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0-5 years of experience
Acquired controlling interest and directed the repositioning strategy for a $2.4 million multi-family asset.
- Formulated new marketing and sales approach to increase gross revenues by 18 percent in year one for a multi-family asset in downtown Phoenix.
- Effectively negotiated and contributed to the mezzanine financing and takeover of a multi-family property loan pool.
- Efficiently developed new relationships with superior vendors to decrease asset expenses by 12 percent in year one.
- Orchestrated and managed the day to day operations of $5 million real estate portfolio with the ability to deliver a turn-key product to the next, prospective real estate investor.
0-5 years of experience
Managed all operational and administrative phases of $300 million portfolio.
- Directed on-site management, maintenance, and construction staff.
- Developed budgets, variance reports, and other financial analysis.
- Instituted “green” programs and retrofits to save over $500,000 annually in recurring utility expenses.
- Oversaw staffing for over 30 employees, including recruiting, hiring, and evaluating all on-site personnel.
- Supervised major construction and rehabilitation projects valued at over $30 million annually.
- Designed and implemented company policies and procedures to accommodate the needs of a company which doubled in size over four years.
- Coached management and leasing team to maximize occupancies and incomes, ultimately achieving 98% collection rate.
- Communicated with clients, vendors, and tenants to attain highest standard of service.
6-10 years of experience
Managed a national portfolio of approx 250 REO accounts in excess of $35M yielding >
99% sales price to value balanced with minimizing loss
- Weekly analysis of marketing strategies to meet changes in neighborhood trends & federal, state or county measures
- Reviewed files to ensure all compliance measures & investor or corporate quality guidelines are strictly met during the FC, BK & REO processes.
- Effectively supervised >50 seasoned REO Asset Management companies, closing offices, attorneys and associated vendors to ensure policies and procedures are followed.
- Reviewed and implemented procedures for execution of sworn documents, department consistency, marketing, closing, scorecard ratings, high risk properties and other areas requiring updated measures.
- Demonstrated title curative proficiency by working with vendors to cure title defects expeditiously.
0-5 years of experience
Successfully managed REO Portfolio of 150 bank owned properties for liquidation averaging 3MM per month.
- Reviewed all forms of Asset Valuation (BPO, Appraisal & Reconciled Market Value) for strategic market plans in determining Recommended List Price.
- Coordinated with vendors on sales and repair measures for resolution and reduction of days on market for below average properties.
- Negotiated contract terms with brokers and buyers to achieve net sale proceeds above 90%.
- Instrumental in assisting the closing department to assure REO transactions closed by contract sale date.
- Authorized to approve invoice reimbursement for vendor and preservation company repairs.
- Evaluated and created work out solutions for properties with code, city and county violations to reduce client expense.
- Reviewed and audited HUD 1 settlement statements on closed transactions for quality control.
0-5 years of experience
Negotiated offers, terms and final contracts to successful close at a 31.5% closing ratio.
- Regularly achieved average 75 days on market, 32 days in escrow, 98% sales price to Broker
- Managed all aspects of the Real Estate Owned (REO) disposition process across the USA.
- Daily management of client business requirements; fostered communication between real
- Oversaw responsibilities of Assistant Asset Managers and performed ongoing mentoring of real estate brokers/agents to continually exceed client requirements.
0-5 years of experience
A Lead Asset Manager responsible for the Vendor and IBM Software Licenses on the servers and the mainframes of multiple customer accounts, TLCM based software reconciliations, and being an expert resource to other Asset Analysts.
- Conducted Team Meetings, created / updated work instructions, worked on Asset Management’s overall Project Plan, monitored and validated TLCM Data, and documented any issues.
- Analyzed Vendor and IBM Software in multiple databases for duplicate products, saving IBM over $1.2M.
- Validated TLCM Software Data against Software License Data during the reconciliation phase for all assigned accounts, improved team productivity by 15%.
- Maintained Audit readiness and maintained accuracy of software during all scheduled upgrades.
- Delegated non account specific tasks and reported progress and results to Management.
- Managed all Software License activity for Vendor and IBM Software, including TLCM data, PVU data, procurement, licensing, product keys, and decommissioning of software licenses.
