Jeffrey George Email & Phone Number

Dallas, Tx, Us

Dallas, Tx, Us

Dallas, Texas, United States

Texas

Dallas, Texas, United States

• Managed financial models for a diverse real estate portfolio comprised of multifamily, office, retail, hospitality and single-family rentals• Completed monthly validations, reviews of financial statements, monthly forecasts and monitored updates to property and debt servicing• Lead preparation of quarterly and annual investor reports for multiple funds consisting of real estate and bonds/CMBS, and presented reports to management• Collaborated with third party reviewers to prepare quarterly valuations at the fund and property levels• Reviewed and revised annual property budgets utilizing Excel and ARGUS

Dallas/Fort Worth Area

• Completed 250+ property valuation reviews based on Broker Price Opinions (BPOs) inspection reports and appraisals monthly• Managed offshore team in valuation/risk assessment of large pools of assets for upcoming MSR, RMBS and whole loan bids• Assisted team in reviewing and valuing large pools of assets by creating reports, relying on Excel, SQL and Power BI, and presented to management and investment committee• Collaborated with Transaction Manager in gathering and reviewing origination documents, credit reports and processing transfer consent requests• Spearheaded market research and reviewed collateral requests in preparation for securitization

Dallas/Fort Worth Area

• Managed stock inventory of copier machine parts and supplies valued at over $10,000.00 weekly• Handled multiple transactions weekly between customers through GM Technologies• Delivered supplies and repaired printers, copier machines, and fax machines• Implemented use of electronic billing, tracking, and restocking; reducing shipping expenses, defaulting on payments, and wait time• Extensive work in database management, forecasting, and financial modeling

Dallas/Fort Worth Area

• Prepared 1,000+ invoices via MS Excel and QuickBooks• Managed customer billing information, payment history, and financial records• Reviewed and prepared 20+ contracts monthly• Cataloged internal quarterly audits• Reconciled weekly sales, expenses, and transaction data via MS Office and QuickBooks

Dallas/Fort Worth Area

• Data entry/ Database management via MS office, Salesforce, Oracle databases, some SQL • Researched company products, customer history, and financial records of 1,000+ customers and leads • Assisted lead project manager and team leaders in daily activities and weekly modeling/reports • Reviewed and updated customer contracts & payment records for 500+ contacts

Dallas/Fort Worth Area

• Prepared databases organizing properties, contact information, and leasing documents for 50+ tenants • Shadowed senior property manager, assisting in day-to-day transactions • Processed invoices and managed billing information/collections of over 100+ vendors • Assisted in access control system management and work with Leasing and Construction departments

Dallas/Fort Worth Area

• Researched property values, emerging markets, and property managers/management companies• Collaborated on market research projects for property comparisons and proposal development• Analyzed and tracked records and leads • Assisted with online database management• Training in commercial real estate property and debt underwriting

Carrollton, Tx

• Analyzed, processed, and tracked 500+ patient medical records onto online electronic data base• Cataloged patient charts and reviewed medical records for primary care providers• Collaborated with lead project manager in daily and weekly transactions• Organized patient files, finances and HIPPA records for 2012-2015 fiscal periods• Trained new employees in database management, preloading, patient scheduling, record verification, and electronic chart maintenance

Master Of Science (M.S.), Data Analytics

Bachelor Of Science (B.S.), Business Administration And Management, General

Activities and Societies: Pi Kappa Phi Fraternity