Daniel Otero

Real Estate Operations Associate / Broker Assistant | February 2025 – Present

• Executive Brokerage Support: Serve as the direct assistant to the Managing Broker and Head Property Manager, facilitating the operational success of a 50-unit residential portfolio (Single-Family, Apartments, and Condos).

• Contract & Compliance: Author and manage high-stakes real estate documentation, including Residential Leases, Exclusive Right to Lease, Exclusive Right to Sell, and Real Property Disclosure Reports, ensuring 100% legal compliance.

• Market Valuation (CMAs): Leverage MLS systems and property tax reports to conduct Comparative Market Analyses (CMAs), providing the Managing Broker with accurate data for pricing and listing strategies.

• MLS & Data Assistance: Assisted in the creation and management of property listings on the MLS; performed in-depth research on property tax info and historical data to ensure listing accuracy.

• Financial Management: Direct all Buildium workflows, including the maintenance of tenant ledgers, generation of Profit & Loss (P&L) statements, invoices, and processing of monthly owner distributions and vendor invoices.

• Portfolio Operations: Streamline the tenant lifecycle by managing the application/screening process, conducting reference checks, and triaging maintenance work orders to ensure property preservation.

Operations & Front Desk Coordinator | February 2025 – Present

• Account Management: Oversee 150+ virtual office and mailbox accounts using Zoho CRM, ensuring seamless communication and service accuracy for a diverse corporate client base.

• Facility & Environment Management: Maintain premium aesthetic and cleanliness standards; manage inventory procurement for office and kitchen supplies to ensure an uninterrupted, high-end member experience.

• Partner & B2B Liaison: Act as the primary point of contact for partner companies, managing high-volume phone, email, and virtual office logistics to resolve complex account needs.

• Sales & Tours: Drive membership growth by conducting professional facility tours, expertly explaining office plans and amenities to convert leads into long-term members.

• Reception & Hospitality: Direct front-of-house hospitality for 150+ members, managing guest arrivals and maintaining a professional environment that fosters a positive community.

• Logistics Coordination: Facilitate daily mail distribution and notification systems, prioritizing confidentiality, accuracy, and organizational efficiency.