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Andrea Osorio Patiño - Senior CRE Analyst

Location: Medellín, Colombia

Compensation range discussed: $1,500 - $2,300

LinkedIn Profile | email: Viviana1987andrea@gmail.com | Phone: +57 312 659 2629

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

Recruiter Notes: She has a previously planned trip from February 28 to March 16. She can still support a light onboarding or limited availability during that time if needed, and she'd be fully available to start at full capacity immediately after March 16.

Summary

Transaction Coordinator and Marketing Technologist with 3 years of experience in the US Real Estate market, currently working remotely for Fortex Realty Inc. She manages end-to-end transactions and supports operations in key markets, including Florida (Orlando, Tampa, Miami) and California. Her expertise involves creating Comparative Market Analysis (CMAs), marketing presentations, and transaction summaries using Advanced Excel, PowerPoint, and Canva. She has experience preparing materials comparable to Offering Memorandums (OMs) and Broker Opinion of Values (BOVs), integrating financial data and property details into client-ready deliverables. Additionally, she uses CRM systems, MLS platforms, and AI tools such as ChatGPT and Gemini to streamline workflows and ensure accuracy in purchase agreements and closing statements.

Meet Andrea

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

Candidate Snapshot

US Real Estate Experience

• 3 Years of US Market Experience: Currently works as a Transaction Coordinator and Marketing Technologist for Fortex Realty Inc., managing end-to-end transactions and supporting operations in the United States.

• Key Market Exposure: Directly supports operations in major US markets, specifically Florida (Orlando, Tampa, Miami) and California, ensuring familiarity with different transaction nuances.

• Workflow & Compliance: Utilizes MLS platforms to manage listings and ensures accuracy in translation-related documents, demonstrating a strong grasp of US real estate documentation standards.

Real Estate Documentation Development

• Marketing & Deal Collateral: Experienced in creating Comparative Market Analysis (CMAs), marketing presentations, and transaction summaries using Advanced Excel, PowerPoint, and Canva.

• Deal Package Structure: Prepares materials comparable to Offering Memorandums (OMs) and Broker Opinion of Values (BOVs), specifically integrating financial data and property details into client-ready deliverables.

Education

• Bachelor of Arts in English Language Teaching | Universidad Luis Amigó

• Bachelor of Technology, Consumer Merchandising/Retail Management | Servicio Nacional de Aprendizaje (2012)

Tools & Technologies

• Design & Presentation: Canva, Microsoft PowerPoint.
• Real Estate & Data: Advanced Excel, MLS Platforms, CRM Systems.
• AI & Efficiency: ChatGPT, Gemini (Used for workflow streamlining).

Key Qualifications & Highlights

• Tech-Enabled Workflow Optimization: Uses AI tools like ChatGPT and Gemini to streamline operational workflows. This proficiency enables faster turnaround times for transaction coordination and data processing.

• Integrated Design & Analysis: Dual skillset in Advanced Excel and Canva, used for the production of deliverables that are both visually professional and data-accurate.

• End-to-End Transaction Management: Experience managing the full lifecycle of real estate transactions—from marketing presentations and CMAs to purchase agreements and closing statements—demonstrating a comprehensive understanding of the deal process beyond simple analysis.

Screening Interview - Key Observations

• Process Improvement & Accuracy: Demonstrated a strong focus on quality control by detailing a situation where she identified a financial discrepancy in a final closing statement. She not only coordinated with lenders and escrow agents to resolve the error before the deadline but also subsequently implemented a standardized cross-check process to prevent similar inconsistencies in future transactions.

• Transparency on Commercial Experience: While she is familiar with Broker Opinion of Values (BOVs) and Offering Memorandums (OMs) conceptually—understanding their purpose for pricing and strategic decisions—she acknowledged that her hands-on creation of these reports is limited relative to her residential experience. She views commercial transactions as "tricky" due to the heavy legal component.

• Data Simplification Preference: She enjoys the challenge of distilling complex property data and investment figures into easy-to-understand presentations for clients using PowerPoint or Canva. Her goal is to ensure the client immediately grasps the property's facilities and investment potential (rent vs. buy) without getting lost in the raw data.

• Professional Development: She is currently pursuing a degree in English Teaching and devotes her evenings and weekends to study.

• Adaptability to US Market Standards: She explicitly prefers the US market's direct communication style and emphasis on structural accuracy, given her background in call centers. She finds the high standards of US real estate "challenging" in a positive way, keeping her engaged and eager to learn.

• Expanded AI Toolkit: In addition to ChatGPT and Gemini, she mentioned using NotebookLM, indicating she proactively explores a range of AI tools to support both professional workflows and her academic studies.