John Guzman-Peonio
Team Lead - Management Services/HOA Community Manager, CMCA®, AMS® at Advance HOA Management, Inc.- Claim this Profile
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Bio
Credentials
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Food Safety Manager Under the Conference for Food Protection Standards
National Registry of Food Safety ProfessionalsNov, 2013- Nov, 2024 -
Certified Safe Food Handler
ServSafeJun, 2013- Nov, 2024
Experience
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Advance HOA Management, Inc.
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United States
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Real Estate
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1 - 100 Employee
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Team Lead - Management Services/HOA Community Manager, CMCA®, AMS®
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Aug 2018 - Present
Team Lead - Management Services-Lead a team of managers.-Provide additional support and training for managers.-Review documentation provided to communities by managers to ensure proper organizational standards are met.-Provide additional support for communities during transition periods.-Provide leadership within the organization to ensure continued success.-Manage a portfolio of communities.HOA Community Management-Responsible for managing budgets, contract administration, and communication with residents, while encouraging and maintaining client relationships with Board Members.-Facilitate, advise, educate and assist Board of Directors, their Committees, and Homeowners, in the daily management and operations of the association's business.-Manage day-to-day operations, administration of the community and all common area property.-Coordinate, manage and direct all activities pertaining to finance, planning, analyzing of financial reports, and operations budgeting while monitoring and managing safety, maintenance and community services.-Conduct research and manage special projects as directed by the Board of Directors, and to report to the Board of Directors on all issues that may affect the community.-Attend all Board meetings, special meetings, and other committee meetings as required.-Perform site-inspections of properties and completes follow-up items as needed.-Coordinate and make recommendations for the community's communication and public relations program and plans.
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Licensed HOA Community Manager, CMCA®, AMS®
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Oct 2017 - Jul 2018
-Responsible for managing budgets, contract administration, and communication with residents, while encouraging and maintaining client relationships with Board Members.-Facilitate, advise, educate and assist Board of Directors, their Committees, and Homeowners, in the daily management and operations of the association's business.-Manage day-to-day operations, administration of the community and all common area property.-Coordinate, manage and direct all activities pertaining to finance, planning, analyzing of financial reports, and operations budgeting while monitoring and managing safety, maintenance and community services.-Conduct research and manage special projects as directed by the Board of Directors, and to report to the Board of Directors on all issues that may affect the community.-Attend all Board meetings, special meetings, and other committee meetings as required.-Perform site-inspections of properties and completes follow-up items as needed.-Coordinate and make recommendations for the community's communication and public relations program and plans.
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System Administrator
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Oct 2017 - Apr 2018
Update systems as need arises.
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Director of Operations/Licensed HOA Community Manager, CMCA®, AMS®
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Jan 2017 - Oct 2017
Director responsibilities-Review operations of organization including staffing, processes, systems while remaining within organization budgets.-Prepare new employee and continuing education training modules for staff.-Determine future goals or organization.-Market organization to obtain future business.-Review documents prepared by staff members before presenting to clients.-Review management contracts before presented to associations.-Negotiate contracts with clients.HOA Management Responsibilities-Responsible for managing budgets, contract administration, and communication with residents, while encouraging and maintaining client relationships with Board Members.-Facilitate, advise, educate and assist Board of Directors, their Committees, and Homeowners, in the daily management and operations of the association's business.-Manage day-to-day operations, administration of the community and all common area property.-Coordinate, manage and direct all activities pertaining to finance, planning, analyzing of financial reports, and operations budgeting while monitoring and managing safety, maintenance and community services.-Conduct research and manage special projects as directed by the Board of Directors, and to report to the Board of Directors on all issues that may affect the community.-Attend all Board meetings, special meetings, and other committee meetings as required.-Perform site-inspections of properties and completes follow-up items as needed.-Coordinate and make recommendations for the community's communication and public relations program and plans.
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Hammersmith Management, AAMC®
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Greenwood Village, CO
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Association Business Manager, CMCA®
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Jan 2015 - Nov 2016
-Responsible for managing budgets, contract administration, and communication with residents, while encouraging and maintaining client relationships with Board Members. -Facilitate, advise, educate and assist Board of Directors, their Committees, and Homeowners, in the daily management and operations of the association's business. -Manage day-to-day operations, administration of the community and all common area property. -Coordinate, manage and direct all activities pertaining to finance, planning, analyzing of financial reports, and operations budgeting while monitoring and managing safety, maintenance and community services. -Conduct research and manage special projects as directed by the Board of Directors, and to report to the Board of Directors on all issues that may affect the community. -Attend all Board meetings, special meetings, and other committee meetings as required. -Perform site-inspections of properties and completes follow-up items as needed. -Coordinate and make recommendations for the community's communication and public relations program and plans.
