RESUME of Colleen Cooney
**************@*******.*** 805-***-****
R E Exec Asst, Dev/Construction Assistant, Project Manager/Land-use/Permits/RE Accounting Services, Property Mgmt
SUMMARY OF SKILLS:
BOOKKEEPING ACCOUNTING: (CONSTRUCTION PROJECT MANAGEMENT SKILLS ARE DETAILED WITHIN FOLLOWING PAGES)
Financial Corporate Bookkeeping/ Accounting; real estate, LLC issues, K-1s, track investments, researching compliance records, loan processing, tax, any and all necessary Quick Books entries. Provide weekly update of bank transactions of private lenders.
Excel to calculate loan interest, track loan payments and balances. Produce spreadsheet project acquisitions; setup budget, cost controls, distributions, etc.
QuickBooks Pro; Bank reconciliation, reviewing loan requests and securing properties and making recommendations based on my criteria. Review investment options.
Audit prep: Work with CPAs regarding year-end tax adjustments.
Software: Microsoft Office Programs, Project Schedule, Prologue, Access, PowerPoint, Adobe, Photoshop, Photography image editing software, basic functions on CAD.
(See Construction Admin and Project Management duties detailed within each Job description next few pages)
Business Development (10 years)
Advanced Exec Admin skills (writing, Microsoft Office; general office management, project controls, assistance, management)
Advanced Quick Books Pro for RE investments, project accounting (10 years)
Finance, closing
City County planning, permit process agent, and zoning, Feasibility studies (Read blueprints)
Acquisitions/Asset Management
Project Manager/Coordinator (Schedules, Submittals, Vendor relations, change orders aka ASAs) (7 years), Project Budgeting (Cost Controls, Contract Management), Involved in Design and Review committees, Engineering and Environmental regulatory compliance, Construction Submittals, Land entitlement laws, Conducted Title Searches, Stats, and due diligence tasks
Project Management (Read Blueprints, Macros: Excel), Property Management.
Real estate license (California salesperson)
EXPERIENCE
ASSISTANT CONSTRUCTION PROJECT MANAGER
DJP Enterprises
June 6, 2009 - July 8, 2015 (6 years 2 months) • California (Long Beach)
While an Assistant to the Construction Project Manager on residential/multi-family housing renovations; Land-use/Permit Planning, project accounting, land-use planning, permit planning, business analyst, construction project cost controls/assistant manager, contracts management, real estate analysis, asset management, construction administration, executive assistant (writing, MS software programs, general management, project controls management), Quick Books Pro for investments, project accounting; Finance, billings, planning, permits, and zoning. Research for possible Acquisitions/Asset Management reports, construction coordination (Submittals, Vendor relations, change orders aka ASAs), Project Budgeting (Cost Controls, Contract Management), Design and Review, Engineering and Environmental regulatory compliance, Construction Submittals, Land Entitlements/permit history, Conduct Title Searches, Stats, and other due diligence tasks, Assist Construction Project Management (Read Blueprints, Macros: Excel), Property Management. Possess current California Real Estate License
AUDITOR, PROJECT MANAGER
Fairview Properties, SB, CA
December 2009 - May 2010 (6 months) • Santa Barbara, CA
SHORT-TERM PROJECT: Audit Property/Project management records/reports for 3000 units, provide recommendations re: insurance and construction mortgage loan programs.
Perform Real Estate/Corp Financial Business Analyses, Asset Management, property Management cost controls. Conduct legal research for insurance restoration claim from blueprints and specs on historical landmark project. Perform budget and business analysis, Financial reports. Find ways to cut expenses and insure greater profits while maintaining quality of property. Advanced Exec Admin skills (writing, MS programs, general management, project controls, assistance, management), Advanced Quick Books Pro for RE investments, project accounting, Finance, closing, City County planning, permits, and zoning, Feasibility studies, Acquisitions/Asset Management, Project Manager/Coordinator (Schedules, Submittals, Vendor relations, change orders aka ASAs), Project Budgeting (Cost Controls, Contract Management), Design and Review, Engineering and Environmental regulatory compliance, Construction Submittals, Land Entitlement, Conduct Title Searches, Stats, and other due diligence tasks, Assist Construction Project Management (Read Blueprints, Macros: Excel), Property Management.
ADMIN, LAND-USE PLANNER
MBB Properties
January 2009 - March 2009 (2 months) • Santa Barbara, CA
SHORT-TERM PROJECT: General routine data entry and research on Foreclosure Radar, Title Company, MLS, legal docs, re: foreclosure properties for investors; cherry picked properties to win for purchase at auctions for flip or turnover or rehab. Research for two land-use planning projects re: Feasibility and due diligence.
