Stephen J. Okerson
Dallas, TX 75247
*****.*******@*****.***
PROFILE: Corporate facilities/property management professional with 20 years experience, including major bank, a federal government position, transaction negotiation and analysis, asset/lease administration, site acquisition, space management, and building construction. Accomplished in developing, analyzing, and managing business processes. Skilled in negotiations, written and oral communication, problem solving, budget administration, and cost savings. Noted for leadership, productivity, creativity, and team-orientation.
EMPLOYMENT HISTORY:
JPMORGAN CHASE BANK/CBRE
20855 Stone Oak Pkwy.
San Antonio, TX 78255
Sept 2011 to May 2015
Facilities Manager
-Chase outsourced two levels of its corporate Facilities Management group effective Dec 1, 2013.
-Facility manager for a 24/7, 3-building, 450,000sf, 75 acre, corporate critical retail operations center site for 2,900 employees, plus facilities responsibility for 9 retail branches
-Manage all facility services and procedures, policies, budgets, HS & E, and corporate initiatives
-Direct the administration of facility operations and services including expense and capital expenditures, maintenance, utilities, purchasing, and related functions
-Duties include oversight of all capital planning and execution
-Oversee projects, ensuring coordination with cross-functional teams
-Partner with all lines of business to ensure services are met across the operations site and branches
-Manage and direct all service vendors
-Supervise the facility maintenance staff
FEDERAL DEPOSIT INSURANCE CORPORATION
Division of Administration
1601 Bryan St.
Dallas, TX 75201
Dec 2009 to Sept 2011
Facilities Operations Specialist/CG-12; two-year term position ending 12/21/11
Supervisor: Carl Matthews, 972-***-****
May be contacted
-Primary duties are to serve as a bank closing facilities functional manager or facilities support
-As a functional manager, direct and account for all activities of assigned closing facilities support team members
-Ensure an orderly entry into the closed institution’s premises
-Responsible for assignment and space management of all closing work groups
-Secure all vaults, perform an audit/inventory of all negotiable instruments in all vaults
-Provide physical security and safety of FDIC and bank employees, supplies, equipment, logistical support, and operational needs for FDIC bank closing team
-Maintain control of all property and premises of the institution’s records, files, vaults, and off-site storage facilities
-Perform safety and security evaluations of field offices to confirm compliance with agency requirements
-Serve as Oversight Manager, Technical Monitor, and technical evaluation panel member for a wide variety of building operations and services; responsible for planning and monitoring of a contractor’s performance under a contract
-Responsible for facilities services including construction and building alterations, requisitions, and maintenance/repair of building systems, as needed
-Serve as a technical advisor to management for matters pertaining to support services and programs, i.e., leasing, space planning & design, security systems, environmental safety, space utilization, and supplies
-In 2010, participated in 32 bank resolutions and closings, traveling approximately 185 days; served as a Functional Facilities Manager on five closings
SALLY BEAUTY SUPPLY
3001 Colorado Blvd.
Denton, Tx 76210
Aug 2006 to Oct 2008
Sr. Real Estate Representative
Supervisor: Paul Myrick, 940-***-****
May be contacted
-Managed the Corporate Retail-store Site Selection/Lease negotiation/RFP process for OK, MO, KS, NE, IA, IL, MN, WI, TN, IN, and KY
-Researched and performed market analysis on retail sectors for corporate store expansion which provided specific markets to target
-Designed and implemented business plans to search for new store sites in new territories, which led to a 5% increase opportunity for new stores
-Negotiated retail real estate leases with landlords, leading to new revenue not realized in a territory in two years
-Presented new-store, store renewal, and store relocation opportunities to corporate executive staff twice per month, resulting in an increased store count
-Monitored corporate store renewal, relocation, and construction activities
-Bid, hired, and directed construction activities of contractors to build new stores, and remodel existing stores
-Increased new-store count in territories by successfully affecting new stores openings, resulting in increased corporate profits
-Awarded corporate ‘Real Estate Rep’ of the month for Aug 2008
WAL-MART STORES REALTY
702 8th Street
Bentonville, AR 72716
Sept 2005 to Aug 2006
Realty Manager
Supervisor: Francis Coberly, 479-***-****
May be contacted
-Managed the Corporate Real Estate and Lease Renewal process of Wal-Mart/SAM’S stores in E. PA and MD (approx. 150 stores, 15 million square feet)
-Reviewed lease for administration/renewal/expansion corporate lease rights and obligations
-Coordinated with landlord/ECR parties to identify and resolve property issues
-Monitored construction projects/compliance and third party issues such as property easements, carve-
outs, and sales
-Processed and approved invoices from landlords for all lease-related charges for 75 stores, such as store fixed/percentage rent and common area maintenance charges, which resulted in a reduction of rents paid
-Processed store work orders
-Maintained reports for lease administration and construction projects in AS 400 and JD Edwards
-Administered provisions of store lease agreements, which protected the rights of the store, and allowed the store to initiate procedures allowed by the lease
-Prepared and presented to department managers a $3million program for the modification of store parking lot areas, which was designed to increase store revenue by improving upon the parking for customers. This project involved hiring real estate brokers and civil engineers to assist in the research process.
