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Valeria Galvez Arias - CRE Analyst

Location: Colombia

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

LinkedIn Profile | email: valeria0331@icloud.com | Phone: +57 320 654-8622

Summary

International Business professional with 4 years of experience in the US real estate market, managing transactions across Pennsylvania, New Jersey, and Maryland at Rehobot Real Estate. She specializes in financial pre-approvals, mortgage operations, and full-cycle transaction coordination for residential and commercial properties, including multi-family and mixed-use assets. Her expertise includes reviewing financial documentation, preparing performance reports, and using tools such as Encompass, Brivity CRM, DocuSign, PowerPoint, and Canva. She proactively improves operational efficiency, notably by implementing ClickUp to optimize task management and leveraging ChatGPT to summarize complex transaction paperwork for clients. Additionally, she possesses solid structural knowledge of key real estate documentation, such as appraisal and inspection reports, and is familiar with the information framework of Offering Memoranda (OMs) and Broker Opinion of Values (BOVs).

Meet Valeria

This video from our screening interview provides a look into Valeria's background and experience:

Candidate Snapshot

US-based Real Estate Experience

• 4 Years of Dedicated US Market Exposure: Exclusively supports U.S.-based real estate and mortgage operations, managing full-cycle transactions across East Coast markets, specifically Pennsylvania, New Jersey, and Maryland.

• Extensive Stakeholder Management: Serves as the central transaction liaison for U.S.-based buyers, sellers, real estate agents, title companies, appraisers, and attorneys, maintaining strict compliance and operational efficiency.

• Direct Banking Collaboration: Partners directly with U.S. financial institutions (such as Quontic Bank) to process mortgage origination documentation, submit critical financial data, and issue pre-approval letters through internal banking systems.

Commercial Real Estate Expertise

• Diverse Asset Exposure: Expands beyond residential transactions to coordinate commercial real estate deals, specifically handling industrial facilities, mixed-use buildings, and retail properties (including supermarkets and grocery stores).

• Market Research & Valuation: Monitors real estate market trends, competitor activity, and industry developments to identify business growth opportunities. Understands the application of comparables (comps) to establish estimated property values and equip lenders with the necessary data for refinancing deals.

Marketing & Deal Packages Familiarity

• Corporate Presentation Design: Consistently designs and prepares bi-weekly performance presentations utilizing PowerPoint and Canva. Translates raw data into visual progress updates, tracking key organizational metrics such as the number of properties under contract, active transactions, and closed deals.

• Familiarity with Commercial Deal Materials: Although she has not directly produced them, she possesses foundational knowledge of the data inputs and "storytelling" narrative required for Offering Memorandums (OMs) to successfully generate investor interest. Additionally, understands the market data structure underlying Broker Opinion of Values (BOVs).

Education

• Bachelor’s Degree in International Business | Universidad Católica de Pereira (2021)
• Course in Introduction to Finance – Valuation Principles | Universidad del Rosario (2021)
• Course in International Logistics and Transportation | Bogotá Chamber of Commerce (2021)

Tools & Technologies

• Real Estate & Data: Brivity CRM, Encompass, ZipForms, Microsoft Excel.
• Design & Presentation: Canva, Microsoft PowerPoint.
• Task Management & AI: ClickUp, ChatGPT.
• E-Signature Platforms: DocuSign, Authentisign.

Key Qualifications & Highlights

• Proactive Systems Implementation: Identified significant operational bottlenecks when the company's primary CRM (Brivity) could only support the transaction phase, leaving the financing department disorganized. Independently deployed ClickUp to centralize task management across all departments, ensuring accurate prioritization and zero missed deadlines.

• AI-Driven Client Communication: Demonstrated a proactive, tech-forward approach by autonomously integrating ChatGPT into daily professional workflows. Uses the tool to summarize and translate complex real estate documentation and loan packages, providing clients with easily digestible explanations and reducing friction during the signing process.

• Cross-Functional Financial Acumen: Combines hands-on experience as a Financing Assistant and Account Executive. Proficient in evaluating preliminary creditworthiness by collecting and analyzing financial documentation (income statements, bank records, credit histories), advising clients on mortgage requirements, and collaborating directly with lenders to secure pre-approvals.

• Global & Operational Perspective: Leverages a strong background in international business and logistics—previously coordinating specialized committees and internationalization strategies for the National Association of Entrepreneurs of Colombia (ANDI).

Screening Interview - Key Observations

• Strengths & Task Preferences - Detail-Oriented Execution: She feels most comfortable working in highly structured environments where she has full visibility of ongoing processes. She naturally builds her own organizational systems, finding satisfaction in meticulously documenting every requirement and checking off tracked deliverables. Upon learning the target role involves quality-checking AI-generated deliverables, she immediately recognized and aligned with the necessity to be "as detailed as possible."

• Areas for Improvement - End-to-End Document Creation: She has the least practical experience in building complex commercial materials (such as OMs, BOVs, or complete loan packages) entirely from scratch. Her current workflow relies heavily on completing initial data entry and document summarization before handing the files off to other specialized team members who finalize items such as initial disclosures and commitment letters.

• Competencies - Methodical Organization & Quality Control: Demonstrated a strong aptitude for structured task management, mentioning that she independently created a personal tracking system to monitor every single step of her documentation tasks without relying on external oversight. Additionally, she serves as the primary reviewer of client financial files before submitting them directly to bank systems such as Encompass, ensuring accuracy prior to critical operational handoffs.

• Unanswered Questions & Concerns: She asked for clarification regarding the daily workflow and the practical application of an integrated AI platform. Because her experience is currently focused on using standalone AI tools to summarize documentation, she wants to better understand how an analyst interacts with the company's native internal AI ecosystem day-to-day.