Joe Bertolino Email & Phone Number

Gloucester, MA, US

Boston, Massachusetts, United States

Take a leadership role in project and program development, as well as leading deal teams of internal stakeholders to underwrite and close complex multifamily transactions. Typical collaboration includes not only working with the Borrower, but also mentoring an Underwriter and working with staff in all Multifamily (Origination, Rental Management and Rental.

Gloucester, Massachusetts, United States

• Participated in all aspects of the underwriting of 13 MAP loans totaling over $1.6 billion. The projects consisted Section 223(f) refinance loans and Section 221(d)(4) substantial rehabilitation loans.
• Develop complete underwriting summaries by analyzing strengths and weakness of each loan; developing full market, valuation, and cost reviews; determining future cash flow through a projection of stabilized operations.
• Complete detailed reviews of Appraisals, Market Studies, Project Capital Needs Assessments, and Environmental Studies, and work with third parties to ensure adequacy and accuracy of each report.
• Develop concept meeting documents for submission and participate in concept meetings with representatives of HUD.
• Work with borrower's to accurately complete firm application exhibits.
• Perform property inspections.

Greater Boston Area

Andover, MA

As a Property Manager, I oversee all daily activities at the property and must be able to effectively supervise an administrative, leasing and maintenance staff to maximize their performance. I must be capable of professional interaction with residents, unit owners, contractors and other business people. I am responsible for the day-to-day operating.

Shrewsbury, MA And Brockton, MA

Maintaining high occupancy at the property. Developing and initiating marketing plans to attract new residents and maintain existing ones. Leasing apartments and overseeing the leasing of apartments by leasing consultants. Approving all rental applications. Maintaining current inventory of available apartments on apartment status report. Conducting and.

Provided customer support to high net worth clients through phone, email, and personal visits to help with questions and concerns. Assisted with implementing financial planning software packages and training team members and clients, through meetings and telephone conferences. Developed marketing strategy, to include website design, newsletter designs.