10+ years of experience
Manage agents, vendors and attorneys in the listing, sale and closing of REO properties.
- Portfolio of 400 plus files.
- Met and exceeded goal with 100% accuracy.
- Ensure all processes are completed in a timely manner.
- Managed title, attorneys and escrow vendors to ensure all necessary documents were executed according to state regulations.
- Conducted conference calls with asset managers and agents to increase communication.
- Reviewed BPO’s and Appraisals and set sales price for homes.
0-5 years of experience
Developed and implemented weekly marketing, sales, and promotional plans to ensure territory success
- Developed current business and generated new business (increased sales by 30%)
- Obtained target return on investment of 22% for managed portfolio of 400 properties nationwide
- Performed strategic price reductions monthly, based on current local real estate market trends, to stimulate sales activity
- Led and guided a team of 150+ Listing Agents to achieve clearly defined home sales goals
6-10 years of experience
Managed a national portfolio averaging 250 REO accounts in excess of $35M
- Maintained >99% Sales price to value on year over year basis.
- Aggressively analyzed marketing strategies to align pricing with market realities
- Settlement negotiations on properties with violations to mitigate loss to the company.
- Effectively led, trained and directed a team of seasoned REO Asset Management companies, closing offices and associated vendors
- Researched and assisted in the implementation of procedures for execution of sworn documents, department consistency, marketing, closing, scorecard ratings, high risk properties and repairs to comply with corporate standards of excellence
- SME for title curative, contracts, closings and emergency procedures
0-5 years of experience
Reviewed BPO/valuations and instructed listing agents of the best marketing plan and strategy based on FNMA minimum required net.
- Evaluated loan history, hardship, financial statements, pay stubs, tax returns, credit reports, estimated HUD-1, and other documents to evaluate a pre-foreclosure.
- Researched origination codes to determine eligibility for $3K Cooperative Relocation Incentive.
- Obtained all third party approvals when non-delegated to include investor (FNMA) and mortgage insurance companies.
- Corresponded with listing agents, brokers, title companies, and attorneys, to facilitate timely short sale closings via Equator.
- Followed all Fannie Mae guidelines. Met daily, weekly and monthly productivity standards by 100%. Managed a portfolio of approximately 175 (Conventional/FHA) loans per month.
0-5 years of experience
Rendered keen oversight to ensure continuous workflow of operations by expertly utilizing the results of due diligence as well as effectively sourcing and implementing solutions to problems occurring within the sites.
- Determined and successfully met budget requirements.
- Fostered a productive work environment for a cross-functional team consisting of site custodians, vendors, and tenants/clients.
- Diligently analyzed the rental income and sent monthly notices of late payments to tenants.
- Organized and updated various documents and records as directed by the Housing and Urban Development.
0-5 years of experience
[company name], a private investment management firm that focuses on opportunistic debt investments in the southeast region of the United States. Focusing on debt investments, Trax acquires under-performing commercial and residential real estate and debt facilities with the primary investment strategy of optimizing, restructuring and collecting.
Selected Contributions:
- Service the company’s residential and commercial real estate portfolios delinquency resulting in a 30% increase in asset recoveries.
- Negotiated short payoffs and forbearance agreements on high risk 90 day plus delinquent loans.
- Improved loan performance and minimized loan defaults, foreclosures and bankruptcies.
- Reconciled investor accounts.
- Performed boarding of loans and review for accuracy.
- Produced a Loan Servicing Policy and Procedures Manual for [company name] to conform to FDCPA and CFPB regulations.
0-5 years of experience
Maintained various contracts including: leases, SOW’s, licenses, maintenance, service support, purchasing agreements, consulting, including formal, short form, and annual contracts.
- Ensured that all contracts were either terminated, extended or renewed as needed.
- Managed cancellation requests and mailed out correspondences to creditors and clients in the event of service cancellations or changes.
- Served as a liaison between the consulting executives, vendor and settlement department ensuring timely approval and processing.
- Maintained a contract database of all existing and new client contract files with all pertinent information including: contract terms, dates, and solutions as well as including service agreements, service orders, renewals, and amendments for over 100 contracts.
- Reviewed contract reports, bid proposals, requirements, and documents with senior management for accuracy and processing.
