Katie M.

Senior Transaction Manager at ResiAmerica, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex

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5.0

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/ Based on 2 ratings
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Jennifer Williamson

Katie is an incredible leader with a wealth of knowledge. I had the pleasure of coordinating and working with her through a client for 3 years. She hands down would be an asset to anyone looking to streamline their business.

RuthAnne Bennett

Katie single handedly created and implemented the best onboarding and training experience I have been through in my career. It was invaluable to me as I switched gears into the tech world and already felt like a fish out of water before arriving on my first day. All of her plans and guides were well thought out, with clear explanations and additional resources. I have never once felt unprepared for anything that could come up in my day-to-day thanks to her thorough planning. The SOPs she created for the Closings department were clear, concise, and even addressed potential hiccups that may arise due to unforeseen circumstances. After training was complete, she remained a mentor to me throughout our time together at Doorvest, and has remained so since.

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Experience

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Senior Transaction Manager
      • Jul 2023 - Present

      Currently heading the Transactions Department and working closely with Acquisitions and Rehab Departments. Currently heading the Transactions Department and working closely with Acquisitions and Rehab Departments.

    • United States
    • Mental Health Care
    • 1 - 100 Employee
    • Operations Specialist
      • Apr 2023 - Present

      As an Operations Specialist, I contribute to Teen Life in the following ways: - Platform Implementation - Project Management - SOP Documentation - Grant Research - Donation Requests - Calendar Management As an Operations Specialist, I contribute to Teen Life in the following ways: - Platform Implementation - Project Management - SOP Documentation - Grant Research - Donation Requests - Calendar Management

    • Senior Operations Manager, Renovations Department
      • Aug 2022 - Feb 2023

      After streamlining the Closings department into optimal efficiency, I transitioned to Doorvest's Renovation Department. In addition to my previous responsibilities as an Operations Manager, I was responsible for the following:- Monthly Post-Mortem to analyze renovation project performance regarding estimation budgets, timelines, and change orders.- Automated team member tasks to alleviate manual tasks and reduce human error in data.- Bridged the gap cross-functionally for customer escalations and implement mutual solutions.- Strategized on cost-saving measures such as auditing platforms, reducing contingencies based on trending data, and more.- Planning and allocating resources, monitoring progress, and keeping stakeholders informed throughout project lifecycles. Show less

    • Senior Operations Manager, Closings Department
      • Sep 2021 - Aug 2022

      As an Operations Manager, I am responsible for pushing to meet targets and creating operational efficiencies (aka rolling out new initiatives and certifying the success of those programs) while managing day-to-day operations for the department.A glimpse into my favorite parts of this role:- Collect front-line feedback and raise opportunities/concerns to drive continuous improvement and innovations- Summarize and effectively communicate findings on key trends, insights, and implications- Manage assigned projects to drive increased operational efficiency within the Organization- Train teams on how to use our tools most effectively; subsequently collaborating with them on ideas and enhancements to our tools- Provide subject matter expertise to the internal operations and data teams on how different pieces of information are collected and used- Regularly report out on project/program statusSystems Used –AsanaFrontGSuiteHelloSignInternal Admin CRMMondaySlackZapierZoom+ Show less

    • Transaction Manager
      • Feb 2021 - Sep 2021

      I was hired at Doorvest to create and found the Closings Department process and procedures from scratch. I was responsible for managing all aspects of the closing process from purchase agreement to funding. My role required close collaboration with cross-functional departments to ensure a quality Doorvest closing experience.A few details for my day-to-day looked like:- Tracking documentation for 50+ transactions on a monthly basis- Ensuring accuracy of purchase contracts and processing all transactions properly and in a timely manner- Educating Doorvest customers with varied real estate purchasing experience- Building out the Closing department and providing customer and product feedback to internal teams to improve the resell process for Doorvest- Vocalizing metrics and preparing monthly summaries for the Closing Department in order to be presented to Board and Team decks. Show less

    • Real Estate
    • 1 - 100 Employee
    • Real Estate Agent
      • Jun 2020 - Jan 2023

      Responsibilities include: - Developing, maintaining, and tracking personalized marketing plans tailored to individual homeowners for the sale of their property. - Preparing competitive market analysis (CMAs) for individualized home evaluations to present during Listing Appointments. - Assist buyers with finding their ideal home by setting up searches through an online database (MLS/NETRIS) based on key parameters. - Creating marketing campaigns/content on multiple social media accounts while monitoring analytics to ensure influential growth. **Team Member on The Simply Southern Team servicing Dallas-Fort Worth Metroplex. Show less

