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Financial Analysis Relationship Manager

Location:
Miami, FL
Salary:
65000.00
Posted:
October 06, 2023

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Resume:

Maristela Fernandez

***** ** *** *******, *****, FL 33190 305-***-****

adz7b4@r.postjobfree.com

Relationship manager with financial and office administration experience, result’s oriented and dynamic team player with good communication skills.

Skilled communicator with 9 years of experience in financial loan and deposit origination. Assisted in developing, processing & closing residential & commercial loans.

Financial executive office administration & management.

Experienced in developing & managing client files and assessing client needs through financial analysis, good communication, and persistent follow-up.

Fluent in English, Portuguese & Spanish.

Able to eliminate cultural barriers & adapt to business protocols in various environments.

Team player, experienced with employee coaching & development.

Proficient in Word, Excel, AutoCAD, LASSO, Concur, ADP, Appfolio, amocrm, buildertrend, MLS & Internet savvy.

CAM Licensee.

EMPLOYMENT

Premier Equity Group Miami, FL

Relationship Manager 02/2013-present

Office manager, file processer, responsible for daily administration and processing of client files for loan originations and bank relationships. Responsible for gathering financial & compliance information, such as income taxes, ID’s, proof of income, contracts, personal financial statements and other relevant information.

Assisted in the closing of over $30MM in new loan production over the past 9 years and managed the collaboration and set-up of client accounts at various Banks.

Manage & coordinate suppliers and third party contractors:

Managed and assisted in the process of capital integration of investment funds from Brazil and other South American countries to make US based real estate investments.

JMK Property Management Miami, FL

Property Manager 01/2020 – 01/2021

Manage over 10 condominium apartment buildings in Miami Beach. Handling all repairs and maintenance issues required to maintain the buildings in compliance & functional.

Ensuring that all property team members are working towards the common goal & company standards. Undertaking regular property inspections.

Managing suppliers and third-party contractors:

Ensuring building owners or condo associations comply with current and relevant legislation;

HBO Latin America Coral Gables, FL Sr. Administrative Assistant and International Brazil Coordinator 04/2018-01/2020

Provide full support to the CVP of Affiliate Sales and Marketing of Brazil and Caribbean markets. Responsible for managing and coordinating multiple calendars, travel coordination and processing expense reports.

Prepare and track department Purchase Orders and maintain back-up documentation of all orders.

Coordinate meetings in various countries in person & via conference calls and video conference chats.

Work with CONCUR, ADP, GET THERE, word, excel, power point.

Prepare, adjust and maintain the department’s annual budget.

Provide translation of documents & minutes to meetings and other routine administrative duties.

When ATT/Warner Bros Media purchased HBO Latino in 2019, they moved the department to NY.

Bom Jardim Investment Group LLC Miami, FL

Director/Partner 10/2011-06/2013

Negotiated mine purchase agreements with a team of mining professionals and help develop investment plan for mine site in Para, Brazil.

Manage investor relationships that oversaw mine development.

Created financial operating controls for mine operation.

Accounting & cost administration with QuickBooks.

Managed business logistics in exported machinery & equipment from USA to Brazil.

Senado Federal (The Federal Senate) Distrito Federal-Brazil

Secretary to Senator Arthur Virgilio 2/2002- 3/2010

General secretarial/office duties and document management

Calendar management for the Senator

Prepared and wrote letters and speeches for the Senator

Managed department meetings and constituent mailings

Secured and advised on travel arrangements

Employee management and staff documentation

EDUCATION

UNIPLAC – Univesidade do Planalto Central Brasilia – DF – Brazil

Architecture and Urban Development

Degree Completed in 2002 (Similar to B.A. in Architecture)

Florida CAM license holder.

References available upon request.



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