Real Estate Microsoft Office

Jamie Montoya

**** **** **** ****** ********, Colorado 80229 720-***-**** *****.********@*****.***

Summary

A reliable individual well equipped with the skills necessary to achieve success in the real estate and finance industries. Proven and strong sense of collaboration and teamwork to achieve results. I operate with a strong sense of principal, flexibility, and a positive character to accomplish multiple goals in a rapidly changing environment. I am seeking a role as a financial analyst or a position in transactions and am open to a position that requires domestic and or international travel. Professional Experience

Mercy Housing, Inc., Denver CO, Asset Management Analyst October, 2014-August 2017

• Responsible for a portfolio of 75 multifamily assets by administering reports such as replacement reserves, operating reserves, year end surplus cash calculations, property insurance real estate taxes and annual compliance reporting due to third parties, using software’s such as Yardi and Asset Eye

• Collaborated with 2-3 Asset Managers with their respective portfolios by providing financial information, or legal documentation to assist with action plans on the properties

• Only analyst accountable for monitoring real estate trends and national portfolio trends consisting of roughly 300 properties by tracking payables, occupancies, and risk rated properties

• Completed year end cash flow calculations for the 75 assets, Responsible for obtain necessary third party approvals and make distributions to Mercy summing up to about $1.2 million per year

• For a period of two months, trained a new analyst to take on an old portfolio due to staffing changes Office of Special Programs at DU, Denver CO, Administration Officer September 2010-June 2014

• Prepared for large university events ranging from 30 people to hundreds of people including the Presidential Debate at the university in 2012 by setting up facilities for events; also put together gift bags for guests.

• Performed part time duties in the administrative role, such as answering phones, filing, posting flyers advertising DU’s Courses between 15 and 20 hours per week

Finance Brokers Association of Australia, Stones Corner Qld, Internship June-August, 2013

• Assisted staff in daily activities within each department: new memberships, marketing, membership renewals, and accounts receivables department, learning to adapt in a different environment

• Certain tasks performed were: processing payments, sending out certificates to customers, worked roughly on 150 Membership renewals, also gained experience with the accounting software MYOB Dream Big Day Camp, Denver CO, Group Counselor June-August, 2011

• Responsible for monitoring a group of 15 girls; lead girls from one planned activity to the next in a timely manner and resolved conflicts between children

• Worked in a team of two group counselors and Activity Director, and greeted parents when children arrived to and departed from camp

• Assisted counselors in different groups during large camp event keeping track of 400 children allowing me to collaborate with all the children and counselors providing me with better organizational skills and flexibility. Leadership Experience

University of Denver Latin Dance Club, President May, 2012-June 2014

• Established relationships with outside vendors for any events we hosted, reserved locations on campus for lessons, worked with the dance instructor to plan days and times for lessons every week, and marketed the club to other students on campus bringing in roughly 100 new participants a year

• Coordinate weekly dance lessons, and annual social events Volunteers in Partnership, Director September, 2010-June 2014

• Led tours around campus for local high school and middle school students ranging from 30 to 250 students per tour

• Led workshops at Kepner Middle School by recruiting volunteers and creating workshops that promote higher education to 150 lower income students

• A minimum of 45 hours of volunteer work was dedicated to these students each year Education

University of Denver, Daniels College of Business, Denver, CO Bachelor of Science Business Administration in Finance and Real Estate June, 2014 GPA: 3.61

Microsoft Office Specialist Certification in Excel, Word and PowerPoint

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