Support Senior Real Estate Manager in managing all aspects of 1 million square feet portfolio of full service commercial office buildings, including operations and financial activities. Additionally, responsible for the implementation and administration of policies, procedures and programs on a day-to-day basis that assure that the project is adherent to the Global and Client standards. Respond to tenant requests and needs, ensuring that administrative and building technical staff resolve problems promptly. Ensure that services are provided in compliance with policies, procedures, regulations and contractual obligations and standards. Perform regular property inspections. Recommends alterations, maintenance and reconditioning as necessary. Contracts vendors for services as required. Maintain vendor, tenant, and property files, including insurance certificates in accordance with client standards. Complete monthly billings to tenants and the property (i.e. sub meter billing, loan repayments). Manage and ensure timely payment of real estate taxes per jurisdiction requirements. Develop business relationships through membership in professional and industry organizations. Conduct periodic property inspections. Recommend alterations, maintenance and reconditioning as necessary. Contract and supervise vendor services. Coordinate tenant move-ins and move-outs, and "walk-through" spaces with tenants. Assist with transition of new properties regarding vendor proposals and contracts, changes in billing, and support to other members of the new property management team. Input electric usage data into ENERGYSTAR for various properties. Ensure that administrative practices and policies are adhered to per CBRE E4E audit guidelines.

Temporary Employee at CBRE. Supported numerous management teams with managing the day-to-day operation of full service and triple net commercial office buildings by insuring that quality customer service is provided and buildings operate within the economic operating constraints of the operating budget. Provided work direction to the Building Technicians assigned to responsible building and projects. Responsible for the coordination of tenant services requests with field staff. Prepared tenant invoices for services. Provided word processing, clerical and telephone support for Property Managers and field personnel; including letters, memos, spreadsheets, purchase order requests for bids, and operating procedures. Coordinated processing of approved invoices with Accounts Payable utilizing the P2P invoicing system. Prepared service contract bid forms for submission to contractors. Prepared service contracts and monitor current contracts to ensure that proper insurance and waiver of lien forms are intact.

Monitored mutual funds and stock for shareholders, corporate actions, retirement and 401k plan services, technical support, market events, quotes and other product and services offered by Morgan Stanley Smith Barney. Daily reconciliation of fund activity from purchases, redemption or reinvestment, to determine position and fund distribution. Processed online trades to purchase and/or sell shares, in order to balance client account. Processed wire transfers to financial institutions. Reviewed financial sources, stock and bond reports, and government economic trending material. Manually adjusted client accounts before the distribution of individual funds.

Acted as a liaison between field personnel, State insurance departments and insurance carriers in which sales agreements are maintained. Provided assistance to the Smith Barney branch network and bank channel to obtain required state insurance licenses and prerequisites, such as, relicensing and exams. Interacted with branch personnel to answer questions regarding all aspects of insurance licensing and carrier appointments. Updated and maintained the licensing database with agent information, images supporting documents to the Document system, and sent license renewal reminders to field personnel. Proficient in State and carrier’s licenses and appointment rules and regulations. Processed insurance license requests as assigned. Submitted appointment request to insurance carriers in behalf of field personnel, tracked pending appointments, updated the licensing database with appointment information. Performed database maintenance. Provided guidance regarding continuing education and license renewal guidelines. Maintained licenses for the Morgan Stanley Agency and related corporate officers submitted corporate filing and processed financial advisement affiliations. Established and maintained database for office files and accurate billing invoices for residents. Researched and followed up on pending licenses and appointments filed by the department to various carriers and/or state insurance departments. Participated in the license reconciliation process. Verbal and written interaction with branch, bank, and other personnel. Maintained relationships with licensing vendors and reprocessed vendor invoices through accounts payable.