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Real Estate Portfolio Manager

Red Oak, Texas, United States
January 17, 2019

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*** ******* ***** ****

Red Oak, Texas 75154



Consolidated Electrical Distributors, Inc. 10/17/11 – Current

Portfolio Manager/Lease Negotiator/Lease Administrator

Reporting to Peter Williams as Real Estate Manager, my responsibilities include (i) acquisition and disposition of industrial warehouse properties, including drafting and negotiation of contracts, title and survey review, title objection letters, preparation of closing documents, ordering and review of building inspections, ordering and review of environmental reports, ordering and review of ALTA surveys, ordering and review of zoning letters, and coordination of closing, (ii) drafting and negotiating leases and lease amendments for retail office and industrial properties, (iii) tax research and appeals of tax valuations, (iv) estoppel certificates, (v) subordination, non-disturbance and attornment agreements, (vi) operating expense reconciliations, (vii) lease analysis and interpretation, (viii) commission agreements, (ix) lease termination and buy-out agreements, (x) subleases, (xi) calendar tickler system, (xii) internal reporting and cost analysis, (xiii) assist in implementation of new database system, (xiv) options, (xv) requests for proposals and (xvi) letters of intent. Handling of all aspects of affiliate owned properties, including making sure deferred maintenance obligations are completed.

Fidelity National Title – Title Specialist 8/23/10 – 10/7/11

Reporting to April Brazell as Team Lead, and Christina Puckett as Department Manager, and as a member of the Unrecorded Docs Team, my responsibilities consisted of reviewing documentation presented by insured lenders, including, but not limited to (a) title commitment, (b) title policy, (c) HUD Closing Statement, (d) mortgage documents, (e) closing instruction letters, and (f) closing protection letter, to determine the validity of their claim, requesting additional documentation, and working with lenders and title agents toward resolution of the pertinent issues via phone and email contact.

The MGHerring Group - Legal Administration Manager 9/29/09 – 1/15/10

Reporting to Paul Parkey, my responsibilities included (i) drafting of lease amendments, (ii) drafting of short term leases, (iii) drafting of retail leases, (iv) drafting of commission agreements, (v) drafting of estoppel certificates, (vi) review of leases to determine if they conform to approved business points, (vii) coordination with legal counsel for business equity partner, (viii) coordination with our outside counsel, (ix) coordination with leasing department, (x) coordination with construction / tenant coordination department, (xi) update of internal status reports and critical calendar dates, and (xii) attendance at various meetings. [Departed due to decline in new tenant leases, which resulted in a reduction in lender funding.]

Chaiken Legal Group - Paralegal 8/21/08 – 6/18/09

Reporting to Michael Chaiken, my responsibilities included: (i) drafting of contracts, (ii) drafting of leases, (iii) drafting of lease amendments, (iv) drafting of lease termination agreements, (v) title and survey review, summarization of REAs/CCRs, and preparation of title objection letters, (vi) preparation of contract summaries, (vii) review of due diligence materials, (viii) closing of purchase and sale transactions, (ix) coordination and communication with outside brokers, clients, title companies, and surveyors, and (x) upkeep of internal client status reports, calendar critical dates, and update of client websites. [Departed due to loss of client business.]

Bank of America, N.A. - Vice President & Senior Paralegal 11/1/96 – 12/7/07

Reporting to Mike Hord, Associate General Counsel, who retired in June, 2005, and then reported to Don Hawkes, Assistant General Counsel until mid-January 2007, my responsibilities included: (i) negotiation and drafting of third party tenant leases/subleases; (ii) negotiation and documentation of close-out and sale of all NationsCredit, EquiCredit and SunStar (second tier/sub-lending) branches nationwide; (iii) negotiation and documentation of ground leases, office leases, retail leases, ATM leases, purchase contracts, sale contracts, and summarization of same; (iv) review of due diligence materials, title reports and surveys; (v) preparation of title objection letters; (vi) closing of purchase and sale transactions; (vii) negotiation and documentation of easements, REAs, CCRs, and right-of-way/condemnation matters; (viii) coordination and communication with outside brokers, project managers, property managers (Trammell Crow Company [n/k/a CB Richard Ellis] and Jones Lang LaSalle), title companies, architect/engineers, utility companies, governmental authorities, landlords, and third party tenants; (ix) tracking of critical date/timelines; (x) handling of landlord default and third party tenant default issues; and (xi) preparation and updating forms. [Departed due to layoff / reduction in staff.]

