Rob Rose

2017 Fellow at Leadership Greater Chicago
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(386) 825-5501

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Experience

    • United States
    • Professional Training and Coaching
    • 1 - 100 Employee
    • 2017 Fellow
      • Jul 2016 - Present

    • United States
    • Government Administration
    • 1 - 100 Employee
    • Executive Director
      • Mar 2015 - Jun 2021

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Operating Officer/EVP, Programs
      • May 2014 - Mar 2015

    • Vice President of Lending
      • Mar 2012 - May 2014

      greater chicago area Manage $40 million commercial loan portfolio with assets located in the six-county Chicagoland area. • Responsible for managing all operational aspects of the agencies lending program including external relationships, marketing, origination, underwriting/credit review, loan servicing, reporting/compliance monitoring and portfolio/asset management. • Manage 8 FTEs; hired, promoted, terminated, counseled, developed and trained as necessary. • Member of the following committees: Loan… Show more Manage $40 million commercial loan portfolio with assets located in the six-county Chicagoland area. • Responsible for managing all operational aspects of the agencies lending program including external relationships, marketing, origination, underwriting/credit review, loan servicing, reporting/compliance monitoring and portfolio/asset management. • Manage 8 FTEs; hired, promoted, terminated, counseled, developed and trained as necessary. • Member of the following committees: Loan Committee, Special Assets, Risk Management • Key achievement: Reworked the commercial real estate lending approach with an emphasis on increased fees. Redesigned the credit memorandum template. Worked with vendor to fully utilize existing loan processing platform • Result: Closed over $13.5MM for FY2012 (129% of goal) including a $2.6MM loan, which represents the largest single loan in the 21-year history of the loan fund.

    • Director, Commercial Real Estate
      • Dec 2010 - Dec 2011

      Greater Chicago Area Managed $170 million commercial real estate loan portfolio with assets located in Cook County, IL, Cleveland, OH and Detroit, MI. • Lead and managed the day-to-day operations of the commercial real estate lending program. Accomplished this through delinquency management, relationship management, new loan originations, loan restructuring and risk rating review. • Managed 10 FTEs; hired, promoted, terminated, counseled, developed and trained as necessary. • Created the commercial… Show more Managed $170 million commercial real estate loan portfolio with assets located in Cook County, IL, Cleveland, OH and Detroit, MI. • Lead and managed the day-to-day operations of the commercial real estate lending program. Accomplished this through delinquency management, relationship management, new loan originations, loan restructuring and risk rating review. • Managed 10 FTEs; hired, promoted, terminated, counseled, developed and trained as necessary. • Created the commercial real estate monthly “dashboard” management reporting tool. • Key achievement: Completely rebuilt the commercial real estate lending platform. Developed and implemented the loan originations process. Created the preliminary and credit memorandum templates. Created the Excel-based cash flow analysis model. Created the Excel-based loan pipeline report which tracks all loan activity from prospect to closing. Co-authored the commercial real estate section of the credit policy. • Result: Closed $3.8MM during the last 4 months of 2011. This represents new loan originations for the bank in three years. Show less

    • United States
    • Real Estate
    • 200 - 300 Employee
    • Community Director, Bella Vista
      • Nov 2009 - Nov 2010

      Arlington, TX Managed 420-unit property representing $25 million in total capitalization and $2.5 million in projected net income. • Develop yearly operating budgets/forecasts and sales/marketing plans. Accurately prepare and convey all operational and financial data to the Regional Manager in a timely manner. • Manage 9 FTEs through implementation of effective recruiting, training, motivation and development programs. • Key achievement: Overcame several obstacles including an on-site homicide… Show more Managed 420-unit property representing $25 million in total capitalization and $2.5 million in projected net income. • Develop yearly operating budgets/forecasts and sales/marketing plans. Accurately prepare and convey all operational and financial data to the Regional Manager in a timely manner. • Manage 9 FTEs through implementation of effective recruiting, training, motivation and development programs. • Key achievement: Overcame several obstacles including an on-site homicide and apartment fire to reduce delinquency from $66,000 to $12,000. Through aggressive marketing, diplomacy and a commitment to customer service increased the renewal ratio from 48% to 70%. Increased occupancy to 95.0%; the first time in two years that the property has achieved this level. Result: Increased net income by $20,000/mo. Show less

