SUSANNAH MUNRO WILSON
INVESTMENT REAL ESTATE MANAGEMENT CONSTRUCTION DEVELOPMENT
QUALIFICATIONS PROFILE Multi-disciplinary real estate professional, accomplished in multi-family investments and experienced in site acquisition, market analysis, development research, commercial construction and rehabilitation, tax-exempt exchange strategies, cross-collateralized financing solutions, and property management. Visionary and strategist with strong logical and analytical problem-solving abilities at the property, portfolio and company levels. Proven track record of increasing sales, market share, and profitability. Maintains current investor database and well established relationships within the real estate community. Proficient in Microsoft Office, CRM software, and SEO tools. Tendency to thrive in entrepreneurial-minded role within dynamic and fluid environments.
CORE COMPENTENCES
Commercial Brokerage Market Analysis and Forecasting Long-term Asset Management Construction Project Management Planning, Zoning, and Land Use REAP/ B&S Code Compliance Strategic Planning & Marketing Technical/Professional Writing Advanced Computer Systems PROFESSIONAL EXPERIENCE
Healstone Investment Property and Management: Long Beach and Irvine, CA Jan 2006-Jan 2009 Associate Broker and Business Development Consultant, Multi-Family Real Estate Brokerage
Brokered multi-family real estate transactions throughout Southern California; specifically targeted in urban markets with value-add and REAP properties. Consulted IRC 1031/1033 exchange clients for improved equity positioning and long-term portfolio management, using comprehensive financial feasibility analysis, trend forecasting, and long-term income projections. Spearheaded portfolio management branding through execution of strategic operations and marketing plans in existing and new line of business. Reported to CEO.
Achieved sales volume exceeding $12.5M, representing 5 sides in 2008: Served a multi-disciplinary asset management model for immediate buyer profitability and successful seller tax-exempt 1031/1033 exchanges. Spearheaded vision, strategy, and execution of marketing plans and branding for Healstone Construction Development. Designed website content at www.healstoneconstruction.com, created marketing database and standardized operating procedures, established marketing and sales objectives and prepared sales forecasts, participated in research and development of niche REAP mediation service, responsible for contract negotiations and document management: Resulted in increased market share, >$1.7M in construction contracts, and a personal, scheduled corporate profit exceeding $500,000 in 12 months(2007-08). Consistently maintained 100 percent or better of established sales objectives 2006-08; achieved 127 percent of business development goals in 2008; surpassed client retention forecast and built client base to more than 600 investors by 2007, and mentored for over-achieving junior agent performance in 2008. Four times recognition as Healstone Broker of the Month in 2007-Q4 and 2008. 2008 CoStar Power Broker Award, Top Broker Nominee. 2008 Real Estate Southern California 30 Under 30 Nominee.
Department of Defense, United States Navy: Great Lakes, IL and Pt. Mugu, CA 2001-2006 Intelligence Specialist (IS-3), Air Division; Reserve Unit 815
Supported classified efforts in response to domestic terrorism on September 11, 2001, at varied service levels. Ascended division leadership to highest female in command (AROC) in 2002. Recognized by NPSAC panel review for Rear Admiral Keith Leadership Award in 2002. Recipient of USNR National Defense Service Medal in 2004. Honorable Discharge in 2006. SUSANNAH MUNRO WILSON Page 2
PROFESSIONAL EXPERIENCE CONTINUED
Employers Depot, Inc. dba RNLI 2002-2004 Benefits Administrator, Outsourced Business Operations with <$5M annual revenue
Collaborated with executive management, human resource, payroll, and accounting departments for monthly enrollment, billing, and compliance audits. Responsible for reconciliation of reoccurring benefit statements: Accuracy in provider billing, employee payroll deductions, client accounting, and enrollment eligibility (monthly premiums >$400,000/ 500+ eligible employees). Facilitated annual provider contract renewal and document management for nationwide health and life insurance, pre-tax savings accounts, and 401k/IRA programs. Implemented best practices for annual Open Enrollment; resulted in satisfactory compliance score in 2003-04 and optimized multi-site operations. Supported business to business sales through independent initiatives in: site assessment, employee/ client training, and multi-media sales and benefit presentations. Reported to President.
Reversed department's profitability from a $33,000 loss to a $27,000 profit within the first year. Substantially improved productivity while reduced staffing and operational costs by 28%. Successfully led executive, client, and employee presentations with concise definition of complex concepts. Accountable for corporate policy standardization and benchmarking practices to support franchise marketing. Monitored corporate interests and exceeded client retention projections while serving in consultant capacity: Oversaw public relations and risk management of principal-sponsored, self-funded benefit plan with >$55M annual liabilities; under federal investigation from 2002 to 2004.
EDUCATION AND LICENSES
Real Estate Brokers License: California Brokers Institute, State of California Coursework completed 5/30/2007: Property Management, Mortgage Loan Brokering, Escrow, Real Estate Appraisal, Real Estate Practice, Legal Aspects of Real Estate, Real Estate Finance, and Real Estate Economics
Real Estate Salesperson License, State of California February 2007 License initiated in 2006 and obtained following Department of Defense records restriction.
Bachelor of Science: University of Illinois, Champaign-Urbana 1997-2001 Majoring in Political Science with minor concentration in Computer Science
PROFESSIONAL DESIGNATIONS AND ASSOCIATION MEMBERSHIPS
Realty Investment Association of California (RIAOC) Member, 2006-2008
Certified Commercial Investment Member (CCIM) Candidacy Pending, 2009
National Association of Real Estate Professionals (NAREP) Member, 2009
CURRICULUM VITAE AND PORTFOLIO OF WORK AVAILABLE ONLINE AT WWW.VISUALCV.COM/SUSANNAHMUNRO
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