From November 1, 1996 through May 31, 1999 as a member of the Corporate Real Estate Dept. at NationsCredit Corporation (subsidiary of Bank of America), worked directly under the supervision of Chris George, Senior Vice President. My responsibilities included: (i) review, negotiation and preparation of real estate documentation (e.g., leases, lease amendments, subleases, lease assignments, lease buy-outs/terminations, default letters, estoppels, subordination agreements, renewal letters, month-to-month letters, sales contracts, broker agreements, parking agreements, etc. for all nationwide branch locations); (ii) assisted in design of lease management database and supervision of database maintenance; (iii) supervision of rent management; (iv) conversion of real estate files and supervision of file maintenance; (v) preparation of annual rental budget for all branches; (vi) preparation of status reports; (vii) performed lease interpretation; (viii) preparation of lease abstracts; (ix) performed due diligence related to branch sales; and (x) coordination with in-house legal department and outside legal counsel regarding various matters. [The department was outsourced as of October 31, 1998, but I continued to work on the transition team fulfilling a variety of functions, until transferring to the Legal Department in Bank of America.]

Bank One, Texas, National Association – Corporate Properties Dept. 7/1/94 – 10/31/96

Working with Linda Zimmerman, V. P. and Bill Lamm, V. P., my responsibilities included (i) abstracting of all leases and management of facilities database; (ii) performed lease interpretation; (iii) negotiation and drafting of various legal documents, (e.g., renewal letters, downsize requests, lease amendments, contract extensions, lease termination agreements, letters of intent, tenant leases, subleases, default letters, and lease purchase and sale transactions); (iv) review and coordination with legal department regarding lease agreements, purchase and sale contracts, easement agreements, escrow agreements, utility agreements, estoppel letters, and subordination agreements; (v) performed rent management, (vi) assisted in preparation of annual budget for all bank branches; (vii) performed due diligence related to bank acquisitions, purchases, ground leases, and coordination with brokers and title companies regarding same; (viii) preparation and upkeep of status reports; and (ix) conversion of real estate files and supervision of file maintenance. [Due to a corporate restructure, my job was relocated to Columbus, Ohio, and I declined the opportunity to move.]

Paralegal (freelance basis) 8/1/92 – 5/31/94

From August 1992 through February 1993, I worked with Bank One – Facilities Department, under the supervision of Linda Zimmerman. My responsibilities included review and summarization of all bank leases and third party leases for Bank One and Team Bank (subsequently merged), assisting in the preparation of a database for tracking, report and tickler purposes; preparation of lease amendments and various lease management issues.

From April 1993 through June 1993, I worked for the law firm of Kane, Russell, Coleman & Logan, under the supervision of Ray Kane. My responsibilities included drafting of shopping center leases, summarizing leases, review of title and survey, preparation of title objection letters, preparation of closing binders for purchases and/or leases, and assisting in upkeep of status reports.

From June 1993 through May 1994, I worked with attorney Norris Lozano in connection with CoWest Mortgage Corp. My responsibilities included closing coordinator, closer and funder with the mortgage company, preparation of closing policies and procedures, assisted in preparation of Correspondent Manual, interviewing of applicants for the closing department and subsequent training, coordinating licensing issues in twenty-six different states, programming and management of document production department, compiling of corporate records, and attending to various legal matters concerning the mortgage company. I also assisted Mr. Lozano with the purchase, loan, marketing and other various legal matters concerning a national car wash manufacturer.

Geary, Glast & Middleton, P. C. - Paralegal 11/20/1987 – 7/31/92

(f/k/a Geary, Stahl & Spencer)

Worked directly under the supervision of Mark Murray, partner, who had a diverse client base consisting of lending institutions and real estate developers. While at this firm, I (i) drafted complete loan modification document packages, contracts of sale and amendments thereto, contract summaries, (ii) prepared closing documents for purchase and sale transactions, leases and amendments thereto, lease summaries, foreclosure documents and corporate documents, (iii) conducted regular contact with title companies, clients and assisted in client billings, and (iv) prepared tracking reports and closing binders. Also, I handled the negotiation and preparation of shopping center leases for tenants at the Westshore Mall in Holland, Michigan for Bramalea Centers, a client I brought to the firm. [The firm dissolved on July 31, 1992.]


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