DAVID PEREZ
Summary
- Extensive ability to effectively drive projects towards on-time completion while managing multiple priorities and stakeholder requests.
- Outstanding communication skills, including writing, and engaging with colleagues across the organization.
- Demonstrated success interacting in a positive and diplomatic manner with a diverse clientele. Able to work both independently and in close collaboration with teammates, other departments, vendors, and leadership.
- Strong ability to work efficiently + effectively within a competitive & fast-paced environment.
- Excellent customer service, multi-tasking, analytical, and problem-solving skills.
- Impeccable attention to detail, highly organized, professional, and ethical.
Overview
7
7
years of professional experience
Work History
Marketing Assistant / Coordinator (Contract)
Western Asset Management
10.2023 - 01.2024
- Worked on the global marketing and graphics team to support Marketing + Sales executives
- Collaborated with Marketing + Sales executives to create client presentations. Prepared other client requests
- Managed up to 15 on-going projects and ensured a timely delivery + completion. Did not miss a deadline once for the duration of assignment
- Participated in weekly team meetings
- Heavy use of technology like: Microsoft PowerPoint, Excel, Dynamics, Seismic
Executive Assistant
CaliTex, LLC.
05.2023 - 07.2023
- Provided direct executive assistance to Owner, CFO, and Property Manager
- Answered and fielded incoming calls and emails and other in-office administrative tasks
- Coordinated and directed tenant requests, property inspections, and other company communications
- Worked with Property Manager to draft new commercial leases + extensions
- Coordinated negotiations between ownership and tenants (commercial + residential)
- Internal and external file and database management
- Preparation of significant reports like: Rent Roll, Income Statement, Balance Sheet, etc. using AppFolio
- Acted as a liaison between our firm and escrow company for the sale of a multi-unit property in Beverly Hills
- Participation in office meetings. Daily meetings with CFO and progress updates on status of on-going projects
- Use of real estate technology like: Co-Star, LoopNet, AppFolio
Marketing Coordinator
Golden Gate Sotheby's International Realty
10.2020 - 05.2022
- Provided direct and remote marketing + administrative service to Agents throughout the San Francisco Bay Area (Total of 5 Offices)
- Coordinated and prepared print+ digital marketing collateral: (Brochures, Post Cards, Flyers, E-Blasts, Social Media posts, & more) for Agents within the company. Occasionally worked with VP of Sales in my region to create company-wide communications (~200 Agents in East Bay)
- Managed all administrative aspects of my assigned office - Front-desk assistance and support provided as needed
- Collaboration with colleagues in other regions to ensure brand consistency
- Database management + entry for launching listings for syndication to our websites and global partners
- Managed 10-30 on-going projects and ensured a timely delivery + completion
- Preparation of new Listing Presentations and CMA's
- Cultivated great relationships & trust with many Agents within my office and throughout the company. Opportunity to assist with the marketing of various $3M-25M listings and provide strategic / creative input
- Proven ability to work efficiently within a competitive, fast-paced, robust SF Bay Area Market & deliver world-class quality results and solutions in alignment with brand standards. 2020 + 2021 were record breaking years for the Brokerage in terms of volume and production
- Held a great line of communication and relationships/partnerships with manager, colleagues, associates, and sales managers
- Use of real estate technology like: Bridge MLS, Paragon MLS, Cloud CMA, Active Pipe, Dropbox, ISSUU, Dash Lane Security, Zoom, & more.
Client Services (Contract)
CBRE
10.2019 - 08.2020
- Provided Broker assistance for ~ 35 brokers within two major CBRE Silicon Valley Peninsula offices: Palo Alto (Home office) & Burlingame
- Provided direct executive assistance to the Managing Director, greater Palo Alto and San Francisco Peninsula area, when needed
- Prepared marketing communications (Flyers, Brochures, Property Tour Books, E-blasts, Maps, Real Estate Signs) for Brokers
- Coordinated and prepared highly sensitive materials such as: lease agreements, LOI's (letters of intent), amendments, extensions, counter proposals, disclosures, property vouchers, and invoices
- Concurrently managed 10-25 on-going projects and ensured timely delivery + completion. Managed office's property listings. Provided front-desk reception assistance when needed
- Ensured a positive impact to the team in terms of project completions, office flow, team strength, and Broker relations
- Great line of communication and relationships with Manager, colleagues, associates, and Brokers
- Member of the internal CBRE HOLA (Hispanics Organized to Leverage 0ur Advantage) Network
- Use of real estate technology like: Deal IQ, AIR CRE Contracts, Co-Star, LoopNet.
