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Patrick Norman Meneses - Senior CRE Analyst

Location: Quezon City, Philippines

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

LinkedIn Profile | email: kokoy.meneses.25@gmail.com | Phone: +63 966-940-1115

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

Summary

Transaction Administrator and former Valuations Coordinator with 4 years of Commercial Real Estate experience gained at top-tier firms Cushman & Wakefield and CBRE. During his tenure at CBRE, he provided direct support to US-based valuers in the Midwest (Illinois and Wisconsin), handling due diligence, zoning/tax map retrieval, and RFP abstraction for valuation reports. Currently, he supports asset managers by overseeing the end-to-end transaction process and generating financial reports in Excel (PivotTables) to track revenue and project numbers. His technical skillset includes Salesforce (3 years), Monday.com, Argus Enterprise, and Power BI. While his focus has been primarily analytical, such as entering P&L data for hotel projects and managing lease abstractions.

Meet Patrick

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

Candidate Snapshot

US-based Real Estate Experience

• Direct Midwest Market Support: Gained specific exposure to the US Midwest market (Illinois and Wisconsin) while working at CBRE, directly supporting US-based valuers.

• US Regulatory & Data Compliance: Managed US-specific due diligence processes, including the retrieval of zoning and tax maps required for compliant valuation reports.

• Asset Management Support: Currently supports asset managers by overseeing end-to-end transaction processes and managing critical dates for international portfolios.

Commercial Real Estate Expertise

• 4 Years of CRE Experience: Accumulated approximately four years of experience in the sector, transitioning from a Valuations Coordinator to a Transaction Administrator at top-tier firms, including Cushman & Wakefield and CBRE.

• Valuation & RFP Management: Experience handling RFP (Request for Proposal) abstraction for valuation reports, a critical component in the deal-generation cycle. • Financial Analysis: Enters and manages P&L data for hotel projects, demonstrating specific asset-class expertise in hospitality.

• Lease Abstraction: Performs lease abstractions to condense complex legal documents into actionable data points for asset managers.

Tools Used

• CRM & Workflow: Salesforce (3 years experience), Monday.com.

• Real Estate Specific: Argus Enterprise (Beginner - Valuation and Asset Management software).

• Data Analysis: Excel (specifically utilizing Pivot Tables for revenue tracking and project numbering), PowerBi (Beginner).

• Efficiency: Use of AI (ChatGPT) for drafting communications and formatting simple data tables; proactive in manual process optimization through Excel.

Education

• Bachelor of Arts in Philosophy | University of Santo Tomas (2017)

Key Qualifications & Highlights

• Top-Tier Agency Background: The candidate’s experience is grounded in workflows and standards from the world’s leading real estate services firms, Cushman & Wakefield and CBRE, ensuring familiarity with high-volume, corporate-grade deliverables.

• Specialized Midwest Valuation Support: Possesses niche geographic expertise in the Illinois and Wisconsin markets, having handled the specific zoning and tax map retrieval necessary for valuations in these states.

• Process Optimization (Excel/Pivot Tables): Distinguishes himself by identifying manual inefficiencies and implementing technical solutions. He automated a financial report by setting up a Pivot Table system, eliminating the need for manual data entry and "Alt+Tab" toggling between windows.

• Hospitality Sector Financials: Brings specific experience in hotel projects, managing P&L data entry and analysis, adding versatility to the asset classes he can support beyond general office or retail.

• RFP & Deal Process Management: Experience with RFP abstraction indicates an understanding of the business development and "pitch" side of commercial real estate, bridging the gap between pure analysis and marketing support.

Screening Interview - Key observations

• Transparency on Design & Marketing capabilities: When specifically asked about creating materials like OMs and BOVs, Patrick was candid in admitting he has never created these documents from scratch. While he has studied these materials to understand their structure and components, he clarified that he is not yet familiar with their professional visual layout or aesthetic standards regarding the creation process.

• Proactive Workflow Optimization: He provided a concrete example of process improvement where he observed a teammate manually toggling between windows (using Alt+Tab) to input data for a financial report. He intervened by setting up a Pivot Table solution and explaining the workflow to the stakeholder ("benefactor"), thereby automating the data consolidation process and saving significant time.

• Clarification on AI Proficiency: He specified his current usage is limited to ChatGPT for sentence construction and formatting data tables, and using Turnitin for academic integrity.

• Operational Support Strengths: He described his comfort zone in transaction administration and support roles. He detailed his current responsibilities at Cushman & Wakefield (for a confidential banking client) as handling "end-to-end processes" including service engagement notices, data entry, flagging critical dates, and preparing fee forecasts using Excel.

• Previous US Market Exposure: He revealed that his first experience with US clients predates his Real Estate career; he worked with IBM supporting UnitedHealth Group in a recruitment capacity, which adds context to his communication skills with US stakeholders.

• Logistical Queries: The candidate raised specific questions regarding the holiday schedule (whether to follow US or Philippine holidays) and the payment method (Bank transfer vs. PayPal).