Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Accomplishments
References
Timeline
Generic
William M. Grimes

William M. Grimes

Dallas

Summary

Project Manager with extensive experience at CBRE, focusing on construction management and regulatory compliance. Demonstrated proficiency in budget analysis and effective communication, leading multimillion-dollar renovation projects that significantly improved client satisfaction. Expertise in cross-functional collaboration and strategic initiatives, driving enhancements in commercial portfolio performance and delivering measurable results.

Overview

10
10
years of professional experience

Work History

Project Manager

CBRE
Dallas
05.2023 - Current
  • Delivered construction project management for diverse project types within JPMC retail portfolio.
  • Collaborated with designers, architects, and contractors to enhance space planning and customer experience.
  • Managed remediation projects for historical bank locations, ensuring safe mold and asbestos removal.
  • Coordinated with Chase leadership and state agencies to execute projects without customer impact.
  • Executed ADA compliance modifications to branches, addressing identified deficiencies.
  • Partnered with government authorities to improve accessibility features such as signage and automated doors.
  • Oversaw teller station conversions in branches, integrating new equipment and branding elements.
  • Implemented structural changes in branches to facilitate enhanced banking services.
  • Developed and maintained project plans, timelines, and budgets.

Client Portfolio Strategy Analyst

CBRE
Dallas
06.2021 - 04.2023
  • Provided strategic insight and real estate expertise to support investment strategy of $20B portfolio across US, LATAM, EMEA, and APAC regions.
  • Researched and collaborated with various business lines to create Client's first centralized portfolio overview for owned real estate assets.
  • Developed comprehensive asset index including financial details, asset history, and building specifics for easier reference by multiple teams.
  • Managed Client Team's 1031 Program by implementing tracking mechanism for time-sensitive property disposals and replacements.
  • Achieved successful exchanges of over $5.7M in 1031 funds during first half of 2022.
  • Assisted Portfolio Managers with asset strategies through dividend-discount modeling, market research, and lease analysis.
  • Executed head count projections to optimize value and strategy for over 2,800 property assets.
  • Delivered insights from CBRE resources to enhance overall portfolio management efficiency.

Credit Products Associate, Commercial Banking

Regions Bank
Dallas
01.2020 - 02.2021
  • Managed $1.7 billion portfolio of corporate and project-level credit facilities for commercial REITs.
  • Developed detailed financial models for company valuations and project financial assessments.
  • Conducted portfolio management due diligence to evaluate risk and return on credit transactions.
  • Evaluated quarterly financial records to ensure compliance with Credit Agreement parameters.
  • Assessed future outlooks for potential expansion or reduction of overall credit portfolio.
  • Produced high-quality client deliverables through strong written communication and meticulous attention to detail.
  • Prepared comprehensive written materials, including pitches, proposals, and supporting analyses.
  • Reviewed derivative exposures and other relevant documents for informed decision-making.

Brokerage Associate, Shopping Centers

Matthews Real Estate Investment Services
Dallas
01.2019 - 10.2019
  • Selected to specialize in Shopping Center investment properties within Retail Advisory Division.
  • Mastered analytical research platforms, contributing over 1,000 Texas commercial properties to SalesForce database.
  • Assisted Senior Mentor during client meetings while managing Texas retail market research and financial underwriting.
  • Executed over 250 cold calls weekly to private owners and institutional REITs for client acquisition.
  • Utilized financial acumen to underwrite Broker's Opinion of Value using income statements and lease details.
  • Presented cohesive marketing packages to clients showcasing exclusive listing value with Matthews.

Senior Lease Analyst

Jones Lang Lasalle (JLL)
Dallas
01.2018 - 01.2019
  • Oversaw and managed 15+ Commercial Global Lease Portfolios across diverse industries.
  • Achieved maximum client satisfaction survey scores for all accounts consistently.
  • Assigned to evaluate and improve underperforming accounts, enhancing overall CSAT health.
  • Led a team of five Junior Analysts, serving as primary resource for client support.
  • Presented Quarterly Business Reviews to demonstrate value of JLL's Corporate Solutions.

Lease Analyst

Jones Lang Lasalle (JLL)
Dallas
07.2015 - 01.2018
  • Abstracted critical lease data from thousands of sensitive documents into active database for client access.
  • Served as primary contact for clients and brokerage teams regarding lease portfolio inquiries and resolutions.
  • Achieved over $400,000 in cost savings through reconciliation of CAM charges and Tenant Improvement Allowances in 2017.
  • Led recurring portfolio review meetings, delivering insights on critical dates, renewals, expirations, and financial summaries.
  • Collaborated with Business Unit Leaders, landlords, and brokers to maintain professional relationships across accounts payable.
  • Managed accounts receivable processes, including subtenant collections when applicable.
  • Recognized with multiple JLL accolades through nominations from peers and various business lines.

Education

BBA - Corporate Finance, Accounting

The University of Texas At Austin, McCombs School of Business
Austin, TX
05-2015

Skills

  • Project management and planning
  • Construction and vendor management
  • Risk assessment and compliance
  • Effective communication skills
  • Team and cross-functional collaboration
  • Budget and cost analysis
  • Data analysis and financial insights
  • Regulatory compliance and interpretation
  • Negotiation and networking strategies
  • Commercial portfolio performance tracking
  • Retail market trends analysis
  • Revenue generation and deliverable tracking
  • Real estate law expertise

Additional Information

JLL Values in Practice (VIP) Award, 2017, 2018, Received the 'VIP' Award, an honor given to JLL Members who exemplify an exceptional work ethic and maintain an outstanding reputation among clients and fellow team members alike., JLL SPOT Award, 2016, Received 'Contributor' SPOT Award for dependability, problem-solving abilities, and overall relationship skills with clients and other JLL Members., Eligible to work in the U.S. with no Restrictions., Available upon request.

Languages

English
Native/ Bilingual
Spanish
Full Professional
French
Elementary

Accomplishments

  • CBRE Project Management Foundations Course - successfully completed 40-hour course for PJM skills within first 6 months of employment.
  • JLL Values in Practice (VIP) Award (3x Recipient) - exemplified exceptional work ethic and reputation among clients and fellow team members. Nominated both by Brokerage and Lease Administration teams for "being recognized as a leader and excellent customer service provider".
  • JLL SPOT Award Recipient - achieved high CSAT scores with personal services for dependability, problem-solving abilities, and strong relationship skills with clients and JLL peers.

References

References available upon request.

Timeline

Project Manager

CBRE
05.2023 - Current

Client Portfolio Strategy Analyst

CBRE
06.2021 - 04.2023

Credit Products Associate, Commercial Banking

Regions Bank
01.2020 - 02.2021

Brokerage Associate, Shopping Centers

Matthews Real Estate Investment Services
01.2019 - 10.2019

Senior Lease Analyst

Jones Lang Lasalle (JLL)
01.2018 - 01.2019

Lease Analyst

Jones Lang Lasalle (JLL)
07.2015 - 01.2018

BBA - Corporate Finance, Accounting

The University of Texas At Austin, McCombs School of Business

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