Customer Service Real Estate
Resume:
Charlotte A. Andrew
***** ***** ****? Frisco, Texas 75035
214-***-**** Home ? 303-***-**** Cell ?
****.*******@*****.***
Commercial Real Estate Professional
8+ years of experience providing multifaceted lease administration and
accounting support in commercial real estate industry
Dynamic and creative self-starter, highly adept at interpreting commercial
leases and negotiating lease terms. Extensive experience budgeting
operating expenses and reconciling annual operating costs. Strong problem
solving abilities with a talent for identifying issues and creating
practical solutions. Highly organized and proactive with the ability to
effectively prioritize and multi-task to meet deadlines. Proficient in
Skyline Real Estate Software and Excel. Areas of expertise include:
. Lease Administration
. Worker's Compensation & Insurance Management
. Accounts Receivable & Reconciliation
. Client Relationship Management
. Legal Documentation & Research
. Vendor Negotiation
. Annual Revenue & Budget Administration
. Change Initiatives & Program Development
Professional Endorsement
"I have been impressed by Char's attitude and performance above and beyond
the job. She takes on unfamiliar tasks and challenges and works until
diligently resolved. She has the analytical skills to diagnose problems and
devise viable solutions. Her interpersonal skills have allowed her to
develop productive working relationships. She has done an excellent job and
I would, without any reservation, highly recommend her". Jill St. Onge,
Controller at Old Vine Management Group
Professional Experience
Old Vine Management Group, Denver, CO 2003-2011
Acquire, re-purpose, lease, and manage commercial properties with over 4.5
million sq ft of commercial space
Accounting/Lease Administration
Rapidly promoted from office manager to accounting/lease administrator due
to creativity, problem solving abilities, and achievement beyond designated
roles. Reviewed approximately 90% of all lease documents to learn language.
Studied demand and default processes and procedures and learned to write
monetary/non-monetary default notices. Instrumental in saving company
millions of dollars through program development and personal initiative:
> Retained large single tenant user saving company $5,000,000.00 and
maintaining 100% occupancy.
> Created a highly successful collection process which enabled company
to receive 99.46% of the $12,000,000 in annual revenue charged in
2010.
> Developed procedures to limit insurance claims resulting in $0.00 loss
for 8 slip and fall cases closed from 2010 thru April 2011. Educated
tenants on safety prevention and reviewed procedures with on-site
workers.
Key contributions by category:
Accounts Receivable and Commissions Payable
. Collaborated with Controller on annual budgets, commission expenses
and operating expense escrow adjustments.
. Prepared, posted and sent tenant Invoices and reconciled daily
receipts to tenant accounts.
. Created alternative payments for overdue balances and performed
collection as needed.
. Reviewed monthly AP expense distribution reports to capture all
billables. Ran weekly aging and monthly AR reports.
. Monitored accounts for potential risk, identified problems and offered
recommendations.
. Tracked and calculated percentage rents from tenant sales.
. Reviewed listing agreements and leases for commission and approved and
submitted commission invoices.
. Maintained and prepared spreadsheets for commissions paid on renewals,
extensions, expansions or new leases.
Lease Administration
. Reviewed all renewals, extensions, expansions and new leases and
provided lease interpretation for property management and in-house
counsel.
. Created detailed lease reports and abstracts for Controller with items
to be addressed in amendments or next renewal.
. Prepared scrivener error letters when necessary.
. Managed rent rolls, updating tenant receipts, options, exclusives and
lease or license terms.
Credit Analysis
. Analyzed potential tenant credit report for risk; identified strengths
and potential problems and created detailed report for management to
assist with decision-making and denials.
. Managed contracts with credit reporting to ensure fair credit practice
and privacy.
Legal Assistance
. Collaborated with in-house and outside counsel on tenant forced
evictions and bankruptcy.
. Researched past leases, licenses, letters and documents for specific
language or to gather historical information.
Charlotte A. Andrew
Page 2
Legal Assistance, continued
. Prepared tenant workouts, amortization schedules, simple lease
agreements and rent schedule spreadsheets for legal review and edit.
. Drafted correspondence and reviewed letters, memos, e-mails and other
lease documents for recommendations.
Entity filing and Status Report Management
. Maintained records on the formation and filing status of each entity.
. Performed monthly review and filing of domestic and foreign entities'
status to do business.
Insurance Management
. Collaborated with Broker of Record in managing insurance types and
coverage and maintained insurance certificates.
. Collected and organized property information for underwriters.
. Presented annual renewal options, coverage's and recommendations for
final decision.
. Organized and maintained lender, tenant and lessors insured
information.
. Collaborated with Broker and Claims Underwriter to determine
responsible parties in claims and followed to close date.
. Prepared and sent letters on expiring insurance certificates and
followed-up on expired records.
Worker's Compensation
. Collaborated with Controller on estimated and audited payroll and
corresponding codes for premium calculation.
. Maintained all workers compensation insurance policies, claims, and
other documents.
. Reviewed, analyzed and approved premium invoices for correct charges.
. Worked with Controller on the annual review of safety code of conduct
to determine need for any additions.
. Provided an annual list of in-network providers for employees in
Colorado, Texas and Wisconsin.
Conseco Finance, Rapid City, SD 2001-2002
Credit Analyst
. Evaluated and approved financing applications, authorized credit lines
and performed manual authorizations for credit.
. Reported account information to merchants and credit information to
customers and maintained customer accounts.
Pioneer Bank and Trust, Rapid City, SD 2001
New Accounts Representative
. Educated customers on financial matters related to new accounts,
certificates of deposit, and individual retirement accounts to meet
customers' needs.
. Created training materials and provided quarterly departmental cross
training to team members.
. Prepared reports presented at monthly meetings to provide information
for strategic planning.
. Organized and executed activities for Elite Club for bank customers to
generate funds to support continued activities.
US Bank, Rapid City, SD and Gillette, WY 1996-2001
Customer Service Representative (2001)
. Managed accounts payable for five branch locations. Purchased supplies
and maintained inventory for three locations.
. Handled customer service issues and relayed solutions to staff and
customers both written and orally.
. Tracked number of transactions per teller on a daily basis and
prepared reports for internal documentation.
. Checked resumes and credit applications and returned forms to
applicants for correction as needed.
Universal Teller (1996-2001)
. Processed customer and merchant transactions and confidentially
handled all materials.
. Performed specialized financial functions; sold and redeemed bonds,
exchanged foreign currency, and accepted loan payments.
. Accepted and verified large transactions to ensure accuracy and that
no fraud was involved.
. Created audit forms to share information and knowledge with colleagues
in order to prepare for bank audits.
. Updated files and closed consumer and commercial accounts when
necessary.
Education
Black Hills State University, Spearfish, SD
B.S.-Human Resource Management and Business Administration
Received Yvonne Weyrich Business Scholarship
Graduated summa cum laude
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