Rob Rose Email & Phone Number

Chicago, Illinois, United States

Rob created Rose Capital Group, LLC to address the lack of capital and developer capacity in communities of color.

Greater Chicago Area

Manage $40 million commercial loan portfolio with assets located in the six-county Chicagoland area.• Responsible for managing all operational aspects of the agencies lending program including external relationships, marketing, origination, underwriting/credit review, loan servicing, reporting/compliance monitoring and portfolio/asset management.• Manage 8 FTEs; hired, promoted, terminated, counseled, developed and trained as necessary.• Member of the following committees: Loan… Show more Manage $40 million commercial loan portfolio with assets located in the six-county Chicagoland area.• Responsible for managing all operational aspects of the agencies lending program including external relationships, marketing, origination, underwriting/credit review, loan servicing, reporting/compliance monitoring and portfolio/asset management.• Manage 8 FTEs; hired, promoted, terminated, counseled, developed and trained as necessary.• Member of the following committees: Loan Committee, Special Assets, Risk Management• Key achievement: Reworked the commercial real estate lending approach with an emphasis on increased fees. Redesigned the credit memorandum template. Worked with vendor to fully utilize existing loan processing platform • Result: Closed over $13.5MM for FY2012 (129% of goal) including a $2.6MM loan, which represents the largest single loan in the 21-year history of the loan fund. Show less

Greater Chicago Area

Managed $170 million commercial real estate loan portfolio with assets located in Cook County, IL, Cleveland, OH and Detroit, MI.• Lead and managed the day-to-day operations of the commercial real estate lending program. Accomplished this through delinquency management, relationship management, new loan originations, loan restructuring and risk rating review.• Managed 10 FTEs; hired, promoted, terminated, counseled, developed and trained as necessary.• Created the commercial… Show more Managed $170 million commercial real estate loan portfolio with assets located in Cook County, IL, Cleveland, OH and Detroit, MI.• Lead and managed the day-to-day operations of the commercial real estate lending program. Accomplished this through delinquency management, relationship management, new loan originations, loan restructuring and risk rating review.• Managed 10 FTEs; hired, promoted, terminated, counseled, developed and trained as necessary.• Created the commercial real estate monthly “dashboard” management reporting tool.• Key achievement: Completely rebuilt the commercial real estate lending platform. Developed and implemented the loan originations process. Created the preliminary and credit memorandum templates. Created the Excel-based cash flow analysis model. Created the Excel-based loan pipeline report which tracks all loan activity from prospect to closing. Co-authored the commercial real estate section of the credit policy. • Result: Closed $3.8MM during the last 4 months of 2011. This represents new loan originations for the bank in three years. Show less

Arlington, Tx

Managed 420-unit property representing $25 million in total capitalization and $2.5 million in projected net income. • Develop yearly operating budgets/forecasts and sales/marketing plans. Accurately prepare and convey all operational and financial data to the Regional Manager in a timely manner.• Manage 9 FTEs through implementation of effective recruiting, training, motivation and development programs.• Key achievement: Overcame several obstacles including an on-site homicide… Show more Managed 420-unit property representing $25 million in total capitalization and $2.5 million in projected net income. • Develop yearly operating budgets/forecasts and sales/marketing plans. Accurately prepare and convey all operational and financial data to the Regional Manager in a timely manner.• Manage 9 FTEs through implementation of effective recruiting, training, motivation and development programs.• Key achievement: Overcame several obstacles including an on-site homicide and apartment fire to reduce delinquency from $66,000 to $12,000. Through aggressive marketing, diplomacy and a commitment to customer service increased the renewal ratio from 48% to 70%. Increased occupancy to 95.0%; the first time in two years that the property has achieved this level. Result: Increased net income by $20,000/mo. Show less

North America Asset Management-Prepared asset-level business plans for two multifamily properties complete with hold/sell recommendations-Conducted full budget review of an 18-property multifamily portfolio; resolved issues that included possible cash flow shortfalls, capital expenditure and debt coverage-Closed challenging 1031-exchange deal involving two older, industrial sites (40M sf, $3.2MM)North America Underwriter-Underwritten property types: multifamily, office… Show more North America Asset Management-Prepared asset-level business plans for two multifamily properties complete with hold/sell recommendations-Conducted full budget review of an 18-property multifamily portfolio; resolved issues that included possible cash flow shortfalls, capital expenditure and debt coverage-Closed challenging 1031-exchange deal involving two older, industrial sites (40M sf, $3.2MM)North America Underwriter-Underwritten property types: multifamily, office, industrial and golf course ($450MM)-Responsibilities: Submitting deals to credit committee, coordinating 3rd party engineering and environmental vendors, heavy financial modeling, site inspections, financial due diligence, internal valuations-Key achievement: Underwrote and closed a challenging two-property multifamily portfolio (1,056 units, $80MM). Implemented value creation strategy and creatively structured deal to exclude adjoining golf coursesGVT Underwriter-Underwritten property types: multifamily, office, industrial, biotech, self-storage and mobile home ($485MM)-Responsibilities: Heavy financial modeling (ARGUS, DYNA, internal models), market analysis, site inspections, financial due diligence, internal valuations-Key achievement: Underwrote four Chicago suburban office assets (1.6MM sf, $357MM) as part of a $1.1B acquisition-International experience: six-week assignment in Sydney, Australia and a four-week assignment in Toronto, ON Show less

Greater New York City Area

Three-month internship in New York, NY• Key achievement: Underwrote and closed two golf courses representing $20 million in total capitalization, as part of a $661 million portfolio refinance• Performed heavy financial modeling and analysis of potential joint venture structures and single asset/portfolio acquisitions for multifamily and golf course properties.• Conducted due diligence, including underwriting potential JV partners, assets, lease abstracts and market research

Stamford, Ct

Three-month internship in Stamford, CT• Key achievement: Worked on a project that consolidated various equity waterfall allocation models. This led to the creation of a single cash flow engine that is being used by all business units.

-Designed all Thin Films processes necessary to manufacture novel electromechanical communication device-Managed four floor technicians; hired, promoted and counseled as necessary

- Managed the Metals group comprised of 15 technicians and 3 maintenance technicians; hired, promoted and counseled as necessary -Completed two projects that significantly reduced product cycle time by 20% resulting in 10% cost-savings of $500,000 per year

Mba, Real Estate

Activities and Societies: Student Council President Robert A. Toigo Fellow Associate Real Estate Club Robert A. Toigo Fellow, Student.

Bba, Business Management