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Commercial Real Estate Portfolio Mgr.

Buckeye, Arizona, 85326, United States
March 04, 2018

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Phone: 712-***-****

Location: Phoenix, AZ


Real Estate Portfolio Manager, G. Jeffres, Inc. - Grand Island, NE

September 2016 to present

Research and analyze data on sales, acquisitions, trends, and occupancy; develop administrative materials; create financial models and research reports. Travel to investment properties across the U.S. portfolio (NE, MT, MD, DC, CO, IN, GA, TX, FL, UT, AZ) for meetings with investors, lenders, facility managers, property managers, prospective clients, etc. on behalf of private real estate investor Eugene (Gene) Jeffres.

Field Auto Adjuster, Material Damage II, Nationwide Mutual Insurance Company - Sioux City, IA

February 2016 to September 2016

Worked as a Field Auto Adjuster remotely from my home office independently and with very little oversight or supervision. My responsibilities included attending online meetings bi-weekly and quarterly, evaluating and prioritizing my daily work flow, contacting customers to set up inspection appointments, validating their insurance coverage and limits, understanding and interpreting insurance contracts, determining accident fault, inspecting physical damage to insureds’ vehicles, creating estimates and supplements electronically and issuing claims checks to first and third-party contacts. Was on rotating list of team members assigned to travel to areas when affected by natural disasters for large quantities of claims. Additionally, held responsibility for maintenance and upkeep of annually issued new company car, cell phone, computer, printer and office product inventory.

Licensed Independent Insurance Agent Independent Insurance Agents of IA - Sioux City, IA

April 2005 to February 2016

Worked as a licensed independent insurance agent appointed with various companies over the course of 11 years; MetLife Auto & Home, Progressive, Mutual of Omaha, Liberty Mutual, Geico, Aflac, New York Life,

Blue Cross, United Health, Assurant Health, Mass Mutual, Hegarty, American Modern, Heacock, etc.

Duties included prospecting, needs analyses, business development, client relationship building, sales, marketing, employee management for my own office i.e., hiring, firing, training, payroll, accounts payable/receivable, networking with other insurance agents across the company and industry. Lines of insurance included Auto, Home, Life, Health, Inland Marine (boats, jet skis) Classic/Antique/Collector Cars, 401K, MetLife Bank Products (CD’s, savings, checking), Annuities, etc. Additionally, was responsible for site acquisition for my MetLife Auto & Home office, lease negotiation of office space, utilities, marketing of company products, advertising, signage, etc.

Corporate Real Estate Portfolio Manager, Gateway Companies, Inc. - North Sioux City, SD

January 1992 to March 2005

Corporate real estate lease analysis, daily management and negotiations for Gateway owned, leased and sub-leased properties across the United States. (CO, VA, UT, MA, CA, FL, MO, SD, IA). Managed budget analysis, accounts payable/receivable, developed data research on comparable sales, business and site acquisitions, trends, and occupancy; administrative materials development; financial model creation and report development, etc. Worked in conjunction with on-site Facility Managers, Property Managers, Legal Teams, Utility Companies, local and regional Economic Development Boards, and our in-house Corporate Construction team on future site acquisitions, ongoing daily operations, as well as decommissioning the Gateway Country Stores (retail) as they began to close.


Bachelor of Science in Business Administration (accelerated program) Bellevue University - Bellevue, NE

July 2001 to January 2003


All Microsoft Office Suite Products; Outlook, Word, Excel, PowerPoint, Access, Project, Publisher.

Argus - Commercial Real Estate Portfolio Mgmt Software (10+ years), Yardi - Residential Real Estate Property Mgmt/Lease Analysis Software (5 years), CCC One - Insurance Claims Software (4+ years), Salesforce - Sales and Prospect Management Software (4 years) etc.


Real Estate Negotiations (10+ years), Real Estate Lease Portfolio Analysis (10+ years), Real Estate Legal Terminology

(10+ years), Written Communication (10+ years), Oral Communication & Presentation Skills (10+ years),

Project Management (10+ years), Broad understanding of commercial insurance policies and various real estate leases (10+ years), People Management (4 years), Payment Processing, Budgeting, etc. (10+ years), Multi-Tasking (10+ years)


Dean's Honor Roll Award May 2003

Achieved Dean's Honor Roll award for maintaining a 4.0 GPA the entire duration of the Bachelor of Science, Business Administration program at Bellevue University, Bellevue, NE


Formerly held insurance licenses for Property & Casualty, Commercial, Life, Health, Disability and Annuities.

February 2005 to June 2015, Iowa, Nebraska, South Dakota, Minnesota.


I am a detail-oriented, strategic thinker with many years of experience managing the real property assets of corporate, commercial, industrial, office, multi-family and residential properties for owners/investors across the U.S.

I recently relocated to Phoenix, AZ and I’m currently seeking Commercial Real Estate Lease/Asset Management opportunities within Phoenix and the surrounding communities. I work well independently, remotely, and within small team environments.

~ Managing and improving your real property investments is my number one priority.

Contact this candidate