Sales Coordinator Property Manager

Ronald McGraw

Cell 347-***-****

******.******@*****.***

OBJECTIVE:

To excel with a promising institution that has promising opportunities for advancement and growth.

Experience:

Firstkey Homes – March/24 – October/ 25 (Hybrid)

Property Manager Assistant

*Handle resident request

*Balance ledgers for residents

*Handle various resident issues

*Take resident call’s and meet daily metrics

*Receive and process rental payments

*Investigate resident issues via Yardi and Zendesk

*Create maintenance request in Facilgo

*Investigate and resolve resident request and issues

*Receive resident rental payments and process checks in Yardi

Sales Coordinator

* Lead sales coordinator

* Pre-qualify potential leads

*Schedule pre-qualified appointments for potential leads.

* Responsible for the sales applications that are confirmed and captured by the CSC.

* Produce updated reports for upper management for weekly meetings.

* Utilize daily property management software with internals systems such as Zendesk, Rently, YARDI, Incontact, Microsoft Teams, Outlook, Sales Force, SCCM and CRM.

* Responsible for capturing all financials for perspective renters.

* High volume calls inbound-outbound 100+ daily.

* Assist in any eviction request on behalf of Firstkey Homes

* Handle ALL follow-up requests for potential sales.

* Coordinate all follow up potential, canceled or aged applicants.

* Maintain company-provided Fair Housing Rules with perspectives.

* Call leads about potential specials for sale purposes.

* Advise perspectives on approvals and go over the lease term agreements.

Excalibur Homes – 4/23 – 10/23

Resident Support Specialist - Contractor

* Provide exceptional customer service and support to residents of multi-family properties.

*Effectively manage resident inquiries, complaints, and request with satisfactory resolution.

* Strong knowledge of property management principles, leasing procedures and violations.

* Build strong rapport with residents and fostering positive relationships for satisfaction and retention.

* Utilize with strong knowledge in property management software with internals systems such as Zendesk, Rent Manager and Microsoft Teams and Excel to send out monthly report spread sheets to upper management.

* Liaise with maintenance team for all reported incidents and tenant repair request.

* Assist with Water and Utility needs for all residents.

* Assist in any eviction request on the behalf of the homeowners.

UBS (Union Bank of Switzerland

Wealth Management March/22 – April/23 (remote)

Weehawken, New Jersey

*Educate stock participants on account services and capabilities.

*Input data into financial planning tools

*Assist with the preparation of reports and other materials for client meetings.

*Ensure appropriate documentation is collated for new accounts and service request.

*Liaise with the trading desk

*Leverage communications channels to enhance relationships with clients.

*Maintain management systems with up-to-date client information.

*Inform stockholders on the market value of the day and provide information about their holdings.

*Provide team with a calendar detailing daily, weekly and monthly activities.

* Daily usage of Outlook and Microsoft Teams, Sales Force, SCCM and CoPilot/Autopilot

AMERICAN EXPRESS (Salelytics) 12/20 – March/22 (remote)

Sales Team

Phoenix, Arizona

*Set up accounts

* Balancing customer accounts for inqury disputes.

*Process customer business applications

*Assist customers with knowledge of new and existing product

*Heavy incoming call volume

*Process daily report of sales for management

*Liaise with business product team on new business cards

*Transfer calls to various business departments for escalation purposes.

*Troubleshoot customer credit issues to various departments.

MISTY ARTESIAN WATER 03/19 – 04/2020

Marketing and Branding Representative

Atlanta, Ga

. Opening new client accounts.

. Establish business relationships with new clients.

. Service clients needs for new product.

. Monitor accounting books for all accounts.

. Work on new marketing strategies for the Artesian brand.

. Monthly press releases for the brand.

. Coordinate weekly analysis report for marketing.

. Handled all account receivables and deliveries

. Kept track of all Sales

. Kept books of all payout transactions

AMERICAN STOCK TRANSFER (AST) 09/17 – 02/19

Stock Transfer Rep

Brooklyn, New York

. Heavy call inquires from shareholders. . . . Work directly with brokers on shareholder issues and transfers.

. Transfer shares between corporate accounts.

. Liaise between legal department and client relationship reps.

. Investigation and reconciliation between shareholder accounts.

. Advise shareholders on outstanding checks that are facing escheatment.

. Heavy customer service calls, minimum 90 calls a day.

. Work with shareholders on TOD’s, TRUST, LIVING WILLS and ESTATE VAL’s

. Inbound and Outbound calls.

