Real Estate Portfolio Manager Resume Sample
Ryan Klein
405 Langosh Turnpike,
Phoenix,
AZ
+1 (555) 547 3282
Work Experience
Real Estate Portfolio Manager
02/2016
-
PRESENT
Boston, MA
- Manages all of the real estate assets and holds responsibility for the financial performance of a portfolio. Responsible for 200-300 assets
- Oversees the day-to-day performance of the real estate portfolio
- Prepares fiduciary reports, policies and practices for the transactions group through data collection
- Monitors and conducts due diligence regarding bank acquisitions and mergers of other bank organizations
- Understands business need and negotiates contracts that align with business needs and overall strategy of the company from a valuation perspective and ensures that all properties are well maintained, stabilized and correctly positioned in market segment
- Knows and adheres to all laws and regulations pertaining to patient health, safety and medical information, real estate compliance
- Provides day-to day management of SJHS real estate activities as both landlord and tenant
- Prepares annual budgets for the department and the owned ambulatory real estate properties
- Assists in the selection of new space, including subjective and financial analysis of alternative locations, oversight of brokerage function, negotiation of business terms, development and coordination of the approval process. Coordinates with management of the design, construction and move process
Commercial Real Estate Portfolio Manager
08/2010
-
08/2015
Detroit, MI
- Negotiates contracts and leases with tenants using TH lease template and with external landlords (SJRMC as tenant) and working in coordination with THRE, local SJHS management, legal counsel, compliance, etc
- Coordinates and maintains fair market value information in compliance with Trinity Health policies
- Coordinates tenant move-in and move-out. Keeps signage and directories current. Maintains and monitors distribution of keys and card entry badges
- Maintains all real estate leases, etc. in THRE lease administration database. Prepares and distributes periodic reports to management and THRE director from the database. Uses database to monitor upcoming lease expirations and other key dates
- Develops and implements preventative maintenance policies and procedures to maintain the properties and facilities in good working order. Schedules and monitors maintenance staff or outside contractor performing the work. Continuously evaluate effectiveness of PM program and modifies accordingly
- Administers work order requests. Sets standards for response and dispatches maintenance staff and/or service contractors as appropriate. Communicate with tenants on status of repairs
- Coordinates the collection and deposit of tenant payment in conjunction with accounting. Tracks operating expenses and coordinates payment of real estate taxes and other property related expenses. Prepare monthly reports of financial summaries for all buildings
- Directs the daily operations in a manner that provides a high level of service and response to the tenants. Monitors performance via tenant surveys and develops strategies for performance improvement based on the survey results
Senior Real Estate Portfolio Manager
12/2006
-
04/2010
Philadelphia, PA
- Assists in the development of capital improvement plans for the properties. Coordinate the implementation of approved capital budgets. Act as owner's representative with contractors
- Review monthly real estate operating statements. Keeps operating expenses within budget. Develops strategies to reduce operating expenses when possible
- Maintains knowledge of all regulatory and safety requirements. Keeps current with documentation required by government agencies. Monitors compliance with safety policies and procedures
- Provided on-going maintenance and operation within budget guidelines of owned or leased properties administered by the Real Estate Department. Serves as owner's representative for tenant complaints and service calls. On-call for all after hour's property and tenant related emergencies and service requests
- Maintains information and provides monthly, quarterly, and annual reports
- Maintains compliance of properties with all regulatory requirements and safety policies
- Provides working knowledge of space programming, space use standards, trends, and practices, in applicable disciplines
- Interfaces with diverse range of management and staff, actively manages numerous internal and external resources, consultants and contractors
- Develops effective working relationships with all internal customers and other functions including but not limited to Ambulatory, Business Development, Physician Networks, Finance, Accounts Payable, Compliance, Audit, Insurance and Risk, Legal, etc
Education
University of Phoenix - Southern Colorado Campus
2001 - 2005
Bachelor's Degree in Business
Professional Skills
- Analytical, problem-solving skills and cash flow modeling skills
- Confident, excellent relationship-building skills, and experience of working collaboratively with senior leadership
- Strong financial, critical thinking, analytical, written, presentation and computer skills
- Excellent customer service, communication (written and oral), analytical ability, and organizational skills
- Performs analysis and resolution of real estate/property operating expenses. Strong Accounting and analytical skills needed
- Strong sales and real estate analytic skills with knowledge of all major real estate product types
- 5 – 7 years of demonstrated experience in one or more of the following areas: finance, financial planning, asset management or accounting
How to write Real Estate Portfolio Manager Resume
Real Estate Portfolio Manager role is responsible for credit, analytical, modeling, analysis, computer, commercial, presentation, underwriting, training, retail.
