Transaction Manager or property manager

Published on January 2017 | Categories: Documents | Downloads: 30 | Comments: 0 | Views: 246
of 2
Download PDF   Embed   Report

Comments

Content

Career Summary Developed a diverse real estate background beginning with residential asset mana gement and financials for a portfolio of 501 units in three cash flowing propert ies the largest of which was sold as a REIT during my tenure, added retail lease administration and auditing knowledge obtaining one of the highest savings tota ls in the first year and decided to move on to transaction management, learning the process from the ground up by helping to develop processes, utilizing past k nowledge in legal language and property acquisitions to benefit the client, dev eloping real estate strategy, specializing in consolidation and dispositions ena bling corporate savings and bringing a positive and assertive personality to a c omplex client who demands only the best. Experience Date of Employment : 12/18/2006 CB Richard Ellis Minneapolis, MN Job Title * Transaction Manager Responsible for completing lease acquisitions and dispositions for the client wi th offices located throughout the United States - specializing in consolidations , dispositions and company acquisition transitions. Drafting and presenting fin ancial analysis, strategies and approval documents to the client. Coordinating with project management, facility management and client legal to ensure entire t ransaction management from the beginning to the end of the process. Review and drafting of minor legal documents and internal corporate shared space agreements as well as facilitating the signature and distribution of legal documents. Rev iew and drafting of portfolio and savings reports for the client. Drafting, ana lyzing and delivering quarterly corporate SLA reports. * Transaction Coordinator Responsible for assisting the transaction managers. Review and analysis of monthly portfolio, client savings reports and allocation information. Revie w and analysis of annual client reports. Review, distribution and management of legal documents. Drafting and distributing meeting notes for project and trans action management conference calls. Review and submission of real estate relate d bills. Drafting, analysis and delivery of quarterly corporate SLA reports. M ain client interface for portfolio and lease administration issues. Microsoft O ffice, SLIM, FM Interact. Notary Public.

Experience Date of Employment : 5/2/2005

Regis Corporation Edina, MN Job Title * Lease Payables Analyst Review and processing of all lease related expenses in accordance with lease ter ms for a portfolio of 600+ hair salons. Reviewing lease terms at commencement a nd expiration. Auditing annual operating and real estate tax expenses for accur acy and lease compliance. Settling any discrepancies related to the financial a nd lease terms. Collected over $120,000 in savings in one year based on 1,000 t o 1,500 square foot leases. Microsoft Office, JD Edwards/AS400, Lotus Notes. Experience Date of Employment : 5/1/1994 Skye Management, Inc. Columbia Heights, MN Job Title * Accountant/Assistant to the Property Management * Responsible for all aspects of apartment financials including; receivables, pa yables, financial reports and analysis, budgeting, marketing, resident applicati on approval, general office duties associated with apartment management and assu ming all management duties in the absence of the Property Manager. Implemented two property management software programs. Proficient in Tenant Pro, Quicken Fi nancial, Microsoft Office. Notary Public. Professional Education Dates of Attendance : 1/1/2010 To 4/1/2010

Kaplan Professional Schools St. Paul, MN Completed Real Estate Licensing Courses I, II, III and Exam

Academic Education Dates of Attendance : University of Minnesota, 1989 To 1995 Minneapolis, MN

University of Minnesota a" School of Dentistry 3.51/4.0 * * * * Mellor Holland/James Jensen Scholarship 1992 Dental Academic Excellence Scholarship 1992 Member of Phi Kappa Phi Bachelors of Science Degree 1995 References Available upon request

Sponsor Documents

Or use your account on DocShare.tips

Hide

Forgot your password?

Or register your new account on DocShare.tips

Hide

Lost your password? Please enter your email address. You will receive a link to create a new password.

Back to log-in

Close