Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences.
Overview
24
24
years of professional experience
Work History
Portfolio Manager
Guardian Real Estate Services
05.2013 - 07.2023
Managed Portfolio of 1,700+ Market Rate and Affordable Units located in Oregon and Washington.
Developed annual operating budgets and forecasts. Prepared sales, leasing and marketing plans for presentation including new developments.
Communicate regularly with investors, clients and industry lenders.
Prepare internal and regulatory financial reports, balance sheets and income statements. Prepare written narrative of financial performance.
Check payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance including processing.
Implemented and enforced policies and procedures to maintain properties to highest standards.
Conducted needs assessments to identify gaps in performance and developed targeted learning solutions. *Built Lease training platform including in person, phone and camera calls.
Project Management: Oversee capital needs projects, remodeling, fire restoration, flood restoration, asset preservation projects.
Train and mentor property managers, leasing specialists and maintenance personnel.
Identified and recommended staff for key positions and departments.
Research current market trends, review competitors regularly, provide recommendations to owners.
Reviewed and approved payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Acquisition and discontinuation of properties. Including onboarding new staff, implementing company processes, setting up appropriate bank accounts as required by loan documents (Operating, security, tax, insurance, reserves, mortgage insurance, etc.)
Senior Community Manager
Guardian Real Estate Services
06.2006 - 05.2013
Senior Community Manager 2006-2009-The Ellington Apartments 262 units-$6.2 million dollar rehab
2009-2013-Westbury 260 Units and Wyndham Park 224 Units Beaverton-Managed two sites simultaneously.
Handled all tenant logistics and leases and effectively scheduled appointments, showings, move-ins and move-outs.
Addressed and resolved tenant complaints and inquiries, maintaining high satisfaction.
Worked with maintenance staff to complete timely repairs and enhancements.
Planned and executed promotional activities to drive community engagement and increase occupancy numbers.
Produced reports about community activities to keep owners, directors and property managers informed.
Conducted regular inspections to identify needed improvements and maintain highest standards.
Streamlined operations by communicating efficiently with clients, keeping meticulous records, budget management, and internal collaboration.
Created policies and procedures for successful community management.
Aided upper-level leaders by completing budgets and Yardi reports for executive action planning.
Aided Portfolio Manager with acquisition of over ten communities during this time period.
Community Manager
Guardian Management, LLC
06.1999 - 06.2006
Community Manager 1999-2006-Mountain Meadows 164 units, Hunter's Run 318 units, Cornerstone 116 units and The Crane Lease up
Addressed and resolved tenant complaints and inquiries, maintaining high satisfaction.
Worked with maintenance staff to complete timely repairs and enhancements.
Handled all tenant logistics and leases and effectively scheduled appointments, showings, move-ins and move-outs.
Conducted regular inspections to identify needed improvements and maintain highest standards.
Assisted in company-wide transition from AMSI to YARDI. Tested platforms, provided feedback, wrote manuals, trained other employees in classroom setting.