originator (Auto, home equity, secured, and credit cards

Won two sales trips as a top performer for sales and loan production at Wachovia.

Worked in various departments, including operations, private banking, and limited telework. Certifications and Licensure

Nationwide Multi-State Licensing System and Registry (NMLS) #545979 Technology Skills

Microsoft Windows MS Office: Word, Excel, PowerPoint, Outlook ZOOM Google Drive Trello loan IQ IXL PlanBoard Workday QuickBooks

Training and Development

Managing up and Delegation – McLeod Management Training • Dec 2024 Constructive Conflict – McLeod Management Training • Dec 2024 Organizational Communication – McLeod Management Training • Nov 2024 Effective Meetings – McLeod Management Training • Nov 2024 Interpersonal Communication – McLeod Management Training • Oct 2024 Adaptive Leadership 101 – McLeod Management Training • Oct 2024 Tony Robbins Business Mastery • 2023

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