Patriot Holdings
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Real Estate • Financial Services
Manages banking infrastructure across a multi-entity real estate portfolio, including account openings and closures, user access controls, registries, statements, escrows, cash reporting, ACH and wire payments, fraud controls, and banking relationships. Supports month-end close, acquisitions, dispositions, audits, and process documentation while maintaining accurate records, secure approvals, and timely communication with finance teams, lenders, bankers, and property managers.



