TIMOTHY O'NEILL
New York,NY
Summary
Analytical and detail-oriented real estate and insurance professional with extensive experience in underwriting, debt, acquisitions, refinances, asset management, and the development of credit packages. Proven expertise in managing complex insurance solutions and driving strategic growth in the real estate and construction sectors. Skilled in evaluating risk and loss potential, optimizing operational efficiencies, and delivering tailored risk management solutions. Demonstrated success in client relationship management, team leadership, and building strong partnerships with brokers and sales agents. Adept at leveraging market insights and industry trends to inform strategic decisions and achieve business objectives.
Overview
7
7
years of professional experience
Work History
Vice President
Round Hill Risk, LLC
03.2024 - Current
- ncreased company revenue from $3 million to $5.5 million within the first 6 months by driving growth in real estate and construction accounts through strategic new business development and successful renewals.
- Managed all aspects of account relationships, from initial contact to ongoing servicing, ensuring high client satisfaction and retention across real estate and construction sectors.
- Collaborated with the CEO to develop and implement strategic plans, contributing to overall company growth and positioning as a leading player in the insurance industry.
- Oversaw the execution of complex insurance solutions and services, streamlining processes to enhance efficiency and deliver superior results for clients.
- Led a team in delivering tailored risk management solutions, leveraging market insights and industry expertise to drive competitive advantage and meet client needs effectively.
Assistant Vice President
Alliant
08.2023 - 02.2024
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
- Managed a diverse portfolio of projects, ensuring that each project met established quality standards and delivered expected results on time and within budget.
- Enhanced collaboration between team members by implementing innovative communication tools and fostering an open dialogue culture.
Sales Associate
ORIX Real Estate Capital, LLC, d/b/a Lument
05.2022 - 08.2023
- Conducted upfront screening for Fannie Mae, Freddie Mac, Bridge, Construction, and Mezzanine loans resulting in the closing of 7 properties (~$96mm)
- Attended to the needs of commercial clients seeking financing, prospecting, underwriting and originating of new loans in order to expedite applications and closing timelines
- Presented deal narratives to internal loan committee which consisted of complete property screening and sizing in short timelines
- Provided financial underwriting for new acquisitions and refinances of multifamily projects by building financial models in excel, analyzing P&L's, and evaluating the financial impact of various underwriting scenarios.
Underwriting Analyst
ORIX Real Estate Capital, LLC, d/b/a Lument
10.2019 - 05.2022
- Prepared credit packages and presented underwriting narratives to Fannie Mae's and Freddie Mac's credit committee, which led to our closing of 100+ properties (~$554mm)
- Performed various due diligence responsibilities including lease audits, collaboration with various departments to determine operating and tax plans, compared historical financials and tenant reimbursements to budgeted cash flows, and conducted market research to support credit assumptions
- Managed the transfer of data into underwriting analysis workbooks utilizing various third-party reports which include but are not limited to appraisal, engineering, environmental assessment, seismic analysis, zoning, and market reports
- Processed invoices for payments and prepared final accounting while assisting with loan packages and delivering to investors post-closing.
Research Analyst
CBRE Group Inc
01.2018 - 10.2019
- Led the industrial research team responsible for tracking New Jersey's 800 million square foot industrial market
- Produced quarterly market reports by carefully and creatively analyzing market statistics to provide CBRE professionals and clients an in-depth look at the intricacies of the New Jersey industrial market
- Assisted leasing brokers, sales brokers, and valuation professionals in underwriting 40 million square feet of industrial transactions valued at $2.1 billion by compiling and translating market data into actionable market insight
- Maintained CBRE's proprietary database by leveraging both internal and external broker relationships along with third-party sources
- Worked with national and global teams to provide insight on the inner workings of the New Jersey industrial market
- Generated, assessed, and corrected research data to create representative graphs and charts highlighting results for presentations.
Education
Bachelor of Arts - Economics
Marquette University
Milwaukee, WI05.2017
Skills
- ARGUS Enterprise Certified
- Commercial Real Estate Financial Modeling
- Microsoft Suite
- Mortgage Bankers Association Certified
- Fannie Mae and Freddie Mac Multifamily Loan Programs
- CRE Operating Systems - Co-Star, Trepp, Real Cap Analytics, REIS, DUS Gateway
Timeline
Vice President
Round Hill Risk, LLC
03.2024 - Current
Assistant Vice President
Alliant
08.2023 - 02.2024
Sales Associate
ORIX Real Estate Capital, LLC, d/b/a Lument
05.2022 - 08.2023
Underwriting Analyst
ORIX Real Estate Capital, LLC, d/b/a Lument
10.2019 - 05.2022
Research Analyst
CBRE Group Inc
01.2018 - 10.2019
Bachelor of Arts - Economics
Marquette University
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