Real Estate Portfolio Resume Sample

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Dock Collins
205 Carmelo Flat,  Detroit, MI
+1 (555) 111 1631

Work Experience


ITS Real Estate Portfolio Senior Manager
01/2017 - PRESENT
San Francisco, CA
  • Facilitates and administers the on-boarding and off-boarding process for branch locations by working directly with the field
  • Work with Management in confirming needs for all branches through the use of the established branch approval process
  • Identifies problem areas by analyzing onboarding activities and documented resolutions, in order to develop recommended enhancements to the service model
  • Responsible for maintaining lease database systems; payment scheduling; maintaining proper certificates of insurance; filing termination notices; W-9; ACH and documentation of due diligence; third party utility services; signage; delivery; removal or disposal of assets regarding branch startups and closures; CAM reconciliation as it relates to branch operation
  • Supports and implements continual process improvements within the department
  • Valid driver’s license and current automobile liability insurance
  • Support the Mortgage Banking Capital Market’s annual/monthly financial planning, forecasting, analytical, and reporting requirements
  • Ensure data integrity and accuracy in all reporting and forecasting’s exercises
  • Strategic planning, identifying opportunities to reduce the overall rental expenses for AXA Hong Kong and increase occupancy efficiencies while supporting the long-term business plans
Real Estate Portfolio Analyst
05/2010 - 07/2016
Chicago, IL
  • Active business liaison partner for real estate solutions, establishes solid, effective connections within local and regional corporate business groups
  • Works with various parties (including legal counsels, real estate agents and consultants) for the preparation and execution of LOI, Lease agreement, or sale and purchase agreement and all other legal documents as required in real estate transactions
  • Review/monitor reports/invoices submitted by the landlords/estate agents and ensure rent and expenditure are accurate, fair and reasonable, paid in a timely fashion and in accordance with the lease
  • Provide valuation analysis, review and approval of borrowers’ annual property operating budgets and monitor quarterly financials for trigger events for highly structured loan portfolio
  • Collection of real estate operating information including rent rolls
  • Review and/or input of information into Rockport
  • Follow up on missing information and exceptions
  • Tracking deliverables and following up on late reports
  • Creating base underwriting records for existing loans
Real Estate Portfolio Intern
05/2005 - 02/2010
Philadelphia, PA
  • Implements and supports short term and long range real estate planning activities including analytical evaluation of the portfolio
  • Serve as primary negotiator on real estate matters including acquisition, disposition, leasing of commercial Property for business purposes (both Corporate and Agency premises) and litigation. To close out transactions in a proper manner (both acquisition and disposal) utilizing the service of outside vendors, as appropriate
  • Proactively identifies strategies to optimize AXA Hong Kong’s real estate portfolio
  • Monitors critical lease dates and collaborates with regional and local business leaders
  • Acts as the single point of contact for real estate planning activities
  • Collaborates with the Regional Head of CRE and AXA Group to develop and execute AXA’s regional and enterprise-wide real estate objectives
  • Maintains local market intelligence in order to capitalize on market opportunities as well as to react to time sensitive projects and business initiatives
  • Manages internal customer relationships to drive win-win requirements

Education


University of Texas at Arlington - Fort Worth Campus
1999 - 2004
Bachelor's Degree in Real Estate

Professional Skills


  • Effectively prioritize and handle multiple tasks
  • Strong working knowledge of advanced Excel spreadsheet concept
  • Strong understanding of general computer software
  • Experience in Real Estate investment, portfolio management, asset management or accounting
  • More than 10 year’s relevant experience, with at least 5 years at management level
  • Experience in a financial analytics type position
  • One to two years of experience in financial analysis activities

How to write Real Estate Portfolio Resume

Real Estate Portfolio role is responsible for analytical, quantitative, finance, retail, credit, integration, database, analysis, research, modeling.
To write great resume for real estate portfolio job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Real Estate Portfolio Resume

The section contact information is important in your real estate portfolio 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
  • Email
  • Telephone number

Work Experience in Your Real Estate Portfolio Resume

The section work experience is an essential part of your real estate portfolio 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 portfolio 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 portfolio position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Real Estate Portfolio resume experience can include:

