Jesseline Holmstrom

2015 - Feb 2025 Process Improvement, Change Management, Training Focused

• Improved operational efficiency by designing, testing, and implementing electronic workflows that provided end users real time visibility to approval status, access to centralized data, and ability to approve using mobile device. Transformed processes include Lease Deal Approval, Budget/Forecast Approval, Property Valuation Approval, and Recruitment Approval.
• Optimized adoption of Yardi suite of systems.
• Developed learning plans by role related to Yardi suite of systems.
• Created online courses for GWLRA specific training.
• Spearheaded change management and training for enterprise wide system initiative that replaced multiple systems including accounting, affecting cross functional departments and over 300 employees.

2012 - 2015 Accounting Focused

• Directed accounting and reporting for clients with real estate assets in excess of $b billion.
• Assured compliance with regulatory requirements and client agreements.
• Partnered closely with auditors to issue audits in timely manner.
• Outlined budget process for clients, fostering collaboration between departments.
• People management.

• Coordinated team efforts for successful delivery of client's financial statements, budgets/forecasts, cash flows, and audits for real estate portfolio.
• Enhanced accounting policies and procedures to strengthen internal controls.
• People management.

• Assured accuracy of clients' financial statements, budgets/forecasts and property reports that encompassed leasing activities, capital programs, net operating income and returns.
• Supervised staff.

• Prepared client's financial statements.
• Analyzed property reports that encompassed leasing activities, capital programs, net operating income and returns.
• Analyzed property budgets/forecasts, liaised directly with regional accountants to resolve issues.
• Calculated management fees.

• Controlled daily accounting for acquisitions/dispositions of securities assets.
• Assembled and analyzed data for financial statements, government, regulatory, and management reporting,

• Increased customer satisfaction by providing personalized banking solutions (bank accounts, loans, mortgages, investments) and exceptional service.
• Supported achievement of sales targets by actively participating in promotional campaigns.

• Resolved escalated customer service inquiries and complaints to maintain satisfaction.
• Coached and mentored 6 service representatives to deliver polite, professional customer interactions.

• Maintained bulk supply of cash.
• Conducted regular audits of register tills, ensuring accuracy in daily cash counts and minimizing discrepancies.

• Provided excellent customer care by paying out currency and coin against authorized withdrawals, checks, bonds, and coupons with speed, accuracy and courtesy.
• Addressed customer inquiries to ensure satisfaction and foster positive service experience.