Brandon Lee
Financial Analyst at Walker & Dunlop- Claim this Profile
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Topline Score
Bio
Credentials
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Multifamily Property and Inspection Workshop
Mortgage Bankers AssociationMar, 2022- Nov, 2024 -
Real Estate Salesperson
Commonwealth of MassachusettsMay, 2022- Nov, 2024
Experience
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Walker & Dunlop
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United States
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Financial Services
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700 & Above Employee
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Financial Analyst
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Oct 2021 - Present
Research macroeconomic data and property performance data for individual markets. Review data to determine the most effective ways to present meaningful trends. Create reports monitoring loan maturities and communicate with relevant internal parties about the status of maturing loans. Organize and manage all Asset Management electronic records. (contact database and inspection files and reports) Manage various Asset Management processes: Monthly Asset Management reports. Update portfolio database. (Salesforce, etc.) Manage and oversee the quarterly financial analysis process for all portfolio loans. Conduct quarterly financial analysis for multifamily and commercial loans in the portfolio. (e.g. collect financial data, analyze financial statements, summarize and present findings, along with proposed adjustments/solutions) As necessary, assist with quarterly Watch List updates regarding, occupancy, concession levels, etc.
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ONE WAY REALTY
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Real Estate
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1 - 100 Employee
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Real Estate Agent
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May 2022 - Present
Skilled with preparing documents/contracts, purchase agreements and closing statements. Advise sellers on how to make homes more appealing to potential buyers and increasing sales. Accompany buyers during inspections of properties and advising them on value and worthiness based on current market conditions. Skilled with preparing documents/contracts, purchase agreements and closing statements. Advise sellers on how to make homes more appealing to potential buyers and increasing sales. Accompany buyers during inspections of properties and advising them on value and worthiness based on current market conditions.
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TD
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Canada
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Banking
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700 & Above Employee
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Customer Excellence Coordinator (CEC)
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Apr 2020 - Oct 2021
Provide world class service to customers by facilitating everyday banking transactions. Express the importance of credit building by up selling TD Bank credit cards. Impressing upon customers the various banking offerings we provide to encourage diversification of accounts. Provide world class service to customers by facilitating everyday banking transactions. Express the importance of credit building by up selling TD Bank credit cards. Impressing upon customers the various banking offerings we provide to encourage diversification of accounts.
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DICK'S Sporting Goods
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United States
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Retail
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700 & Above Employee
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Footwear Lead
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Sep 2017 - Apr 2020
Oversaw day to day operations of the second largest department in the store. Partnered with store leadership to consistently improve sales through employee interactions with customers as well as enhancing the overall appearance of department. Worked with other team members on how to grow as sales professionals. Oversaw day to day operations of the second largest department in the store. Partnered with store leadership to consistently improve sales through employee interactions with customers as well as enhancing the overall appearance of department. Worked with other team members on how to grow as sales professionals.
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Education
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2017 - 2021
Salem State University
Operations & Decisions Sciences, Business Administration -
2017 - 2021
Salem State University
Minor, Economics
Community
