James D. Petrone

Project Manager at Carrfour Supportive Housing
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Contact Information
us****@****om
(386) 825-5501
Location
Boca Raton, Florida, United States, US

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Experience

    • Non-profit Organizations
    • 1 - 100 Employee
    • Project Manager
      • Nov 2016 - Present

      Miami, Florida • Identification and selection of potential project sites • Coordinate due diligence for acquisition of new properties • Analyze projects and formulate accurate project sources and uses and pro forma operating statements using spreadsheet software • Preparation of grant and funding applications • Coordinate project underwriting and financing closing • Supervise outside consultants and contractors, including appraisers, attorneys, architects, engineers and general contractors •… Show more • Identification and selection of potential project sites • Coordinate due diligence for acquisition of new properties • Analyze projects and formulate accurate project sources and uses and pro forma operating statements using spreadsheet software • Preparation of grant and funding applications • Coordinate project underwriting and financing closing • Supervise outside consultants and contractors, including appraisers, attorneys, architects, engineers and general contractors • Assist with construction process, including maintaining construction files and records, processing draws and reimbursements, and formulating financial progress reports for funding sources and Carrfour management and Board of Directors Show less

    • United States
    • Real Estate
    • 200 - 300 Employee
    • Real Estate Broker Associate
      • Dec 2019 - Present

      South Florida

    • United States
    • Real Estate
    • 200 - 300 Employee
    • Broker Associate
      • Aug 2013 - Dec 2019

      Miami, FL • Using advertisements to promote the sale of a property. • Working with appraisers and the client to determine a fair and competitive market price. • Working as an intermediary between the buyers and the sellers. It's very uncommon for the two sides to communicate directly while working with a real estate agent. • Advising sellers on things they can do to make their property more appealing to buyers. • Generating lists of potential properties that are compatible with a buyer's… Show more • Using advertisements to promote the sale of a property. • Working with appraisers and the client to determine a fair and competitive market price. • Working as an intermediary between the buyers and the sellers. It's very uncommon for the two sides to communicate directly while working with a real estate agent. • Advising sellers on things they can do to make their property more appealing to buyers. • Generating lists of potential properties that are compatible with a buyer's needs. Show less

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Property Manager
      • Apr 2013 - Nov 2016

      • Responsible for site personnel to include recommendations for firing, time schedules, maintenance of personnel files and payroll reporting • Supervise office and marketing staff • Prepare reports for main office and other agencies • Make daily inspection of property, monthly inspection of units and prepare schedule for preventive maintenance • Ensure appropriate handling of residents’ security deposits • Ensure appropriate handling of rent collections, resident charges, and… Show more • Responsible for site personnel to include recommendations for firing, time schedules, maintenance of personnel files and payroll reporting • Supervise office and marketing staff • Prepare reports for main office and other agencies • Make daily inspection of property, monthly inspection of units and prepare schedule for preventive maintenance • Ensure appropriate handling of residents’ security deposits • Ensure appropriate handling of rent collections, resident charges, and eviction notices as defined in policy and procedure manual • Act as liaison to attorneys, outside vendors, and agencies • Ensure compliance with Fair Housing Laws and Affirmative Fair Marketing plans • Prepare monthly report. If minimum performance criteria (occupancy, collection turnover) is not being met, prepare a plan for improvement • Ensure timely and accurate data entry into property management system • Ensure that all contractual work and materials (i.e. maintenance and capital improvements) are satisfactorily completed • Ensure that all tenant activities and services required by project funding sources or LURAs are in place • Responsible for accuracy of the Tenant Income Certification prior to forwarding to the Property Manager for final approval • Ensure applicants are screened in accordance with the resident screening criteria • Maintain telephone list of emergency services and repair contractors Show less

    • Non-profit Organizations
    • 1 - 100 Employee
    • Housing Developer
      • Feb 2011 - Apr 2013

