Financial Analyst Assistant

Joshua Bendaw

714-***-**** *******@*****.***

Costa Mesa, California 92627

Experienced Real Estate Financial Analyst with a background in financial analysis and client relationship management. Expertise in property and market/submarket analysis. Experience working with real estate loans on all property types. Excellent interpersonal and organizational skills. Able to multitask and set priorities under high volume and deadline driven situations. Thrives in challenging environments by leveraging communication, planning, team collaboration and analytical skills.

Core Competencies

Financial Reporting • Property Management • Property Analysis • Problem Solving • Loan Documents

• Written Communication • Market Analysis • Client Relations • Risk Identification Experience

Research Analyst Meyers Research, Costa Mesa, CA May 2019-Present

• Collaborated with colleagues to create custom real estate consulting projects providing market research, price segmentation, product design, investment decisions, and other strategic consulting to the new home industry for builders, developers, private equity, and investors.

• Participated the review and advised on due diligence, acquisition, project feasibility and analysis of various master planned communities and residential projects across the country.

• Conducted extensive market research both from the desk and “in the field," in markets/submarkets nationwide, analyzing various data sources to identify trends in new home construction price positioning, absorption, sales rate and various other market parameters. Assistant Property Manager Property Management Advisors, Santa Ana, CA May 2018-April 2019

• Managed day to day operations for 32 retail properties in 13 states totaling over 900,000 sf.

• Developed annual budgets, quarterly/annual CAM reconciliations and monthly financial reports to support profit objectives.

• Analyzed new leases & amendments for abstracting & input into Yardi.

• Accurately coded and inputted property payables to ensure timely payment of utilities and vendors.

• Maintained daily contact with tenants, vendors, and ownership to ensure maintenance of solid relationships.

• Achieved highest possible net operating income across portfolio by implementing cost control and revenue improvement strategies.

Research Assistant RSG, Inc., Santa Ana, CA July 2017-April 2018

• Prepared Fiscal Consultant Reports related to bond refinancing for several clients to substantiate available tax revenues to be generated for the respective project areas.

• Analyzed demographic, socioeconomic, and business data and trends to form recommendations for business attraction, real estate development investment, and economic growth for several cities in California.

• Collaborated with other staff to conduct fiscal impact, market, and land use analyses for several real estate development projects throughout California.

• Calculated property tax revenue projections for several clients, including reviews of past receipts and projections of future receipts to help several cities determine the amount of funding available for public agencies.

Analyst/Client Specialist Strategic Property Associates, Foothill Ranch, CA January 2014-January 2017

• Analyzed commercial loan documents (Cash Management Agreement, Reserve Agreement, Loan Agreement etc.) to provide timely, accurate and comprehensive reporting to lenders.

• Provided analytical support to due diligence team regarding property risk analysis, identifying market and demographic trends, borrower and tenant analysis, lease/sale comp analysis and on-site tours/inspections during dozens of CMBS securitizations.

• Identified triggers relating to reserves, cash management, leasing, and physical condition through detailed property assessment as a part of routine loan servicing procedures.

• Coordinated expeditious release of capital expenditure, tenant improvement and leasing reserve funds in accordance with lender requirements.

• Interacted with internationally recognized financial institutions to build lasting client relationships.

• Analyzed monthly financial statements, rent rolls, leases, third party reports etc. to provide clients with feedback regarding loan/property performance.

• Successfully implemented training procedures that resulted in improved employee efficiency and cost savings during CMBS transactions.

Senior Mortgage Specialist NMLS #972612 Intelliloan, Irvine, CA August 2012-January 2014

• Originated well documented residential mortgage loans by adhering to all federal and state lending guidelines.

• Analyzed applicants credit worthiness, property characteristics, and lender guidelines to determine best product for borrower in prevailing financial market conditions.

• Contacted potential and existing clients to foster and maintain meaningful relationships.

• Maintained current, thorough understanding with all programs and products to continuously provide accurate information on lender policies to costumers, brokers, and realtors. Education

Stonehill College, North Easton, MA

Bachelor of Science Degree May 2012

Major: Political Science

Skills

Technical: Proficient with the Microsoft Office Suite including Word, excel, Outlook, and PowerPoint. Able to create and audit various formulas/financial models in Excel. Experience with Yardi, Argus, Encompass, and various proprietary programs.

Miscellaneous: Fannie Mae qualified multifamily property inspector, California TCAC qualified compliance analyst

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