Real Estate Finance Resume Sample
Consuelo Kemmer
77425 Camryn Courts,
Boston,
MA
+1 (555) 151 8169
Work Experience
Associate, Real Estate Finance
10/2015
-
PRESENT
Dallas, TX
- Gain a strong understanding of the clients’ credit and business strategy; including building projected cash flow models to stress credit metrics
- Experience in CMBS & Real Estate Securitization
- Help to manage relationships and handle negotiations with multiple parties during the transaction cycle, including in-house team members, originators, senior underwriters, borrowers and borrowers’ team members, attorneys, consultants, and third party vendors
- Participate in the closing of transactions that includes coordination of the closing with lender’s and borrower’s counsel, and in-house closing coordinator
- Compile and review tax data for federal and multi-state tax return preparation (both partnership and corporations), and review of K-1s, federal and state tax returns
- Identify and perform/review states withholding tax requirements relating to states income allocation to nonresident recipients
- Review tax procedures at domestic and international portfolio companies
Real Estate Finance
07/2011
-
05/2015
Philadelphia, PA
- Respond to tax authority requests
- Research domestic and foreign tax reporting issues
- Respond to Limited Partners' tax inquiries
- Identify and perform/review US withholding tax requirements relating to US source income allocations to foreign recipients
- Coordinate with financial reporting and tax advisors to ensure proper accounting of transactions
- Personal interest and study experience in Real Estate Finance
- Working experience
Apple Retail Real Estate Finance Lease Administration
06/2005
-
01/2011
Chicago, IL
- Analytical and precise approach
- Help to manage relationships with multiple parties during the transaction cycle, including in-house team members, originators, senior underwriters, borrowers and borrowers’ team members, attorneys, rating agencies and B-Piece buyers, consultants, and third party vendors
- Responsible for sourcing, analyzing and managing Real Estate Finance deals
- Perform analysis to support BR’s annual market planning meetings
- Implements real estate plans with an understanding of the company’s strategic real estate goals. Assists with project initiation and scope definition, prioritization of assignments, and adherence to internal client-driven priorities, commitments, and milestones
- Monitors Newell’s real estate project tracking system to ensure timely transaction completion
- Drive efficiency by getting involved in Process Improvement initiatives
- Apply problem-solving skills to identify innovative work-flow efficiencies and enhance processes
Education
University of Connecticut - Stamford Campus
2000 - 2005
Bachelor's Degree in Economics
Professional Skills
- Advanced skills in MS Office (Word, Outlook, Excel, Power Point) with Expert level of experience in Excel spreadsheets. Ability to use Microsoft’s Access database is highly desirable
- Strong analytical skills including ability to analyze financial statements in order to assess lending risk
- Strong analytical skills and the ability to work with complex data to drive decision-making
- Excellent written and oral communication skills with client-oriented focus
- Strong time management skills and the ability to master details
- Proficient knowledge of Microsoft Excel and Strong analytical skills
- Public accounting experience (preferably private equity experience)
How to write Real Estate Finance Resume
Real Estate Finance role is responsible for modeling, financial, research, analytical, excel, securities, finance, credit, training, database.