0-5 years of experience
Develop and implement marketing strategies to better facilitate CB&T recovery of ORE assets
- Actively negotiated with vendors, reviewed costs and ensured lowest cost to ORE department
- Negotiated with buyers for best and highest offer to ensure proper use of senior managements time.
- Tracked and submitted weekly itemized expense reports for 36 properties
- Managed over 20 Million Dollars in real estate assets.
- Reduced portfolio by 9.8 million during my term of employment.
0-5 years of experience
Maintained and reported over $16 million of government assets, to include sensitive material, test sets, torque wrenches, universal tools
- Effectively trained fifteen employees on how to effectively conduct an accurate inventory and how to track gear in a quicker, more cost effective manner
- Worked as night crew work center supervisor for the IMRL/ Tool Room work center and ensured that all tools were accounted for at the beginning and end of each shift
- Conducted quarterly and annual inventories of over 1000 items, achieving 100% inventory accuracy
6-10 years of experience
Managed a portfolio of CMBS REO properties including Retail, Multi-Family, Office, Industrial, and Specialty.
- Evaluated appraisals, broker opinions, and current market data to derive internal valuations and implement property strategy from pre-foreclosure through sale of the asset.
- Selected and engaged property management companies, leasing brokers, and disposition brokers and oversaw all aspects of management, leasing, and disposition.
- Managed, leased, and disposed of approximately 75 properties during tenure.
- Assisted in acquisition of new CMBS and CDO positions and other loan/asset portfolios by providing asset valuation to determine pricing strategy and projected returns.
- Responsible for presenting Credit Committee recommendations for foreclosure, annual budgets, new leases and lease renewals, and property sales
0-5 years of experience
Managed 4.2M square feet comprised of 43 projects ranging from 120,000 – 660,000 square feet
- Analyzed, structured and executed equity investment transactions (average size 12M)
- Established leasing goals from quantity and economic perspectives
- Directed vendors and management; provided vendor feedback, implemented incentive compensation
- Managed and developed regional investment production
- Produced property valuation estimates, cash flow projections, and asset-level business plans
- Traveled to markets, met with key tenants to enhance knowledge of the Northern California real estate market
0-5 years of experience
Managed and negotiated a pipeline of files consisting of 100-140 HAFA RASS, HAFA ARASS, and Cooperative Short Sale Listings
- Handled files for Corporate Banks and Government-Sponsored Enterprises
- Most approval letters generated of the month for the HAFA process in August 2011, February 2012, August 2012, October 2012, and November 2012.
- Negotiated and approved over 870 files for the ARASS, Cooperative, and RASS process
- Assisted vendor in attaining Platinum Vendor Status on Service-Level Agreement with servicer
0-5 years of experience
- Managed diversified portfolio of 150-200 distressed and/or non-performing single-family and commercial assets.
- Completed the preliminary underwriting of loan modifications and extensions based on analysis of borrower financials.
- Negotiated and resolved more than 120 complex real estate transactions securing highest asset claim and liquidity.
- Performed in-depth due diligence, detailed reporting to investors and directors, and determined the financial feasibility and resolutions to maximize investment claim.
- Significant contribution to cumulative team average of 70% portfolio recovery rate.
0-5 years of experience
Primary job function is to liquidate non-performing assets from the company ledger.
Personally managed over 150 properties at a time and successfully secure, renovate,
market and sell.
- Recognized as a Subject Matter Expert (SME) to assist in the renovation process.
- Exceeded targeted goal for Sales Price to Appraisal Value the last 12 months.
- Project planning and delegation of duties.
- Managed and coordinated the process with Sales Representative and Vendors
0-5 years of experience
Successfully managed a total active portfolio of 400 distressed properties on a monthly basis and a total of 50
brokers and real estate agents and provided them with assigned acquisitions.
- Evaluated capital expenditures and repair bids and authorized repairs as needed.
- Listed properties for sale, evaluated and negotiated offers. Executed contracts and managed sales and Brokers through the closing process.
- Identified and resolved problems, monitored all processes and achieved timely and effective disposition results
- Held Brokers accountable for marketing strategy designed to move the REO Inventory.
