Experience

Ghertner & Company

• United States
• Real Estate
• 1 - 100 Employee

• Community Association Manager

  • Jun 2018 - Present

  Greater Nashville Area, TN Oversee portfolio of 16 associations with focus on budget administration, conflict resolution, and board governance. Conduct fundamental research to connect key business and industry drivers, including emerging trends to recommend appropriate strategies. Created, maintained, and updated company financial models through quantitative analysis and modeling.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Financial Center Operations Manager

  • Feb 2017 - Feb 2018

  Seattle, WA Oversaw the development, implementation, and auditing of financial operations, while supervising 7 staff and consulted internal stakeholders. Contributed to company’s financial services strategy by capturing KPIs and metrics, while improving processes, procedures, and standards. Captured improvements in client experience from 52% to 81% during Q3/Q4 in 2017, while training 7 employees through coaching, feedback, and performance management.

• Relationship Banker

  • Jun 2015 - Feb 2017

  Seattle Strengthened leadership and guidance to portfolio of clients regarding financial services related matters; developed and maintained policies and procedures. Conducted analysis to remain competitive for highly qualified clients, educated on products, financial services, bookkeeping, and company policies, adhering to legal and banking guidelines.

• Client Service Representative

  • May 2014 - Jun 2015

  Seattle Identified product-related issues and provided technical solutions to improve service quality, sales, and customer retention. Delivered strategic advice to executives and sales personnel to identify business development opportunities. Elevated sales and business growth practices to improve upselling strategies and build strong connections with existing and potential customers.