Research residential properties to determine eligibility for purchase at auctions. Research preliminary Title and official records, deeds, permit history, or other encumbrance.
CONSTRUCTION ADMIN/LAND-USE BUILDING PLANNER
Hope Ranch Association
December 2007 - February 2008 (1 years 5 months) • Santa Barbara, CA
Project Management for 150 simultaneous usually 1-10 year project premium multi-million dollar residential properties in affluent community and homeowners association (2nd largest HOA in the US)
(Have reference letter will provide) Building inspector, construction coordinator/admin, land-use researcher, construction admin, and permit planner for Santa Barbara Hope Ranch HOA on $2M-$60M development and construction or renovation projects; 150 ongoing multi-million dollar residential development and renovation projects for the HOA. Contrasted and compared approved plans and existing permits and revised plans; review construction blueprints for design guidelines pertinent to any revisions and/or feasibility concerns; take offs for square footage re: building costs, footings, framing, elevations, noise concerns, variances, site orientations, substantial conformity determination, substantial variation, etc. Meetings with utility companies re: upgrades. Oversee common areas concerns of this 2nd largest PUD in the Country. Provide overview with executive management and follow up on many types of repairs and maintenance in the very upscale community. Permit and Building planner for 2nd largest HOA in the Country; mediation, conflict resolution coordinator for premium community between owners, Board of Directors, Architectural Design & Review Board, owners, utility companies, government agencies, such as Cal State Fish & Game, point of contact for scientists, contractors, new owners, architects, landscape architects, engineers, real estate professionals, lawyers, project managers, permit developers for applications, records, logs, etc. Business Development, Advanced Exec Admin skills (professional business technical writing, Microsoft software programs, general management, project management) for construction projects, CCRs and Building guidelines in sync and reviewed revision plans with City County planning, permits, and zoning, Feasibility study, review of GCs Project Manager/Coordinator (Schedules, Submittals, Vendor relations, change orders aka ASAs), Design and Review Architectural Review Board and Board of Directors, Engineering and Environmental regulatory compliance, compiled and reviewed Construction Submittals, Land Entitlements, Conduct Title Searches. Land-use Planning
BOOKKEEPER, ASSET MANAGER
Capital Commerce Group (CCG)
October 2006 - January 2008 • Santa Barbara
Basic to Intermediate Financial Corporate Bookkeeping/ Accounting Services
Basic to Intermediate Financial Corporate Bookkeeping/ Accounting service for real estate, LLCs, K-1s, tracking investments, researching records, loan processing, tax, and routine Quick Books entry. Provide weekly updates of bank transaction booking new loans. Utilize macros in Excel for spreadsheets and to calculate loan interest, track loan payments and balances. Produced spreadsheet project acquisitions; budget setup, cost controls, distributions, etc. Bank reconciliations, reviewing loan requests and securing properties and making recommendations based on my criteria. Review investment options. Work with CPA regarding tax strategies. Software Programs: QuickBooks Pro, MS Office, Executive Offices
Private personal projects
February 2004 - May 2006 (2 years 3 months) • Santa Barbara, CA
More later: one project was for 1 year for Ron Popeil land-use planning project
SALES REPRESENTATIVE
Andros Design
January 2004 - April 2004 (4 months) • Santa Barbara, California
Sales of Construction products for remodel (CSLB Salesperson)
Prepared drawings to scales and provide Client bids. Read blueprints.