To write great resume for real estate portfolio manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Real Estate Portfolio Manager Resume
The section contact information is important in your real estate portfolio manager 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 Portfolio Manager Resume
The section work experience is an essential part of your real estate portfolio manager 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 manager 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 manager 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 Manager resume experience can include:
- Demonstrates strong organizational and solid time management skills
- Demonstrates excellent attention to detail and strong process orientation
- Proven financial investment analytical skills
- Experience working with corporate clients or occupiers of real estate is strongly desired
- Demonstrates solid understanding of financial analysis
- Demonstrated Experience with Microsoft Product Suite (e.g. Power Point, Excel, SharePoint, etc.)
Education on a Real Estate Portfolio Manager Resume
Make sure to make education a priority on your real estate portfolio manager 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 manager 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 Manager Resume
When listing skills on your real estate portfolio manager 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 manager skills:
- Strong relationship building skills and problem solving
- Strong analytical abilities, credit underwriting skills
- Experienced in real-estate negotiations and influencing skills
- Strong problem-solving, analytical, negotiation and project management skills
- Work independently and prioritize effectively in a complex, ambiguous and fast-paced environment
- Satisfactory completion of Credit and Small Business rotation and/or demonstration of proficient credit analysis and loan underwriting skills
List of Typical Experience For a Real Estate Portfolio Manager Resume
1
Experience For Commercial Real Estate Portfolio Manager Resume
- Commercial credit experience primarily in Commercial Real Estate
- Heavily involved in the disposition and subleasing of properties previously used by the bank to conduct its business
- Manages portfolio of branch properties in a geographic area interacting with landlords and regional management on multiple issues
- Provide daily guidance to the department in the areas of portfolio management, audit exceptions resolution, and loan servicing
- Works with the Treasury area of the Bank on identifying risks associated with deposit products and services
- Interacts with Senior Level Management
2
Experience For Corporate Real Estate Portfolio Manager Resume
- Negotiates Real Estate Leases / Purchase Contracts / Sales Contracts / Third Party Leases / ATM Leases
- Assists in the development and implementation of market plans
- Works to optimize space usage in conjunction with business segment partners
- Performs data analysis and prepares written correspondence along with Power Point presentation of findings
- Indepth knowledge of Real Estate Terms and Laws
3
Experience For Home Builder Real Estate Portfolio Manager Resume
- Creation and oversight of all business development deliverables for business development, account communications, or regular presentations
- Management of field brokerage professionals regarding deliverables and deadlines as well as, other third-party subject matter expert’s necessary to deliver services
- Compilation of materials from all parties, streamline and make consistent for delivery and communication to client
- Interest in industrial real estate, corporate occupiers, municipal incentives, design/architectural aspects, and supply chain topics
- Preparation and management of internal co-broker agreements and confidentiality documentation
- Creation of internal protocol/checklist to proactively manage each transaction and/or project and for support reference
- Business Development and pitch assistance/research for team
- Handling correspondence related to rent escalations, options to renew, CAM reconciliations, NNN expenses, real property taxes, insurance responsibilities, environmental compliance, damage and destruction, condemnation or eminent domain issues, maintenance and repair obligations and default/remedy issues that arise during the lease term
- Sources, analyzes and recommends private real estate closed-end and/or open-end funds, co-investments or separate account investment strategies that achieve long-term portfolio characteristics and returns within acceptable risk parameters
4
Experience For Senior Real Estate Portfolio Manager Resume
- Monitors and maintains existing investments and relationships with fund managers and assists in tracking cash flows, performance, and portfolio attributes as well as maintaining internal databases
- Coordinates and supports the activities of legal and operations to ensure execution of investment transactions, capital calls, and distributions
- Travels domestically and internationally for due-diligence visits, industry conferences, General Partner Annual Meetings and other functions to develop the knowledge, resources and contacts necessary for quality research and appropriate investment opportunities