Agent Services Lead, Receptionist
Zephyr Real Estate
08.2018 - 06.2019
- Provided Agent assistance for three major offices within San Francisco: Market Street, West Portal, & Potrero Hill
- Provided excellent customer service, answered calls & emails, greeted guests, and dealt with Agent requests effectively
- Led team of three and ensured effective day-to-day operations and overall team communication + strength
- Prepared all marketing materials for Agents: Property Statements, Postcards, Brochures, Listing Presentations + Comparative Marketing Analysis, Property websites, Open house materials, Strategic mailings, Email blasts, Broker's Tour reports, coordinated sign installations & removals, photography appointments, & much more
- Ensured delivery of new company software + platform experience and understanding to all Agents, on an office level. Coordinated new Agent & Employee on-boarding and training
- Ensured smooth operation of office including replenishment of all office supplies & marketing materials- Recommended utilization of alternate supplies, reducing office expenses
- Wisely handled sensitive & confidential information. Daily demand of internal + external data management & organization
- Built a strong rapport with many Agents and colleagues. Great relationship with Manager, Managing Brokers, and co-worker associates
- Occasionally assisted Agents within company w/ Open Houses for New listings
- Utilization of Real Estate tools and technology like: SFAR MLS, 4D, SkySlope
- Agents were very satisfied with the support provided: was told (with my addition to the team) we were the best team the office had seen ~ 20 years
Marketing & Sales Intern, Real Estate Assistant
Beverly Hills Brokers & Associates
05.2017 - 12.2017
- Worked efficiently to complete the day's tasks and communicate with clients
- Excellent communication with co-workers + Supervisor (CEO & Manager)
- Called potential clients / leads, sent emails, & met with clients face to face, by appointment
- Reached out to local businesses in the city and spoke / met with business Owners + Managers
- Attended city events, client put-on events and represented the company. Built a rapport with all my clients
- Managed time efficiently and wisely. Dependable individual
- Proven ability to work efficiently within a very competitive and fast-paced environment
- Created original content for the company's social media accounts. Managed company's website - (Webmaster). BHBA is a very high-end, Luxury Brand and Lifestyle Company
- Occasionally assisted Broker with Real Estate needs and property showings.
Education
B.S. in Business Management -
California State University, Northridge (CSUN)
Northridge, CA12.2017
Skills
- - Bi-Lingual: Fluent in English and Spanish
- - Excellent time management and planning skills, dependable reliable individual
- - Excellent analytical and problem-solving skills
- - Proficient Experience with Graphic Design Utilities: (Adobe Creative Suite) Adobe In-Design, Illustrator, & Photoshop
- - 5 years' experience with Microsoft Suite (Word, Power Point, Excel, Outlook) & G-Suite
- - Experience with various Social Media Platforms such as: Facebook, Instagram, Twitter, SnapChat, VSCO, Tumblr, YouTube, LinkedIn
- - Tech savvy individual Up-to date on current trends
- - Experience with project management tools such as: Microsoft Dynamics, Microsoft To-Do
- - Experience with various Real Estate tools such as: San Francisco MLS (SFAR MLS), Los Angeles MLS (The MLS), Paragon MLS, Bridge MLS, Co-Star, LoopNet, Sky Slope, AppFolio, Docu-Sign
Timeline
Marketing Assistant / Coordinator (Contract)
Western Asset Management
10.2023 - 01.2024
Executive Assistant
CaliTex, LLC.
05.2023 - 07.2023
Marketing Coordinator
Golden Gate Sotheby's International Realty
10.2020 - 05.2022
Client Services (Contract)
CBRE
10.2019 - 08.2020
Agent Services Lead, Receptionist
Zephyr Real Estate
08.2018 - 06.2019
Marketing & Sales Intern, Real Estate Assistant
Beverly Hills Brokers & Associates
05.2017 - 12.2017
B.S. in Business Management -
California State University, Northridge (CSUN)
Similar Profiles
John HwangJohn Hwang
Portfolio Manager at Western Asset ManagementPortfolio Manager at Western Asset Management
Daniel ChristiansenDaniel Christiansen
Derivatives Settlements Specialist at Western Asset ManagementDerivatives Settlements Specialist at Western Asset Management
Kenneth DesjardinKenneth Desjardin
Office Services Steward at Western Asset Management CompanyOffice Services Steward at Western Asset Management Company
Madara JayasenaMadara Jayasena
Freelance/Contract Copywriter, Proofreader, and Marketing Coordinator at Self Employed WriterFreelance/Contract Copywriter, Proofreader, and Marketing Coordinator at Self Employed Writer
Richard HenryRichard Henry
Digital Marketing Coordinator - Contract at Fort Bend EpicenterDigital Marketing Coordinator - Contract at Fort Bend Epicenter