  • Understanding of general finance, accounting, leasing, and capital markets concepts
  • Developing plans for integrating real estate portfolios that are acquired as a result of mergers/acquisitions and developing disposition strategies
  • Supporting the development of multi-disciplinary real estate solutions for business challenges and initiatives
  • Monitor existing portfolio; involves review and market underwriting to monitor existing and/or future risks
  • Load the new underwriting into Voya’s rating system
  • Perform in-depth financial analysis of the existing high yielding commercial mortgage loan portfolio on quarterly/annual basis for overall performance

Education on a Real Estate Portfolio Resume

Make sure to make education a priority on your real estate portfolio 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 portfolio 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 Portfolio Resume

When listing skills on your real estate portfolio 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 portfolio skills:

  • Highly intelligent and detail-oriented with strong quantitative and analytical skills
  • Excellent written and verbal communication skills with the ability to synthesize quantitative financial analysis into concise written and verbal reports
  • Experience in Real Estate Portfolio Management
  • One to three years real estate or property management experience
  • One to three years real estate or property management experience required
  • Work with accountants to validate accuracy of data

List of Typical Experience For a Real Estate Portfolio Resume

1

Experience For Real Estate Portfolio Analyst Resume

  • Perform in-depth analysis on lower-performing loans and discuss matters with borrowers and property managers in order to prepare written investor reports, such as watch lists
  • Strong math, analytical, interpersonal, and communication skills
  • Manage loan payoffs. Review loan documents, calculate prepayment premiums, coordinate with borrowers, legal counsel, and escrow/title companies
  • Review physical needs assessments and property inspections. Follow up with borrowers on deferred maintenance concerns and additional replacement reserve deposit requirements
  • Experience in Commercial Real Estate Asset/Portfolio Management or Commercial Loan Servicing
  • Proficiency in software applications for real estate investment analysis including Microsoft Word, Excel, Outlook, and the ability to quickly learn new program applications
2

Experience For ITS Real Estate Portfolio Senior Manager Resume

  • Excellent organizational skills, and ability to work in a fast-paced environment
  • Coordinates and helps negotiates real estate legal agreements with assistance from the real estate service provider, legal, finance, and others
  • Acts as the primary coordinator of the tenant/landlord relationship, resolves conflicts and manages service levels/expectations
  • Assists with compliance, maintains policies and procedures in the local portfolio
  • Supports the implementation of real estate and space management strategies
3

Experience For Senior Real Estate Portfolio Analyst Resume

  • Supports real estate portfolio performance with respect to the administration and coordination of real estate and property management activities
  • Assists with compliance toward Stark Law and Anti-Kickback statutes within the property portfolio by working with the Compliance Director and maintaining policies and procedures
  • Assists in the negotiation of real estate legal agreements with assistance from the real estate service provider, legal, finance, and others. Assists in the performance of analyses and conflict resolution with real estate provider related to operating expense/CAM reconciliations, lease issues as landlord and tenant
  • Reports on real estate assets and obligations
  • Coordinates and executes financial and administrative activities related to property management and tenant relations
  • Sourceful problem solver and quick learner
4

Experience For Real Estate Portfolio Intern Resume

  • Supports real estate portfolio performance with respect to the administration and coordination of real estate and property management activities. Assists with compliance toward Stark Law and Anti-Kickback statutes within the property portfolio by working with the Compliance Director and maintaining policies and procedures
  • Reports on real estate assets and obligations. Coordinates and executes financial and administrative activities related to property management and tenant relations
  • Create and maintain complex asset level and portfolio financial models with scenarios and sensitivities to analyze various operational and capital events
  • Synthesize asset level data to derive key characteristics and risks of the portfolio as a whole
  • Assist in the preparation and review of internal investment memoranda to management team, key decision makers, and board members
5

Experience For Real Estate Portfolio Management Associate Resume

  • Aid in annual appraisals and valuation processes and calculate and key asset and portfolio performance metrics and trends
  • Complete ad hoc tasks and take ownership of portfolio knowledge and analytics
  • Intimate knowledge of real estate fundamentals and value drivers; understands implications and considerations of various capital sources including debt, joint venture capital, etc
  • Excellent interpersonal and communication skills (verbal and written) and ability to work in a collaborative team environment
  • Superior analytical and quantitative skills with advanced knowledge of Excel and Powerpoint
  • Highly organized with excellent attention to detail; ability to work efficiently and accurately under pressure and tight deadlines
6