- Follows general economic, regulatory and political developments as well as public and private equity and debt markets globally
- Communicates strategy and investment recommendations through written and/or oral reports and presentations as requested by the Director of Real Estate, CIO, Executive Director, Investment Committee, or Board of Trustees
5
Experience For Direct Real Estate Portfolio Manager Resume
- Work experience specialized in Real Estate Investment, Asset management, with a successful track record in Portfolio management
- Complies with CFA Institute Code of Ethics and Standards of Professional Conduct
- Complies with ethics standards and restrictions on personal investment activities set forth in the ERS Investment Policy
- Work in a small and multi-cultural team environment
- Oversee, develop and maintain the processes, procedures and filing systems of the department’s mail, inter-department routings, work papers and other document retention requirements to include tracking and routing of all correspondence received from external constituents such as defaults, statements and reconciliations
- Attend client/prospect calls with RM’s in order to gain a thorough understanding of the client/prospect and their business in order to effectively assist in annual reviews, renewals, and prospect conversions
- Assist RM’s in preparing cash-flow and collateral schedules, covenant sensitivity calculations, financial models, and guarantor statement analysis
6
Experience For Real Estate Portfolio Manager, VP Resume
- Impact extends to the Bank’s long-term operations, revenues, and profitability
- Provide financial and qualitative analysis of scenarios relating to the acquisition, expansion, consolidation, relocation and restructuring of Pivotal’s real estate interests
- Primary responsibility for underwriting, structuring and completing all final approval requests
- Conduct strategic planning and tactical execution for real estate projects with focus on identifying potential cost savings/business synergies across GE businesses
- Understanding of credit underwriting, structuring skills and banking/capital markets products. Results oriented with the ability to work autonomously
- Monitor and ensure Environmental Health & Safety compliance on all transactions working with the relevant EHS managers
7
Experience For Global Real Estate Portfolio Manager Resume
- Monitor and ensure legal compliance on real estate deals working with the company's in-house legal counsel
- Monitor and ensure financial analysis and accounting treatment are done in accordance to FASB, US GAAP guidelines
- Advanced proficiency and understanding of commercial real estate leases, terms and processes
- Oversee all acquisitions, disposals, lease extensions, lease terminations and property surplus activity for GE business units
- Ensure strict adherence to GE Company’s Finance Standard Operating Procedure requirements as they relate to the property transaction process. Utilize an online approval transaction tracking and database technology tool to record Business compliance
- Monitors, analyzes, reports, and provides regular updates and feedback to senior management. Maintains knowledge of market trends, competitive actions, and business objectives
- Three (3) years commercial real estate experience preferably in a corporate real estate environment
8
Experience For Real Estate Portfolio Manager Resume
- Relevant real estate asset management experience proven track record managing a varied portfolio of multi-family and commercial real estate Strong technical skills
- Plan of Property: Drive and deliver a dynamic 1-3 year plan for capital and balance sheet investment for regional portfolio
- Develops acquisition, disposition and management strategies to meet business requirements. Stay informed in market updates, transitions and changes
- Responsible for collaboration efforts with the Regional and System-wide team to develop acquisition/disposition/management strategies to meet business requirements in a timely and value driven manner. Provide updates into a main tracking system to identify Ministry contributions into nationwide Ascension Real Estate system
- Manages relationships with outsourced real estate providers and consultants in the areas of real estate provider/broker within assigned local Health Ministries and Affiliates. Maximize utilization of additional resources for support services., while identifying potential savings
9
Experience For Commercial Real Estate Portfolio Manager Resume
- Drives continual improvement in all aspects of real estate portfolio management by participating on project teams to ensure timely completion of projects and driving the development of project, service and capital budgets. Stay informed by reviewing current status of projects while identifying potential savings opportunities
- Experience presenting in front of large groups including executive level administrators and attaining buy in for various projects, strategies, and planning
