DHVANIL PATEL
Largo,FL
Summary
Versatile Customer Success associate with advanced knowledge of financial, business development and operational areas. Skilled in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty.
Overview
7
7
years of professional experience
Work History
Acquisitions Analyst
Progress Residentials SFR
05.2021 - 02.2023
- Underwrote, analyzed, and generated offers for single-family home opportunities offered for sale via numerous channels, including but not limited to MLS, off market, new construction, iBuyer
- Carried out market specific strategy regarding optimal asset selection and acquisition pace with the goal of maximizing investor returns
- Worked with VP and Director of Acquisitions on the creation and maintenance of an acquisitions pipeline of homes by effectively utilizing market knowledge, trends, available data and proprietary acquisitions tools and platform
- Used proprietary data visualization tools and systems to improve ongoing investment decisions and department processes
- Worked cross functionally to participate in investment, operational, and asset management decisions
- Fulfilled ad hoc requests from Vice President of Acquisitions, Acquisitions Manager, Director of Acquisitions, Portfolio Operations Director, or other local stakeholders in respective market
Associate Financial Analyst
Trimont Real Estate Advisors
11.2020 - 04.2021
- Analysis of property level financial statements including operating statements, balance sheets and rent rolls
- Analysis of property operations vs
- Operating budget and market
- Critique/tracking of operating and construction budgets
- Reconcile and review loan draws for funding of construction, leasing, and capital costs
- Prepare monthly and/or quarterly reporting packages
- Review leases and prepare appraisal recommendations
- Interact with property managers, leasing agents and borrowers and client representatives
- Conduct property site inspections and market research
- Interact with other employees, clients and third parties
Asset Management Loan Servicing Associate
GROUNDFLOOR Finance
05.2020 - 11.2020
- Responsible for tracking loan portfolio, including repayment dates, upcoming maturity dates
- Manage the construction schedules, Review the inspection report and order the inspection on the investment properties
- Manage and evaluate the default and workout portfolio
- Update the investors on loan repayment dates, default and workout loans
- Draft forbearance agreement, notices of default and Engage attorney for foreclosure
- Track borrowers' compliance with GROUNDFLOOR's insurance requirements
- Assist in writing and creating payoff statements
- Modulate communication between attorneys and institutional investors
Investment Advisor
GROUNDFLOOR Finance
10.2019 - 04.2020
- Reach out to the investors and discuss the possible loan criteria, qualify the borrowers, and answer questions to evaluate their loan application and risk
- Explain to applicants the types and terms of each loan to determine a loan that is suitable for their specific needs
- Track and maintain credit and loan information
- Seek out new clients by contacting real estate investor and borrower
- Work with existing clients to strengthen relationships, encourage referrals, and enhance your reputation among others seeking loans
Director of Business Development
Bulk Nation
06.2016 - 01.2019
- Build relationships with local businesses in Florida to promote our products and increase sales
- Widen the distribution of our sales; in 3 months I increased our sales by 25%
- Supervise quarterly inventory and manage cost of product and labor against store budget
- Managed 18 promotional events in the past year, which each increase our sales by approximate $10,000 by forming new connections in the local community with schools, private businesses and individual customers
- Manage sponsorships at local schools and institutions to increase revenue
- Assist with management duties in up to 10 locations as needed
Education
Bachelor of Science -
University of South Florida
Tampa, FLSkills
- Client Retention
- Account Management
- Problem Solving
- Client Satisfaction
- Cross-Functional Collaboration
- B2B Sales
- Business Development
- MS Office
Languages
Gujarati
Native or Bilingual
Hindi
Full Professional
Timeline
Acquisitions Analyst
Progress Residentials SFR
05.2021 - 02.2023
Associate Financial Analyst
Trimont Real Estate Advisors
11.2020 - 04.2021
Asset Management Loan Servicing Associate
GROUNDFLOOR Finance
05.2020 - 11.2020
Investment Advisor
GROUNDFLOOR Finance
10.2019 - 04.2020
Director of Business Development
Bulk Nation
06.2016 - 01.2019
Bachelor of Science -
University of South Florida
Similar Profiles
Martin QuinteroMartin Quintero
Maintenance at Kairoi ResidentialsMaintenance at Kairoi Residentials
Alexis WelchAlexis Welch
Leasing Administrative Assistant at Highmark ResidentialsLeasing Administrative Assistant at Highmark Residentials
Arshdeep KaurArshdeep Kaur
Asst. Security Supervisor at Elite ResidentialsAsst. Security Supervisor at Elite Residentials
Gabrielle CaseyGabrielle Casey
Sales Agent at US Health AdvisorsSales Agent at US Health Advisors
Daniel BonnerDaniel Bonner
Warehouse Supervisor at Formulated SolutionsWarehouse Supervisor at Formulated Solutions