- Managed the Credit Loss Drivers which were Gross Execution, Run Off and Aged.
- Maintained effective time management and operational discipline with respect to the Credit Loss Drivers.
0-5 years of experience
Worked with eviction attorneys, brokers and occupants in negotiating relocation agreements once the home successfully went to foreclosure sale.
- Worked with title companies on curing title issues for closing.
- Managed brokers and contractors in the field in completing repairs and getting bids completed in a
- Evaluated and analyzed BPO’s and appraisals to ensure properties were listed at FMV.
- Monitored and graded broker and contractor performances.
- Worked with escrow companies to ensure timely closings.
- Managed a portfolio of 200-250 REO assets.
0-5 years of experience
- Completed market analysis and value assessments of potential acquisitions to determine the rate of return and appropriate exist strategy
- Monitored, examined and reported on the financial performance of investments and communicated with senior management and property managers about the execution of business plans
- Increased NOI by more than $25K per month on $30M portfolio
- Reduced delinquency from 15% to less than 6% by creating more stringent screening criteria and implementing management accountability for enforcing the collections policy
- Developed book of business of asset managers responsible for distressed commercial assets which was used to sell 3rd party management service and resulted in bringing more than 500 units under management
- Developed book of business of private equity partners
- Responsible for due diligence, analytical and transactional aspects of acquiring assets
0-5 years of experience
Directly involved in the purchase and disposition of over 200 single family homes in Los Angeles County, a portfolio valued at approximately $30
million annually.
- Participated in all phases of foreclosure acquisitions, including asset analyses, appraisals, evictions, rehabilitations, and sales.
- Appraised potential acquisitions based on title and deed restrictions, property liens, rehabilitation budgets, closing costs, and projected resale values.
- Managed an annual construction budget of approximately $3 million, while directly supervising all phases of renovation on simultaneous projects from ground-up construction to basic rehabilitation.
- Analyzed profit/loss scenarios for assigned portfolio to meet or exceed an expected 20% annualized return on investment.
0-5 years of experience
As owner’s rep, oversee Pinnacle-managed affordable housing portfolio of 17 properties (2,640 units), all of which are LIHTC properties in Nevada, Washington, California, and Arizona.
- Successfully negotiated three commercial lease renewals in senior high-rise without reducing annual revenue bumps in very soft (40% vacancy) Seattle International District sub-market.
- Oversaw major fire-damaged restorations in Burien, WA and completed work in timely fashion to avoid potential recapture issue.
- Increased portfolio occupancy from 87% to 93% in nine months in spite of heavily depressed market dynamics in Las Vegas and Phoenix.
- Recovered $43,000 in insurance overpayments made from 2009 to 2010 at Southern California property.
0-5 years of experience
Commercial Lender responsible for portfolio management of existing relationships of local and national credits, in addition to the origination of new loans.
- Managed the disposition of $40MM of assigned REO and troubled asset credits, as well as managing an assigned $60MM of performing loans in the bank’s portfolio.
- Created a marketing plan and sense of urgency for several credits that needed progression and new direction in order to place under contract and close.
- Able to sell REO loans and troubled credit notes at or above the current loan basis.
- Generated $20MM of new loan commitments approved by bank.
0-5 years of experience
Company went through over $1 Billion worth of assets through the course of two years
- Managed a portfolio of properties acquired through foreclosure for the purpose of immediate marketing and liquidation.
- Monthly sales with an average individual portfolio of 200+ properties,
- Contacted, hired and trained real estate brokers to market the properties nationwide.
0-5 years of experience
Selected to fill newly created position focusing on management of $400MM in distressed assets. Manage all departmental functions in Special Servicing Department. Communicate and interact extensively with borrowers, multiple agency representatives, attorneys and legal representatives, appraisers and management firms to negotiate satisfactory resolutions, including loan modifications, refinancing, and rescuing foreclosures. Develop and manage strong relationship with government-chartered Fannie Mae, including monthly reporting and negotiating alternatives for distressed assets. Adeptly manage high-pressure situations to maximize organizational benefit; liaise with accounting and servicing departments to address payment, forbearance and/or tax / property insurance issues. Travel 25% to assess properties and markets. Train / orient new employees.
