Jeff Walgreen Email & Phone Number

Boston, MA, US

Manage the integrity of real estate/facility portfolio through active and timely oversight of lease rights and obligations. Key areas of focus include, but are not limited to, critical dates, terms, taxes/rates and timely use of tenant improvement allowances. Coordinates and manages the central processing of critical lease information into a lease.

Rockland, Massachusetts, United States

• Review, understand and accurately interpret and abstract complex commercial real estate leases, amendments, subleases and related documents.
• With limited direction from the Manager, directly manage assigned lease renewal and extension negotiations with landlords.
• Analyze, maintain, and report on information regarding lease dates, dollar values and financial accounting transactions into a lease management software database (MRI-ProLease).
• Rent variance analysis and rent payment processing.
• Data entry, validation and management of lease agreements. Review and audit annual landlord reconciliation statements and real estate tax calculations.
• Review, edit and process CAM and other escalations, real estate tax invoices documents, lease/rent commencement agreements, estoppel certificates and SNDA agreements to ensure accuracy.

Boston, Massachusetts, United States

• Manage a team of 4 analysts responsible for a client portfolio consisting of roughly 5.5MM Square Feet and 800+ locations in the Americas. Responsible for approximately $160MM of clients annual budget
• Successfully internalized the Lease Administration & Accounts Receivables departments from CBRE to Santander. Staffed and trained team members.
• Ensure all Lease Administration metrics and deliverables under the SLA are provided as required.
• Design, prepare and distribute monthly, quarterly and annual reports in a timely and accurate manner. Additionally, prepare ad-hoc reports as needed by management.
• Successfully implemented our new Siterra operating database. Designed easy to use export reportable reports, critical attributes, and tested accuracy of data.
• Ensure KPI and benchmark reporting is accurate and up to date.

Boston, Massachusetts, United States

• Managed the residential appraisal process for a national portfolio lender for compliance and adherence to client service standards
• Communicate frequently with sales officers, account executives, and mortgage underwriters on statuses and problem resolution if necessary
• Liaison between real estate division and mortgage underwriting during the appraisal review process
• Documented and implanted new policies and procedures of the appraisal process
• Set up loans on systems (CPS) for collateral tracking
• Reviewed and prepared collateral documentation

Needham, Massachusetts, United States

• Track and collect mortgage payments required by loan documents
• Manage escrow accounts and disbursement requests
• Coordinate loan disbursements; Track and disburse loan proceeds
• Daily borrower contact by phone and generate correspondence
• Complete monthly Rate Change Analysis
• Support senior staff for problem loan management and other non-routine matters

Boston, Massachusetts, United States