SARAH WHYMAN, QPCR

St. Louis, MO

314-***-**** adlapg@r.postjobfree.com

www.linkedin.com/in/sarah-whyman-6701816/

PROFILE

Delivers 12 years of experience representing commercial tenants in end-to-end lease transactions with a focus on short- and long-term strategic Real Estate objectives. Brings extensive knowledge of commercial portfolio management and on behalf of diverse tenants, including retail, office, grocers, retailers, and industrial (warehouse and manufacturing) entities. Negotiates lease transactions in high-volume, time-sensitive environments. Brings strong financial oversight skills to corporate real estate function. Adaptive performer able to evolve with changing circumstances and thrive in lean, highly cross-functional environments.

Qualified Professional Of Corporate Real Estate (QPCR), CoreNet Global since 2020.

SKILLS

Leasing Administration & Operations:

On-Site Surveys & Site Tours, Site Tour Books, Market & Branch Location Data Research, Develop and Maintain strong broker network, Prepare and Present new sites and renewals for Real Estate Committee approval, Lease Term Negotiations, Lease Abstraction, Lease Portfolio Database Maintenance, Document Control, Records Retention & Disposal, Tenant – Landlord Issue Resolution, Schematics for New Office Locations.

Lease Negotiations:

Contracts, Dispositions, New Leases, Renewals, Cost Reductions, Tenant Improvements, Assignment & Assumptions

Financial Transactions:

Operating Expense Forecasts, Expense Statement Reconciliations, Payables Review & Approval, Recovery of Allowances & Deposits, Rent & Damage Payouts, Construction & Capital Improvement Cost Forecasting

Analysis & Reporting:

Critical Date & Insurance Tracking & Reporting, Operating Expense Analysis, Expense KPI Reporting, Operating Expense Variance Analysis

Legal Review & Abstraction:

Commercial Lease Agreements, Commencement Agreements, Estoppels, SNDAs, Amendments, License Agreements, and Changes in Ownership.

Technology:

Archibus, Lease Harbor, CoStar, Lease Premises, Accruent, Reflex, Tactician Mapping Software,MS Office (Excel, Word, Outlook, PowerPoint)

EXPERIENCE

TD AMERITRADE, INC.

Senior Specialist, Lease Administration 2017-Present

Manages the lease administration, lease negotiation and financial transaction process for a national portfolio of 500 retail branch locations. Negotiates, new leases, renewals, acquisitions and dispositions. Advised senior leaders on real estate portfolio and associated opportunities. Implemented site selections and deal-making based upon the real estate strategies of the company. Oversees outsourced service provider to review and approve invoices and charges. Monitors, reconciles, audits, and recovers funds from landlord expense reports and corporate/retail partners. Delivers lease abstracting and maintenance of portfolio database for critical date reporting.

Retained at TD Ameritrade after its acquisition of Scottrade in 2017.

Negotiated approximately 100 lease renewals annually.

Executed 260 lease assignments and 300 lease dispositions after TD Ameritrade acquisition of Scottrade.

Preformed over 25 site selection tours and successfully relocated 5-10 branches annually.

Migrated Scottrade’s real estate lease data to TD Ameritrade real estate tracking system.

Negotiated TD Ameritrade lease standards into every former Scottrade lease renewal or relocation.

Recipient, TD Ameritrade 2020 Openness & Collaboration Team Work Recognition Award.

Corporate Real Estate & Facilities Event Manager, Associate Engagement Council

SCOTTRADE, INC.

Senior Real Estate Specialist 2016-2017

Real Estate Specialist 2013-2016

Promoted to leadership role with responsibility for assigning and tracking workflow, auditing reconciliations, training/ coaching, and providing performance feedback for Real Estate Specialists. Principal negotiator for renewals nationwide. Liaised between Construction/Facilities Management teams and landlords on field verifications, build-outs, tenant improvement allowances. Delivered market and branch data to executive management to decision branch relocations on a case-by-case basis. Guided relocation effort, including site tours, negotiated Letters of Intent, architect and construction surveys, and approval presentations. Annually reconciled and/or audited landlord operating statements for as many as 470 locations nationwide.

Supported the launch of Scottrade’s lease management department – formalizing procedures and processes for lease documentation, tracking, and landlord operating charge reconciliations.

Negotiated 40-70 lease renewals annually.

Developed and produced quarterly key performance index reports highlighting real estate statistics and significant lease transactions.

Saved $347K from reconciled and audited landlord operating statements during tenure.

Led analysis of branch rent costs for annual budgeting and forecasting of 850,000+ square feet while successfully staying within 3% of a $35 million-dollar budget.

SAVE-A-LOT

Document Specialist II – Real Estate, Southeast Region 2012-2013

Supported the market representation activities for corporate and franchisee-owned locations. Collaborated with brokers to assemble site books, demographic/mapping data, and road data. Coordinated between Operations, Finance, Store Design, Legal, Brokers, and Real Estate management teams to produce approval meeting presentation materials.

Tracked timelines of all location launch activities from committee approval to grand opening.

BROWN SHOE (now known as CALERES)

Parent company to high-volume brands and retailers, including Famous Footwear, Dr. Scholl’s, Sam Edelman, and others.

Legal Specialist & Assistant to V-P of Real Estate & Legal Counsel – All Brand 2010-2011

Reviewed, abstracted, and managed recordkeeping requirements for key legal instruments related to lease portfolio nationwide. Monitored and tracked critical dates for Real Estate/Legal Dept. to ensure timely execution of all legal documents. Tracked documentation and receipt of tenant improvement allowances. Produced ad hoc reports.

CASSIDY TURLEY (now known as CUSHMAN WAKEFIELD)

Portfolio Administrator Manager – Furniture Brands Account 2008-2010

Principal point of contact for lease transaction administration for 200 Furniture Brands lease properties (retail, warehouse, manufacturing, and industrial). Negotiated with landlords on behalf of Furniture Brands for cost reductions, early lease terminations, and tenant improvement allowances. Reconciled, reviewed, and paid variable and re-occurring rent roll and monthly tenant expense invoices for all locations.

Onboarded new Furniture Brands account including abstracting leases to lease administration system, generating client portfolio reports, creating rent roll, auditing invoices, and providing ongoing lease administration.

EDUCATION & PROFESSIONAL DEVELOPMENT

Qualified Professional of Corporate Real Estate (QPCR) Certification, CoreNet Global, 2020

Bachelor of Business Administration (BBA), Hickey College – St. Louis, MO, 2010

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