- Instrumental in developing risk rating methodologies for the company’s real estate portfolio, assessing portfolio credit risk and borrower risk.
- Developed, recommended and secured approval for new policies and procedures that improved efficiency and compliance within Asset Management Group and Special Service Department.
- Instrumental in securing financing for $20MM multifamily property on foreclosure track; engineered refinance with no loan loss by engaging borrower in commitment
- Persuaded Fannie Mae not to foreclose on a $7.5MM multifamily property and instead allow for a forbearance period to allow the borrower additional time to increase occupancy and improve cash flow, averting a potential $700,000 loss to the Servicer.
- Saved Servicer $300,000 in repairs to foreclosed property by negotiating down a physical needs assessment with Fannie Mae and engineer.
- Re-engineered internal reporting system and crafted new Excel spreadsheet that slashed 75% from monthly maturing loan report completion time, dramatically improving productivity.
0-5 years of experience
Grand Prairie, Texas September 2010 to November 2012
This established North Texas company is a leading provider of specialized contracting services, delivering infrastructure solutions for the electric power, natural gas and pipeline industries. Annual revenue is in the $60 – 80M range with over 500 employees.
Procurement & Fixed Asset Manager
- Managed the procurement and inventory of equipment, tooling and material.
- Established and maintained an accurate database on over 1200 company assets.
- Oversaw the renovation of the company’s new 20 acre facility.
- Managed vendor relationships.
6-10 years of experience
Created, developed and implemented a complete asset management program for the entire 1,000-bed hospital system. Supervise and coordinate all activities within the Asset Management team. Work with multiple departments to ensure timely reconciliation occurs between Asset Management, Clinical Engineering, Information Security, and Finance. Responsible for tracking all hospital assets both Capital and Non-Capital from the time of requisition, through receiving / tagging, utilization of assets in the hospital and final disposition of the asset.
- Developed and drafted Parkland’s Complete Asset Management policy and procedure for both the current and new facilities
- Helped select and deploy the hospital’s complete asset management database
- Maintain the hospital’s asset inventory of over 70k assets with 90% or greater accuracyMention the total estimated value of equipment
- Manage the disposal of scrap and surplus hospital assets with total sales over $150k in less than 18 months
- Manage multiple hospital wide asset inventories throughout the year; main hospital 3x per year and all outlying clinics 1
- Works closely with Internal Audit to ensure Asset Management meets the Board of Managers accuracy standards
6-10 years of experience
Horsham, PA
An FDIC-insured financial institution that provides loans secured by commercial and multifamily real estate properties.
AVP – Asset Manager, September 2008 to Present
Manage distressed and performing commercial and multifamily real estate loans, developing and implementing strategies to maximize recovery. Perform valuation, cash flow analysis, and financial modeling on a portfolio of assets. Perform workout scenarios on troubled loans and present those findings to Senior Management. Aid in the foreclosure process including environmental and physical assessment, reserve analysis, hiring the property management and brokerage teams.
Key Results:
- Helped to structure, negotiate and implement various work-out strategies including loan restructures (extensions and borrower pay downs), short sales, note sales and foreclosures on a portfolio of assets.
- Created and analyzed property valuations and cash flow models for over $175,000,000 in real estate.
- Played a key role in the disposition of over $25,000,000 of commercial real estate.
- Played a key role in the successful conversion of over 1,000,000 sf of real estate into the Bank’s Real Estate Owned portfolio.
- Approved the disbursement of over $1,000,000 in monthly Debt Service, Tenant Allowance, and Construction Allowance loan advances.
- Analyzed the impact of lease transactions to property value for over 150,000 plus sf of new leasing that increased property values by over $30,000,000.
6-10 years of experience
Responsible for full asset life cycle, including marketing, sales, repairs and contract negotiations
- Manages portfolio of 200 properties
- Consistently sets customer expectations and meets or exceeds customer timeline requirements
- Top 5% of company in revenue produced in 2012, 2013
- Lead the project for repairs reporting and system upgrade. Created better reporting quicker turn around and cost savings 2013
- Leading the project for code violation reporting and system upgrade. To Create better reporting and tracking 2014
10+ years of experience
Tempe, AZ
2003 – Present
Coronado West is a real estate firm that specializes in land banking; works directly with large, publicly traded homebuilders, banks, and investors in the U.S., Canada, and Israel, and serves nearly 200 investors with approximately $63 million in equity. Peak ownership exceeded 22,000 properties across 16 major markets.