Experience For Real Estate Portfolio Coordinator Resume

  • High level of initiative with entrepreneurial spirit and a fiduciary mindset
  • Knowledge of the Canadian Real Estate market and the various asset types would be an asset
  • Assists in the negotiation of real estate legal agreements with assistance from the real estate service provider, legal, finance, and others
  • Assists in the performance of analyses and conflict resolution with real estate provider related to operating expense/CAM reconciliations, lease issues as landlord and tenant
  • Review loan documents and mortgage loan investment summaries to identify covenant and trigger tests on highly complex loans. Set up ticklers in loan servicing system, create excel templates to perform the tests, and perform the tests on quarterly/annual basis. Ensure potential negative and/or other changing trends in property performance are addressed timely with borrowers and management

List of Typical Skills For a Real Estate Portfolio Resume

1

Skills For Real Estate Portfolio Analyst Resume

  • Strong desire to work in the real estate sector
  • Basic understanding of financial principles and capable of reading and interpreting financial statements of partnerships, corporations and individuals
  • Assist in preparing investor presentations and responding to inquiries
  • Underwrite existing loans based on 2017 information provided by the borrower
  • Maintain working knowledge of client’s goals, objectives, and investment guidelines to evaluate the portfolio impact of prospective acquisitions or dispositions
  • Be the go-to person for everything EC portfolio and lead any ad-hoc requests
  • Provide valuation analysis, review and approval of borrowers’ annual property operating budgets
  • Ensure that operating statements and rent rolls are obtained, analyzed and accurately entered into Voya’s analytical tool
  • Work with acquisitions team to support with the following
2

Skills For ITS Real Estate Portfolio Senior Manager Resume

  • Review cash flow forecasts and calculate investment returns for prospective acquisitions using Argus Enterprise and Excel
  • Modify acquisition model to run sensitivities and develop pro-forma scenarios and pricing strategy
  • Work with the asset management team to support with the following
  • Maintain Argus models for properties in existing portfolio
  • Assist in reviewing leases and contracts
  • Assist in reviewing Appraisals
  • Completes ad hoc analyses to assist portfolio manager in decision making
3

Skills For Senior Real Estate Portfolio Analyst Resume

  • Aptitude in interpreting financial, technical, and legal documents
  • Undertake ad hoc Worldwide RE P&L support and reporting as requested
  • Manage the new loan allocation rotation policy and procedure per client mandates and targets
  • Review and maintain all individual EC portfolio reports and matrices
  • Communicate and coordinate with EC representatives and ensure efficient and prompt response to requests
  • Monitor quarterly financials for trigger events pursuant to the loan documents
  • Review and approve property inspections completed by third-party service providers
4

Skills For Real Estate Portfolio Intern Resume

  • Assess, monitor and report property deferred maintenance issues
  • Ensure that all portfolio maintenance requests (i.e. reserve releases, future funding draws, transfers of ownership, lease reviews, easements, etc.) are reviewed and processed on time
  • Proficiency in Excel and CREFC analysis
  • Assist in due diligence process
  • Update files periodically with new leases, market assumptions, etc. and annually with new budget
  • Creates monthly and quarterly reports
  • Proficiency in MS Excel, MS Office, PowerPoint and Argus Enterprise software
  • Supporting the real estate regional planning process to develop short, medium and long term real estate strategies that support business strategies by right sizing the real estate portfolio
  • Maintaining a robust model of the portfolio that maps both current and future supply to multiple demand scenarios, allowing “what if” scenario planning. Updating the information on a quarterly basis in a “rolling forecast” type format
5

Skills For Real Estate Portfolio Management Associate Resume

  • Interacting regularly with peers in the business and in staff functions to ensure that his/her department’s work product accurately responds to the needs of Iron Mountain’s business
  • Collecting, consolidating and disseminating key business data and intelligence to aid GRE in the development of overall portfolio strategy and operational plans
  • Using comprehensive analysis that draws on the expertise of various subject matter experts and other GRE team members as well as business input to contribute to the development of solutions for business issues or to proactively identify opportunities for the business to lower real estate costs or improve portfolio efficiencies
  • Under the guidance of the Senior Manager Client Solutions & Planning for NA, produce the monthly reporting package presented to the SVP of NA Business office on the status of financial results and all portfolio initiatives
  • Assisting as needed in GRE’s financial reporting to Corporate Finance as it relates to portfolio related initiatives including preparation of ICOM business cases
  • Produce and deliver clear and concise executive level presentations on a variety of topics to the SVP of Global Real Estate and/or other senior executives as needed
6

