Insurance Assistant

THERESA CARDONA

**** **** ****** **** ********, NJ 08096

609-***-**** ac2a8m@r.postjobfree.com

www.linkedin.com/in/etcardona/

PROFESSIONAL EXPERIENCE

NIGHTINGALE REALTY

Assistant Property Manager Philadelphia, PA 12/2014-Present

Manage Daily Operations for Two A-Class Office and Retail Buildings, Totaling 1.5 Million Square Feet in Center City Philadelphia.

• Prepare monthly/annual reports including, but not limited to, annual budget, variance, aged delinquencies, operational reporting and CAM reconciliations.

• Assist with construction projects; communicate and coordinate planning with architects, consultants, construction managers, audio visual, IT and space planning consultants and tenants.

• Solicit RFP’s for contract services for individual entities and portfolio bids, analyze, submit for ownership approval, and award contracts.

• Implement actions for emergency response, water extraction, flood response remedies and insurance claims.

• Manage, approve and schedule contractor request forms for construction projects and tenant improvements.

• Tracking of current certificates of insurance, business license, high rise license; create and track all license and certificates in high rise binder. Communicate violations to be rectified, schedule/reschedule inspections.

• Approval and coding of invoices, bi-monthly check runs, lender reserve requests, OPEX requests for debt service sweep.

• Tenant bill backs, U&O, CAM, RE Taxes, rental statements, rent increases.

• Inspection of property and touring with investors.

• Incident reporting.

• Oversight and motivation of facilities and security staff.

• Ensure compliance of Building Rules and Regulations.

• Manage, track overtime and tags for project work.

• Tracking TI/Capital funds for base building work, soft costs, capital expenses per lease language and loan documents.

• Variance tracking for floating interest rates on mortgage and interest on future TI and Capital funding.

• Coordinate capital improvement and tenant improvement projects, process capital and tenant improvement reserve requests from lender.

• Develop and maintain strong relationship with tenants and vendors.

• Tenant Relations.

• Schedule emergency preparation activities including fire drills, shelter in place and active shooter response training.

• Gather data to forecast and reforecast for re-financing. Components include but limited to future leasing, PSF value, blended PSF valuation tenant bill backs, tax appeal, sub meter billing accuracy, base rents, broker and leasing commission agreements

CAPANO MANAGEMENT

Commercial Property Lease Administrator & Assistant to Property Manager and Director of Leasing

Wilmington, DE 01/2014-09/2014

Abstract, classify, and administer leases, management agreements, and legal documents. Track, maintain and communicate all expirations, option exercise dates, and other critical information.

• Manage and track invoicing of tenant insurance, sales, and percentage rent.

• Demonstrate expertise in maintaining electronic file and hard copies; converting paper copies into searchable Adobe Acrobat documents, maintaining database.

• Common Area Maintenance (CAM) expenses research and reconciliations.

• Create quick reference tracking for LOI’s which include lease expirations and commencement and commission payments.

• Commercial Loan Reserve Disbursement Requests; Withdrawal packages; Lien Releases.

• Maintain and update generic leases with exclusivity clauses for commercial multi-tenant properties.

• Projected CAM escrow based on future tax bills, snow removal, relining of parking lots.

• Project allocation of electric bill, sub-metering.

• Draft expiring term letters, liaison for negotiations and renewals, draft extensions and renewals.

• Screen leasing calls for new tenants, evaluate needs, and check exclusivity clauses.

• Serve as in-house contact for insurance claims.

• Accurately direct maintenance requests and Signage approvals.

• List

GENERAL SERVICES ADMINISTRATION Philadelphia, PA 11/2008-2014

Lease Administrator - U.S. Federal Government

Manage accurate dispersion and administration of rental payments, annual operating cost escalations, and real estate tax adjustments in accordance with contractual obligations. Perform financial and contractual audits to ensure contracts are systematically correct.

• Formulate Lease Amendments, Novation Agreements, Subordination Non-Disturbance and Attornment to ensure contract meets compliance requirements.

