Real Estate Manager

maxwell d. taylor

**** ***** *** *****, **********, AL 35243

***********@*****.*** 205-***-****

Experience

DANIEL CORPORATION BIRMINGHAM,

AL

ACCOUNT MANAGER / FINANCIAL ANALYST - COMMERCIAL REAL ESTATE ADVISORS, LLC

2003-JUNE 2010

. EXCLUSIVE CORPORATE REAL ESTATE SERVICES PROVIDER FOR BBVA

COMPASS

. LOCATED RETAIL BANK BRANCH SITES AND CORPORATE OFFICE SPACE

THROUGH DEVELOPER AND BROKER CONTACTS

. NEGOTIATED CONTRACTS AND COORDINATED DUE DILIGENCE

ACTIVITIES WITH ARCHITECTURAL, ENVIRONMENTAL AND LEGAL

TEAMS

. COORDINATED THE DISPOSITION OR LEASE-UP OF EXCESS BANK

OWNED REAL ESTATE

. PREPARED VARIOUS FINANCIAL ANALYSES INCLUDING

LEASE/PURCHASE, OPERATING VS. CAPITAL, SALE/LEASEBACK, AND

TENANT CREDIT ANALYSIS

. PROVIDED REAL ESTATE MARKET VALUE ANALYSIS DURING

MERGER/ACQUISITION DUE DILIGENCE

. OVERSAW LEASE ADMINISTRATION FOR OVER 450 PROPERTIES INCLUDING

PREPARATION OF ANNUAL BUDGETS AND LEASE COMMITMENT REPORTS

. ACTIVELY RENEGOTIATED AND TERMINATED LEASES DURING THE 2009 DOWNTURN

GENERATING OVER $4 MILLION IN CLIENT SAVINGS

. SUCCESSFULLY COMPLETED OVER 240 PURCHASE, SALE, AND LEASE

TRANSACTIONS WITH A TOTAL VALUE EXCEEDING $125 MILLION

REAL ESTATE INVESTMENT ANALYST

. PREPARED DETAILED FINANCIAL MODELS FOR REAL ESTATE DEVELOPMENTS RANGING

FROM $20-$300 MILLION, FOR PROJECTS SUCH AS ROSS BRIDGE (1,600 ACRE

RESIDENTIAL SUBDIVISION) IN BIRMINGHAM, AL; PLAZA MIDTOWN (CONDO HIGH-

RISE) IN ATLANTA, GA; RIVERSIDE ON THE JAMES (MIXED USE) IN RICHMOND, VA;

AND SOMERBY ASSISTED LIVING (BIRMINGHAM, MOBILE, HUNTSVILLE)

. ANALYZED CAPITAL STRUCTURE AND PARTNERSHIP AGREEMENTS WITH DEBT AND

EQUITY PARTNERS SUCH AS THE RETIREMENT SYSTEMS OF ALABAMA, CANYON-JOHNSON

URBAN FUND, GREENWICH CAPITAL, COUSINS PROPERTIES, AND PRUDENTIAL

INSURANCE

. CONTINUOUSLY MONITORED THE FINANCIAL PERFORMANCE OF COMPANY OWNED REAL

ESTATE ASSETS TO DETERMINE APPROPRIATE EXIT TIMING OR REFINANCE STRATEGY

ALABAMA NATIONAL BANCORPORATION

BIRMINGHAM, AL ASSISTANT VICE-

PRESIDENT / LOAN REVIEW-CREDIT ANALYSIS 2001-

2002

. MONITORED PERFORMANCE OF CRITICIZED, CLASSIFIED, NON-ACCRUAL AND PAST DUE

LOANS AND COMPILED MONTHLY PAST DUE AND PROBLEM ASSETS REPORTS FOR SENIOR

MANAGEMENT AND BOARD OF DIRECTORS

. ANALYZED ADEQUACY OF AFFILIATE BANK LOAN LOSS RESERVES AND PREPARED

QUARTERLY ANALYSIS REPORT FOR BOARD OF DIRECTORS

. PERFORMED CREDIT ANALYSIS ON ALL BORROWERS TO DETERMINE REPAYMENT ABILITY

AND APPROPRIATE RISK RATING

. WORKED WITH LOAN OFFICERS TO DEVELOP ACTION PLANS FOR TROUBLED CREDITS

. MEMBER OF THE DUE DILIGENCE TEAM FOR NEW ACQUISITIONS

. CONDUCTED ANNUAL LOAN PORTFOLIO REVIEWS FOR 11 AFFILIATE

BANKS

NEW SOUTH FEDERAL SAVINGS BANK

BIRMINGHAM, AL

Real Estate / Credit Analyst

1998-1999

. Performed credit analysis on all potential residential home builders to

determine repayment ability

. Analyzed the viability of proposed residential development and

construction projects

. Developed construction loan spreadsheet program to reduce disbursement

errors and to ensure disbursed loan proceeds maintained balance with

project completion

. Performed inspections of development projects to verify compliance with

budget and loan covenants

EDUCATION

UNIVERSITY OF ALABAMA-BIRMINGHAM

BIRMINGHAM, AL

. ACCOUNTING EQUIVALENCY PROGRAM

2011

. COMPLETING COURSEWORK TOWARDS CPA EXAM ELIGIBILITY

UNIVERSITY OF ALABAMA

TUSCALOOSA, AL

. DEGREE: MASTERS-FINANCE 2000

university of alabama

Tuscaloosa, AL

. Degree: Bachelor of Science - Finance

1994-1997

. Minor: Economics

OTHER

. Licensed Alabama Real Estate Broker

. CCIM - Certified Commercial Investment Member

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