Talented Business Manager with natural leadership qualities and excellent service skills; Specializing in building long-term client relationships; Possessing a passion and analytical mind for the real estate and financial industry.
Overview
30
30
years of professional experience
Work History
Robert Half International
Business & Office Management Contractor
01.2017 - Current
Multi-talented business manager actively supporting well-known reputable firms throughout the valley to successfully manage various business projects and assignments in the following roles.
Office Management, Administration, Accounting and Real Estate.
T & R Properties
Commercial Property Management Assistant
01.2016 - 01.2017
Assisted property manager with multiple properties in portfolio with a high standard of customer service, and ensure growth in leasing occupancy rates.
Managed daily AR/AP in QuickBooks; tenant lease contracts and maintenance work orders requests.
Prepared month and year-end taxes & insurance and credit card reconciliations to efficiently streamline the financial data for the property manager.
Composed a work instruction manual and trained new hire for the position.
First Assembly of God Church
Bookkeeper
01.2015 - 01.2016
Full-charge bookkeeper managed general fund account in QuickBooks and all financial responsibilities which included A/R and A/P, payroll, investment funds and general month/year end closing, taxes & insurance as well as visa and bank statement reconciliations.
Prepared monthly and yearly corporate financial reports, profit & loss statements/balance sheets and presented at board meetings.
Handled the leasing for rental tenants and managed the small renovation projects. Developed excellent working relationships with staff and members.
Wrote instruction manual and trained new person for the position.
SJ Fowler Real Estate, Inc
Commercial Real Estate Agent
01.2012 - 01.2015
Represented clients for commercial and residential real estate acquisitions and leasing with a strong focus on investment, retail, and multifamily properties.
Conducted extensive market research and site visitations, used MLS, CoStar and LoopNet services to compare data and identify the best investment opportunity for the client's needs.
Submitted offers and negotiated prices on client's behalf.
Wells Fargo Bank Home Mortgage
Closing Specialist
01.2009 - 01.2010
Managed a continual volume of mortgage loan documentation in daily assigned pipeline with expedience and high degree of accuracy.
Responsible for understanding and maintaining compliance of all federal regulations and procedures for closing documents.
Ensured that all closing figures were balanced and wire transfers submitted within the deadline time to fund and close the loans.
Illinois Housing Development Authority
Loan Closing Officer
01.2001 - 01.2007
Audited a high turnover of loan file documents with quality assurance standard to meet compliance and legal requirements.
Communicated professionally with financial institutions and title companies to complete all due diligence with post-closing documents.
Levin Associates
Commercial Real Estate Associate
01.2000 - 01.2001
Successfully managed multiple roles within the corporation for privately owned and managed properties as well as newly constructed homes on behalf of the owner.
Executed property management duties for office building, working closely with building engineers and vendors to ensure successful maintenance and operations.
Point of contact for tenants, prospects and conducting showings of office buildings for lease and sale.
Worked with owner on proposals and lease contracts and managed the MLS system.
Conducted all meetings with buyer clients for new home construction product & design selection, upgrades, and corresponding with in house architects and project managers on construction timelines.
First Midwest Bank, NA
Construction Loan Administrator
01.1999 - 01.2000
Collaborated with loan officers and finance team on commercial construction loans.
Managed complex construction budget spreadsheets and draw requests throughout the building project.
Responsible for review and collection of all necessary documentation on loan files to ensure accuracy and compliance with federal regulatory guidelines.
Conducted site inspections prior to fund disbursements at various phases of the construction project and monitor that projects were being executed to plans; Following up with written progress reports for files.
Revere Mortgage, Ltd
Loan Closer Assistant
01.1998 - 01.1999
Managed closing responsibilities for fast-paced brokerage firm with high volume on refinancing and purchase of home mortgage loans.
Administered the legal closing documents with complete accuracy on title work, insurance, pay-off balances and closing figures for clients.
Maintained resilience under pressure and heavy deadlines. In addition, processed new incoming FHA loan business.
Prism Corporate Reality, Inc
Commercial Real Estate Associate
01.1994 - 01.1998
Worked closely with broker to represent corporations in office space, retail and industrial real estate for relocations, lease contract negotiations and construction renovation projects.
Consistently made a 100 prospect and follow up sales calls a day.
Conducted market research, and showing tours, prepared presentation reports for clients for building sites and price comparisons.
Influential in company revenue increase due to 95% success ratio on closings and signing of national accounts resulting in an upgrade of the firm’s office space.
Education
Bachelor's Degree - Business Management
DePaul University
Chicago, IL
Real Estate License
Arizona School of Real Estate And Business
Scottsdale, AZ
Skills
Microsoft Office Suite
QuickBooks Pro
Real Estate license
Foreign Languages
Business Management
Finance and accounting
Data collection and analysis
Written and oral communication
Community Service
First Assembly of God El Cajon, CA, Food Missions
City of Phoenix (Graffiti Free Phoenix) Phoenix, AZ, Paint over graffiti walls
Lodestar Day Resource Center Phoenix, AZ, Post office and front desk
Alliance for the Great Lakes Chicago, IL, Beach cleanup
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Robert Half International
Business & Office Management Contractor
01.2017 - Current
T & R Properties
Commercial Property Management Assistant
01.2016 - 01.2017
First Assembly of God Church
Bookkeeper
01.2015 - 01.2016
SJ Fowler Real Estate, Inc
Commercial Real Estate Agent
01.2012 - 01.2015
Wells Fargo Bank Home Mortgage
Closing Specialist
01.2009 - 01.2010
Illinois Housing Development Authority
Loan Closing Officer
01.2001 - 01.2007
Levin Associates
Commercial Real Estate Associate
01.2000 - 01.2001
First Midwest Bank, NA
Construction Loan Administrator
01.1999 - 01.2000
Revere Mortgage, Ltd
Loan Closer Assistant
01.1998 - 01.1999
Prism Corporate Reality, Inc
Commercial Real Estate Associate
01.1994 - 01.1998
Bachelor's Degree - Business Management
DePaul University
Real Estate License
Arizona School of Real Estate And Business
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