    • United States
    • Industrial Machinery Manufacturing
    • 700 & Above Employee
    • Underwriter/Asset Manager
      • Jan 2006 - Feb 2009

      North America Asset Management -Prepared asset-level business plans for two multifamily properties complete with hold/sell recommendations -Conducted full budget review of an 18-property multifamily portfolio; resolved issues that included possible cash flow shortfalls, capital expenditure and debt coverage -Closed challenging 1031-exchange deal involving two older, industrial sites (40M sf, $3.2MM) North America Underwriter -Underwritten property types: multifamily, office… Show more North America Asset Management -Prepared asset-level business plans for two multifamily properties complete with hold/sell recommendations -Conducted full budget review of an 18-property multifamily portfolio; resolved issues that included possible cash flow shortfalls, capital expenditure and debt coverage -Closed challenging 1031-exchange deal involving two older, industrial sites (40M sf, $3.2MM) North America Underwriter -Underwritten property types: multifamily, office, industrial and golf course ($450MM) -Responsibilities: Submitting deals to credit committee, coordinating 3rd party engineering and environmental vendors, heavy financial modeling, site inspections, financial due diligence, internal valuations -Key achievement: Underwrote and closed a challenging two-property multifamily portfolio (1,056 units, $80MM). Implemented value creation strategy and creatively structured deal to exclude adjoining golf courses GVT Underwriter -Underwritten property types: multifamily, office, industrial, biotech, self-storage and mobile home ($485MM) -Responsibilities: Heavy financial modeling (ARGUS, DYNA, internal models), market analysis, site inspections, financial due diligence, internal valuations -Key achievement: Underwrote four Chicago suburban office assets (1.6MM sf, $357MM) as part of a $1.1B acquisition -International experience: six-week assignment in Sydney, Australia and a four-week assignment in Toronto, ON Show less

    • Summer Associate
      • May 2005 - Aug 2005

      Greater New York City Area Three-month internship in New York, NY • Key achievement: Underwrote and closed two golf courses representing $20 million in total capitalization, as part of a $661 million portfolio refinance • Performed heavy financial modeling and analysis of potential joint venture structures and single asset/portfolio acquisitions for multifamily and golf course properties. • Conducted due diligence, including underwriting potential JV partners, assets, lease abstracts and market research

    • Summer Associate
      • May 2004 - Aug 2004

      Stamford, CT Three-month internship in Stamford, CT • Key achievement: Worked on a project that consolidated various equity waterfall allocation models. This led to the creation of a single cash flow engine that is being used by all business units.

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Project Coordinator, Full-Time Volunteer
      • Nov 2002 - Jul 2003

    • Semiconductor Manufacturing
    • 1 - 100 Employee
    • Process Engineer
      • Jul 2001 - Sep 2002

      -Designed all Thin Films processes necessary to manufacture novel electromechanical communication device -Managed four floor technicians; hired, promoted and counseled as necessary

    • United States
    • Semiconductor Manufacturing
    • 700 & Above Employee
    • Thin Films Engineer
      • Jan 1995 - Jul 2001

      - Managed the Metals group comprised of 15 technicians and 3 maintenance technicians; hired, promoted and counseled as necessary -Completed two projects that significantly reduced product cycle time by 20% resulting in 10% cost-savings of $500,000 per year

Education

  • Cornell University - S.C. Johnson Graduate School of Management
    MBA, Real Estate
  • St. Edward's University
    BBA, Business Management

Community

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