Experienced Operations & Client Services Leader

EXPERIENCED OPERATIONS & CLIENT SERVICES PROFESSIONAL

Financial Workflow Support System Coordination Cross-Functional Team Liaison

PROFILE SUMMARY

Versatile and dependable operations professional with over 20 years of experience in high-volume, client-facing environments. Skilled in coordinating complex workflows, supporting cross-functional teams, and managing billing systems, CRM platforms, and communication across multiple time zones. Proven ability to onboard new clients, streamline systems, and support organizational growth through strong attention to detail, problem-solving, and responsiveness. Adept at juggling priorities under pressure while maintaining exceptional customer service and operational control. Passionate about learning new tools and thriving in fast-paced, people-driven environments.

CORE COMPETENCIES

Client Onboarding & Account Setup Billing & Expense Tracking Workflow & Process Management CRM & System Implementation Cross-Functional Team Collaboration Multi-Channel Communication (Phone, Email, Text) High-Volume Task Coordination Financial Operations Support Vendor & Staff Coordination Scheduling Customer Service Excellence Compliance & Documentation Accuracy Technology Adaptability Yardi Blue Moon Rent Dynamics QuickBooks Microsoft Office Suite Google Workspace Financial Reporting Systems

PROFESSIONAL SKILLS

Skilled in guiding clients through complex system setups and maintaining high satisfaction levels.

Adept at managing communication across departments, time zones, and digital platforms.

Experienced in tracking expenses, processing payments, and maintaining billing accuracy.

Proven ability to manage workflows, prioritize tasks, and keep operations running smoothly under pressure.

Able to work effectively with advisors, executives, and support staff to drive shared goals.

Quick to learn and utilize new platforms (Yardi, CRM tools, financial software, Google Suite).

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PROFESSIONAL EXPERIENCE

Property Manager Sep 2023 – Mar 2025

Wilhoit Properties, Inc — Columbus, GA

Managed daily operations and supervised a team of 3, ensuring smooth workflows and consistent task execution.

Processed billing and tracked operating expenses to maintain financial oversight and budget compliance.

Handled sensitive documentation for HUD, Section 8, and tax credit programs with accuracy and confidentiality.

Communicated with tenants, staff, and external vendors across channels to address needs and resolve issues.

Onboarded new residents into property systems, mirroring client onboarding practices in financial services.

Property Management / Tenant Relations Mar 2019 – Jan 2023

Harmony on Jentilly LLC — Tempe, AZ

Delivered high-touch support to residents, responding to inquiries via phone, email, and in-person meetings.

Coordinated move-ins, renewals, and account updates while managing data across multiple systems.

Maintained financial records, including rent collection, expense tracking, and budget reconciliation.

Resolved maintenance issues swiftly to preserve satisfaction and operational flow.

Developed and executed effective communication routines across stakeholders and vendors.

Director of Customer Service Mar 2017 – Mar 2018

Renters Warehouse ATL — Atlanta, GA

Led customer service operations, responding to high-volume requests from residents, owners, and staff.

Tracked billing, payments, and account issues, ensuring accuracy and timely resolutions.

Trained new team members and supported knowledge sharing across the organization.

Scheduled and coordinated cross-functional work orders and vendor support.

Built rapport with clients and delivered responsive service under tight timelines.

Leasing Specialist Apr 2016 – Apr 2017

Bridge Property Management LLC — Norcross, GA

Trained new hires on leasing systems such as Yardi, Rent Dynamics, and Blue Moon.

Conducted account setups and guided prospective residents through onboarding processes.

Collaborated with the operations team to ensure timely responses and system updates.

Handled documentation for leases, renewals, and compliance checks.

Maintained accurate records of transactions and customer interactions.

On-Site Property Manager Sep 2010 – Nov 2014

Celtic Property Management Co. LLC — Phoenix, AZ

Oversaw onsite operations for multi-family properties, ensuring timely coordination of tasks and repairs.

Conducted regular inspections and maintained property quality standards.

Managed financial responsibilities including budgeting, rent collection, and reporting.

Supervised maintenance teams and streamlined communication between tenants and contractors.

Handled government-regulated documentation for HUD, tax credit, and Section 8 programs.

Developed systems for efficient resident onboarding and service follow-up.

EDUCATION AND PROFESSIONAL DEVELOPMENT

Bachelor of Science in Business

University of Phoenix – Mar 2017

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