      • Identification and selection of potential project sites • Coordinate due diligence for acquisition of new properties • Analyze projects and formulate accurate project sources and uses and pro forma operating statements using spreadsheet software • Preparation of grant and funding applications • Coordinate project underwriting and financing closing • Supervise outside consultants and contractors, including appraisers, attorneys, architects, engineers and general contractors •… Show more • Identification and selection of potential project sites • Coordinate due diligence for acquisition of new properties • Analyze projects and formulate accurate project sources and uses and pro forma operating statements using spreadsheet software • Preparation of grant and funding applications • Coordinate project underwriting and financing closing • Supervise outside consultants and contractors, including appraisers, attorneys, architects, engineers and general contractors • Assist with construction process, including maintaining construction files and records, processing draws and reimbursements, and formulating financial progress reports for funding sources and Carrfour management and Board of Directors Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Account Specialist
      • Mar 2006 - Feb 2011

      • Manage all aspects of Loan Booking including Letter of Credit Enhanced Bond Financed Loans and Multi-Family Construction Loans • Execute processing of time-sensitive Construction Loan Draw procedures. • Lend support to Relationship Managers on Annual Reviews, documentation of Loan Closings, and collection of Due Diligence material • Review closing binders for accuracy and completion establishing required action ticklers for UCCs, Insurance Certificates, financial reporting and… Show more • Manage all aspects of Loan Booking including Letter of Credit Enhanced Bond Financed Loans and Multi-Family Construction Loans • Execute processing of time-sensitive Construction Loan Draw procedures. • Lend support to Relationship Managers on Annual Reviews, documentation of Loan Closings, and collection of Due Diligence material • Review closing binders for accuracy and completion establishing required action ticklers for UCCs, Insurance Certificates, financial reporting and completion dates. Coordinate closing of real estate loans (including the most complex), communicating with the RM, borrower, attorneys, title representatives, and construction consultant to assure the loan is closed and documented in accordance with the credit approval. • Manage the loan disbursement process as well as provide loan-by-loan and summary reporting to a bank's senior management. • Coordinate closing of housing construction loans. Analyze construction disbursement requests, funding in compliance with Credit approvals, loan documentation, and established procedures. • Analyze and fund construction loan advance requests and appropriate backup documentation as presented by the customer, including AIA Pay Application, construction inspection reports, title down dates, and other relevant construction documentation; focusing on construction related risk, budget adequacy, and adherence to loan documentation, takeout agreement and lease requirements. • Ensure the terms and conditions of assigned portfolio are properly monitored and corrective action/resolution proactively pursued; including critical dates (e.g., insurance, project completion, lease commencements, takeout requirements), past dues, documentation exceptions. Assist the Asset Management team on financially distressed properties and loans requiring “workout”. • Maintain commercial loan system data integrity to accurately reflect loan file contents, as well as to ensure accurate management reporting. Show less

    • Assistant Vice President
      • Oct 1998 - Mar 2006

      • Responsible for the servicing of more than 400 Construction Loans exceeding $400MM in loan value for The City of New York Loan portfolio represented NYC Capital, FHLP, HOPWA, HUD, FNMA, GNMA, FREDDIE MAC and Tax Credit Equity funds • Responsibilities included management of loan processing, documentation, and operations personnel, servicing a portfolio which included construction and permanent loans. • Responsible for the mortgage servicing and billing in excess of $1 Billion of HDC… Show more • Responsible for the servicing of more than 400 Construction Loans exceeding $400MM in loan value for The City of New York Loan portfolio represented NYC Capital, FHLP, HOPWA, HUD, FNMA, GNMA, FREDDIE MAC and Tax Credit Equity funds • Responsibilities included management of loan processing, documentation, and operations personnel, servicing a portfolio which included construction and permanent loans. • Responsible for the mortgage servicing and billing in excess of $1 Billion of HDC Corporate Loans. • Provided back-up support to HDC Development and Asset Management teams on Loan Closing documentation and Conversion. • Direct oversight of Corporate Accounts Receivable and Account Payable Department(s). Custodial responsibility for the safekeeping of Corporate Letters of Credit • Primarily responsible for all construction loan draw request analysis and supervision of Construction Loan Servicing Staff. Show less

Education

  • Guilford College

Community

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