Anna Ponte

• Managed daily business operations, including customer communication, order tracking, and basic issue resolution.
• Maintained product listings and promotional updates across social channels to support customer engagement.
• Tracked sales activity and cash flow to keep records organized and accessible for business decisions.
• Coordinated supplier communication to confirm availability, pricing, and fulfillment details for incoming orders.

• Processed 50+ funding applications weekly while maintaining complete intake, document review, and deal packaging.
• Led a remote team of ~15 sales agents, set daily priorities, distributed leads, and reinforced accountability.
• Analyzed business bank statements for deposits, cash flow patterns, negative balances, and recent funding activity to support underwriting decisions.
• Administered GoHighLevel and Spark CRM by importing and tagging leads, managing pipelines, automating follow-ups, and improving lead rotation.
• Trained and onboarded new hires on procedures, CRM workflows, and documentation standards, while providing ongoing coaching and feedback.
• Monitored agent productivity and deal progression, prepared management reports, and supported renewals, payment recovery, and marketing outreach.

• Compiled 100% of monthly operational reports from office records, meeting notes, and routine correspondence.
• Processed 10+ resident requests per day and routed follow-up items to the appropriate HOA contact.
• Maintained resident files, payment records, and office documents in organized, easy-to-retrieve order.
• Handled water and monthly dues payments.
• Scheduled meetings, prepared agendas, and updated calendars for HOA staff and board activities.
• Entered and updated resident information in the office database to keep records current and consistent.

Relevant foundation in client service, operations, and coordination in fast-paced environments.