Holly Backstrom

Investor Coordinator Role

• Created Investor brand at Summit soley
• Managed 500 client investors soley whilst creating procedures, contractual documentation and processes for online prestarts
• Created online prestart selection process due to clients not being located in WA and able to select themselves
• Liasing with all suppliers to have pre- packaged selections for investor clients such as tile boards and flooring selections
• Created multiple options for elevation design and colour schemes based on developer requirements for clients to select from whilst ensuring no homes in the estate have similar design
• Created multiple options for internal colour/product schemes to match external options
• Created 3D elevation options to assist with clients visulisation of design
• Liaise and deal directly with clients from contract signing through to handover.
• Prepare variations from plan measure for estimating
• Employed fencing contractors, landscapers and real estates to manage properties after handover for a full turn key package
• Apply for landscaping including earthworks, landscaping design both rear and front works and coordinate until works are completed
• Assigned drafting, estimating, shire liaison and scheduling to Investor division and created processes to effectively move jobs through with little changes and in bulk numbers per month
• Employed Client Administrator, Client Administrator Assistant and Client Liaison to assist clients both pre- site and onsite
• Assigned building supervisor to complete inspections onsite in lieu of clients

Client Administrator Role

• Liaise and deal directly with clients from contract signing through to handover.
• Prepare variations from plan measure for estimating
• Conduct Prestart meetings
• Prepare detailed variation paperwork, send quotes and work with estimating.
• Liaise with client, discussing variation pricing, resolve any outstanding issues.
• Quality control check on working drawings, variations and specification.
• Write construction program as required for job.
• Check building license for any special conditions, drive and administer any required changes.
• Follow up financial approvals.
• Book in and liaise with subcontractors and suppliers prior to handing job to construction supervisor.
• Liaise with all staff to ensure all processes are followed and all queries are resolved.
• Weekly job tracking meetings
• Train new staff members for Administration role
• Continual update and learning of new products, specifications and policies.

Shire Liaison Officer Role

• Apply for private certification for building approvals
• Apply for building approval with local council
• Liaise with engineers to ensure compliant plans
• Apply for water approval
• Provide written justification for R - Code approval for local council planning application
• Apply for planning approval with relevant council

• Communicating with clients via phone and email, providing regular updates on the build progress.
• Collaborating with site supervisors and provide administrative support to onsite team.
• Consulting with suppliers to obtain product information.
• Preparation of contract documentation, including raising variation orders and extensions of time notices.
• Conducting key handover appointments.
• Management of client meetings to drive efficient use of company team members
• Adherence to strict management of confidential client/business personal and sensitive matters.
• Resolved complex contract disputes between parties in a timely manner.
• Reviewed, analyzed and interpreted contracts to ensure compliance with legal requirements.

• Liaise with logistics department to ensure timely deliveries
• Maintain and update sales customer records
• Ensure sales targets are met and report any deviations
• Stay up to date with new products
• Assist in the preparation of regular scheduled reports
• Processing orders via multiple communications methods with external business customers
• Raising purchase requisitions with external suppliers.
• Assisted with the development of marketing strategies for new products and services.
• Generated weekly reports on sales performance, analyzing trends and identifying areas of improvement.
• Performed regular follow-up calls with clients to ensure satisfaction with purchases made from the company.

• Answered incoming calls in a professional and polite manner, responding to customer queries or directing them to the relevant department.
• Organized daily office operations such as filing paperwork, ordering supplies, and setting up meeting spaces.
• Managed the distribution of incoming mail, faxes, and packages.
• Assisted with administrative tasks such as data entry into company databases.
• Provided support for executive staff members by scheduling appointments and organizing travel arrangements.
• Assisted with coordination of events including booking venues, catering services.
• Responded promptly to emails from customers and other departments within the organization.
• Coordinated meetings between internal departments and external partners and clients.

• Answered telephone calls in a professional manner, providing information or routing callers to the appropriate personnel.
• Assisted with pre-event planning and preparation, including researching venues, creating timelines, and coordinating vendors.
• Created detailed event plans and budgets to ensure successful execution of events.
• Developed strategies for event marketing campaigns, including email blasts, social media posts, print materials.
• Managed all aspects of event registration process from setting up online forms to handling onsite check-in.
• Collaborated with internal teams to develop creative concepts and themes for events that align with organizational objectives.
• Maintained relationships with vendors to ensure timely delivery of products and services at competitive prices.
• Coordinated onsite logistics for events such as setup, teardown of equipment, catering services, audio, visual needs and other vendor requirements.
• Monitored event progress throughout the day by troubleshooting issues that arise during the course of an event.

• Assisted with the preparation of rental agreements, lease renewals and other documents related to property management.
• Assisted in regular inspections of properties to identify any potential maintenance or repair issues.
• Coordinated with contractors to ensure timely completion of repairs or renovations.
• Updated tenant records and maintained accurate files for all tenants.
• Compiled detailed reports on property conditions, occupancy rates and financial performance.
• Maintained positive relationships with tenants by responding promptly to inquiries and requests.
• Processed incoming payments from tenants in a timely manner.
• Performed administrative tasks such as answering phones, filing documents and preparing correspondence.
• Provided support for the leasing team during peak times such as move-ins and move-outs.
• Developed marketing materials such as brochures, flyers, emails and website content.
• Organized community events such as open houses and tenant appreciation days.
• Reviewed monthly financial statements for accuracy prior to submission.