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Jael Portillo - Senior CRE Analyst

Location: Manila, Philippines

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

LinkedIn Profile | email: jlprtll23@gmail.com | Phone: +63 976 344 0130

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

Earliest date she could join if receiving an offer: As soon as possible

Quick Recruiter Note: Currently holds two part-time positions that together total 10 hours per week, though she confirms full commitment to the required 50-hour workweek.

Summary

Real Estate Transaction Coordinator with 5+ years of experience supporting US-based commercial real estate firms such as Progressive Real Estate Partners, LiNC Commercial Realty, and Digsy. Specializing in commercial retail and industrial assets across California, Texas, Maryland, and Denver, manages full-cycle transactions and has contributed to $66 million in successful closings. Her expertise bridges backend transaction coordination and marketing design. Gathers market data, skip-traces properties, and structures financial details to create Offering Memorandums (OMs), Broker Opinions of Value (BOVs), and property teasers. Leverage tools like Buildout, CoStar, Salesforce, HubSpot, and Airtable for CRM data visualization, and Canva (4+ years) to build pitch decks and property flyers from scratch. Additionally, she drives operational efficiency by designing standardized workflows (SOPs) and auditing real estate documentation for transaction compliance.

Meet Jael

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

Candidate Snapshot

US-Based Real Estate Experience

• 4–5 Years of Direct US CRE Support: Acts as a Real Estate Transaction Coordinator and Lead Generation Specialist, working remotely with US-based founders, CEOs, and real estate principals.

• Specific Asset Classes: Focuses on commercial retail properties—including shopping centers and restaurants (e.g., Starbucks, El Pollo Loco)—and industrial assets, actively managing B2B interactions and outbound sales.

• Market Research Adaptability: Conducts targeted property research and skip tracing for lead generation across diverse markets, notably California (Los Angeles and Rancho Cucamonga), with historical exposure to Maryland, Denver, and Texas.

Real Estate Documentation Development

• End-to-End Deal Packaging: Structures raw CRM data and comparable sales (comps) into client-ready presentations. Manages backend research and designs final Offering Memoranda (OMs) tailored to each broker's branding.

• Valuation & Marketing Materials: Consolidates market data to assist brokers in finalizing Broker Opinions of Value (BOVs) and creates high-impact, one-page Property Teasers aimed at attracting potential buyers and tenants.

• Due Diligence & Compliance: Audits documentation for accuracy and completeness before deal execution, interacting directly with escrow managers, and coordinating Natural Hazard Disclosure (NHD) materials for transaction compliance.

Commercial Real Estate Expertise

• Data & Workflow Organization: Gathers property details and translates CRM data (Salesforce, HubSpot) into clean, executive-level charts and summaries for rapid leadership decision-making.
• Outbound CRE Lead Generation: Executed outbound calling and multi-channel lead generation specifically targeting commercial and industrial real estate property owners at Digsy.

Tools & Technologies

• Real Estate & CRM: Buildout, CoStar, Resquared, Ascendix, Airtable, Ticor.

• Design & Presentation: Canva (Advanced, 4+ years), Microsoft PowerPoint, Google Slides.

• Data & General Office: HubSpot, Salesforce, Microsoft Excel (Advanced), DocuSign (Advanced, 4+ years), ChatGPT & AI tools.

Key Qualifications & Highlights

• Proactive Workflow Automation (Startup Mindset): Demonstrates strong initiative in identifying operational bottlenecks within early-stage companies. Evaluated the output of new hires at a startup client (Local Laundry), independently developed an optimized Standard Operating Procedure (SOP) in CommonSKU, and elevated the team's deliverables.

• High-Volume Transaction Efficiency: Re-engineered internal processes to maximize operational efficiency, compressing transaction coordination into a highly streamlined workflow. Independently tracks transactions from escrow to closing, coordinates cross-functional communication, and maintains CRM data integrity without requiring micro-management.

• Advanced Data Visualization & Design: Brings a dual skill set combining backend data management with front-end presentation design. Processes raw information from CRMs to produce clean, professional pitch decks, BOVs, and OMs in Canva, ensuring precise brand alignment and superior client-facing quality.

• Seamless US Corporate Integration: Maintains highly effective communication standards with US-based executives. Operates as a proactive "second brain" to anticipate needs, streamline business operations, and integrate smoothly into fast-paced corporate environments, facilitating efficient task delegation and problem-solving.

Screening Interview - Key observations

• Side Projects in Deal Materials: Revealed during the interview that he has taken on independent side projects, creating Offering Memorandums (OMs) for external brokers. For these projects, she handles the backend research independently, familiarizes herself with each broker's specific branding, and designs the presentation materials from scratch.

• Workflow Optimization: Demonstrated a strong focus on process improvement and efficiency, mentioning that she completely optimized her current transaction coordination workflow. By doing so, she compressed her active management time to just two hours a day to track all transactions from escrow to closing, handle cross-functional communication, and maintain CRM integrity.

• Adaptability and Research-Driven Focus: Thrives when acting as a proactive "second brain" for leadership. Identifying her passion for deep-dive research as a core strength, she proactively researches unfamiliar out-of-state markets or new concepts to familiarize herself as quickly as possible.

• Specific Technical Limitations: While highly capable of structuring commercial presentations, she explicitly mentioned that her design execution is currently limited to Canva, which she presented as a caveat for her material creation. Furthermore, she acknowledged having minimal hands-on experience in processing commercial loan packages, clarifying that her involvement in financing has been strictly limited to auditing documents for due diligence and completeness.

• Pending Queries & Role Alignment: Fully aligned with the 50-hour work week and the Monday-to-Friday schedule. Additionally, she has a direct query for the hiring company: plans to continue her parallel role as an Executive Virtual Assistant and Transaction Coordinator for another Real Estate company (these secondary commitments combined do not exceed 10 hours per week), so she wishes to inquire if there are any conflicts with a non-compete clause. She will bring this question to the table when meeting directly with the hiring company.