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Associate Asset Estate Analyst

Location:
Beaverton, OR
Posted:
January 27, 2023

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Resume:

Jennifer Carlton

**** ** ****** **, *********, OR 97008 • 503-***-**** • E-mail: aduyzj@r.postjobfree.com Personal Summary:

I left the workforce 17 years ago to raise a family. In that time, I have held board positions for local non-profits and owned a small business for 5 years. I have recently begun working in a retail environment and quickly discovered I am ready for a more challenging opportunity that uses my education and skill set. I look forward to using my years of experience in budgeting and forecasting as part of a collaborative team in a new endeavor. Work History:

Sales – Customer Service/

Beaverton Florists, Inc September 2022- Present

• Organize sales floor to maintain the store’s visual appeal, engage customers and promote specific merchandise.

• Consult with customers on large orders for weddings, funerals, parties, and other gatherings.

• Answer phones and place orders through point-of-sale software. Independent Business Owner/

Keep In Touch For Realtors December 2014-December 2019

• Maintained business software, bank accounts, invoicing, payment processing, accounts payable and taxes.

• Continuously evaluated inventory and business practices to maximize profitability.

• Designed and implemented new marketing and sales strategies.

• Customer service including phone calls, email messages and follow-ups concerning product delivery & quality issues.

Real Estate Analyst/ November 2002 – June 2005

Knowledge Learning Corporation

• Provided financial analysis to the real estate department in various components, including asset portfolio, portfolio consolidation, facilities capital, under-performing centers, and various investment opportunities such as new center development, acquisition, lease renewals, center closures, and capital expenditures.

• Thoroughly analyzed and communicated new site opportunities to the executive management team and created capital budgets for new centers in development.

• Created annual comprehensive asset rating data on over 2,000 centers analyzing key factors such as financial performance, facility age, and location.

• Created market research reports for lease renewals and closures.

• Created fiscal year property expense budgets for all centers and administrative/field offices and the development and preparation of annual rent budgets.

• Maintained and processed real estate expenses including rent disbursements for properties on a monthly and annual basis.

Financial & Construction Analyst/Associate Asset Manager October 2000 – November 2002 Columbia Housing/PNC Bank N.A., Portland Oregon

• Prepared initial forecasting for future institutional tax credit funds.

• Assisted in generating benefit schedules and pricing models for investors.

• Generated capital adjuster schedules as appropriate to project actual first year credit delivery.

• Created weekly reports identifying progress and risk of current deals in stabilization.

• Tracked interest rate and tax credit rate changes to determine exposure on loans and tax credit equity.

• Reviewed construction draws and prepared all documentation relative to partnership capital contributions. Education:

University of Evansville, Evansville Indiana December 1998 BS Economics; Political Science Minor

Core Focus Classes: Economic Theory; Public Policy; Financial Institutions & Markets; Risk Analysis; Intermediate Corporate Finance; Communications for Business

Volunteer Leadership:

Hiteon Elementary PTC- Treasurer June 2015-May 2017 Murrayhill Little League- VP Uniforms October 2018-September 2021



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