• Coordinate with staff and legal counsel in the development and completion of contract requirements in compliance with the government, corporate policies, and regulatory agencies and in accordance with the Federal Acquisition Regulation (FAR).

• Perform financial reviews and audits on federally leased properties; develop financial analysis reports for the management and contracting officers.

• Function as liaison between clients, departments and operating units in resolving daily administrative and operational issues.

SMITH BARNEY Philadelphia, PA 07/2007-11/2008

Financial Advisor

Developed and cultivated client base and broker to broker partnerships; maintained >$2MM of assets under management within first 12 months; partnered senior advisors to generate opportunity for influx of baby boomer retirements funds. Provided strategic quantities models to advise both high net worth and low-income clients on best option investments and strategies to meet their individual goals while reducing beta and unsystematic risk. Managed broker transactions involving mutual funds, stocks and bonds for clients from diverse socio-economic backgrounds.

• Strategically identified need for asset allocation of fire fighter endowment funds within PA. Hosted symposiums with local chapters.

• Hosted seminars on projected college tuition rates, 529 savings plans and investing options.

• Distributed regular mailings to solicit feedback and maintain high client satisfaction.

• Rollover of 401K funds into IRA for clients changing employers.

• Project required revenue stream required for retirement based on individual clients’ lifestyle, retirement plans and ideals on legacy.

MARLIN LEASING Mount Laurel, NJ 05/2006-07/2007

Credit Analyst

Process, investigate and render credit decisions on commercial equipment leases.

• Review business & consumer reports including Experian, Trans Union, Equifax and D&B.

• Spread financial statements and analyze leverage, cash flow, repayment ability.

CHRISTIAN PLAYCARE CENTER Deptford, NJ 01/1996-03/2006

Director’s Executive Assistant / Latch Key Program Coordinator 05/2001-07/2007

Provide administrative support to the Director, development, implementation and oversight of Latch key program. Creative responsibility of weekly themes, trips, and parent awareness or involvement activities Coordination of field trip, travel arrangements and insurance regulations. Oversight of fundraising activities.

• Managed expense and profit records of the school facility including payments for rent, educational materials, and food.

• Payroll, staff scheduling, inventory, and supplies requisitions.

• Conducted monthly meetings with staff, and participated in quarterly meetings with the parents.

• Interviews, orientation and on boarding of new employees and continuing education programs.

• Developed monthly newsletters, and generated reports involving time-and-attendance records, terminations, new hires, transfers and budget expenditures.

Administrative Assistant/Assistant Head Teacher 05/2000-05/2001

Developed and maintained electronic records management system for all incoming and outgoing correspondence. Updated and maintained student enrolment information.

• Managed receivables & weekly deposits, tracked accounts payable, income and expenses.

• Scheduled continuing education courses for staff and faculty.

• Organized parent-teacher meetings.

• Prepared informational packets for visiting parents, conducted facility tours, and responded to inquiries regarding enrollment, pricing, and required registration procedure.

EDUCATION AND CREDENTIALS

• Master’s Degree of Arts in Education - Higher Education Admin (GPA of 4.0), McKendree University - Lebanon, IL

• Bachelor’s Degree of Arts in Economics, Rutgers University - Camden, NJ (Honors)

• Associate’s Degree of Arts in Psychology, Gloucester County College - Sewell, NJ (Honors)

COMPUTER SKILLS & CLEARENCE (Avid Learner of New Systems)

MRI Microsoft Office Suite Adobe Lotus Notes Outlook Electronic Documents Scanning

Nuance Electronic Signature Implementation Google Cloud eLease Rent Bill Management

Extensive Internet Research Experience Familiarity with both Windows based and Apple products

MEMBERSHIPS & AWARDS

• Nightingale Management-Team Player of the Year 2015 (received May 2016)

• Building Owners and Managers Association Philadelphia Chapter (BOMA)

• Omicron Delta Epsilon

• Phi Kappa Phi

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