- Participating in global real-estate portfolio planning, including identifying plans for portfolio expansions, reductions or other adjustments necessary to meet business objectives
- Manage internal customer expectations regarding service, quality and cost effectiveness; resolve internal and external conflicts as necessary
- Negotiate business terms and l egal documents relating to leasing of properties
- Oversee activities of lease management and property management transactions for the assigned portfolio
- Optimize the total real-estate expense for the assigned properties
10
Experience For Corporate Real Estate Portfolio Manager Resume
- Develop internal network necessary to identify portfolio real-estate requirements
- Evaluate real-estate assets and obligations
- Analyze real-estate market data and perform financial analysis of project costs
- Manage real-estate broker and related vendor relationships
- Develop capital and expense budgets
- Maintain files, records and databases for assigned portfolio
- Assist senior underwriters/portfolio with the ongoing monitoring and analysis of our existing portfolio of loans and underwrite new loan opportunities, including project loans, as well as REIT/Fund unsecured credit facilities
List of Typical Skills For a Real Estate Portfolio Manager Resume
1
Skills For Commercial Real Estate Portfolio Manager Resume
- Advise of the impact of real estate on Shell's core business activities and identification and progression of all opportunities for more profitable exploitation of property interests
- Effectively interact with real estate development community including developers, brokers and engineering professionals
- Previous banking experience or experience in loan operations
- Experience working with governmental processes such as permitting, zoning, special use, licensing, and condemnations
- Proven track record of reviewing/negotiating contracts, and closing deals that drive profitability
- BS in Finance, Engineering, Architecture, Urban Planning, Construction/Project Management or BA/BS and work experience in related field
- Experience using surveys, site plans, and building plans
- Experience managing the outsourcing of facilities, property maintenance and excess property
- Demonstrated proficiency in related areas, including lease administration, property management/accounting, and legal (commercial real estate and contract)
2
Skills For Corporate Real Estate Portfolio Manager Resume
- Experience working in the retail sector and/or facilities
- Strong real estate financial acumen, including time value of money, discount & capitalization rate theory & techniques, OAR, Ye, IRR, ROI
- Proven track record of successfully negotiating with landlords and property owners
- Clear and effective communication across all media (in person, by phone, in writing)
- Efficiently manage workload well with shifting priorities
- Other – Team with other Global Real Estate groups such as, Strategic Planning, Design & Construction and Communications to support effective project delivery
- Project and commercial deal experience within RE at a strategic level
- Contract management experience with brokers and external project management companies
3
Skills For Home Builder Real Estate Portfolio Manager Resume
- Normally requires 5+ years of commercial real estate banking experience or equivalent real estate related industry
- Work experience specialized in Real Estate Investment, Transaction Management, with a successful track record in Portfolio management
- Seven years of commercial real estate credit or relevant portfolio management experience
- Manage broker relationships locally to ensure the highest quality of service delivery. Ensure the most cost effective transaction execution
- Provide excellent customer service and represent the bank in a professional and responsible manner
- Collaborates with RM to prioritize new credit requests, renewals, and reviews
- Operating experience of managing multiple commercial buildings
4
Skills For Senior Real Estate Portfolio Manager Resume
- Five (5) to Ten (10) years successful property management experience including management of multi-tenant facilities, and serving as tenant representative
- Proven track record in the negotiation of real estate contracts, service agreements, etc
- Commercial Real Estate experience
- Experience in the commercial real estate sector or a related professional services industry is required
- ICT sector experience
- Overseeing or creation of SharePoint site if applicable, and ongoing management and ensuring all information current
- Working knowledge of development-related systems including Site Intel and proficient in the full MS Office Suite
5
Skills For Direct Real Estate Portfolio Manager Resume
- Working with the Head of Real Estate for UK&I and Continental Europe, get to know both the UK&I and CE businesses by speaking regularly to stakeholders
- Training - Establish, train and manage a “change agent network” comprised of individuals from the business units being impacted
- Overseeing internal management process including Multi-City Assignment forms, invoices, specifically as it pertains to each account
- Interpreting and abstracting leases
- Working knowledge of lease management systems (Lucernex, etc.)
