Results-oriented Portfolio Property Manager with expertise in financial analysis and tenant relations. Managed 25 properties, optimizing budgets and reducing delinquent accounts. Strong leadership and negotiation skills enhance vendor management and tenant satisfaction.
Overview
39
39
years of professional experience
Work History
Portfolio Property Manager
Action Vest Management Corporation
Brighton
01.2018 - Current
Manage 25 Properties Commercial and Residential with 400 tenants.
Areas of properties: Boston, Brighton, South Boston, Quincy, W. Newton, Somerville, Brighton and Brookline.
Prepares annual budget for operating and reserves.
Provides long-term fiscal planning and analyzes the property’s cash requirements.
Maintains complete and accurate vendor, insurance and legal records.
Prepares maintenance work orders and close out as completed.
Oversees the management of the facilities provided by outside contractors and vendors.
Inputs expense log items and documents professional service visits in accordance with company policy.
Oversee the daily business operations of dwellings and commercial entities, including advertising, collecting rent, screening tenants, and organizing maintenance and repairs.
Manage all aspects of assigned properties, including evictions of commercial and residential.
Served tenant and owner requests, managed building maintenance, recorded documents, and attended annual HOA meetings.
In this role, solicits bids for maintenance contracts and construction projects and participates in the development of scope of work and selection of contractors.
Maintain a positive, productive relationship with tenants.
Negotiate lease/contracts with contractors in a timely and reliable manner.
Advertise and market vacant spaces to attract tenants.
Collect receivable accounts and handle operating expenses.
Develop and manage annual budgets by forecasting requirements and analyzing variances, data and trends.
Participate and assist with development and execution of weekly manager meetings.
Coordinate and review annual property audits, tax returns, and corporate entity filings with management company and development auditor.
Prepared annual budget for operating and reserves.
Provide long-term fiscal planning and analyze the property’s cash requirements.
Managed maintenance requests and collaborated with maintenance team to ensure timely resolutions.
Oversaw the management of the facilities provided by outside contractors and vendors.
Solicit bids for maintenance contracts and construction projects and participate in the development of scope of work and selection of contractors.
Monitored contracts for compliance, controlling costs and general expenditures.
Perform quality control inspections to ensure adherence to contract specifications and industry standards.
Prepared maintenance schedules and monitors progress.
Perform walkthroughs and project oversight and guidance with team members.
Input expense log items and documents professional service visits in accordance with company policy.
Prepare for client meetings with team members and engage in role playing prior to meetings.
Maintained complete and accurate vendor, insurance and legal records.
Demonstrates ability to provide leadership and be a positive example for all team members and throughout all facets of real estate management.
Assistant Floating Resident Manager / Leasing and Marketing Professional (800 Units)
Lincoln Properties
Boston
01.2016 - 01.2017
Floating RM, covering four residential properties within RPM Portfolio on the NE Region.
Oversaw marketing and leasing staff, aligning team activities with management goals to drive occupancy and resident satisfaction.
Specialized in leasing, property take over’s, lease ups, contract preparation and finalization.
Managed residence issues, maintenance requests, renewals, transfers, inspections, vendors, contractors, and real estate professionals, ensuring seamless operation.
Performed employee evaluations, evaluated credit and rental history of new applicants, verified income and assets of applicants to meet resident selection criteria according to tax credit program guidelines, reviewed rental applications for approval or denial, and solved employee and resident issues.
Addressed tenant complaints and collaborated with the property manager on apartment extensions.
Performed evictions in accordance with local laws for primary property.
Coordinated charity events and property newsletters, enhancing community engagement and resident relationships.
Knowledge of HUD, HFA and tax credit regulatory compliance and Section 8 and recertification.
Active in coding invoices and entering into the accounting system for payment, posting all journal entries and preparing bank deposits, and processing security deposits.
Managed all on-site collections, filed necessary legal documents for non-payment of rent, and appeared in court for legal matters.
Inspect property and fix problems relating to plumbing, electricity, leakage, etc.
Tour apartments with new clients explain the property and apartment layouts.
Real Estate Paralegal/Closer and Processed Titles
Morris and Phillips
Hampton
01.1999 - 01.2017
Managed real estate files from intake through closing and post-closing (buyer, seller, and lender transactions).
Ordered title searches, mortgage loan certificates, plot plans, and mortgage payoff statements to facilitate real estate transactions.
Prepare closing documents including CD and ALTA-related paperwork.
Supported two real estate attorneys by managing high-volume closings and coordinating transaction details.
Coordinated with lenders, municipalities, and opposing counsel to clear conditions and resolve transaction issues efficiently.
Communicated with clients to provide updates and address inquiries throughout transaction process.
Worked closely with loan originators to make sure that all required documents are received and initiate customer contact to follow up on missing documents.
Credit and Collections Manager
Credit Control Services
North Hampton
01.1994 - 01.1999
Managed a team of 200 credit and collections specialists to ensure timely collection of outstanding debts.
Implemented new collection strategies that resulted in a 20% decrease in delinquent accounts.
Monitored accounts receivable aging and implemented collection strategies to reduce past due balances and minimize bad debt.
Negotiated payment plans with customers to maximize collections while maintaining positive customer relationships.
Led team of collectors and collections specialists, aligning efforts to achieve department goals.
Prepared monthly reports on key performance indicators, including DSO, bad debt ratio, and aging analysis, for management review.
Conducted credit evaluations and risk assessments for new and existing customers, recommending credit decisions based on financial analysis and industry trends.
Monitored borrower financial performance and conducted periodic credit reviews to assess credit quality and identify potential risks.
Loan Processing and Proof Operator
Seabrook Bank and Trust
Seabrook/Hampton
01.1987 - 01.1994
Accepting consumer and real estate loan applications, preparing loan documents, and handling member loan closings.
Managed complex credit activities to ensure performance quality, consistency of underwriting, and timely delivery that meets or exceeds customer expectations while overseeing analytical support and workflow production needs for the department.
Coordinated with account and relationship managers to conduct financial analyses and credit investigations, enhancing decision-making processes.
Managed and oversaw workflow and adherence to policy for department.
Performed periodic inspections at customer sites to audit accounts and ensure adherence to loan agreements and terms.
Researching and resolving member account questions and issues.
Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines.
Acted as a consultant to business lines regarding credit issues, processes and procedures.
Managed and/or led as well as create, develop and introduce commercial and credit-related initiatives.
Worked on larger, complex deals, mainly focused on Middle Market and highly specialized lending.
Provided coverage across multiple branches and departments during staffing shortages, ensuring continuity of operations and service.
Education
Some College (No Degree) - Business Administration and Management