To write great resume for real estate finance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Real Estate Finance Resume
The section contact information is important in your real estate finance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Real Estate Finance Resume
The section work experience is an essential part of your real estate finance resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous real estate finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular real estate finance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Real Estate Finance resume experience can include:
- Provide financial analysis for processes to maximize productivity and assure the most cost effective methods in servicing the retail stores
- Practical experience providing financial support to a project intensive organization
- Provide timely and effective problem resolution, escalating customer issues as necessary and per the established process to maintain customer satisfaction
- Administer closing of transaction that includes coordination of the closing with lenders and borrower’s counsel, and in-house closing coordinator
- Knowledge of the CMBS market, including underwriting requirements, nuances of rating agencies and CMBS investor requirements
- Assist in the loan closing process including lease review, third party reports, estoppels and SNDA’s
Education on a Real Estate Finance Resume
Make sure to make education a priority on your real estate finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your real estate finance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Real Estate Finance Resume
When listing skills on your real estate finance resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical real estate finance skills:
- Problem solving and issue resolution skills are an asset
- Work effectively in a fast-paced and dynamic culture
- Demonstrated ability to build effective partnerships
- Strong knowledge of Bank’s line of business structure and accounting systems
- Experience in real estate asset management, finance, or accounting
- Strong proficiency in Word, Excel, and PowerPoint is required
List of Typical Experience For a Real Estate Finance Resume
1
Experience For Associate, Real Estate Finance Resume
- Support senior loan officers in the management of correspondent relationships, handling requests from Mortgage Banker’s and Borrowers
- Support the Real Estate Finance team’s efforts to attract and maintain 3rd party capital through interaction with the Structured Finance Team
- Good understanding of the polices and strategies of the Group as they relate to the demands of the team’s customer base including Real Estate players, recourse finance parties, legal agents
- Contribute directly to the business in Japan of the global Real Estate Finance ( GLFI/AFI/REL) business line, consistent with its strategy
- Lead the origination and execution of mandates to arrange tailor made finance transactions for business line clients
- Introduce other GBIS businesses to business line clients or transactions (i.e. cross-sales)
- Contribute directly to the business in Japan of the global Real Estate Finance( GLFI/AFI/REL) business line, consistent with its strategy
2
Experience For Real Estate Finance Manager Resume
- Financial Analysis / Performance Reporting – analysis of the profitability of individual assets as well as funds and the firm on a quarterly and as-needed basis
- Executive Dashboards – analysis of individual asset operational performance (including leasing, turnover, budget to actual performance, etc.) and comparing assets across the firm
- Investor Requests – responses to investor performance and operations questions; support in the creation of investor presentations
- Compliance Management – scheduling, reviewing and managing compliance requests from investors including valuations, budgets, investor presentations, quarterly reports
- Working very closely with the Real Estate Construction Facilities division in the following areas: Coordinates with all levels of Real Estate Construction Facilities management to gather, prepare, analyze, and summarize annual budgets, financial plans, new business planning, trended future requirements, and operating forecasts
- Collect and distribute required data to complete budgets, financial plans, statistical reports, cash flow projections, and business forecasts
- Establishes databases of pertinent information for use in preparing management reports and analyzing financial results, future plans, projections, and forecasts
- Some types of reports required: Design and develop capital forecast report Design, develop, and maintain Real Estate scorecard Design, Develop, and maintain Site Profitability report
3
Experience For Real Estate Finance Associate Resume
- Assist in the coordination and integration of the corporate annual financial business plan assumptions into the Real Estate Construction Facilities budgets
- Analyze, interpret, and provide guidance and recommendations for expense and capital variances, trends, and relationships to plan and history
- Analyze Rent History Review and advise period by period analysis
- Work together with corporate administrative departments, through continuous analysis, to assure that the retail division is provided with the most cost effective overhead expenses
- Breakdown of Administrative and Capital Budgets by Department Heads Trend and comparative analysis for Utilities, Maintenance Repairs, and Trash Removal
- Conduct studies to analyze financial proposals for capital expenditures, new business, and follow-up results and provide guidance and interpretation
- Sales Lease back Analysis Lease Renewal - Sensitivity analysis REC approval package and sensitivity analysis for new, relocations, and expansions Lease vs Buy analysis
4
