Jesse Goldberg
Delray Beach,FL
Summary
Proven Transaction Manager with a track record of exceeding client expectations at Jones Lang LaSalle, managing over 20M sq ft of commercial real estate. Expert in financial modeling and portfolio management, I foster teamwork and collaboration, achieving significant cost savings through strategic lease negotiations. Skilled in Salesforce, I streamline acquisitions, enhancing portfolio growth and client satisfaction. Seasoned Real Estate Broker with superior understanding of Site selection, real estate and negotiation. Conducted rental management and financial requirement planning with knowledge of mortgages and real estate law. Dependable and detail-oriented worker.
Overview
8
8
years of professional experience
Work History
Transaction Manager
Jones Lang LaSalle (JLL) - Bank of America
11.2021 - Current
- Oversaw a portfolio of multiple concurrent transactions, effectively balancing priorities and deadlines to complete all tasks on schedule.
- Managed site selection, LOIs, and lease execution for new locations.
- Oversaw 20M sq ft of commercial eal estate, tracking critical dates and project progress.
- Exceeded client projections on property dispositions through innovative marketing.
- Negotiated lease terms, achieving significant cost savings in competitive markets.
Acquisitions Analyst
Raymond James Associates
03.2020 - 08.2021
- Documented acquisition valuations and earnings accretion and dilution models for public and private companies.
- Evaluated root cause and provided solutions for in-stock issues.
- Developed strong relationships with industry professionals, fostering valuable partnerships for future acquisitions.
- Identified and evaluated new investment opportunities with comprehensive financial modeling and risk assessments.
- Streamlined due diligence processes for potential acquisitions, resulting in a more efficient workflow.
- Coordinated closely with legal teams to ensure compliance with all relevant regulations during the acquisition process.
Team Manager and Lead Acquisitions Agent
Myers Home Buyer
06.2019 - 04.2020
- Co-launched a new office in Tampa Bay and developed sales associate training.
- Established KPIs and underwrote thousands of properties for investment.
- Created an investor database of 400+, resulting in 10+ property sales per month.
- Reduced expenses through strategic partnerships with title and lending institutions.
Acquisitions Agent
New Western Acquisitions
12.2016 - 06.2019
- Spearheaded team training initiatives, equipping agents with essential skills to excel in their roles.
- Enhanced client portfolio by identifying and securing new partnerships.
- Fostered relationships with industry stakeholders to enhance market positioning.
- Negotiated favorable terms in client contracts, safeguarding company interests.
- Followed-up escrow process, coordinated contingency removal of property inspection and maintained timely closing of escrow.
Education
Bachelor of Science - Finance
The University of Tampa
Tampa, FL12.2016
Skills
- Closing process facilitation
- Portfolio Management
- Contract Negotiations
- Teamwork and Collaboration
- Salesforce and CRM management
- Financial Modeling
- Contract Negotiation
- Licensed Real Estate Broker
- Lease drafting
Timeline
Transaction Manager
Jones Lang LaSalle (JLL) - Bank of America
11.2021 - Current
Acquisitions Analyst
Raymond James Associates
03.2020 - 08.2021
Team Manager and Lead Acquisitions Agent
Myers Home Buyer
06.2019 - 04.2020
Acquisitions Agent
New Western Acquisitions
12.2016 - 06.2019
Bachelor of Science - Finance
The University of Tampa
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