    • United States
    • Real Estate
    • 700 & Above Employee
    • Agent Experience Partner (Licensed Real Estate Agent)
      • Oct 2019 - Apr 2020

      Connected with Agents as their main point of contact through the home-buying process while protecting timelines for fast-moving transactions in an organized, professional, and friendly manner.- Implemented SOPs for CX (customer experience) Org with a focus on standardization and excellence.- Top 10% performer company-wide; metrics included Negotiation Loss, Adjacent Service Attach Rate, CSAT, and more.- Connected personally with agents in order to build rapport and discover their clients’ needs.- Handled 30-40 Acquisition and Resale transactions on average per month while also taking on lead roles for ad hoc projects to improve process implementation.- Negotiated and managed sales contracts for traditional Buyers as well as Investors and answered all client questions within required SLA timelines.Skills Acquired:- Customer Service, Relationship Management, Negotiation and Operations- Cross-functional Team Support- Title/Escrow Knowledge for Buying and Selling- Team Coordination for New Processes and Efficiencies- SOP Creation and Suggestions- Participation in Feedback Loops for Tooling Changes#covid19 reduction in force Show less

    • Closing Manager (Transaction Coordinator)
      • Jan 2018 - Oct 2019

      - Maintained relationships with homeowners through the home-selling process and monitored progress from contract acceptance through close of escrow in addition to internal projects.- Collaborated with cross-functional teams for a new CRM System within the first year of employment.- Developed, standardized, and implemented a 30-Day Training Program for new hires.- Guided customers through all aspects of the Opendoor transaction process from purchase agreement-to-inspection-to-closing by responding to questions via email, text and phone within required SLA.- Supported the sale of hundreds of homes on a monthly basis working closely with title/escrow partners, agents, and our internal renovation team to deliver a seamless experience.- Worked closely with key operational teams to build better processes, tools and metrics.- Gathered and synthesized customer insights to help product and marketing teams deliver a better online and offline customer experience. Show less

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Account Management Specialist
      • Jan 2017 - Jan 2018

      Developed long-term relationships with a portfolio of clients while managing consumer rebate campaigns as well as marketing incentive programs and meeting deadlines. - Launched and maintained campaigns for clients such as TXU Energy, Hankook Tires, Royal Canin, and Philips Healthcare. - Liaison between customers and cross-functional internal teams to ensure the timely and successful delivery of client requests. - Developed success plans for clientele that outlined critical success factors, metrics for success, potential issues, and recommendations. - Managed and developed client accounts to initiate and maintain favorable relationships with clients by answering queries and identifying new business opportunities. - Assessed program risks, anticipated challenges, and provided escalation management when necessary. - Directly communicated timely account status and analytical reports as well as issue executive summary status updates to the client and management. Show less

    • United States
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Training And Development Consultant
      • Jun 2015 - Dec 2016

      Deepened relationships with interior designers, architects and showroom personnel using industry-approved Continuing Education Units (CEUs) and Public Speaking Presentations for business development. - Created and led CEU courses for ThermaSol Steam Shower education platform. - Coordinated Lunch & Learn events for interior designers, architects, and showroom personnel across North America. - Recruited, trained and followed up with sales representatives to implement ThermaSol’s CEU program in their territory as a lead source. - Assessed industry partnerships and trade-shows to establish wider presence in the community. - Cultivated and managed relationships with designers and architects to increase sales and knowledge of product. - Collaborated with regional managers and non-compete manufacturers for successful monthly events. - Created invitations, email campaigns, targeted newsletters, and social media platforms. - Developed policies and procedures for sustainable and effective continuation of CEU program. - Selected out of a group of twenty to speak at METROCON Expo & Conference in Dallas that hosted 500+ attendees. Show less

    • Wholesale
    • 1 - 100 Employee
    • Outside Sales Representative
      • Jun 2014 - Jun 2015

      Marketed Gifts and Apparel for more than 20 manufacturers throughout two-state sales territory: - Pioneered sales territory in Houston, Texas and Southern Louisiana. - Analyzed sales revenue of more than 100 customers and evaluated potential for sales expansion. - Established and managed client relationships, purchases and long-term expectations. - Met seasonal deadlines for product shipment and client attendance at quarterly market shows. - Managed customer interactions and established future opportunities for sales presentations and purchase appointments. - Created and organized sales reports to prioritize customer base. - Provided product quotes to customers. Show less

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