. Daily update on shareholder accounts.

. Process of payments and accounts through Sales Force

. Accounts receivables and deliverables

MACKENZIE PARTNERS 06/16 – 09/17

PROXY SOLICITOR

New York, New York

. Heavy call center inquires from shareholders

. Keep track of shares from shareholders once voted for Broadridge.

. Track all 411 shareholders and contact them.

. Prepare daily spared sheet with comments from shareholders for management.

. Calculate all shares voted on for management before shareholders meeting.

. Make outbound calls to share holders to confirm if they received their voti materials and if they intend to vote.

. Monitor all share value movement for daily log.

. Inform shareholders of any changes that are done.

. Handle inbound calls for shareholders if they have questions.

KINGTEL SERVICES 12/14 – 06/16

Client Service Rep

Brooklyn, New York

. Heavy call center inquires for various campaigns.

. Answered 80+ inbound calls daily.

. Outbound calls for Proxy Votes for Fidelity.

. Assisted NYC residents with complaints.

. Assisted NYC residents with heat and hot water complaints.

. Assisted NYC residents with various weather condition complaints.

. Assisted NYC residents with booking appointments for IDNYC cards.

. Update all client complaints and opinions.

. Escalated pending issues to 911 operators for emergency issues.

. Received OUTBOUND calls for NYC residents trying to get ID cards.

. Outbound customer survey calls Auto Dealers.

. Outbound calls to city landlords for placing tenants under the SINC program.

JP MORGAN CHASE 04/13 – 11/13

CONSULTANT - Trade Support Specialist

Newark, Delaware

* Assist with processing account and security transfers during extremely high volume. * Build relationships with internal and external clients.

* Engage in investigations and resolve issues as needed.

* Request BINs from various custodial banks which are then sent to MUMBAI for processing.

* Settled trades with various clients and resolved issues.

* Processed funds as they came in on settlement date.

* Liaised with MUMBAI on outstanding cases.

Broadridge Financial 07/12 – 01/13

Consultant - Stock Transfer Recon.

Philadelphia, Pa

* Liaise with internal settlements desk to make sure trades settle on time.

* Prepare and distribute month end analysis report for management

* Work directly with Relationship Managers to help build client relationships.

* Balance in house client accounts on funds received/paid out.

* Opening and closing of tickets daily through internal systems.

* Work directly with the call center on client needs.

* Responsible for daily input of trades/spread sheets in excel

* Escalate and resolve discrepancies daily.

TD Bank 10/09 – 05/12

Wealth Management/Free Receipts – Team Lead

Cherry Hill, New Jersey

●Prepared and processed ALL free receipt trades for clients.

● Worked diligently with the Client Representatives on client’s estates.

●Settled/cleared all trades based on reports from BONY

●Settled and prepared ALL DTC and Mutual Fund items.

●Liaised with administrators on all failed items for middle office.

●Worked closely with the relationship managers on client’s trades.

●Prepared daily report on open/closed trades for management.

●Liaised with BONY on daily reconciliation report.

●Made sure ALL account reps received their estate val reporting’s.

Deutsche Bank 09/05-02/09

Client Service Rep GED Equity Settlements – Team Lead

New York, New York

●Confirm all Derivative OTC /VARSWAP deals w/clients Internal/External

●Responsible for the daily OTC Cash reconciliation process

●Liaise with middle office on daily resolution on all trade fails.

●Responsible for booking and confirming all DTC and DTCC trades

●Responsible for all Physical Assignments which settle through DTC/DTCC

●Liaise with Stock Loan when borrowing shares.

●Liaise with back office to ensure trades are booked properly and accounts are set up properly.

●Responsible for processing and settling Interest rate, Vanilla and Equity Swaps.

●Liaise daily with traders and sales desk

●Monitor and settle all trades on value.

●Process all cash movements and over see settlement with our Cash and Margin dept.

●Confirm/Settle and process all Blackrock trades.

●Prepare weekly fail report and confirm open deals with our London Branch

●Responsible for balancing the accts in ADP

●Responsible for all pay/receives within the accts.

●Verify and pay monthly Variance Swap OTC cash payments and confirm all OTC expiry trades on expiration date.

Skills: ADP, Global One, Yardi, Zendesk, Outlook, Facilgo, Euclid, Fox, CSW, Excel, DTC, Microsoft Teams, SA,P, Euroclear, Cedel, Sales Force, Bloomberg, SCCM, CRM and Autopilot/Copilot

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