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Summary

Results-driven Operations Director and Customer Service Leader with 10+ years of progressive experience in real estate association management, financial operations, team development, and educational program delivery across service-driven organizations. Proven expertise in payment operations, billing management, compliance programs, and fraud mitigation. Skilled building training programs, managing cross-functional teams, and creating scalable processes that improve operational performance and client trust. Certified Associate in Project Management (CAPM) and Lean Six Sigma Yellow Belt with a history of resolving complex issues quickly, scaling operations to meet growth, and building processes that last.

Core Competencies & Skills

Operations Management, Database & Platform Administration, Training Development, Educational Content Creation, Member Engagement & Support, Compliance Programs, Project Management (CAPM®), Vendor Management, Public Speaking & Presentation, Process Improvement (Lean Six Sigma Yellow Belt), Data Analytics & Integrity Management, Team Leadership & Cross-Functional Collaboration, Prompt Engineering, Financial Management & Budgeting, QuickBooks, Accounts Receivable/Payable, Month-End Close, Standard Operating Procedures (SOPs)

Work experience

Conejo Simi Moorpark Association of REALTORS
April 2024March 2026

Director of Operations

  • Lead comprehensive operational management for local real estate association, overseeing daily activities, team supervision, and strategic initiatives to ensure organizational efficiency and effectiveness. 
  • Oversee day-to-day financial operations for 1,800-member association including QuickBooks management, bi-weekly and month-end close processes, general ledger reconciliation, and budget variance tracking, serving as primary liaison to external CPA for financial reporting and audit preparation.
  • Administer annual dues billing cycle, platform access fee management, and vendor payment processing, ensuring accurate transaction coding and timely accounts receivable/payable management.
  • Manage Association Management System including assessment of operational needs, tech support, and development.
  • Oversee compliance programs including broker compliance audits, referral licensing reviews, and national association standards to maintain association charter status.
  • Lead vendor procurement initiatives by attending demos, analyzing solutions, and providing strategic recommendations to executive management
  • Establish quality standards and identify improvement opportunities. 
  • Supervise team scheduling, training and ensure safe, adequate work environments.  
  • Hire and train new team members. 
  • Support front office operations and serve as backup for various team roles. 

MLS & Member Services Coordinator (2024 - 2025)

  • Conduct training of multiple listing service (MLS) rules, system functionality, and processes for members and staff, ensuring effective platform utilization and compliance
  • Create documentation for new and existing processes, including user guides and training materials that support member self-service and system understanding
  • Develop action roadmap for platform initiatives and marketing campaigns to promote MLS benefits, driving member adoption and engagement
  • Provide comprehensive database platform support (frontend and backend), resolving 95% of member issues within 24 hours and maintaining high member satisfaction ratings
  • Facilitate data licensing for 30+ third-party vendors, ensuring 100% compliance with MLS rules and regulations
  • Maintain data integrity through regular audits, manual database management (25+ changes per month), contract fact-checking, and enforcement of MLS rules
  • Manage database access rights for 1800+ accounts, ensuring timely setup and accurate permissions
  • Serve as liaison of Equal Opportunity and MLS committees to help shape the association policies and strategic direction
  • Support team members through cross-training on Broker Compliance, Supra support, store sales, lobby/phone reception, and during in-person events 
Entertainment Earth, Inc.
October 2013August 2023

Operations Administrative Manager (2023)

  • Spearhead efforts to procure critical vendors for the CS department by attend demos, receive quotes, and provide recommendations to executive management
  • Successfully transition service departments to a new phone system with improved function and reporting 
  • Subject matter expert on retail Client Services department
  • Process client returns and claims, 150+ credits issued daily
  • Mitigate potential fraud by reviewing IP addresses, journal entries, order velocity, and other payment/account details
  • Resolve chargebacks and recoup funds by working with 3rd party vendors (NoFraud), payment processors (AmEx, Certegy), internal parties, and clients on 100 cases per week 
  • Engage with fans across all social media platforms, with a combined following of 1 million+ 

Client Services Manager (2019-2023)

  • Scaled operations to support 45% increase in service volume through process improvement and team development
  • Managed cross-functional projects including technology implementation, onboarding program development, and vendor procurement
  • Developed comprehensive training documentation and SMART goals for staff projects, doubling team size to meet growth demands
  • Created and maintained knowledge base of 90+ articles, improving customer self-service capabilities
  • Conducted training and performance evaluations for 8+ team members, including succession planning and professional development
  • Grow the average ($) telephone order by 64% 
  • Develop a detailed 3-month onboarding schedule and training documentation
  • Manage payroll and schedule to stay within budget and ensure coverage to reach daily goals 
  • Conduct final round interviews with 20+ candidates, collaborate with Senior Management on hiring decisions
  • Receive 5-star ratings on company reviews sites
  • Chargeback management 

Operations Team Lead (2018-2019)

  • Daily completion of complex order import process, $77.6 million booked orders in 2019
  • Support Accounts Receivable department by entering payments and notifying wholesale clients of owed funds, in 3 levels of escalation resulting in late fees and suspension of account
  • Learn all retail operations processes
  • Process improvement and document standardization
  • Oversee retail fraud prevention efforts, run check verification system (Certegy), verify billing details of high-risk customers, pass/no pass decision on risky orders
  • Process price match requests
  • Plan internal company events 

Client Services Lead (2013-2018)

  • Interim supervisor of 8+ employees and DTC sales lead at trade shows
  • Administer new hire onboarding, ongoing staff training, and revisions of email templates
  • Analyze 200+ potential fraudulent orders each week
  • Process returns and credits, resolve outstanding returns
  • Answer all Client Services related live chat, email, and telephone calls and provide lobby and telephone reception for the company

Certifications & Education

National Association of REALTORS
March 2025

At Home with Diversity®

Project Management Institute
January 2024

Certified Associate in Project Management (CAPM)®

Moorpark College
August 2020

Associate of Arts, Liberal Arts and Sciences, General Studies and Humanities

June 2020

Lean Six Sigma Yellow Belt

References available upon request.