Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
BusinessAnalyst
Meghan Fitzpatrick De San José

Meghan Fitzpatrick De San José

Halifax,NS

Summary

Highly motivated Deal Administrator with 5+ years of experience in administration roles in real estate and property management. Background in accounts payable and management, ranging from administration and project management, to overseeing up to 20+ direct and indirect reports. Looking to apply an innovative approach to new challenges alongside a fantastic team.

Overview

11
11
years of professional experience

Work History

Deal Administrator

Properly Homes Inc.
Halifax, NS
02.2022 - 11.2022
  • Process real estate transactions from deal intake to agent payout
  • Invoicing outside brokerages/lawyers and processing intake of outside brokerage invoices for payout
  • Thorough understanding of compliance requirements for real estate agreements and contracts in Ontario and British Columbia
  • Support brokers with processing deal documentation and maintaining brokerage deal files
  • Established clear communication and follow-up with real estate agents for transaction requirements and requests
  • Assisted in software migration from Loft47 to Lonewolf

Operations Manager

CAPREIT
Halifax, NS
02.2020 - 04.2022
  • Supervised 20+ direct and indirect reports at several property locations. Human resources duties included interviewing/hiring, payroll direction/approval, performance reviews, and coaching/mentoring
  • Managed all areas of operations at each property location, including approving/rejecting lease applications and procurement requisitions, acting on vacancies, ensuring all areas of administration follow company and provincial policies, conducting tenant meetings and acting as liaison for Government Officials
  • Prepared budgets and proposals for individual property location’s CAPEX projects and repair and maintenance expenses
  • Prepared and reviewed documentation for legal hearings
  • Assisted in organization and transition during major property acquisition

Property Services Administrator

CAPREIT
Halifax, NS
11.2018 - 02.2020
  • Stand in for property managers, administrators and other employees during leaves and vacations
  • System implementation and process improvement of several property projects
  • Standardize, organize and manage portfolio-wide fire and safety programs to ensure compliance
  • Reviewed budgeting, reporting, planning, and auditing with property managers and operations manager
  • Conducted weekly property visits to assist with operations manager checklist, turnover walks and other duties as needed

Site Administrator

CAPREIT
Halifax, NS
11.2017 - 11.2018
  • Project management including scheduling and dealing closely with vendors and residents
  • Detailed work with SAP for procurement
  • Analyzed and created detailed reports for employees, property managers and upper management
  • Worked with ResServ to develop detailed weekly report of escalated view of properties
  • Trained and coached site employees on dealing professionally and compassionately with residents

Accounting Clerk

Charm Diamond Centres
Dartmouth, NS
01.2017 - 11.2017
  • Expense allocation for all regional manager and store support center employee credit cards
  • Processed supplier credits and volume rebates
  • Imported/exported data, analyzing and submitting reports
  • Detected invalid sales errors in software to log for correction
  • Ensured that office supplies and equipment are properly ordered and maintained

Sales Associate

Charm Diamond Centres
Fredericton, NB
06.2012 - 01.2017
  • Excellence in dealing tactfully with customer concerns
  • Involvement with leadership and management
  • Proved strong customer focus and follow-up
  • Named to Honour Roll for achievement in high sales

Accounts Receivable Clerk

City of Fredericton
Fredericton, NB
01.2015 - 08.2015
  • Maintained accounts receivable customer files with detail and accuracy
  • Interacted with customers to resolve outstanding issues
  • Verified that transactions comply with financial policies and procedures
  • Researched and resolved payment discrepancies
  • Involvement with process improvement projects for internal and external operations

Education

BBA - Finance

University of New Brunswick
Fredericton, NB
06.2016

Skills

  • Perceptivity
  • Creative Mindset
  • Critical Thinking
  • Leadership
  • Verbal/Written Communication
  • Attention to Detail
  • Collaboration
  • Emotional Intelligence

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Deal Administrator

Properly Homes Inc.
02.2022 - 11.2022

Operations Manager

CAPREIT
02.2020 - 04.2022

Property Services Administrator

CAPREIT
11.2018 - 02.2020

Site Administrator

CAPREIT
11.2017 - 11.2018

Accounting Clerk

Charm Diamond Centres
01.2017 - 11.2017

Accounts Receivable Clerk

City of Fredericton
01.2015 - 08.2015

Sales Associate

Charm Diamond Centres
06.2012 - 01.2017

BBA - Finance

University of New Brunswick
Meghan Fitzpatrick De San José