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OppenheimerFunds
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United States
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Investment Management
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500 - 600 Employee
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Supervisor – Transfer Agency
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Jan 2007 - Mar 2013
• Supervised teams of 10-12 full-time staff/25-35 temporary staff employees• Recognized talent within temporary staff employees and made hiring recommendations for the organization of various departments• Worked with staff to create a successful career path allowing for multiple promotions within and outside of the department and allowing for less attrition throughout the organization• Led project for the call center to successfully eliminate the 'B' share class by collaborating with various departments in New York and Denver including legals, back office, IT, processing and retirement plans• Effectively answered escalated customer calls utilizing a relationship building approach to work with the callers• Utilized the Leadership Engine philosophy to influence staff by allowing decisions to be made at the lowest level• Identified business issues and created resolutions such as collaborating with peers to streamline the part-time model allowing the model to continue as an added value to the organization• Engaged staff for process improvements by gaining insight of their ideas and allowing staff to utilize those ideas for process improvements• Promoted partnerships with other business units by building and maintaining relationships• Engaged peers in learning different methods of documentation for better efficiency and accuracy• Implemented a Triad model (two supervisors and one assistant supervisor) to promote cohesion between two teams of 10-12 staff members each and operate as a cohesive team while still providing the same support as two separate teams allowing the use of one assistant supervisor for two teams• Developed a more effective interviewing and hiring process reducing attrition and maintaining talent• Streamlined processes on forms by eliminating duplicate forms and updating current forms making them easier to understand for the customer and more efficient negotiation for the processor
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Assistant Supervisor/Mentor–Transfer Agency Processing–Purchases/Specialized
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Jan 2006 - Jan 2007
• Led staff of 10-18 employees to success by introducing more efficient processes• Led disaster recovery efforts that allowed for effective and timely processing during 2006 snow storm• Defined management responsibilities to determine whether or not to continue utilizing a mentor position in conjunction with an assistant supervisor position and introduced more effective operations utilizing only an assistant supervisor• Administered adherence log, development log, error trends, determined training needs, created and updated online guidelines, and administered disciplinary actions allowing staff a more structured environment to accomplish tasks more efficiently and with less supervision• Adjunct trainer for new mentors and assistant supervisors allowing easy transition into new roles by training them on administrative and personnel topics including documentation of conversations, disciplinary actions, etc.
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Department Trainer/Business Analyst–Retirement Plans Processing/ISG
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Oct 2004 - Jan 2006
• Acquired Series 6 (FINRA) license• Trained representatives in Retirement Plans and Institutional Services Group processing functions• Cross trained in Direct Processing functions to aid in training, when necessary• Created process for requesting access to applications for the Institutional Services Group, Kennedy Site and High Net Worth departments allowing for more efficient security access requests to be completed• Created and updated more than 300 online procedures and training manuals allowing easy access to staff while negotiating an item for processing• Key contributor, subject matter expert (SME) and liaison for OPTIM project intended to upgrade operational systems• Updated blue sky tables in our New Sales Account (NSA) system in order to prevent inaccurate processing• Provided analysis and reports as necessary to the AVP
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Plans Service Representative–Retirement Plans Processing-SME for Retirement Plans
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Aug 2000 - Oct 2004
Negotiated and processed incoming items related to retirement plans. As the SME, I documented processes and cataloged them for others to utilize while processing.
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Account Service Representative–Sales Support/Phoenix Project Team
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Jan 1998 - Aug 2000
Responsible for ensuring commissions for Internal Wholesales and Registered Sales Representatives was accurate and complete.
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Customer Service Representative–Customer Contact Center
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Jul 1997 - Jan 1998
Answered incoming calls from investors and dealers regarding questions on accounts or to process requested transactions.
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Education
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2013 - 2015
Johnson & Wales University
Associate of Science, November, 2015, Baking and Pastry Arts -
1994 - 1994
Aims Community College
Accounting and Finance
Community
