Katherine Poandl

Client Services Professional at Lease Harbor LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Glen Allen, Virginia, United States, US

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Experience

    • United States
    • Information Technology & Services
    • 1 - 100 Employee
    • Client Services Professional
      • Jul 2021 - Present

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Operations Manager
      • Jan 2020 - Jun 2021

      • Oversaw 3 company-wide reorganizations in 1 year – creating new roles, combining existing roles, and impacting 50+ positions and reducing salary costs by $100,000 per year • Support 4-7 team members who support 4-8 team members: total of 36 team members supported in US and Philippines • Analyze legal contracts and enforce provisions adding $32,000 in revenue per year • Revised P&L accounting sheet and process to capture 100% of profits for rehab jobs • Created and implemented Customer Satisfaction surveys and data tracking to monitor client satisfaction and make necessary improvements based on feedback • Rewrote lease agreement for clarity and to protect both company, owner and resident interests • Instituted communication protocols to improve teamwork and intercompany relations and solution based decision making • Updated company website & resident application to improve marketing and useability • Audit database fields, eliminating redundant fields and creating new fields to maximize reporting & tracking in database • Source and hire 3 manager level candidates to put the right people in the right seats • Implement goal and KPI structures company wide to improve accountability top down • Directly manage remote team members in the Philippines, effectively bridging cross-cultural differences to leverage all roles Show less

    • United States
    • Real Estate
    • 700 & Above Employee
    • Lease Administration Manager
      • May 2015 - Dec 2019

      Katherine received three promotions in her years at CBRE through quickly learning her client needs, investing in personnel development, delivering high quality solutions quickly to both internal and external stakeholders, seeking out opportunities to gain knowledge, and building relationships with clients and peers. • Creatively solutions for client needs. • Negotiated a 340% price increase for a laggard contract renewal from $24k/year to $106k/year to bring account to a positive EBITDA • Identified team members’ strengths and weaknesses to develop personnel talents. • Directly managed 8 employees and their deliverables on 13 client accounts, including allocating team time across client workload to ensure all necessary projects are completed. • Mentored team in developing and reaching their career goals by designing individualized training plans. • Trained up employees so that 6 different team members received promotions within 2 years. • Implemented team structures to guide and monitor team projects and deliverables. • Reported on and ensured that team members are meeting Key Performance Indicators for 95+% Achievement rates on all clients. • Interpreted client requests and serve as subject matter expert for clients to determine product offerings that will meet their needs. • Created new processes and procedures to improve platform outcomes. • Resolved escalations by developing and implementing action plans to rectify service quality. • Coordinated long and short term projects by developing project plans, identifying personnel resources, and communicating progress to clients. • Built relationships across departments to leverage knowledge. • Quality checked all reports created by team (approximately 40 reports/month) to ensure that each item is accurate and each record has complete and accurate data. • Gained client trust through active listening, quick responses and delivery of high quality outcomes. Show less

    • United States
    • Education Administration Programs
    • 700 & Above Employee
    • Secondary Mathematics Teacher (Algebra I, Geometry, Algebra II, Precalculus)
      • Aug 2010 - May 2015

      Katherine was a classroom leader that has taught four different subjects at two different high schools. She designed and implemented curriculum for all four subjects which she taught. She was rated as Above Expectations all five years in the classroom and featured in TIME magazine's article, "How to Recruit Better Teachers," (September 2010). Training & Development: • Developed and delivered professional trainings to faculty members at Hamilton High. • Designed surveys to administer to focus group of teachers. • Facilitated an all-day Saturday Teach Plus networking event for teachers that gathered and analyzed survey data. • Assisted with organizing and implementing school wide schedules and classes to strategically improve classroom instruction. • Design and administer classroom assessments strategically to prepare students for End of Course exams and maximize learning. • Plan, develop, and deliver curriculum and lessons to reach strategic classroom goals using Microsoft Word, Microsoft PowerPoint, and Microsoft Excel. • Collect, analyze, and report classroom data weekly to adjust lessons and ensure strategic goals are met. Communication & Team Building • Manage and facilitate communication between diverse personalities to ensure an efficient and productive environment. • Present negative information about student performance to families in a way that gains their trust and their help. Management & Leadership • Common Core Learning Leader: attend additional training and re-deliver training content to teachers. • Head of the Teach Plus Compensation Working Group: research alternative compensation plans and network with school district officials to present them. • Algebra II Department Chair: set meeting agendas and facilitate and document meetings. Administration & Organization • Multi-task to meet extensive after school/optional commitments, such as twice a week tutoring and selling tickets or concessions at basketball and football games. Show less

    • Child Welfare Worker
      • Jun 2008 - Jul 2010

      Katherine provided on-going social work services to families who had open cases of child abuse or neglect. She honed her persuasive communication skills to determine the needs of each family and then find resources that could meet those needs and ensure the best living situation for each child on her caseload. Communication & Relationship Building • Networked with provider social workers, attorneys, and other parties to obtain information about case progression and ensure that needed services were fully implemented. • Accompanied social work caseload families to doctor’s appointments, legal aid appointments, and therapy appointments to help them understand the recommended courses of action. • Use active listening skills to understand and meet needs of all individuals and families served. • Developed relationships with extended family and friends to assist clients in parenting their children without agency involvement. • Contact families regularly via phone and notes sent home to strengthen family/school ties and facilitate student success. Administration & Organization • Utilized Microsoft Outlook to schedule professional meetings and respond to emails. • Initiated and coordinated proactive and reactive social work services for a caseload of 11-14 families with 20-26 children ages 10 months-18 years. • Made travel arrangements for parent and sibling visits for children under agency care. • Managed and prioritized multiple projects such as court testimony, travel, home/school visits, and provider worker meetings daily. Social Work • Spearheaded crisis management efforts, including emergency placements of children in foster homes and emergency home visits to support families at all hours. • Appeared in court to testify as to whether children should continue in placement, be reunified with family members, supervised further, or discharged from court. • Conducted home visits to complete safety checks, risk assessments, and ensure family stability. Show less

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Operations Specialist
      • Dec 2007 - Jul 2008

      Katherine gained experience in a growing company while learning a new software system. She explored industry specific tools, vocabulary, and expectations. • Managed mutual fund trading at a company that creates and manages 401(k) plans. • Used Excel spreadsheets extensively to monitor trading and reconcile cash funds. • Learned a new software system that is used solely to support 401(k) plans. • Uploaded trade files daily to mutual fund brokers. • Called and faxed in trades to brokers that would not upload automatically. • Designed reports to highlight pending trades. • Worked flexible hours as needed to submit evening trades. Show less

    • United States
    • Government Administration
    • 300 - 400 Employee
    • Statistics Intern
      • Mar 2005 - May 2005

      Katherine sought out ways that data could be gathered and utilized to improve the performance of the Department of Social Services. She then presented her results to the Department. • Gathered data on Benefits Programs from three databases. • Compiled data in easily accessible spreadsheets in Microsoft Excel. • Explored databases and recorded the type of information there for future office use. • Created and gave a Microsoft PowerPoint presentation on the value of statistics. • Accompanied Adult Protective Services social workers on case visits. Show less

Education

  • Christian Brothers University
    Masters of Education, Education
    2011 - 2013
  • The College of William and Mary
    Bachelor of Arts (B.A.), Sociology
    2003 - 2007

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