- Scheduling - Work with project teams to integrate change management activities into the overall project plan and in a timely matter
- Ensuring all final documents are approved and properly executed by multiple levels of management
- Establishing a lease file in order to administer the lease terms and conditions
6
Skills For Real Estate Portfolio Manager, VP Resume
- Auditing CAM reconciliations and related backup documentation
- Answering questions related to lease responsibilities for field personnel
- Assist with deal execution, including drafting and negotiating acquisition and joint venture term sheets, and reviewing deal documentation
- Assist the R/E loan officers with the loan approval process by obtaining and analyzing financials, preparing loan summaries and packages for approval
- Complete understanding of TowneBank lending culture and philosophy including real estate loan structure and related loan documents
- Provide backup support for the Corporate Office, responding to employee requests and concerns and coordinating with the building management and ownership
- Thorough knowledge of accounting and legal principles underlying the bank’s documents
- Monitor the maturing loan report and assist loan officers and loan administrators in underwriting loans for renewal
- Assist in the day to day management of the loan officer’s loan portfolio including interacting with members
7
Skills For Global Real Estate Portfolio Manager Resume
- Coordinate information gathering supporting legal document requests by landlords
- Responsible for timely filing and uploading of lease documents for assigned regions
- Primarily responsible for underwriting and servicing of commercial real estate loan portfolio
- Prepares approval, commitment, and proposal documents, and participates in documentation process including setting covenants and other key provisions
- Liaise and coordinate with Accounting department on all lease accounting matters
- Assist in the underwriting, committee approvals, drafting and acceptance of commitments
- Procure asset level debt financing and implement hedging mechanisms as necessary
- Assist in ensuring timely company reporting requirements/compliance with real estate requirements and contract terms
8
Skills For Real Estate Portfolio Manager Resume
- Analyze local market data on a forward-looking basis as it relates to existing portfolio and proposed changes
- Prepare dashboards for existing and prospective clients on an on-going basis as required for each portfolio
- Credit analysis for commercial banking or commercial real estate
- Completion of intermediate accounting / finance courses OR comparable commercial real estate content course-work
- Profound understanding of the assigned area and development plans (Master Zonic Plans)
9
Skills For Commercial Real Estate Portfolio Manager Resume
- Gather comps, analyze market data to determine Fair Market Value, and develop negotiating strategies
- Manage all program-level activities for Transformation projects from transition planning, through transition and post-transition
- Develop and manage Program Governance and delivery framework, and across business units and supporting organization
- Analyze underlying real estate assets, as well as public and private financial statements of REITs and institutional funds
- Create the initial financial analysis for transactions, then assist the Real Estate Finance team in completing them
- Communication - Support the execution of communication plans by employee-facing managers and business leaders
- Review and approve for sign-off by Management and payment by Accounting all outside vendor/contractor invoices and pay applications
- Supervise and assist in the training and development of the Real Estate Coordinator (direct report)
- Support senior loan officers in the management of correspondent relationships, handling correspondent requests when Senior Loan Officer is unavailable
10
Skills For Corporate Real Estate Portfolio Manager Resume
- Maintain database of financial information relating to portfolio
- Performs analysis and resolution of real estate/property operating expenses
- Assist in underwriting of CMBS bonds
- Develop and prepare reports as needed including critical date reports, portfolio inventories, monthly rent rolls, variance reports, etc
- Monitors existing credit on a daily basis for issues or concerns and conducts monthly, quarterly, and annual credit reviews as required
- Prepares leases and licenses using templates and works with outside counsel as needed
- Review and approve all client deliverables; ensuring quality and consistency across the portfolios
- Work with Lease Administration group on reporting and configuration requirements for each client
- Accountable for delivery of complex and significant property projects and commercial deals (transactions)
List of Typical Responsibilities For a Real Estate Portfolio Manager Resume
1
