Kateria Montgomery

Business Operations Analyst @CBRE

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2022 — Present

Business Operations Analyst @CBRE

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US

Analyze data, identify trends, and provide insights to improve operational efficiency and decision-making.• Prepare commentary and explanation of variances up to for management review as well as analyze monthly department budget reports to maintain expense controls. • Assist in systems administration of specialized operations support software.• Ensure that project deliverables meet quality standards and adhere to established guidelines, as well as monitor and manage risks throughout the project lifecycle.• Coordinate with internal and external parties for flawless execution of projects, as well as manage relationships between clients and internal parties.• Manage changes to project scope by assessing their impact on timelines, resources, and overall project goals. • Prepare and monitor the process for approved and rejected submittals required on each project; and troubleshoot and resolve inquiries and requests from internal and external clients. • Conduct research on industry trends, competitors, and market conditions to provide context for decision-making and strategy development.• Support management in developing project plans, costs, personnel, and fiscal requirements along with providing periodic updates about project resources and fiscal plans.• Analyze and edit policies, procedures, evaluations, and reports on a weekly basis.

EDUCATION

2017 — 2019

University of Phoenix

Associate of Arts - AA, Accounting

2022

NCDOI

North Carolina Licenced NC Self Employed Adjuster (License No. 20177964), Insurance

2023 — 2023

Project Management Institute

PMP Certificate, Star Agile

2023

Project Management Institute

Project Management Certification, Project Management

2023 — 2023

Scrum Alliance

Certification, Certified Scrum Master

2017 — 2020

University of Phoenix

Bachelor of Science - Business Management, BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES

ABOUT KATERIA MONTGOMERY

As a Business Operations Analyst at CBRE, the world\'s largest commercial real estate services and investment firm, I leverage my analytical and project management skills to deliver insights, reports, and projects that enhance operational efficiency and decision-making across the organization. I have over 10 years of diverse experience in business analysis, mortgage, and related operations, with a strong track record of quality and performance. Some of my notable achievements include underwriting loans up to $1 million, managing a pipeline of 300 loans daily, and communicating lending decisions to various parties. I also monitored and analyzed the performance of commercial real estate assets, prepared and presented quarterly and annual reports, and reviewed and recorded rent rolls/lease summaries. I hold a BS in Business Management from the University of Phoenix, and I am pursuing PMP certification to advance my career and transition into a dynamic Project Management role. I am also a Certified Scrum Master, which enables me to apply agile methodologies and principles to my work. I am a self-driven and solutions-focused professional, eager to contribute to organizational success and growth.

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Kateria Montgomery — Business Operations Analyst at CBRE in Charlotte, NC, US | Unifers