Bond Financing/Asset Revenue Modeling • create and maintain revenue model architecture for bond financing of tax-incentivized mixed-use developments • develop models for new development assessment using proposed development makeup and anticipated tax incentivesTreasurer of New Community Authorities • create and collect billings on minimum service payments directly with ownership • calculate annual CDC (Community Development… Show more Bond Financing/Asset Revenue Modeling • create and maintain revenue model architecture for bond financing of tax-incentivized mixed-use developments • develop models for new development assessment using proposed development makeup and anticipated tax incentivesTreasurer of New Community Authorities • create and collect billings on minimum service payments directly with ownership • calculate annual CDC (Community Development Charge) billings to coordinate certification with county auditor for billing with property taxes • create annual continuing disclosure reports • Coordinate CPA creation of annual Hinkle Filings and bi-annual NCA audits • work with bond counsel and trustee for debt service payment/waterfall calculations • submit periodic draws for publicly funded projects; coordinate compilation of required documents and maintain filing for compliance • assist in coordination of NCA board meetings and related budgets and treasury updateProperty Tax/Tax-Incentive Administration • Create internal hub for assembling all property tax billings, distributing required payment figures to relevant parties for timely payments • Assess candidates for property tax appeals; following through with 3rd party counsel, from initial consultation to property appraisal and data needs and final hearing to appeal resolution • Calculate and project tax payments for use with budgeting and loan financing requirements • Create and monitor ArcGIS tool to issue timely tax-abatement applications on all stabilized and/or sold properties; maintain contact with city and county departments until abatement is properly appliedMiscellaneous • Consult with sales relating to disclosures for CDC charges, taxes • ad-hoc GIS support for development targets, existing projects • audit TIF areas, ad-hoc TIF related correspondence with city, county officials Show less

Director of Asset Management • lead semi-annual investor report compilation/distribution • manage periodic review of capital expenditure/maintenance of applicable assets Audit/Manage On-Site Commercial Assets • maintain commercial property lease compliance through documentation of lease terms, development of internal account structure for rent payments, as-needed and periodic tenant correspondence, and common area maintenance… Show more Director of Asset Management • lead semi-annual investor report compilation/distribution • manage periodic review of capital expenditure/maintenance of applicable assets Audit/Manage On-Site Commercial Assets • maintain commercial property lease compliance through documentation of lease terms, development of internal account structure for rent payments, as-needed and periodic tenant correspondence, and common area maintenance administration • report findings of lease audit and work with accounting team for structuring of needed corrections.Miscellaneous • Consult with sales relating to disclosures for CDC charges, taxes • ad-hoc GIS support for development targets, existing projects • annual enterprise zone compliance reporting • audit TIF areas, ad-hoc TIF related correspondence with city, county officials • esri online demographic reports: drive-time, walk-time analysis Show less

• Assist real estate developers in the initial development of TIF areas – assemble data on parcels, historical and present. Evaluate TIF area configuration and overall parcel makeup using GIS to create scenarios optimal and relevant to project needs.• Provide parcel assessed valuation and payment reporting required for TIF application with municipality and investment bank for bond offerings.• Provide ongoing reporting for continuing disclosure and auditing of TIFs, including ad… Show more • Assist real estate developers in the initial development of TIF areas – assemble data on parcels, historical and present. Evaluate TIF area configuration and overall parcel makeup using GIS to create scenarios optimal and relevant to project needs.• Provide parcel assessed valuation and payment reporting required for TIF application with municipality and investment bank for bond offerings.• Provide ongoing reporting for continuing disclosure and auditing of TIFs, including ad hoc reporting with rating agencies. Conduct audits on TIF areas to assure that all qualified parcels are paying correct amounts into the TIF.• Create sales solutions for new construction residential real estate developers - from the study of home design and pricing evaluation, customer home selections builder interface and product marketing, through all facets of contract and condo documentation development and implementation. Show less

A full-service real estate brokerage focusing on the real estate markets of Columbus, Ohio and neighboring communities, in addition to consultation services for new construction residential development.

• Consulted on the development of floorplans and unit pricing, using market analysis and internally coordinated review team.• Led the development of all purchase contract related material and condominium disclosures and documents with respective attorneys and in-house counsel.• Created customer interface with all home selections, utilizing designer and home-builder defined new home specifications. Developed reporting methods to efficiently communicate resulting buyer home… Show more • Consulted on the development of floorplans and unit pricing, using market analysis and internally coordinated review team.• Led the development of all purchase contract related material and condominium disclosures and documents with respective attorneys and in-house counsel.• Created customer interface with all home selections, utilizing designer and home-builder defined new home specifications. Developed reporting methods to efficiently communicate resulting buyer home selections with the home-builders for commencement and follow-through of home construction.• Developed sales processing procedures for all new construction sales, from the initial purchase contract and home specifications through closing and home-warranty.• Assisted in the identification and coordination of property management activities for condominium developments. Show less

• Created market analyses for the initial pricing and design concepts and floorplans for all for-sale new construction developments.• Coordinated all marketing related activities for the launch and ongoing promotion and presentation of residential for-sale new construction developments. Included website design and launch, all project literature and home sale documentation, and the ongoing maintenance of all respective material. • Assisted in the development of all purchase… Show more • Created market analyses for the initial pricing and design concepts and floorplans for all for-sale new construction developments.• Coordinated all marketing related activities for the launch and ongoing promotion and presentation of residential for-sale new construction developments. Included website design and launch, all project literature and home sale documentation, and the ongoing maintenance of all respective material. • Assisted in the development of all purchase contract related material and condominium disclosures and documents with respective legal counsel.• Created customer interface with all home selections, utilizing designer and home-builder defined new home specifications. Developed reporting methods to efficiently communicate resulting buyer home selections with the home-builders for commencement and follow-through of home construction.• Recruited and trained sales staff for all new home construction sales activities.• Developed sales processing procedures for all new construction sales, from the initial purchase contract and home specifications through closing and home-warranty.• Assisted in the identification and coordination of property management activities for condominium and home-owner association developments. Show less

• Office Controller/Manager overseeing and participating in staff activities related to the ongoing property management of client properties. Activities included those of accountant/bookkeeper, administrative assistant and maintenance staff.• Property Manager for commercial and residential investment division, overseeing aspects of tenant placement and relations for 200+ residential and commercial (office, retail, warehouse, apartment) units.• Residential Real Estate Sales… Show more • Office Controller/Manager overseeing and participating in staff activities related to the ongoing property management of client properties. Activities included those of accountant/bookkeeper, administrative assistant and maintenance staff.• Property Manager for commercial and residential investment division, overseeing aspects of tenant placement and relations for 200+ residential and commercial (office, retail, warehouse, apartment) units.• Residential Real Estate Sales Associate Show less

• Select sources of information to determine market trends, measurement of market potentials, market share and sales analyses; utilize analysis data in coordination with market research units in staff and executive presentations and strategy formulation.• Acquire/Present market demographic and geographical analyses for the determination of national advertising budget allocations, market sales districts, agency placements, national and local market analyses and ongoing monitoring of… Show more • Select sources of information to determine market trends, measurement of market potentials, market share and sales analyses; utilize analysis data in coordination with market research units in staff and executive presentations and strategy formulation.• Acquire/Present market demographic and geographical analyses for the determination of national advertising budget allocations, market sales districts, agency placements, national and local market analyses and ongoing monitoring of consumer preferences. Show less

• Pharmacy Specialist in Army Reserves• Active duty during Operation Desert Shield/Storm at Walter Reed Army Medical Center in Washington, D.C.• Completed service with Sergeant rank