Responsibilities For Commercial Real Estate Portfolio Manager Resume
- Goal orientation, takes initiative, strong organizational skills
- Superior ability to formulate and deliver strategic advice, including the ability to communicate complex concepts effectively
- Strong experience negotiating international leases
- Agency Lending Underwriting experience- basic knowledge of Fannie Mae, HUD and Freddie Mac underwriting guidelines and programs
- Graduate of a wholesale banking training program or equivalent experience
- Experience using CBRE Sequentra application software
- Strong integrity, maturity and fairness in dealing with people and confidential information
- Commercial credit experience primarily in Commercial Real Estate
- Mastery of capital planning process, including congressional approval process
2
Responsibilities For Corporate Real Estate Portfolio Manager Resume
- Ensure those working relationship with Network Strategy and Planning to ensure network projects are streamlined to execution
- Maintains ongoing dialogue with Operations team to ensure real estate decisions are properly aligned with operational objectives
- Serves as a point of contact for landlord relationships regarding all lease matters
- Commercial real estate loan servicing and portfolio administration
- Expert ablitiy to lead, direct manage the workload and oversee the overall direction and timely execution of planning and analysis function in assigned areas
- Underwrite new loan transactions as well as coordinate due diligence and loan closings with guidance from senior PM’s and relationship managers
- Assess the business’s needs and devise workplace strategies for individual offices and countries
- Coordinate teams of surveyors, in-country brokers, designers, cost consultants, project managers, lawyers, etc. to develop solutions and then deliver them
3
Responsibilities For Home Builder Real Estate Portfolio Manager Resume
- Draft clear and cogent business cases to gain approval for real estate projects
- Execute real estate transactions and manage the design and delivery of workplace solutions
- Contribute to the development of workplace policies, guidelines and processes
- Keep portfolio data up to date
- Support the creation of budgets and then monitor performance against them
4
Responsibilities For Senior Real Estate Portfolio Manager Resume
- Support a strategic review of the way FM services are delivered currently and help to decide what changes to make
- Manage the services provided by AECOM’s real estate services partner to the European region
- Prepare credit requests, modifications and extensions for real estate and/or commercial loans within assigned portfolio as needed. Includes credit and project analysis in line with loan officer request, perform risk assessment, and provide a summary and recommendation
- Assist in completing quarterly Problem Asset Reports for the loan officers’ portfolios for review and approval and assist with managing credit monitoring items
- Work on special projects as requested to help improve efficiencies in the overall loan portfolio management of the department
- Collect, coordinate and manage real estate approval processes
- Collect, coordinate and manage real estate metrics via Sales Force
- Collect and disseminate regular reports to finance on various metrics
- Initiate and track purchase requests, purchase orders and payments for global real estate acquisitions
5
Responsibilities For Direct Real Estate Portfolio Manager Resume
- Lease agreement quality control
- Financial analysis of Portfolio and Market data
- Management of TR & RE brokers
- Process Mindset - Apply a structured change management approach and methodology to drive consistent, actionable and measurable results
- Stakeholder Analysis - Work with key stakeholders to identify and anticipate potential points of resistance; develop counter-strategies to reduce resistance and foster positive acceptance of change
- Continuous Improvement - Champion, implement, and constantly drive appropriate evolution of the change management methodology in accordance with Verizon business strategies
6
Responsibilities For Real Estate Portfolio Manager, VP Resume
- Measurement/Control - Create and implement reinforcement mechanisms to engage and enable the business to successfully accept and adopt the transformation
- Designs and oversees implementation of the business plan for a $600 to $1 billion dollar portfolio
- Complete Site Inspections, Annual Reviews, Construction Progress Reports, Large Relationship Reviews and other portfolio Management reports as required for the assigned portfolio in a timely and complete manner
- Provide support to branch officers that have real estate loans in their portfolios, in order to ensure compliance with agreements
- Accompany Officers on customer calls and site visits as needed to obtain an understanding of the business relationship/loan request as a means to providing assistance to the Officer in developing strategies to most effectively meet the needs of the customer