Skills For Real Estate Portfolio Coordinator Resume

  • In conjunction with the GRE transactions team, develop and maintain a global database of market factors (lease rates, vacancy rates, net absorption, cap rates, etc.) that covers all of IM’s existing and prospective markets worldwide
  • Working with the Client Solutions and Planning team, area FP&A teams and various country leadership teams, support strategic real estate decisions through options modeling and NPV analysis
  • Undertake ad hoc financial analysis for the GRE team as requested
  • Understand complex integrated systems and to see patterns in data
  • Produce all necessary reports and presentation materials as deemed necessary for Credit Analysis purposes, including performing in-depth financial & market analysis and preparing written statements to produce Credit Review Final Packages and Watchlist Reports
  • Interact with Portfolio Management staff to gather, review and analyze financial metrics and key information related to asset and other sponsorship aspects. Discuss findings with Senior Portfolio Manager and propose solutions as needed. Active communication with borrowers to address concerns
7

Skills For Real Estate Portfolio Optimization Senior Manager Resume

  • Perform all Covenant & Trigger review and handle all necessary follow up actions
  • Loan Payoff. Perform prepayment premium calculations and prepare payoff statement, as assigned. Coordinate with all internal and external parties to ensure successful completion of payoff
  • Assist with monitoring the CMBS Investment Portfolio, interact with REI Capital Markets Group and external parties such as servicers and trustees. Produce quarterly reports, including narrative comments following asset and market data analysis
  • Collect and key financial statements for Pacific Life portfolio loans (including highly complex loans) into loan servicing system and analyze against prior periods, underwriting projections, and budgets for financial performance variances, discrepancies, and trends
  • Monitor property rent rolls for early lease terminations and expiration of significant existing tenants
  • Determine and document causes for variances in property performance via discussions with borrowers and co-lenders (for participated loans)
  • Read loan documents and mortgage loan investment summaries to become familiar with and understand highly complex loans, in order to properly code, key, and analyze financial statements, including foreign currency loans, participations, mezzanine loans, B-pieces, construction loans, term loans
8

Skills For Summer Student Real Estate Portfolio Analytics Resume

  • Review loan documents and mortgage loan investment summaries to determine reporting requirements, loan covenants, and triggers, and set up reporting requirements and ticklers in loan servicing system, create excel templates to perform the tests, and perform the tests on monthly, quarterly or annual basis
  • Perform other indebtedness tests and cash reconciliations for loans requiring lock boxes or cash traps via analysis of bank account statements vs property income statements
  • Excellent organizational skills and ability to work in a fast-paced environment
  • Strong logical and analytical skills (ability to research, identify issues and problem solve)
  • Experience reviewing and interpreting property, borrower and guarantor financial statements, and commercial mortgage loan documents
  • Experience reviewing and analyzing complex financial, legal, and loan documents
  • Experience in commercial real estate or commercial loan servicing
9

Skills For Real Estate Portfolio Financial Analyst Resume

  • Relevant real estate experience in investment banking, investment management, private equity, or asset management at a reputable firm
  • Strong knowledge of Excel and Word, and the ability to quickly learn new program applications
  • Can work independently with strong work ethic and follow through
  • Experience as a Real Estate Investment Analyst or Appraisal Analyst
  • Working towards a CFA designation or AACI designation is an asset
  • Manage the portfolio reporting needs for senior management including monthly, quarterly, and annual updates
10

Skills For Mortgage Banking Real Estate Portfolio Forecasting Resume

  • Comprehensive knowledge of real estate investment matters, including leasing, development, operations and general finance would be preferable
  • Business lead/subject matter expert for financial statement modules in Loan Servicing System; Primary tester for all enhancements
  • Debt collection efforts, including calculation and collection of default interest and late fees
  • Maintain proforma template and market assumptions; provide quality assurance checks for new or junior Deal Leads running proformas
  • Participate and contribute in key discussions regarding overall portfolio investment strategies and performance enhancement
  • Identify and implement opportunities for improved performance and efficiencies using innovative technology and/or standardized tools and processes
  • Order, receive, and review property inspections. Follow up with borrowers on deferred maintenance items, and monitor until resolution

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