Portfolio Manager Resume Example

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(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Driven and energetic Property Manager with 20 years experience in real estate. Highly adept at building excellent working relationships with other real estate agents, lenders, appraisers, title companies, surveyors and attorneys.

Skilled multi-tasker Microsoft Word; Outlook; Excel; Word Press; PowerPoint; Virtual Premise; Yardi, Oracle; County GIS systems; Team player; Microsoft Office; Commercial property; Personable; Fast learner, Results-oriented
Computer Proficient,
File/records maintenance,
Contract Negotiation/review/drafting
  • Account Management, Accounts Payable/Receivable, Client Relations, Computer Literate, Computer Proficient, Creative Problem Solving, Credit and Collections, Project Management, Expense Control, Customer Needs Assessment, Customer Satisfaction
Strayer University Glen Allen, VA Expected in 2012 Associate of Arts : Business Management - GPA : Business Management
Managed a portfolio consisting of approximately 23 sites comprising approximately 1.5 million square feet of office, retail, industrial and flex space.  Reducing operating expenses by 10% annually.  90% retention of existing tenants. Assisted in the creation of Luck Development website (
United Community Bank - Portfolio Manager
Stockbridge, GA, 02/2012 - 05/2015
  • Worked with the owners to identify, develop and achieve community goals and objectives.
  • Maintained tenant relations with regular tenant visits and phone calls.
  • Acted as liaison between construction manager and tenant during build-out phase of tenant suite.
  • Oversaw budgeting process for 23 properties.
  • Handled customer complaints personally to verify they were properly handled.
  • Monitored and documented all income, including delinquencies.
  • Managed all day-to-day activities involving tenants, subcontractors and property management.
  • Wrote clear and concise owner's reports based on findings from quarterly financial statements. 
  • Develop and maintain positive owner/tenant relationships.
  • Prepare and execute annual operating budgets.
  • Prepare monthly operating reports to clients and report on budget versus operating variances.
  • Ensure timely collection of rents from tenants due under lease agreements with persistent follow up on delinquent payments, while maintaining tenant satisfaction of property management service.
  • Perform regular property inspections to guarantee that building services are performed at the highest level of standards.
  • Negotiate service contracts.
  • Obtain bids from various vendors and select appropriate vendors to perform work.
  • Prepare and manage all purchase orders and TSRs.
  • Oversee all service contract and vendor relations including cleaning, pest control window cleaning, snow and trash removal et al.
  • Ensure all managed sites are operating according to state and local building codes.
  • Coordinates emergency evacuation procedures and life safety systems are updated and in effect.
  • Oversee purchasing of supplies and services in accordance with the annual budget and within spending limits and guidelines.
  • Approve invoices for operating expenses.
  • Maintain tenant request/contact logs and ensure requests are responded to in a timely fashion.
  • Monitor and review preventive maintenance programs.
  • Work on tenant improvement construction projects; tenant renovations and blueprint reading.
  • Responsible for maintaining key system and security.
Geo Group Inc. - Real Estate Specialist/Asset Property Manager
Gallatin, TN, 03/2001 - 02/2012
  • Negotiate terms for client leases and vendor contracts.
  • Monitored and documented all income, including delinquencies.
  • Fully abstracted all leases and entered all pertinent information into management system.
  • Reviewed all leases to guarantee that tenants received the proper level of service.
  • Hire contractors for commercial and residential improvements.
  • Supervise rental houses, occupancy, budgets and home improvement projects.
  • Perform regularly scheduled property inspections for all assets under management.
  • Reconcile, compile and analysis of taxes, common area maintenance, accounting, and invoices for all properties.
  • Prepare and maintain annual budgets for properties to adhere to owners needed return on assets.
  • Perform acquisition due diligence as required.
  • Participate in, and review the annual operating and capital budgets for the assets in conjunction with the marketing and plans developed by the on-site team.
  • Code and review reports for errors and accuracy to submitted budgets.
  • Monitored all infrastructure and building expenses and reviewed and approved invoices.
  • Maintain open and effective lines of communication with Portfolio Management and with client regarding management of their investments, including the physical, financial and leasing performance of individual assets.
  • Review monthly reports and budgets from third party Management Company.
  • Review and recommend for approval as the case may be, the various documents pertaining to operating and marketing the assets, which include lease transactions, brokerage contracts, accounting management and any emergency action required, real estate tax services, and insurance policies.
  • Work with team members in preparing marketing materials and community meetings.
  • Participate in presentations with clients as required.
  • Contribute to the development and enhancement of in-house reporting and communication formats, as well as staff development and team building.
  • Maintain Best Management Practice Bonds for Business Park and other projects.
  • Maintain website for the development Ni Village.
  • Event Coordinator for two years: Earth Day and the Powhatan 10K Run.
  • Handle relocations for employees.
  • Real Estate taxes: review assessments, dispute as necessary, and calculate changes.
  • Community relations: rezoning of acreage, community meetings, and collaboration with county board.
DURRETTE, IRVIN & BRADSHAW, LLP - Assistant Legal Coordinator
City, STATE, 01/2000 - 03/2001
  • Coordinated and scheduled meetings and telephone conferences. Opened new client files and new matters.
  • Proofed documents and submitted to attorneys for review.
  • Received and disbursed all incoming mail.
  • Acted as liaison between clients, vendors and attorneys.
  • Created and tracked all expenses and client account codes.
  • Assisted in the preparation of engagement letters.
  • Composed and revised legal documents, including letters, and estate documents.
City, STATE, 1995 - 01/2000
Implemented programs to encourage student participation.
Maintained detailed administrative and procedural processes to improve accuracy and efficiency.
  • Coordinated meetings with other department managers and served as main liaison.
  • Monitored ongoing expenses relative to budget projections.
  • Ensured exceptional client service and quality educational offerings.
  • Planned, coordinated and controlled daily operations of the organization.
  • Ensured work was accomplished in a safe manner in accordance with established operating procedures and practices.
AYERS & STOLTE, P.C - Real Estate Post Closer
City, STATE, 1990 - 1995
  • Collected data to prepare and draft settlement packages for clients.
  • Drafted various real estate documents, invoices and enclosures at attorneys’ request.
  • Composed and typed routine letters of correspondence.
  • Acted as the point of contact for all incoming co-counsel requests.
  • Distributed funds pertaining to settlement documents.
  • Review title policies for discrepancies, mailed policy to new owners.


Basic Accounting, Blueprint Reading, Preparation of Budgets, Community Relations, Contract Management, Client focused, Perform Due Diligence for sales transactions, Financial Reporting, GIS, team building, Marketing Materials, Scheduled Meetings, Excel, Outlook, PowerPoint, Microsoft Word, Oracle, Presentations, Property Management, Purchasing, Tax Analysis, Vendor Relations, Website Creation (WordPress). Account Management, Accounts Payable/Receivable, Budgeting, Business Development, Client Relations, Computer Literate, Computer Proficient, Creative Problem Solving, Credit and Collections, Customer Needs Assessment, Customer Satisfaction, Customer Service, Domestic and International Experience, Expense Control, Internal Auditing, Lead Development, Marketing, MBA, Multi-Task Management, Product Development, Project Management, Reporting

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Resume Overview

School Attended
  • Strayer University
Job Titles Held:
  • Portfolio Manager
  • Real Estate Specialist/Asset Property Manager
  • Assistant Legal Coordinator
  • Education Secretary
  • Real Estate Post Closer
  • Associate of Arts