CONSULTANT (college, young children, divorce, college)
October 1986 - January 2009 (2 years) • Santa Barbara, CA
Contract Management contract for architects, business owners, property owners (6 different short term projects from 1 month to 1 year long each. Pay is $20 - $90/hour)
*Set up chart of accounts and new Quick Books
*Critical path analysis for land-use planning (cost/time frames)
*Business analysis
*Audit books (find mistakes, close books, year-end tax prep) (3 accounts)
*Filled in during sick leave, maternity leave, or duration until schedule conflict with school or divorce or childbirth
CONSTRUCTION ADMIN
Austin Company (General Contractor)
December 2001 - July 2002 (7 months) • University of California, Santa Barbara
Construction Development for University of California at Santa Barbara, Science Engineering II Building
Manage the construction administration for $5 Million project from start to finish. Adhere to project planning, budgeting, and identification of resources needed. Help prepare and execute owner change orders. Ensure that construction activities move according to predetermined schedule. De vise the project work plans and schedules and make revisions as and when need arises. Communicate regularly with the contractors responsible for completion various phases of the project. Encourage team atmosphere between owners, Architects, consultants, designers, etc. Monitor the progress of the construction activities on a regular basis and held regular status meetings. Report or input positive and potential issues and concerns to senior level management. Maintain strict adherence to the budgetary guidelines, quality and safety standards. Perform periodic inspections of construction sites captured daily photos and input daily logs of progress to Prologue. Ensure project documents are complete. Identify the elements of project design and construction likely to give rise to disputes and claims. Serve as a key link with the clients and compiled submittals for review the deliverable prepared by the team before passing onto the Owner. Participate in the process improvement initiatives to meet change demands. Assist the Superintendent and Construction Project Manager when they identify the elements of project design and construction likely to give rise to disputes and claims. Serve as one of the key links with the Owner and General Contractor to aid in the review the deliverable prepared by the team. Blueprints, Construction Submittals, Computer Programs (Prologue, Excel), Camera, Field Inspection
LAND-USE PLANNER
Ray Appleton Land-use Planner & GC
September 1999 - July 2000 (10 months) • Santa Barbara
Format Excel spreadsheets. Write technical staff reports. Read Blueprints. Meet with Clients and government agencies, architects, engineers, etc. Fill out necessary forms for City/County Planning. Attend City/County meetings and Architectural Board of Review hearings. Business Development, Advanced Exec Admin skills (writing, MS software programs, general management, project management), Advanced Quick Books Pro for RE investments, project accounting, Finance, closing, City County planning, permits, and zoning, Feasibility studies, Acquisitions/Asset Management, Project Manager/Coordinator, Engineering and Environmental regulatory compliance, Construction Submittals, Land Entitlement, Conduct Title Searches, Stats, and other due diligence tasks, Assist Construction Project Management, Read Blueprints
SECRETARY TO THE VP
Tetra Tech
Temp Work Presidio Personnel
March 1998 - March 1999 (1 years) • Santa Barbara, California
Format Excel spreadsheets. Format and make changes to the Database Management. (Formatted Excel spreadsheets for Job Cost Accounting) Job required advanced Exec Admin skills (writing, MS software programs, general management, project management), Advanced Quick Books Pro for RE investments, project accounting, Finance, closing, City County planning, permits, and zoning, Feasibility studies, Acquisitions/Asset Management, Project Budgeting (Cost Controls, Contract Management), Design and Review, Engineering and Environmental regulatory compliance, Construction Submittal's, Land Entitlement, Conducted Title Searches, Stats, and other due diligence tasks, Assist Construction Project Management, Read Blueprints. MS Office, Excel, Power Point, letter writing
EXECUTIVE ASSISTANT TO PRESIDENT MARK LEE
Channel Coast Corp General Contractors
January 1996 - June 1998 (2 years 5 months) • Santa Barbara, California
Assist Bookkeeper with Invoices in Quick Books Pro. Assist Mark Lee with Bids. I formatted Excel spreadsheets. I researched zoning development corridors. Safety with Cal OSHA guidelines for employees (periodic blood tests) Double checked all insurance certifications and follow up w/insurance companies Research comp renewals on insurance, etc. Assist on liens. Read Blueprints, Fax docs. Advanced Exec Admin skills shared (writing, MS software programs, general management, project management), Advanced Quick Books Pro required for RE investments, project accounting, Finance, conduct title searches, read blueprints. Prepared and executed contracts with Contract Administration. Prepared and executed sub-contractor change orders with support staff. Help Mark with the Safety program. Assisted the lead bookkeeper/accountant with project accounting functions including managing the budget, tracking team expenses and minimizing exposure and risk in the project. Ensured information for Mark Lee re: any requested about construction activities move according to predetermined schedule. Assist President Mark Lee as a liaison re: any communication necessary with the subs or contractors to complete various phases of the project.
OWNER OPERATOR (Two Businesses)
Munchkins (Children's Clothing, Licensed part-time Daycare)
True Ames Fins (Manufacturing Surf/Sail Fins)
1993 - 1996 (Sales made New Accounts) • Santa Barbara California
ENVIRONMENTAL ANALYST
UCSB/Hydrologist/Department Environmental Health
(Casmalia Hazardous Waste Management)
EIR review on Excel spreadsheets
1987 – 1988 • Santa Barbara California
EXECUTIVE ADMIN
Kaman Tempo Scientists
1986-1987 • Santa Barbara California
Education
Antioch University Santa Barbara
Master's Degree
Business, Organization Management
2000 - 2002
Studied non-profit foundations and profit businesses
University of California Santa Barbara
Bachelor's Degree
Geography, Spatial Systems Environmental Management, Statistics and Human Behavior
1987 - 1990