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Customer Service Real Estate

Marietta, Georgia, United States
February 15, 2018

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Jonathan H. Klein

**** ******* ** *** *** Marietta Ga. 30067

(C) 770-***-****

Previous roles: Real Estate investment property manager. REO Property Valuation Specialist, Licensed Real Estate Agent (GA), Quality Assurance and Customer Relations Specialist.

Skills: financial analysis & modeling, asset valuation (experience in single/multi family, residential and rural zoned land), market research, customer service, telephone, email and social media marketing campaigns, multi-tasking, customer and supplier relations management, strong interpersonal skills, team training. See page 2 for Real Estate Experience.

Relevant Degrees:

Masters of Science in Real Estate

Masters in Business Administration - Finance

BBA Finance & Economics.

Fluent in: English, Spanish, Italian, German and Basic Conversational French.

Strong skills in MS Office, Advanced Excel Modeling, SAP, Salesforce, Lotus Notes.


Coca-Cola North America Atlanta, GA

Consumer Affairs Specialist and Brand Ambassador 2014-Present

•Collect data for Quality Assurance Reporting from business partners and consumers in English, French and Spanish.

•I contributed to process improvements for quality assurance and customer service reporting.

•I developed more efficient processes implemented by the department.

•Recognized as Top performing Agent in 2016. Multiple months with 100% accuracy in Quality Assurance reporting and Promotions interactions.

•Work within strict business unit guidelines and deadlines. Collaborate with various business units to complete consumer request.

The Home Depot Marietta, GA

Sales Associate (Part Time) 2014-Present

•Provide customer service to consumers throughout the store with specialized knowledge in the Paint, Garden and Electrical departments.

•I update inventory counts to ensure timely reordering. Arrange store displays following merchandizing standards.

Diplo Real Estate Management LLC, Atlanta, GA

Role: Property Valuation Specialist 2006-2013

•Perform financial analysis for national bank and investor client portfolio of business.

•Completed over 1000 asset valuations with average 94.8% accuracy (sales price vs. estimated sales price). Residential Single Family, Multi-Family, Developed and Undeveloped Lots, Rural Land Assets.

•Process information from multiple sources to generate market trend reports on a monthly basis.

•Valued distressed assets in various conditions and formulated appropriate disposition strategies.

•Communicated professionally verbally and in writing with Customers, Financial Institutions, Lenders, Closing Attorneys, Real Estate agents on a daily basis.

Role: Investment Manager, Buyer's Agent 2001-2013

Twelve years experience in Operations Management, Leasing, Customer Relations, Financial Profitability Analysis, and Maintenance project Coordination.

Managed a multi-million dollar Real Estate asset portfolio of SFR rental properties.

•Achieved 99% Occupancy 2013 and 97% Occupancy 2012

Improved the cost tracking system and continuous profitability analysis systems.

Coordinated multiple asset rehab projects simultaneously to minimize vacancy period.

•Assist in the preparation of annual Income statement, quarterly reports.

Ensured high customer satisfaction through prompt professional service for tenant requests.

Supervised leasing, rent collection, customer service, property inspections, repair quality control, eviction coordination.

Georgia State University, Atlanta, GA

Graduate Research Assistant: Project Analyst Hotel Feasibility Study 2009-2010

Collaborated as business analyst for a joint venture project between GSU School of Hospitality and Ritz Carlton Hotel Regional Management.

My Proposed improvements projected: 14% increased occupancy, $7.389million (23.75%) increase in annual revenues for the hotel.

Reviewed and projected trends based on financial statements, operations logs, dept. tourism, & competitor information.

Performed market analysis, SWOT and regression analysis isolating factors that contribute to hotel revenue stream.

Education, Honors & Professional Certifications

Georgia State University, Robinson College of Business Atlanta, GA

Masters of Science in Real Estate January 2011

Education addressed: corporate real estate management, financial analysis and valuation of all RE asset classes, statistical regression analysis, real estate law, landlord tenant, common leases, TI in commercial, space supply & demand forecasting (residential, retail, office, industrial), construction management, Commercial RE Loan clauses, MBS & CMBS structure.

Real Estate Investment Advisory Council (REIAC) Competition Atlanta, GA

Georgia State University Team April, 2010

Project: Find a suitable use for the judge selected site along the Atlanta Beltline project.

•Created detailed pro forma including expected financing costs, construction cost & timeline, income projection, financing costs for the 232 unit multi-family component and 24,000sqft retail component.

Kennesaw State University, Coles College of Business Kennesaw, GA

Masters in Business Administration, Finance Concentration May, 2008

Relevant Education: Advanced Financial Derivatives & Financial Engineering, Pricing of Instruments (CAPM, Black-Scholes, Binomial), Accounting insights for Managers, Resource Allocation & Decision Analysis, Management & Organizational Effectiveness, Mergers & Acquisitions (Process from Preliminary Research to Integration), New Venture Analysis.

Dean’s List for Highest Score in the Capstone Business Simulation Challenge, M.B.A Atlanta, GA

Dinner with the KSU Dean for excellence in the MBA program March, 2008

National Association of Industrial and Office Properties Inter-University Challenge Atlanta, GA

Team Leader Kennesaw State University March, 2008

State wide university competition between GA Tech, GA State, UGA, Kennesaw State & Emory

Project: Site Selection and Pro-forma for the construction of LEED Certified Silver Distribution Facility.

Team designed a 24 cross-bay 80,000sqft Warehouse w. conveyor belt system. Pro forma included county offered economic development incentive, 10yr tax rate freeze, and county paid road improvement & utility infrastructure as discussed with the Henry County development authority office.

Kennesaw State University, Coles College of Business Kennesaw, GA

Bachelors in Business Administration, Majoring in Finance and Economics August, 2005

Relevant Education: Corporate Finance (financial report & SEC filing analysis), Advanced Market Economics (micro/macro), Financial Management of Financial Institutions, Investment Analysis & Portfolio Management, Fin Derivatives & Fin Engineering, International Trade & Financial Management, Strategic Management.

Dean’s List Status Kennesaw, GA

For Excellence in Bachelors in Business Administration Program January 2005

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