Client Coordinator
Posted on: 2008-04-14
TALLY GONZALEZ 255 Robyns Glenn Road, Ocoee, FL 34761. 407-437-7722. [email protected]
SUMMARY OF QUALIFICATIONS
Self-starter, results-driven and dedicated with contributions in the fields of real-estate development, finance, operations, brokerage and human resource
EDUCATION
B.S., Management / International Business, 1997, Barry University, Miami Shores, FL
PROFESSIONAL EXPERIENCE
Feb 06 – Apr 08 Client Coordinator / Executive Assistant, Cushman & Wakefield Provided project coordination, marketing, research and client support to brokerage team
Project Coordination: plan project, disseminate tasks and deadlines, track progress, communicate, maintain quality control, ensure milestones & deliverables are met, meet contractual obligations, resolve conflict, track costs, compile reports and close-out
Administration: update pipeline reports, forecast revenue, provide conference and meeting support, coordinate travel arrangements, process reimbursements and membership subscriptions, provide IT support, coordinate events, and provide miscellaneous office support Marketing Support: coordinate development and distribution of marketing materials, administer press releases, and manage vendors
Database & Web Administration: store, share, manipulate, and analyze data. Update biographies, office profile, research / reports, listings and sales; track investor activity, compile file access statistics, and distribute broadcast emails. Process contracts and invoices, develop production material, disseminate data, approve distribution, and generate marketing reports. Provide support and training
Research: Procure and update market statistics and reports for rent and sales comparables
Client Coordination & Investor Management: manage transaction documents, develop timelines, establish property protocols, coordinate RFIs, mediate between seller’s representatives, code/track expenses, and develop Owner Reports, correspondence and Offer Matrix.
Financial Analysis Support: track publishing dates, update, track and disburse request for monthly financials, and provide any underwriting assistance. Assume heavy investor contact, respond to property queries, and coordinate tours
Due Diligence & Closing Coordination: act as seller-buyer liaison from Contract until Closing. Disburse DD items, manage war-room, research and refer vendors, organize inspections, track and coordinate completion of contingency items and key contract dates, and assist with closing checklist. Invoice, process commissions, reconcile expenses, and process close-out paperwork
Mar 04 – Feb 06 Executive Assistant / Project Lead, Veranda Partners
Provided operational, financial and administrative support to VP of Development & Finance Contract
Administration: produce and manage contracts and development documents, and assist with management of project schedules and delivery
Loan Management: plan, develop and implement construction loan process: compile data for loan application; prepare and process closing documents; dispute discrepancies and process pay applications; manage NTOs and lien documents; coordinate title exams, inspections and completion of punch-list items; inspect build-outs; monitor funding; disburse payments; develop Draw Schedule Reports; and update project loan budget
Vendor Management: pre-qualify contractors, review service proposals, publish purchase orders, track shipments, maintain inventory and service contracts
HR Administration: administer payroll, process paperwork, conduct orientation
Operations: provide executive management, administer support to Specialty Product Acquisitions for international procurements, manage business-unit operations, provide project management support, coordinate travel, process reimbursements, and coordinate build-outs
Investor Relationship Coordination: develop and manage Investor Portfolios and Reports Financial Analysis Support: perform project variance analysis and financial audits, and assist with miscellaneous accounting functions
BPR Lead: design, develop, manage and implement Business Process Reengineering program. Define project scope, facilitate re-improvement, coordinate installation of changes, document, and manage maintenance reviews
Oct 02 – Mar 04 Executive Assistant, Trans Continental Companies P
rovided organizational support to CEO, Executives, Corporate Controller and Legal
Executive Administration: manage contracts, act as franchisee and management liaison, administer meetings/conferences, provide operational support, compile sales and pipeline reports, lead special assignments, and provide legal support
Training & Special Events Coordination: provide operational support from planning to execution Corporate Travel: manage executive & corporate travel (200+/- monthly itineraries) Payroll: manage corporate–controlled franchisee payroll
Vendor Management & Procurement: evaluate requirements, negotiate pricing and contracts, place orders, maintain inventory, provide quality-control, audit billings, and resolve discrepancies
Consumer Affairs Liaison: respond to BBB & AGO complaints, and authorize refunds
Controller Support: perform weekly audit and reporting functions for corporate controller
Bankruptcy Coordinator: handled paperwork for bankruptcy procedures and funneled governmental/agency responses
Aug 98 – Jun 02 Technical Recruiter (various, IT Consulting)
Performed full-life cycle recruiting, orientation, benefits enrollment, and performance review
Recruitment: source candidates; screen, qualify and interview; perform reference checks, negotiate compensation packages, sell assignments, prepare resume, coordinate technical tests, close deal, and maintain hire
Benefits Enrollment & Training: administer benefits, process immigration paperwork, coordinate training, and conduct exit interviews
Account Management: provide client support, manage accounts, review contracts and provide reporting functions
Administration: provide general administrative support, including accounting support
PC & AUXILIARY SKILLS
FL Real Estate Sales Associate License
Type 60 wpm. Bilingual. MS Office ‘03, MS Office Picture Manager ’03, Adobe Photoshop, MS Access ’03, MS Visio ’03, MS MapPoint ‘04, Adobe Acrobat 6.0/8.0, REA, RealQuest, QUARK, Aerial Express, FileMaker Pro, Graham Process Charting 6/7, KeyHole, Quickbooks Pro ‘05.