7
Responsibilities For Global Real Estate Portfolio Manager Resume
- Proactively identifies credit weaknesses and trends in portfolio, and alerts management to deterioration
- Provides risk ratings and recommends appropriate credit structure
- Participates in customer meetings to discuss structural alternatives and clarify any questions; also interacts with clients during due diligence and finalizing credit package
- The incumbent serves as the Deputy Division Director for the Portfolio Management Division, Public Buildings Service (PBS), Southeast Sunbelt Region, performing a broad spectrum of staff and program responsibilities in addition to managing the Program Support Branch
- As Deputy Director, serves as an advisor to the Portfolio Management Division Director on regional long-range planning activities and related issues such as real estateasset/portfolio performance, deficiencies, trends, long-term client agency housing needs, investment alternatives, and housing strategies
- Provides advice and information to Central Office, Regional Commissioner, Portfolio Director, Regional Administrator and other various management officials
- Incumbent also serves as Chief, Program Support Branch, with responsibility for the day-to-day management and operation of subordinate staff and clerical support responsible for planning and carrying out Portfolio Management Division programs and policies
- Exercises a full range of supervisory functions and manages employees within the Program Support Branch
8
Responsibilities For Real Estate Portfolio Manager Resume
- Audit, track, and process in accordance with lease terms monthly rent and other billable charges including property taxes, insurance, and common-area maintenance for the real estate portfolio
- Administration and development of the Corporate asset management and lease administration platform (CoStar Real Estate Manager), including abstraction of legal documents, critical date management, and all database maintenance, user administration, and reporting
- Coordination of all new location openings or closings
- Assist with special corporate or department projects as needed (e.g. department budget)
- Provide support to the Senior Vice President, Real Estate pertaining to lease negotiations and modifications, extensions, etc. as well on negotiations for new locations
- Provide backup support to the Corporate Facilities Manager with respect to facilities management/maintenance work orders for the real estate portfolio
- Work with the Corporate Facilities Manager in the administration and further development of the Corporate facilities management platform (Verisae)
- Assist with the development and analysis of investment proposals
9
Responsibilities For Commercial Real Estate Portfolio Manager Resume
- Support efforts of Portfolio Management group
- Participates in and/or leads negotiations with landlords regarding new lease agreements, amendments and terminations as well as purchase and sale agreements for owned real estate
- Monitors critical lease dates and develops action plans well in advance to maximize opportunities within the real estate portfolio with a key focus on cost containment
- Assists with new site searches and develops working knowledge of current market values throughout the Company’s footprint to ensure transactions reflect appropriate pricing
- Coordinates with all members of the Real Estate Department including the Real Estate Coordinator to ensure all portfolio activity is properly documented in the Real Estate Management System and rental and other lease amounts are paid on a timely basis and the Director of Facility Programs with regards to construction projects or site developments
- Experience related to residential land development and residential home building
10
Responsibilities For Corporate Real Estate Portfolio Manager Resume
- Commercial real estate lending experience
- Reports to the Vice President of Real Estate on an as-needed basis regarding the status of all real estate portfolio activity
- Assists with various financial modeling methods to evaluate the acquisition or disposal of properties or the development of new sites
- Ensures all transactions and processing are in compliance with regulatory and company guidelines, policies and procedures
- Supports mergers and acquisition activity in real estate due diligence
- Prepare credit requests, modifications and extensions for Home Builder Real Estate and/or Commercial Real Estate loans within assigned portfolio as needed. Includes credit and project analysis in line with Relationship Manager request, perform risk assessment, and provide a summary and recommendation
- Research specific real estate markets to assess actual and potential market demand, competitiveness of comparable properties, and risk presented by new and existing supply
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