Well-qualified Manager with proven track record of improving operations through collaboration, achieving business goals and objectives, developing high-performance cross functional teams, and aligning a business unit’s strategical, tactical, and day-to-day work to meet mission objectives. A change agent with the ability to partner with all coworkers, internal and external stakeholders that ensures successful outcomes. Understanding the importance of building lasting and trusting relationships with key decision makers, customers and team members to further company goals and well prepared to leverage training and experience to take on new professional challenges.
Overview
16
16
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Property Manager (CPM)
Credit Human Federal Credit Union
San Antonio, TX
2012.04 - Current
Direct operations for thirty-six (36) Credit Human leased (29) and owned (7) properties totaling 441,413 square feet.
Maintain budget maintenance costs to $1.5 million on credit union properties by implementing cost control procedures to include monthly variance reporting.
Develop annual operating budgets and financial forecasts to over 25 properties totaling over $5 million in operating expenses to include capital using MPC and Axiom software.
Manage over 15 insurance policies in collaboration with Insurance Committee to include notification insurance agents and credit union point of contacts of upcoming policy renewals, application completion and payment and other insurance administration activities.
Reviewed Fixed Asset Reporting to over 36 credit union properties to ensure accuracy of asset listings.
Managed 7 employees including Facilities Maintenance, Project Management and Property Management Teams.
Monitored timely receipt and reconciliation of 7 rent collections in accordance with landlord and tenant lease terms and conditions, ensuring no late payments.
Prepared cost analysis to recommend changes in rent pricing to over 20 Service Level Agreements to CEO expectations.
Setting and managing client expectations, developing detailed project plans, defining project scope, understanding project risks and assigning team members to specific tasks with budgets totaling over $100K.
Streamlined and automated creation, management, and execution of work orders. Reducing time spent on administrative tasks.
Extracted general ledger data using Power On scripts in Symitar Episys to conduct financial analysis on credit union properties.
Performed property inspections 2 times per year on all credit union properties, checking for routine maintenance requirements and creating work orders as needed.
Worked with tax consultants in reducing tax liabilities for over 7 Real Property and 27 Personal Property tax accounts in 7 tax jurisdictions.
Performed statistical analysis for operational and forecast team needs.
Developed organized system to track rent payments. Eliminating missed payments.
Coordinated with legal counsel to resolve Lease Agreement or Contract disputes and drafting of agreements minimizing credit union risks.
Coordinated all aspects of selling of commercial real estate to include, showings, gather of deliverables, signing of closing documents, and collecting sales proceeds.
Project & Property Specialist
Credit Human Federal Credit Union
San Antonio, TX
2008.02 - 2012.03
Liaised with internal and external parties on lease agreements.
Resolved problems, improved operations and provided exceptional service.
Coordinated with janitorial and engineering staff on maintenance and upkeep.
Maintained original leases and renewal documents in digital and hardcopy format for property management office.
Handled tenant complaints promptly and appropriately, calling in property owners and other support services.
Communicated regularly and through surveys with key on-and off-site tenant contacts to achieve satisfaction with facility and services.
Completed final move-out walk-throughs with property owners to identify required repairs.
Promptly responded to tenant complaints and concerns for over 34 properties
Administered operations to handle needs of more than 5 tenants across 2 property units
Education
BBA - Accounting
University of The Incarnate Word
San Antonio, TX
2005.01 - 2010.12
Skills
Customer service-focused
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Affiliations
Institute of Real Estate Management (IREM) – Member
National Association of Realtors (NAR) – Member
Software
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Access Database
Microsoft Project
Certification
Certified Property Manager (CPM)
Accomplishments
Completion Microsoft Power BI Data Analyst - 7/23
Other Employee Training Experience
Project Management Institute
Project Management Fundamentals - 2010
Microsoft Office Project 2007 - Level 1 - 2011
Fundamentals of Communication - 2011
Professional Development
Leadership Framework - 2011
Facilitative Leadership - 2011
Judging Employee and Candidate Potential Exercise - 2015
Self Knowledge - 2016
Managerial Values Initiative - 2017
Timeline
Certified Property Manager (CPM)
2022-08
Property Manager (CPM)
Credit Human Federal Credit Union
2012.04 - Current
Project & Property Specialist
Credit Human Federal Credit Union
2008.02 - 2012.03
BBA - Accounting
University of The Incarnate Word
2005.01 - 2010.12
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