Residential Realtor, Commercial Realtor, and Investor

• Jan 2020 - Present

I prepare clients for: The Buying Process by assessing their needs, connecting them with lender partners, helping them get qualified for a loan, inform them of payment assistance programs, advise on credit building, advise on investment strategies. Once a client is approved I help them find the perfect property for their needs. I assess the market and home value and attempt to save them as much money as possible in the transaction. The Selling Process whether it be a typical real estate sale, distressed property, foreclosure, or short-sale. By assessing the property, the market, and the market trends, I determine the home value and marketing strategy for selling the home as quickly as possible for the highest dollar amount possible. Depending on the home condition, staging may be a strategy that is utilized to assist in the marketing plan. Financial Freedom and Retirement by advising on commercial and residential investment strategies to increase wealth and ensure they have passive cash flow that will bolster their retirement funds. Show less

Realtor

• Sep 2016 - Dec 2019

Title Marketer

• Oct 2010 - Dec 2018

*Establish and maintain crucial relationships with clients all over Park City and the greater Salt Lake City area. *Market Investors Title products and services to both current and prospective clients. *Establish and maintain crucial relationships with clients all over Park City and the greater Salt Lake City area. *Market Investors Title products and services to both current and prospective clients.

Licensed Realtor

• May 2016 - Sep 2016

Licensed Realtor

• Jan 2016 - May 2016

Yoga Instructor

• Jan 2014 - Feb 2015

Volunteer position teaching restorative yoga to elementary school staff members. Volunteer position teaching restorative yoga to elementary school staff members.

Human Resources Manager

• Jul 2014 - Oct 2014

Acted as the Accounting Manager and performed Controller functions until both positions were filled. HR Manager •Post job opportunities, conduct interviews and perform background checks. •New hire packets and handbooks. •Onboard new hires and terminations. •Reconcile PTO. •Unemployment and worker's compensation claims processing, including attending hearings. •Insurance Administration •Benefits audits. •Sexual harassment training. •Act as the liaison for employee issues. Accounting • Utilize Paychex to process payroll for a ski boot company and running shoe company with stores in the U.S., Canada and Europe. • Calculate different pay rates based on bi-weekly sales and hours. • Prepare payments for bi-weekly, monthly and quarterly withholdings, 941 and 940 taxes. • Reconcile the line of credit, control, operating and payroll bank accounts for both companies monthly. • Enter journal entries in Dynamics GP for all of the above transactions, as well as American Express payments. Show less

Accounting Manager

• Jul 2013 - Dec 2013

• Utilized Paychex to process payroll for a ski boot company and running shoe company with stores in the U.S., Canada and Europe. • Calculated different pay rates based on bi-weekly sales and hours. • Improved the accuracy of wages by implementing a spreadsheet interface with our time and sales application reports. • Prepared payments for bi-weekly, monthly and quarterly withholdings, 941 and 940 taxes. • Reconciled the line of credit, control, operating and payroll bank accounts for both companies monthly. • Entered journal entries in Dynamics GP for all of the above transactions, as well as American Express payments. • Processed expense reimbursements. Show less

Income Auditor

• Dec 2011 - Jun 2013

• Posted revenue into Microsoft Dynamics GP by 10am daily for retail, banquets, lodging, tickets, food and beverage. • Reconciled cash/credit card clearing, room revenue, suspense and balance sheet accounts for monthly close. • Researched discrepancies in Siriusware, Micros and Springer Miller, then prepared journal entries to balance accounts. • Worked closely with IT to resolve system issues that caused account discrepancies. • Managed travel agent accounts payable by reconciling travel agent folios and producing travel agent checks. • Responded to credit card disputes by submitting signed contracts and receipts. • Created Income Audit procedures in an effort to assist with training, identify exposure and help create controls. • Audited cash deposits, posted over shorts, prepared bank deposits and maintained deposit logs. • Distributed and collected banks from various points of sale. Show less

Analyst III

• Jul 2009 - Sep 2011

• Processed and supported the trading business and syndicate operations via a Direct Market Access customer base• Reconciled trade executions versus customer allocations for both domestic and international securities via facilitation accounts daily • Resolved failing trades by liaising with various settlement teams as well as the clients’ prime brokers• Cross trained for the agency broker/dealer customer base• Monitored the Firm’s risk by evaluation of profits and losses.• Troubleshot issues that required research and the collection of data that was not readily available• Identified opportunities for process improvement• Documented process flows and create/update procedure manuals for functions performed• Trained new employees and interns on daily functions and systems• Created a systems access document to help streamline the on-boarding process for new team members• Created a Relocation/Migration Committee to help new employees and transfers get acclimated to Salt Lake City • Served on the steering committee for the SLC Hispanic Network• Participated in the University on Utah Recruiting Committee• Volunteered at the Pete Suazo Business Center on behalf of the Firm; created a beginner and an advanced Excel course Show less

Recruiter and Network Advisor

• Nov 2007 - Jul 2009

• Liaised with various diversity networks, including serving as the advisor on events for raising awareness and talent development.• Managed the diversity newsletter and intranet.• Identified skills essential to the business and hosted workshops and presentations to cultivate these skills within employees.• Hosted a series, where leaders within the firm discussed essential topics, industry trends and their career paths individually or on panels.• Coordinated the annual team meeting which involved team building, reviewing the previous year’s goals, setting new goals and a fun activity. • Liaised with Divisional Teams on their hiring needs and student selections, as well as ensured effective diversity events are deployed on campus.• Created budget, agenda, and marketing for education based programs and recruiting conferences.• Co-managed the undergraduate, MBA, and experienced hire recruiting process by coordinating job postings, conferences, phone screenings and interviews.• Met with undergraduate program participants to discuss aspirations and provide suggestions on career paths, training and extra curricular activities.• Processed intern on boarding: offer letters, background checks, confidentiality forms, as well as coordinated set-up for computers, IDs and emails.• Conducted presentations, such as “Business Communication”, “Resume Writing”, “Why Work On Wall Street” and the Internship Orientation.• Co-Managed the Sophomore Rotational Program; an 8-week intensive internship program that cultivates interns for a career in finance.• Prepared Excel analysis of data based on diversity/school application statistics for each program. Show less