Summary
Overview
Work History
Education
Skills
Timeline
Receptionist
LA TOYA PHILLIPS GREEN

LA TOYA PHILLIPS GREEN

Lease Analyst

Summary

Highly motivated lease administrative and financial support professional with experience in commercial real estate/property management concepts, and project management support environments that demand strong analytical, and interpersonal skills. In addition to remaining confident and poised in interactions with individuals at all levels, I'm able to remain calm and professional in stressful environments while being committed to superior customer service. With over 13 years of valuable experience in lease administration/finance, I am prepared to bring knowledge and abilities to the Lease Analyst role with the potential for long-term career advancement and success.

Overview

17
17
years of professional experience

Work History

Lease Analyst

Accruent
Austin, Texas
02.2024 - Current
  • Real Estate Portfolio and Asset Management;
  • Maintains positive client, vendor and landlord relationships while implementing clients’ specific plans of action related to their real estate assets/investments.
  • Developed and maintained courteous and effective working relationships.
  • Identified issues, analyzed information and provided solutions to problems.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Paid attention to detail while completing assignments.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Managed time efficiently in order to complete all tasks within deadlines.

Real Estate Specialist

Tidewater Physicians Multispecialty Group
Newport News, VA
02.2022 - Current
  • Reviews, updates, and maintains lease payment schedules to ensure accuracy of fixed rent and CAM/tax payments to landlords in accordance with the lease terms
  • Prepares monthly property management fee invoices
  • Review and prepares invoices for recurring rent payments including operating charges/reconciliations, rent increases, and any other changes to rent due to expansions, reductions, or lease terminations
  • Works with proprietors to resolve discrepancies relating to rent payments, credits and damage owed
  • Maintain and reconciles the financial reporting for the real estate LLCs
  • Reconciles LLC operating expenses and invoices tenants accordingly
  • Reviews landlord statements and analyzes whether payment is due; pays as required
  • Reconciles landlord CAM/tax obligations billings for the year

Real Estate Analyst

Ferguson Enterprises
Newport News, VA
08.2013 - 06.2020
  • Managed complete administrative and financial management of the assigned real estate portfolio (West
  • Coast)
  • Entered and maintained information regarding lease expenses and financial accounting transactions which included monitoring leases/amendments for operating expense changes
  • Managed and generated routine correspondence and notices; Investigated and resolved landlord/tenant payment issues regarding rent or reimbursement payments such as utilities and insurance
  • Performed complete desktop audits to include CAM (Common area maintenance) costs, monthly rent statements and real estate tax invoices; evaluated for accuracy and lease compliance
  • Verified and processed location expense payments
  • Prepared weekly variable expense export file and sent to accounting for processing
  • Maintained and updated property management database with complete and accurate documentation of landlord and payee information by processing changes in ownership, contact, and address information
  • Reviewed and processed annual real estate billing reconciliations, Consumer Price Index rent calculations and adjusted recurring expenses
  • Calculated and processed property tax reimbursements direct to applicable tenants
  • Administered subleases by collecting sublease income, forwarding income to accounts receivable
  • Prepared check requests and processed tenant refunds
  • Supported Project Management team and Finance Business Partners to properly account for all expenses related to major projects and initiatives
  • Verified various contractor activities throughout the contract term to ensure compliance with control standards
  • Entered project data and documentation into the management software which included commitments such as contracts, work authorizations, and purchase orders
  • Assisted in project closeout procedures, ensuring the receipt of necessary closeout/turnover documents
  • Contributed to the evolution/ initial development of the lease administration segment of the Lucernex system database for the Ferguson Real Estate Admin team.

Inter-company Credit Specialist

Ferguson Enterprises
Newport News, VA
03.2007 - 08.2013
  • Researched, analyzed, and processed branch credit requests from DC shipments, including writing and submitting vendor debits
  • Reconciled Intra Company purchase orders received by the Distribution Center by reviewing spreadsheet reports regarding discrepant shipping transactions between the branches, vendors, and the distribution centers
  • Corresponded with DC's and branches to clarify discrepancies and initiated billing and/or credit to branch accounts when appropriate
  • Reviewed shipping documents, return authorizations, and freight agreements; Corresponded with shipping vendors to obtain proof of deliveries
  • Downloaded time-sensitive data from Trilogie using TCL commands, and periodic info for Credit Memo research
  • Initiated follow-up activity to ensure all requests are processed within the expected due dates and deadlines
  • Initiated requests for credit to the branch and submitted them into the Access database
  • Maintained database regarding order status to ensure accurate reporting
  • Provided high levels of customer service and productive communications to the vendors, branch, and distribution center contacts as needed for resolution and payment approvals.

Education

Associate of Science - Business Administration

Virginia Peninsula Community College

Skills

  • Proficiency in
  • MS Office Suite (Excel, Outlook
  • Access, & Word)
  • Knowledge of Lucernex administrative systems
  • Knowledge of PeopleSoft
  • Knowledge and experience with QuickBooks
  • Enterprise
  • Strong analytical and organizational skills with the
  • Ability to set priorities, manage multiple projects
  • And meet deadlines
  • Detail oriented with a desire to learn and
  • Support new technologies and processes
  • Experience in project management support
  • Excellent written and communication skills
  • Ability to work independently as well as with
  • Others on a team basis
  • Resourceful in completing projects; able to
  • Multi-task effectively and efficiently
  • Commercial Real Estate
  • Professional Relationships
  • Real Estate Industry Knowledge
  • Interpersonal Communication Skills
  • Manage Transactions

Timeline

Lease Analyst

Accruent
02.2024 - Current

Real Estate Specialist

Tidewater Physicians Multispecialty Group
02.2022 - Current

Real Estate Analyst

Ferguson Enterprises
08.2013 - 06.2020

Inter-company Credit Specialist

Ferguson Enterprises
03.2007 - 08.2013

Associate of Science - Business Administration

Virginia Peninsula Community College
LA TOYA PHILLIPS GREENLease Analyst