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Shane Michaella Bautista - CRE Analyst

Location: Lipa City, Philippines

Compensation range discussed: $1,500 - $2,100

LinkedIn Profile | email: shanemichaellab25@gmail.com | Phone: +63 976 006 4905

Schedule Availability (EST): 12:00 PM – 10:00 PM

Earliest date she could join if receiving an offer: Immediately

Summary

Real Estate Virtual Assistant with 4+ years of data management and documentation experience, including over 2 years supporting US-based real estate clients in California and Tennessee. She has gained direct exposure to commercial and residential markets at The National Commercial Real Estate Association (NCREA) and Cyberbacker, where she managed CRM pipelines, conducted market research, and organized deal-related data for property transactions. Her core expertise lies in structuring complex market information into actionable client-facing marketing materials, including competitor analysis reports and Offering Memorandums (OMs). She supplements her real estate background with financial verification experience at Duran Law Offices, where she reviewed complex billing documentation and lien records. Highly proficient in using tools such as Canva, MS PowerPoint, and ChatGPT to design visually clean, accurate marketing decks and presentations that improve investor clarity and deal engagement.

Meet Shane

This video from our screening interview provides a look into Shane's background and experience.

Candidate Snapshot

US Real Estate Experience

• 2+ Years of Direct US Market Support: Maintains continuous exposure to the US market by supporting real estate clients directly in California and Tennessee.

• Industry Exposure: Gained hands-on experience in both residential and commercial sectors, managing CRM databases, tracking lead pipelines, and organizing deal-related data for property transactions through Cyberbacker and The NCREA.

Real Estate Documentation Development

• Offering Memorandums (OMs): Possesses direct experience building templates and structuring Offering Memorandums from scratch, handling the input of property prices, details, and market insights into client-facing materials.

• Marketing Materials: Highly proficient in designing competitor analysis reports, marketing decks, and visually clean presentations that consolidate complex market research into actionable insights for investors.

Commercial Real Estate Expertise

• Commercial Data Organization: Supported a commercial real estate coach for two years, focusing specifically on gathering market data, structuring property information, and assisting in the preparation of materials used for client presentations and coaching.

Education

• Bachelor’s Degree in Business Administration, Marketing Management | Lipa City Colleges, Philippines (2019)

Tools & Technologies

• Design & Presentation: Canva (Advanced), MS PowerPoint (Advanced), Google Slides.
• Real Estate & CRM Data: HubSpot, Salesforce, Zoho, GoHighLevel.
• AI & Automation: ChatGPT, Gemini, Claude, Jasper AI, Copy AI, Midjourney, Zapier.
• General Operations: Google Workspace, Filevine (Legal case tracking), FreshBooks.

Key Qualifications & Highlights

• Proactive Workflow Optimization: Demonstrated strong initiative when identifying operational bottlenecks at Hashlabs. Noticing a high volume of customer complaints and the absence of an organized support framework, she independently proposed and implemented a ticketing system in FreshBooks, which resolved the operational mess and drastically improved client feedback.

• Marketing & Presentation Focus: Combines a university background in Marketing Management with over 5 years of advanced proficiency in MS PowerPoint and Canva. Specializes in transforming raw market research and property data into visually engaging, professional presentations and deal packages.

• Meticulous Financial Diligence: Possesses a highly analytical mindset shaped by legal and financial verification roles. Successfully managed and cross-checked thousands of billing records and legal documents to ensure absolute accuracy, proving a strong capability for the detailed financial data review required in commercial real estate analysis.

• Cross-Functional AI Proficiency: Actively utilizes a broad stack of AI tools (ChatGPT, Jasper AI, Claude, Gemini, Midjourney) alongside automation platforms (Zapier) to streamline repetitive tasks, draft content, and summarize complex information, aligning perfectly with tech-driven, AI-integrated commercial real estate workflows.

Screening Interview - Key observations

• Back-Office Operations & Data Structuring: She highlighted her preference for back-office support over direct client negotiation. She feels most comfortable taking raw market data, spotting patterns, and organizing it into structured deliverables—such as Offering Memorandums and competitor analysis presentations.

• Areas for Improvement: She acknowledged a lack of familiarity with Broker Opinion of Value (BOV) documents and noted she has not yet performed commercial real estate financial modeling. These represent specific analytical and valuation tasks where she would require initial guidance or training.

• Process Improvement & Proactivity: Demonstrated a focus on operational efficiency, mentioning she took the initiative to build a standardized template for Offering Memorandums from scratch, which successfully streamlined the input of property details and pricing for future real estate transactions.

• Technical Adaptability: Demonstrated a strong capacity for technical integration, mentioning she actively utilizes AI tools (Jasper AI, Copy AI, and ChatGPT) to synthesize market information and implements Zapier to automate repetitive operational workflows.

• Motivation & Role Alignment: She is primarily motivated by establishing a long-term professional relationship in which she can grow alongside the team, explicitly stating her goal of committing entirely to a single company rather than managing multiple part-time clients.

• Unanswered Questions: She inquired about the expected timeline for onboarding and getting started with the hiring company, signaling her immediate readiness to join.