Experience For Senior Financial Analyst, Real Estate Finance Resume
- Provide financial support and assistance where necessary for the installation of new I.T. systems that pertains to or effects the Real Estate Construction Facilities division
- Knowledge of current bank project tracking systems an asset
- Provide financial and analytical support to Thomson Reuters Americas Facilities group, with a focus on strategic analysis
- While this role is intended to support the real estate finance sub-group the role would not mean exclusive coverage of that practice area. Associates are encouraged to develop their own choice of specializations and to be proficient in at least two or more banking practice areas to be able to support the team's client demands
- Assist manager in organizing and delivering presentations to potential clients, assisting in the research and development of presentation information. Liaise with Business Development group as required
5
Experience For Senior Managing Director of Real Estate Finance & Valuation Resume
- Complete all required monitoring of the status of the loan portfolio and make recommendations and take corrective action where appropriate
- Participate in due diligence, research and business case preparation for prospective clients as directed
- Directly or indirectly maintain expires at or below targeted levels
- Build, oversee, manage and continuously enhance an information and performance monitoring process for the FM Outsourced Providers programs (outsourced firms include Canada – SNC Lavalin O&M & US – Jones Lang LaSalle)
- Investigate performance metrics that indicate the Outsource Provider is ‘not meeting’ the SLAs and KPIs and complete a root cause analysis to identify issue(s) – liaison with Outsourced Provider’s leadership team and internal contacts to identify and implement corrective actions
- Liaison with internal Corporate Real Estate support area leaders to assess the level of Outsourced Provider’s performance impact on their delivery of services (positive or negative) and investigate and address issues
- Act as a key resource to senior management for recommendations on emerging industry best practices or leading edge process enhancements
6
Experience For Real Estate Finance Professionals Resume
- Liaison with Senior CRE Mangers and Outsourced Provider to develop annual operating and capital budgets that meet
- Identify positive or negative trends in budget to actual financials and proactively alert senior management and partner to develop solutions. Includes advisement on key risks and compliance issues
- Develop and oversee policies and procedures regarding accounting and operational practices implemented within the Outsourced Provider’s organization to ensure compliance with governmental and regulatory requirements
- Support overall business planning activities for the facilities management services, drawing extensively on analysis of historical trends
- Support the Senior Managers in establishing financial targets and track the Outsourced Provider’s performance against it
- Review business cases submitted by the Outsourced Provider for reasonableness and consistency with BMO policies and make recommendations where appropriate
- Use Microsoft’s Access database is highly desirable
List of Typical Skills For a Real Estate Finance Resume
1
Skills For Associate, Real Estate Finance Resume
- Strong work ethic, responsiveness and passion for customer service and quality
- Previous credit analysis experience is required
- Work experience in financial services
- Reviewing distribution schedules and coordinating all wire transfers to investors with Treasury team
- Coordinating with internal and external audit to ensure SOX compliance
2
Skills For Real Estate Finance Manager Resume
- All fund level operating activities including credit facility maintenance, deal funding, investor funding, all cash activities and reconciliations
- Software Support – Working with the accounting or property management teams and software vendors to maintain custom software in working order
- Assist loan originators to issue discussion papers by producing preliminary underwriting analysis
- Responsible for writing analytic credit memorandums for loan committee, internal risk management, and rating agencies and B-Piece buyers
- Responsible for coordination of rate lock and facilitating funding of loan
3
Skills For Real Estate Finance Associate Resume
- Insurance Portfolio Management – overseeing insurance information for the portfolio and providing support with respect to claims
- Review and summarize complex commercial property leasing agreements
- Support loan originators in preparing loan submissions for presentation to a senior management level deals committee
- Participate in the process of in-place loans administration by conducting annual reviews and renewals
- Reports to the Head of Underwriting and Due Diligence, U.S. Real Estate Finance
- Knowledge of loan structuring permanent, bridge and construction loans with the ability to create varied financial models is desirable
- Workpaper supporting schedules for all balance sheet and income statement accounts
- All updates in waterfall model for contribution and distribution process and distribution waterfall testing
4
Skills For Senior Financial Analyst, Real Estate Finance Resume
- Produce timely and accurate records, with an emphasis on the importance of supporting work paper documentation
- Knowledge of business affairs and the financial industry with specific emphasis on real estate lending
- Coordinate with global real estate / facility finance teams to synchronize results and reporting
- Prepare elaborate credit narratives
- Perform complex financial analysis and risk/credit analysis for new real estate financing opportunities (commercial mortgages, interim real estate financing and construction loans)