UNITED PROPERTIES
3500 American Blvd.
Bloomington, MN 55431
Oct 2000 to Aug 2001
Sr. Facilities Manager
Supervisor: Jay Grooters, 952-***-****
May be contacted
-Managed the Corporate Facilities/Retail Site Selection/Construction/Property/Leasing functions for 43 leased and owned client-bank (First State Bank of Texas, acquired by Wells Fargo Bank) properties in Denton, Dallas, Ft. Worth, Houston, and Austin TX areas
-Supervised a direct staff of six, and an indirect staff of 75
-Oversaw all tenant and bank leasing, new site construction, bank department/tenant space management and relocations, facilities contracts, fire and safety code compliance, and maintenance/repairs of bank properties (approx. 900,000 square feet including an 80,000 sf corporate-owned main office building)
-Successfully completed the construction and opening of a new 50,000sf operations center and branch
office, for a total of $3.5million, 5% under budget
-Implemented and completed the design, construction, and opening of an existing bank branch, which enabled the bank to continue operating, resulting in continued revenue and increased customer service
-Initiated the design, planning, and bidding for construction of a new bank branch, which was to provide banking service in a new area for the bank
-Assessed bank security arrangements, and made recommendations for modifications
-Saved the client 10% in maintenance costs over 10 months by restructuring maintenance staff job descriptions and work schedules, and by reducing the use of outside contractors
-Created a tenant lease renewal program resulting in an increase of 6% tenant renewal revenue
-Established operating maintenance requirements and budgets, and evaluated program effectiveness
-Developed a training program and schedule for maintenance staff
PRIME BANK (acquired by Wells Fargo Bank)
12200 Northwest Freeway
Houston, Tx 77092
Oct 1997 to Sept 2000
AVP-Facilities Manager
Supervisor: Joe Fulmer, SVP Real Estate
-Corporate Facilities/Property/Construction/Leasing manager for the Bank’s 28 owned and leased corporate real estate branches (approx. 900,000 square feet including a 100,000 sf corporate-owned main office building) in Houston, San Antonio, and Beaumont, Tx areas
-Construction and opened a newly remodeled branch for $1million, 7% under-budget
-Supervised a direct staff of six, and an indirect staff of 50
-Created and implemented, in 45 days, a new two-year $5million corporate capital expense budget for fifteen bank branches
-Assessed bank security arrangements, and made recommendations for modifications
-Developed and managed corporate tenant lease program, resulting in an increase of 10% tenant retention, and an 8% increase in tenant rent revenue
-Managed all construction, bank department/tenant space management, fire and safety code compliance, maintenance and repairs, tenant and bank leasing, vendor contracts, budgets, and capital projects
-Reduced operating expenses by 8% by implementing a building maintenance program which reorganized the maintenance staff job descriptions and work schedules, and by reducing the use of outside contractors
-Implemented a maintenance training program
-Evaluated maintenance work effectiveness, and monitored maintenance budgets
Previous Experience:
Sr. Property Manager/Director of Security, Houston, Tx: property management and leasing of a 1.75 million square foot, four-building office/retail complex
Project Manager, Houston, Tx: property management and leasing of 800,000 square feet of multi-site office buildings
EDUCATION
Texas Christian University, Ft. Worth, Tx 76109
BBA, Business Management
University of Central Oklahoma, Edmond, Ok 73034
24 hours graduate business school program
Relocated prior to completion
PROFESSIONAL TRAINING
earned Certified Property Manager designation from the Institute of Real Estate Management
Texas Real Estate Broker license – inactive
Affiliations: ICSC, IFMA, BOMA, IREM, NAR, TAR