Laura R. Chambers St. Louis, MO • 314-***-****
*************@*****.***
Portfolio Manager
Property Manager with 5+ years of experience executing project management and financial literacy skills in the oversight of multimillion-dollar portfolios. Expert in leveraging strategic planning and risk mitigation processes to complete projects within scope and budget, consistently leading to successful business relationships and initiatives. Exceptional communicator with continued recognition and appraisal for continuously engaging and building long-term business and client relationships. Relevant Skills
Stakeholder & Client Relations • Regulatory Compliance • Account Management Financial Analysis • Microsoft Office Suite • Risk Mitigation • Budgeting & Forecasting • Strategic Planning Professional Experience
Property Manager Intelica CRE, St. Louis, MO August 2019 – December 2024 Responsible for providing excellent service to tenants and building owners all while ensuring that all properties are well maintained and kept in optimal condition.
● Manage a portfolio of 12 commercial properties totaling 891,386 square feet and 85 tenants
● Develop operating and capital budgets and track variances
● Monitor collections and coordinate default proceeding
● Maintain interface with third-party owners and accounting team to ensure total contract compliance, including preparation of accurate and timely reporting
● Develop Comprehensive Annual Inspection Process for Properties; Complete monthly, quarterly, annual inspections as required for specific asset and client requirements
● Bid/Negotiate vendor contracts in accordance with Intelica contract requirements or client requirements
● Participate in leasing and client team meetings and ensure effective communication with leasing team members to achieve client’s goals and objectives
● Schedule and monitor maintenance and repairs
● Provide and foster positive relationships with tenants, external clients and internal clients
● Prepare monthly ownership reports, annual budgets, and other documents for ownership in accordance with the management agreement
● Process and prepare estoppel certificates, commencement date agreements, and ROFO/ROFR documents in accordance with lease requirements
● Ensure compliance with Property Management Policies and Procedures, codes, regulations, and governmental agency directives
● Prepare the Standard Operating Procedure (SOP) playbook for the property management department to provide consistency and ongoing education for the team
*Completed course and exam for Foundations of Real Estate Management (BOMA, May 2022) Sr Talent Acquisition Support Specialist Edward D. Jones & Co., LP, St. Louis, MO November 2016 – August 2019 Focused primarily on recruiting inclusive and diverse top talent to build their own business as a Financial Advisor at Edward Jones.
● Work collaboratively with hiring leaders on talent needs to build talent pipelines
● Build relationships to be a trusted talent consultant through keen attention to detail, excellent level of service and providing a clear overview of process steps
● Prepare and analyze monthly, trimester and year-end Service Center Report for leadership team
● Generate Weekly Key Roles Report and update access in applicant tracking system on appropriate requisitions
● Consistently review communications, workflow processes and other areas where there is potential for operational efficiencies
● Train as Subject Matter Expert for conversion to IBM Kenexa BrassRing (ATS) and launch of Recruitment Contact Management System and prepare Job Aids for system users
*Completed Securities Industry Essentials (SIE) Exam Talent Acquisition Support Specialist Edward D. Jones & Co., LP, St. Louis, MO April 2015 – November 2016
● Provide customer service support to candidates, Financial Advisors, Branch Office Administrators, Regional/Recruiting/Hiring Team Leaders and other departments
● Responsible for creating and posting all new Financial Advisor job requisitions and updating job descriptions and awards and accolades as necessary for US and Canada
● Responsible for training new associates on processes and systems 401(K) Implementation Specialist CBIZ Benefits & Insurance Services, Inc., St. Louis, MO January 2014 – January 2015
● Oversaw a caseload of small to medium size clients with average retirement plan assets of $200,000 -$1,000,000
● Coordinated with internal departments, financial advisors and clients' prior record keepers to ensure a successful client experience
● Supported an increase of assets under management from $110,000,000 to $205,000,000
● Facilitated an average of 140 new plan implementations per year
● Addressed client inquiries including, but not limited to, plan provisions, contract questions and IRS regulations
● Prepared and provided applicable client conversion communications to be distributed to employees
● Proactively solicited client feedback during the implementation process to ensure client satisfaction
● Developed and maintained effective verbal and written communications and relationships with clients Administrative Assistant CBIZ Benefits & Insurance Services, Inc., St. Louis, MO December 2011 – December 2013
● Provided administrative support to registered representatives by processing new accounts, obtaining necessary documents and handling account transfers
● Created an internal database that streamlines the onboarding process and maintains client records
● Created marketing pieces for the national sales representatives, including postcards, flyers and brochures
● Calculated and recorded all registered representatives' revenues and commissions
● Generated prospecting lists for registered representatives
● Proofread report drafts for format and clerical accuracy Education
Bachelor of Science in Business Administration, University of Missouri Columbia, MO BSBA: Marketing
Additional Information
Computer Programs: YardiOne, MRI Angus, IBM Kenexa BrassRing, Avature CRM, DocuSign, Larkspur Data Resources, Comprehensive Microsoft Office/Excel Proficiency