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Financial Analyst Manager

Location:
College Station, TX
Posted:
October 27, 2020

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Resume:

Lee Pittman

*** ***** **** ******, ******* Station, Texas 77840 C: 979-***-**** E: adhcjb@r.postjobfree.com Skills

Highly professional Texas Real Estate Agent

Commercial real estate properties specialist (sales, leasing, land)

Tech-savvy individual

Farm and Ranch sales and buyers specialist

Exceeds personal sales goals

Skilled mediator and negotiations expert

Experienced in commercial marketing

Expert researcher on properties, prospects, and clients Skilled in prospect database, client management, lead follow up

Creative problem solver

Experience

SENIOR ASSOCIATE 01/2018 to Current

Riverstone Commercial Real Estate - Bryan / College Station, TX As a Senior Associate at a small and growing brokerage company consisting of searching for the next listings, reaching out to customers and clients, following up on transactions and leads, tour properties, and maintaining expertise in the local real estate market. Ultimately representing and sometimes functioning as mediator between buyers and sellers. Currently working with retail, office, residential, industrial, land, and warehouse clients this month. Next month, I will be working on marketing and selling a rural horse ranch. I work with two brokers; one broker on commercial real estate listings and another broker on farm and ranch listings. It is important in my life and for my profession to be very active in the community: including an ambassador with the Bryan College Station Association of Realtors, an active member of numerous local charities and civic organizations, church, and nearly all local Aggie sporting events. LICENSED REAL ESTATE AGENT 02/2017 to 01/2018

Keller Williams Realty : Brazos Valley - College Station, Texas Sold and listed various residential and land properties in the Bryan - College Station area. Cofounder of the Fortitude Realty Services Team. Was a member of the Keller Williams Farm & Ranch group and the Keller Williams Commercial group. COMMERCIAL REAL ESTATE ASSOCIATE IN LAND SERVICES 08/2015 to 02/2017 Oldham Goodwin Group LLC - Bryan, Texas

As an Associate in the Land Group for Brokerage Services at the Oldham Goodwin Group, was responsible for carrying out the day-to-day functions and business associated with Oldham Goodwin's existing platform for commercial and rural land brokerage. Also was responsible for marketing, networking, administration, business development, and staying current with trends in today's real estate market in order to solicit property owners and potential clients for land brokerage services. LEGAL RESEARCHER 01/2011 to 08/2015

Youngkin & Doss PLLC - Bryan, Texas

Assisted law firm with real estate litigation research on Chapter 29 of the Texas Property Code ("Forced Sale of Owner's Interest in Certain Real Property as Reimbursement for Property Taxes Paid By Co-Owner on Owner's Behalf"). Legal research included names of each known and unknown owner of the property, interest held by each known and unknown owner, will and deed research, as well as, other information needed in land lawsuits. Was an expert witness in court. FAMILY CAREGIVER 01/2010 to 08/2017

FINANCIAL ANALYST 03/2009 to 12/2009

Texas Department of Agriculture - Austin, Texas

Financial Analyst for the Rural Economic Development group. performed complex financial and technical work required for economic development projects under the Texas Capital Fund grant program (funded by U.S. Department of Housing and Urban Development). Duties included compiling, reviewing, analyzing and evaluating financial data, preparing reports and responding to inquiries, and recommending appropriate action to resolve any outstanding regulatory problems. Also, analyzed business plans and financial statements, and prepared financial reports containing summary information with recommendations for businesses participating in the grant program. Reviewed and analyzed financial reports from cities and counties participating in the program. Responsible for conducting monitoring site visits and review audits on existing open contracts and verified compliance with all contractual, state, and federal regulatory requirements. Additional responsibility included compiling quarterly reports on the Interest Rate Reduction program for the Texas Agricultural Finance Authority.

PORTFOLIO ANALYST II - PORTFOLIO MANAGEMENT 03/2005 to 10/2008 Washington Mutual Bank - Dallas, Texas

As a Portfolio Analyst II, my duties included coordination of investment reporting and financial analyst of commercial mortgage-backed securities (CMBS) loans in the portfolio management department at Washington Mutual. Responsible for servicing agreement duties for 20 portfolio contracts totaling over $4 billion in commercial real estate assets. Ensure accuracy of monthly financial reporting to Trustees and Investors. Effective communication with others involved within the servicing of numerous commercial real estate loans. Served as business project manager for new securitizations of commercial mortgage-backed securities (CMBS) contracts once the due diligence and sale on Wall Street in finalized. Working with other project managers to get manual files successfully uploaded into the Washington Mutual computer system. After testing and checking for accuracy, monthly investor reports to the Trustees and Investors automatically generated . Received the Washington Mutual - Portfolio Management Bronze Award for outstanding project performance.

ACCOUNT REPRESENTATIVE 03/2003 to 03/2005

ORIX Capital Markets LLC - Dallas, Texas

Coordination of CMBS investment reporting and financial analysis of commercial real estate loans in eight portfolio contracts totaling over $4 billion dollars in commercial real estate assets. Extensive knowledge of contract documentation including: Loan Documents, Pooling and Servicing Agreements, Master Servicing Agreements, Sub-servicing Agreements, Confirmations and Amendments. Responsible for the oversight of various sub-servicers involved for the accuracy of monthly financial reporting to Trustees and Investors. Consistently met monthly reporting deadlines per contract agreements. Completed various special projects such as tracking sub-servicer annual compliance to ensure rating agency benchmark, updating database for master servicing property inspections, research related to Trustee and Investor inquiries.

OPERATIONS MANAGER AND BANKING OFFICER 03/1998 to 03/2003 Wells Fargo Bank NA - Dallas, Texas

Managed and supervised a department of 14 people in a commercial cash vault. Responsibilities included hiring, staff training, team development, and on-site human resource management. Effectively utilized motivational and encouraging management style which resulted in significantly decreasing the turnover rate and efficiency of team members. Accustomed to working within a tight operating budget. Successfully co-managed special projects with Wells Fargo Bank - Dallas and the Federal Reserve Bank - Dallas. Education and Training

Texas A&M University - College Station, TX Bachelor of Science Political Science

Texas Real Estate Sales Agent, License #494569

Activities and Honors

Bryan Rotary Club

Paul Harris Fellow - Rotary International

A&M United Methodist Church

Court-Appointed Special Advocate (CASA) of Brazos Valley at Voices for Children Texas A&M Lettermen's Association

12th Man Foundation

Association of Former Students

Brazos County A&M Club

Association of Commercial Real Estate Professionals (ACRP) Bryan - College Station Regional Association of Realtors Ambassador with Bryan - College Station Regional Association of Realtors Houston Association of Realtors

Texas Association of Realtors

National Association of Realtors



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