Experience

CPX

• Mexico
• Computer Networking Products
• 1 - 100 Employee

• Financial Analyst

  • Apr 2022 - Present

  Responsible for underwriting Multi-Family, MHRV, and Retail properties.Responsible for producing Proposals and Offering Memorandums for clients. Responsible for underwriting Multi-Family, MHRV, and Retail properties.Responsible for producing Proposals and Offering Memorandums for clients.



Wellington Realty

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Financial Analyst

  • Jul 2021 - Apr 2022

  Assisted with underwriting assets for brokerage and acquisitions teams.Responsible for producing monthly/annual financials for 1000+ units of Multifamily under management. Responsible for corporate financial reporting. Retrieved over $200,000+ in Capex reimbursements from lenders. Communicated with real estate owners and investors daily.Overlooked the accounting department between accounts payable, invoicing, accounts receivable, and bank reconciliations.As a team, ordered supplies weekly for 1000+ units of Multifamily from a number of different supply houses.As a team, overlooked and organized the cash flow for each property.In charge of all marketing and investor packages, with a proficiency in adobe InDesign, Photoshop, Acrobat, and Lightroom.Part of a team that updated and redeveloped company wide system and process for 40+ employees, giving me an in-depth knowledge of the inner workings of Multifamily assets.

• Brokerage Associate

  • Mar 2020 - Jul 2021

  Made 150+ calls and connected with 40+ real estate owners a week.As a team, sold $100m+ in investment properties.As a team, acquired 500,000 SF of retail leasing space throughout DFW. Redeveloped and produced all the companies marketing packages and social media posts using adobe products.



Maintco

• United States
• Facilities Services
• 1 - 100 Employee

• Administrative Assistant

  • Sep 2019 - Mar 2020

  Responsible for entering, filing, and paying 30+ invoices a day.Collected over $200,000+ in Accounts Receivable through phone calls and e-mails to customers/clients.Reconciled the bank account and credit card accounts monthly.Assisted with job costing for maintenance and repair work on single and multi family properties.Answered the phones, created, and dispatched over 10 jobs a days. Responsible for entering, filing, and paying 30+ invoices a day.Collected over $200,000+ in Accounts Receivable through phone calls and e-mails to customers/clients.Reconciled the bank account and credit card accounts monthly.Assisted with job costing for maintenance and repair work on single and multi family properties.Answered the phones, created, and dispatched over 10 jobs a days.



Broadview Acquisitions and Management

• Administrative Assistant

  • May 2018 - Jul 2018

  Prepared investor packages and distributions.Assisted with the acquisition and disposition of several single and multi family assets. Prepared investor packages and distributions.Assisted with the acquisition and disposition of several single and multi family assets.