CBRE Group, Inc. / Transaction Specialist / Newport Beach, CA
Provide comprehensive support to a team of transaction management professionals in executing daily tasks by managing transaction assignments through ongoing operational tasks
Support the corporate real estate team by handling documentation for various transaction processes, including lease and property acquisitions, dispositions, and the preparation of legal documents like estoppel certificates, subordination, non-disturbance, and attornment (SNDA) documents and monitor reports on upcoming lease expirations and other crucial dates
Coordinates and completes approval packages for lease and property acquisitions, dispositions, and SNDAs, adhering to client policies and procedures
Collects and organizes real estate market data from CoStar and other internal resources to inform Transaction Managers about market conditions
Reviews and validates monthly accounting variance reports and aids in client reporting preparation
Coldwell Banker Top Team / Realtor / Chino, CA
Fiduciary responsibility on behalf of clients in real estate transactions including acquisition, sale, negotiating deals, preparing contracts, and providing guidance on strategies throughout the real estate process
Utilize CRMLS and CMA systems to conduct market analysis and forecasting on current market trends in desired area for clientele, evaluate properties for best investment strategy, and review local legislations to ensure proper execution of real estate agreements
County of Riverside, Real Estate Division / Real Property Agent I / Riverside, CA
Agent for various County departments focused on market research and space optimization to identify viable space for acquisition, disposition, and lease through MLS sites such as CoStar and other means of CRE market research
Preparation of CRE legal documents such as easements, rights of entry, lease/operating agreements, and purchase and sale agreements
Coordinate various functions of property management operations, such as repair and maintenance, with department leaders to ensure County owned parcels are maintained
Ferguson Enterprises, LLC / Credit Manager / Pomona, CA
Supervised portfolio of 200+ accounts
Collaborated across multiple business units to mitigate financial risk to company’s bottom-line ranging from $2.5 to $5 million of total outstanding in accounts receivable on a monthly basis
Conducted thorough analysis and forecasting to determine credit worthiness of each individual current and future account
Utilized PowerBI & other web applications early to identify late pay and past due accounts
Education
- (2020) Bachelor degree in Business Administration from the University of La Verne
- (2025) Masters of Science in Real Estate from Chapman University (in progress)
Clients Represented
