Summary
Overview
Work History
Education
Skills
Timeline
Generic
Michelle Morgan

Michelle Morgan

Santa Clara

Summary

Dynamic and results-driven Realtor with a proven track record of guiding clients through complex residential and investment transactions across diverse markets.
Experienced in strategic property marketing, buyer consultation, and seller representation with a strong focus on maximizing client outcomes.
Expert in conducting comparative market analyses (CMA), staging consultations, and contract negotiation to ensure optimal pricing and terms.
Adept at leveraging CRM systems and digital platforms to manage leads, automate follow-ups, and streamline communications.
Recognized for active listening and emotional intelligence to understand and meet client needs with precision and care.
Strong knowledge of California real estate law, disclosure requirements, and local market trends.
Partners with buyers, sellers, and investors to identify opportunities aligned with long-term financial and lifestyle goals.
Known for clear communication, timely execution, and a service-first mindset rooted in trust and professionalism.
Effectively coordinates with lenders, inspectors, and title officers to ensure seamless closings and positive client experiences.
Committed to continuous improvement and delivering service excellence in every stage of the real estate lifecycle.

Overview

13
13
years of professional experience

Work History

Professional Realtor

Intero Real Estate Services
05.2024 - Current
  • Partner and consult with buyers, sellers, and investors to align real estate transactions with short- and long-term goals, focusing on market timing, location strategy, and asset growth.
  • Apply active listening and advanced negotiation techniques to secure favorable terms that meet clients' desired price points, lifestyle needs, and investment objectives.
  • Manage end-to-end real estate transactions, from prospecting and property showings to contract execution and closing, ensuring regulatory compliance, and client satisfaction.
  • Leverage market analytics, local trends, and network insights to advise clients on high-value opportunities, resulting in consistent deal flow and repeat business.

Project Manager

Kaiser Permanente Program Office
07.2023 - 09.2023
  • Led a cross-functional team to conduct an operational assessment of Maui’s post-acute care system, coordinating site visits, staff interviews, and performance data collection.
  • Developed and delivered a comprehensive report and executive presentation outlining key findings, regional benchmarks, and actionable recommendations for system optimization.
  • Analyzed core healthcare metrics including patient day rate (PDR), staffing utilization, safety indicators, and care transition performance to support data-informed decision-making.
  • Collaborated with clinical leaders, administrators, and program office stakeholders to align recommendations with national strategic objectives and local implementation capacity.

Operations Manager

Kaiser Permanente San Jose & Santa Clara Service Areas
04.2023 - 09.2023
  • Direct day-to-day operational oversight across multiple service areas, managing volunteers, interns, and contract workers supporting high-volume clinical environments.
  • Lead strategic initiatives focused on care experience, safety, and workforce engagement, aligning with national and regional performance goals.
  • Serve as cross-functional liaison between clinical leaders, administrative teams, and external partners to execute service improvement and compliance strategies.
  • Utilize data analytics and human-centered design to reduce operational risk, standardize workflows, and enhance service delivery outcomes across departments.

ADA Coordinator

Kaiser Permanente Greater San Jose Service Area
05.2019 - 09.2023
  • Responded to and resolved ADA-related grievances from patients, staff, and visitors, ensuring compliance with federal, state, and local accessibility standards.
  • Provided expert consultation during construction and remodeling projects to ensure alignment with ADA operational requirements across clinical and administrative facilities.
  • Collaborated with the Chief Compliance Officer and cross-functional teams to deliver ADA training through in-services, one-on-one sessions, and manager education forums.
  • Monitored and advised on accessibility practices, contributing to an inclusive and compliant healthcare environment for diverse patient and employee populations.

Manager Volunteer Services

Kaiser Permanente San Jose & Santa Clara Service Areas
06.2012 - 04.2023
  • Directed all aspects of volunteer operations across two major service areas, growing program participation from fewer than 100 to over 500 active volunteers per site.
  • Managed HR activities for volunteers, student interns, and contract workers, ensuring compliance with healthcare regulations and internal policies.
  • Developed and implemented recognition programs, safety protocols, and training initiatives that improved engagement, reduced incidents, and enhanced operational support.
  • Partnered with clinical leaders and community organizations to expand healthcare pipeline programs, including KP LAUNCH, Cristo Rey, and Project SEARCH.

Interim Care Experience Practice Leader

Kaiser Permanente San Jose Medical Center
02.2023 - 03.2023
  • Collaborated with a multi-disciplinary team to develop the NRC Realtime service recovery process, including processes to proactively address patient feedback during leader rounding.
  • Collaborated with nurse managers, department directors, and support teams to align patient feedback with targeted performance improvement initiatives.
  • Delivered consultative support to clinical leaders on interpreting NRC data to enhance patient safety, satisfaction, and service delivery metrics.
  • Responded to service escalations in real time, resolving patient and family concerns with empathy, urgency, and professionalism, to protect experience standards.

Education

MBA - Healthcare Management

Capella University
Minneapolis, MN
04.2018

BS - Healthcare Administration and Management

Capella University
Minneapolis, MN
05.2015

Skills

  • Servant Leadership
  • Strategic Planning
  • Effective Communication
  • Active Listening
  • Time Management
  • Conflict Resolution
  • Client Relationship Management
  • Real Estate Market Analysis
  • Negotiation Strategy
  • Human-Centered Design
  • CRM Systems (Dotloop, Skyslope)
  • Flexibility and Adaptability
  • Service Excellence
  • AIDET / AHEART
  • Property Valuation (CMA)
  • Digital Marketing
  • Continuous Improvement
  • MS Excel & PowerPoint

Timeline

Professional Realtor

Intero Real Estate Services
05.2024 - Current

Project Manager

Kaiser Permanente Program Office
07.2023 - 09.2023

Operations Manager

Kaiser Permanente San Jose & Santa Clara Service Areas
04.2023 - 09.2023

Interim Care Experience Practice Leader

Kaiser Permanente San Jose Medical Center
02.2023 - 03.2023

ADA Coordinator

Kaiser Permanente Greater San Jose Service Area
05.2019 - 09.2023

Manager Volunteer Services

Kaiser Permanente San Jose & Santa Clara Service Areas
06.2012 - 04.2023

MBA - Healthcare Management

Capella University

BS - Healthcare Administration and Management

Capella University
Michelle Morgan