- Gather, review and critically assess property specific third party due diligence reports including real estate appraisals, environmental site assessments, property condition reports and cos consultant reports
5
Skills For Senior Managing Director of Real Estate Finance & Valuation Resume
- Gather, review and assess borrower, guarantor and property financial statements
- Occasionally conduct property site inspections
- Interact closely with loan originators, senior underwriters, loan adjudicators and loan funders
- Perform market watch by remaining current on a real estate markets and a wide range of property types including supply/demand fundamentals, vacancy rates, rental rates, overall capitalization rates, etc
- Become an expert in your knowledge of CIBC's risk policy and procedures and establish a strong relationship between yourself and risk managers to minimize decline ratios and/or improved negotiated loan approvals
6
Skills For Real Estate Finance Professionals Resume
- Retain and expand Corporate Finance Real Estate relationships to achieve portfolio and client retention, sales, service, and profitability objectives, and proactively develop relationships with new clients
- Apply business development and relationship management sales and service principles, practices and techniques, to support the achievement of target level sales of Real Estate Lending, and the full suite of commercial products and services
- Develop and maintain expertise in real estate project lending and commercial mortgage lending keeping current with the changing economics of the industry
- Champion a sales environment that achieves consistent, superior customer service and good working relationships with Corporate Finance Customer Service Officers
- Establish linkages with Corporate Finance Division & BMO Partners, and “Industry Specialty” Groups, to leverage sales and referral opportunities, improve share of wallet, and to acquire and retain profitable relationships
- Develop an understanding of cross channel sales referral processes, local market, and existing business relationships to maximize share of wallet, increase revenue, and to acquire new clients
- Establish and enhance the Bank’s profile by participating in meaningful and focused business and community activities and seeking out and creating opportunities to generate new Corporate Real Estate business
7
Skills For Corporate Real Estate Finance Program Manager Resume
- Strong time management, organization skills and detail oriented
- Assist in sizing and pricing of loans at the quote stage
- Assist with negotiating and executing loan applications
- Understand complex deal structures
- Interact daily with deal team members and help to maintain existing relationships with mortgage bankers, commercial banks, real estate broker, developers, investors, and other sources of third party commercial mortgage loan business
- Manage relationships and handle negotiations with multiple parties during the transaction cycle, including in-house team members, originators, senior underwriters, borrowers and borrowers’ team members, attorneys, consultants, and third party vendors
- Responsible for due diligence for and underwriting of loan transactions from $3MM to $100MM. Required tasks include review of leases, financial and operating statements, third party reports, and real estate market information
- Experience with or ability to understand complex deal structures
8
Skills For Apple Retail Real Estate Finance Lease Administration Resume
- Interact closely with internal loan originators, senior underwriters and CMBS team
- This job interfaces with internal team members and external clients
- Assist in the preparation of the initial workup for assigned interim applications and memoranda, quarterly compliance, temporary credit applications including identification of issues and related recommendations and annual reviews to support completion of credit applications
- Prepare quarterly and annually fund partnerships’ GAAP financial statements
- Assist in various investors’ requests
- Quarterly close for BX and all fund level partnerships
- Journal entries for all capital calls and distributions activities and all other fund level activities
- Quarterly and annually fund partnerships’ GAAP financial statements
9
Skills For Real Estate Finance Analyst Resume
- GAAP capital account allocations and reconciliations
- All system migration and implementation
- Thrive in a team-based environment
- Work independently and synergistically in a supportive environment
- MBA in Finance / Management helpful
- JSDA (Japan Securities Dealers Association)’s Internal Administrators/Controllers’ qualification
- Strong understanding of real estate finance and real estate performance concepts and calculations – IRRs, multiples, waterfall modeling, levered and unlevered returns
- Self-starter who can learn on the job and solve problems independently
10
Skills For Credit Analyst, Real Estate Finance Resume
- Knowledge of loan term sheets
- Utilizing portfolio management, conduct client reviews to update the client's history, financial information etc and to identify opportunities to further assist the client (perform financial analysis and obligor assessments)
- Utilizing credit tools, complete financial/risk assessments and make recommendation as appropriate
- Work with various Commercial Banking Departments to complete the processing of loans and the opening of deposit accounts including signing authorities, non/negotiable securities and review any special arrangements
- Assist with financing proposals and pricing strategies that ensures achievement of target profitability hurdle rates (RAROC)
- Track and monitor financial performance and prepare profitability reports
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