Joel Schmidt Email & Phone Number

Irvine, California, United States

Foothill Ranch, California

I spearheaded the CMBS Lease Review department for our high-valued client, Midland Loan Services, a PNC Real Estate Business. My responsibilities encompassed managing all aspects of the business line, ensuring seamless integration with existing operations, and delivering exceptional results to the client. This included reviewing over 4,000 national and credit tenant leases/amendments across various sectors, achieving an annual department revenue exceeding $500,000 during the first year. I also… Show more I spearheaded the CMBS Lease Review department for our high-valued client, Midland Loan Services, a PNC Real Estate Business. My responsibilities encompassed managing all aspects of the business line, ensuring seamless integration with existing operations, and delivering exceptional results to the client. This included reviewing over 4,000 national and credit tenant leases/amendments across various sectors, achieving an annual department revenue exceeding $500,000 during the first year. I also maintained and cultivated relationships with clients, including KeyBank, Midland Loan Services, and Wells Fargo, while analyzing and extracting critical data from CMBS loan and leasing documents, borrower financial statements, and third-party reports with meticulous attention to detail. Additionally, I conducted economic and underwriting assessments for assets ranging from $5 million to $50 million, performed asset management responsibilities for an institutional-quality commercial portfolio, and conducted comprehensive research and analysis of industry and real estate market trends to provide accurate insights and reporting. Show less

Foothill Ranch, Ca

Promoted to Senior Analyst/QC within six months, based on consistently exceeding expectations and demonstrating exceptional competencies. Prepared comprehensive reports for financial institution clients, analyzed statements for performance reviews, ensured compliance with regulations, conducted industry research, utilized advanced database systems, and analyzed CMBS loan documents for critical insights.

Tulsa, Oklahoma Area

Demonstrated exceptional performance, adaptability, and leadership, leading to a well-deserved promotion. Managed financial analysis, reconciled cash flow, achieved record-breaking sales. Oversaw a team of 25 employees, improved performance, reduced turnover, and implemented standardized training. Managed dining-room services, partnered with local venues for events, aligned policies with hotel management, and resolved guest disputes.

Tulsa, Oklahoma Area

Shortly after joining the company, I took on the responsibility of training new employees comprehensively, covering service standards, food and beverage knowledge, and restaurant and hotel policies. As a result, I received multiple awards and recognition for delivering exceptional service, achieving sales targets, and fostering teamwork. Throughout my tenure, I consistently demonstrated effective time management and prioritization skills.

Greater Chicago Area

Supported sales representatives for the Abbott Diagnostic Division by managing customer data across multiple Excel spreadsheets. Streamlined operations by creating a new, highly automated spreadsheet with intricate formulas that significantly reduced the effort required to maintain the database. This enabled me to contribute to other areas of the department.

Bachelor Of Science (B.S.), Finance

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

Associate Of Science (A.S.), Accounting