Real Estate Sales

JEFFREY G. ROSENTHAL

cell: 941-***-****

email: **********@*****.***

OBJECTIVE: To secure a position where I can apply my management and relationship building skills to create and identify profitable business opportunities.

QUALIFICATIONS: MBA – Finance - Bentley University, Waltham, MA

BA, Communications – University of Massachusetts, Amherst, MA

Computer literate including all MS applications

Past President, BNI, Venice, FL; Past President, South Creek HOA; Past President, Kiwanis Club of Venice, FL

STRENGTHS:

Professional: Sales; Real Estate; Asset Management; Commercial/Industrial;

Financial Analysis; Lease/Purchase Analysis; Acquisitions/Dispositions; 1031

Exchanges; Commercial Lending; Construction Financing; Lines of Credit;

Collateralization; Strong relationship building skills

Counseling: Family Service Advisor; Ordained Associate Minister

PERSONAL ACHIEVEMENTS:

1) Service Corporation International (SCI): SW Florida Top Ten Producer.

2) Realtor/Commercial Mortgage Broker: Formed Commercial Group team with specific specialties (Law, Marketing, and Real Estate/Finance) able to assess opportunities and provide instant expertise in a highly competitive market place; Secured more than $16 million in commercial properties.

3)Tarpon Coast National Bank: Closed a $1.3 million line of credit (maximum loan allowance) collateralized with $2.1 million lot and $1 million acquisition/construction loan.

4)Provident Bank: originated and managed a loan portfolio of $20 million in business loan applications with 65% approval rate, significantly higher than national average; Recovered 30% more than the bank had originally booked in an asset liquidation, forcing the bank to restate their losses.

5)Paine Webber: Liquidated a 320-unit apartment complex achieving a record profit of its type for the company.

PROFESSIONAL EXPERIENCE

SALES 10/08 to 4/19

NSMG, SCI, Segal Funeral Home, Hebrew Memorial Funeral Home,

Sarasota and Tampa, FL

•Sell and finance funerals and cemetery properties through insurance and trust funded vehicles.

•Conduct seminars to groups from 10-150 people

•Assist families in designing and ordering granite and bronze monuments.

COMMERCIAL MORTGAGE BROKER/ REALTOR, Sarasota, FL 9/03 to 10/08

•Initiated and secured $10 million+ in commercial real estate, mortgages and business loans.

•Listed, contracted and sold $70 million+ of land, commercial properties and small businesses throughout Southwest Florida.

Jeffrey G. Rosenthal page 2

TARPON COAST NATIONAL BANK, Port Charlotte, FL 2/02 to 8/03

VP/Commercial Loans

•Established $10 million+ loan portfolio consisting of traditional and SBA financed projects.

•Project loan approval for condominiums, single family developments and medical buildings.

•Cross-sold financial service products to new and existing bank customers.

•During first year was highest grossing commercial loan officer, averaging $1 million per month.

PROVIDENT BANK, Sarasota, FL 8/01 to 2/02

VP/Business Banking

•Developed and maintained $20 million+ loan portfolio consisting of small businesses averaging $300K per loan.

•Due to exceptional sales and management record, recruited by Tarpon Coast National Bank.

KEYBANK, Boston, MA 8/98 to 7/01

Assistant VP

•Responsible for credit presentations of $300 million in commercial real estate loans.

•Underwrote commercial real estate construction, interim and conduit loans.

•Recruited by Provident Bank to relocate to Florida.

PAINE WEBBER PROPERTIES, INC., Boston, MA 10/95 to 7/98

Asset Manager/Portfolio Analyst

•Liquidated real estate limited partnership funds consisting of over 800 units in three multi-family properties in the South and Midwest.

•Liquidated real estate limited partnership funds consisting of retail, commercial and industrial properties throughout the United States.

•Managed portfolios of real estate holdings, ensuring that properties were maximized for shareholders and partnerships.

•Controlled remodeling, capital improvements, occupancy levels, management and maintenance contracts.

•Made formal presentations to senior management and Investment Committees on liquidation packages for office, industrial, retail and residential properties.

•Recruited by Key Bank

Negotiates complex credit terms, structures loan repayment methods and collateral specifications evaluation of potential Borrower loan requests and makes loan recommendations

Understanding of commercial cash management products and functions

prioritize activities, limited supervision, Ability to work under pressure and meet goals,

REFERENCES AVAILABLE UPON REQUEST

Contact this candidate