Asset Manager/Analyst
Lead cash flow projections and valuation analyses; compile year-end tax statements and create
investor prospectuses; review contracts and proofread in conjunction with the legal department;
generate investor statements; analyze development budgets; monitor development timelines and conduct regular site inspections.
- Achieved an average return of 15% by analyzing each transaction, and negotiating sales and purchase prices in alignment with projections and current, local market conditions.
- Presented detailed reports directly to the CEO and made recommendations of risk vs. potential
- Maintained due diligence on all new acquisitions and traveled to personally inspect
- Responsible for authoring and revising contracts and project documents.
- Reduced the time required to generate biweekly investor statements <90% by creating a user
- Applied graphic design skills to company websites and investor reports; transforming both into attractive information and sales documents.
0-5 years of experience
Oversee the management operations of over 400 Class A and B single family homes and one 127 unit conventional
high rise apartment building located in Memphis, TN with an estimated overall value of approximately $51M.
- Developed and implemented various programs, policies, and procedures in order to enhance customer service and retention. Averaging a 75% lease renewal rate and a 92% occupancy rate.
- Work closely with each department head to ensure that we are meeting the expectations of the owner/investor
- Communicate with each owner relative to monthly income statements as well as making recommendations that
- Developed and implemented policies that resulted in the reduction of month end receivables from 10% to less than
- Totally revamped the in-house maintenance department resulting in less than a 2% call back on service request. Also
- Perform due diligence on all prospective fee managed clients in order to determine if the company wants to manage the asset.
0-5 years of experience
Responsible for 40 vehicle fleet for national marketing tours, and planned and executed logistics and operations for marketing campaigns in five regions. Responsibilities include: manage a budget for personnel and vehicle expenses in excess of $1,000,000; advise on DOT compliance; oversee company-wide vehicle and asset maintenance; and communicate with local managers to monitor implementation of vehicle maintenance and expenditures against the budget.
- Reduced vehicle and maintenance by utilizing active negotiating skills that led to 20% savings to the yearly budget
- Developed end-to-end maintenance strategy within one month
- Oversaw the cross-country transfer of company assets worth over $500,000
- Worked closely with vendors in multiple states to logistically produce and support client promotional campaigns at major
0-5 years of experience
Managed the daily operation of approximately 33,000 square feet of Grade A office space in Beverly Hills; over 175,000
square feet of industrial space in the greater Los Angeles area; 26,000 square feet of residential space in Beverly Hills and
Bel Air; and a 28-acre residential estate in New York.
- Marketed available properties via CoStar, LoopNet, AIR and TheMLS; qualified potential lessees; conducted showings; and negotiated lease rates in accordance with market conditions and ownership’s objectives.
- Researched and analyzed commercial property data and conducted regular property inspections to prepare
- Assisted in-house counsel with research on legal issues affecting real property, including lease interpretation, and drafting of contracts, correspondence and legal notices.
- Analyzed potential income properties as investment opportunities, worked with brokers in connection with commercial
- Prepared and maintained annual property operation budgets and coordinated and oversaw vendor services.
- Updated, consolidated and maintained property, vendor and tenant information on the Yardi Voyager database.
0-5 years of experience
with over $7 billion of capital under management
Head of Strategic Initiatives
- Reviewed new growth opportunities for the firm in related asset classes to compliment the core business, fund raising projects, and fund related matters
- Assessed multiple portfolio opportunities, potential takeover targets, and business platforms outside the core business (conducted extensive due diligence and prepared term sheets for offers)
- Established a new joint venture with a bank and completion of the application process for a new SBIC fund
- Generated two portfolio opportunities and two potential takeover targets
- Completed application process for an SBIC spin off strategy to compliment core business
- Headed an effort to develop a comprehensive annual budget for all of [company name] including a breakdown by business line for strategic planning that gave senior management their first real tool for effective strategic plan development
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
