Dylan LaFe

Experience

• 

  Coldwell Banker

  Feb 2012 - Aug 2012

  Receptionist

  -Was responsible for various tasks such as answering phones/e-mails, handling customer complaints, ensuring customers were satisfied, inputting data to Excel files and other programs, filing, scanning, copying, and correspondence with customers and other agents. -Worked with Realtors to coordinate showings, facilitate transactions, and ensure that all paperwork was executed and correct prior to closing.

• 

  Realty Executives Exceptional, Realtors

  Jan 2013 - Jan 2016

  Transaction Manager

  -As a Transaction Manager: Real Estate professional worked as a Transaction Manager to a Top Realtor at Realty Executives with an annual sales volume upwards of $6 million. Median sale price in the county was $150,000 at the time of employment. -Organized and created all listing and sale files, sent relevant files to compliance, ensured all documents were fully executed and complete.-Was responsible for drafting business letters, filing, creating communications such as fliers and handling interpersonal communications with clients, inputting relevant data into computers, creating legal documents, and providing ad hoc technical support. Show less

• 

  Realty Executives Exceptional, Realtors

  Dec 2016 - now

  Licensed Realtor

  -As a licensed Real Estate Agent, negotiate transactions between buyers and sellers to accomplish a mutually beneficial and successful closing, work with various real estate professionals such as mortgage representatives, home inspectors, and title companies to facilitate a successful closing. Responsible for drafting legal documents including lease agreements, agreements of sale, representation documents, etcetera. -Calculate and review closing costs for buyers and sellers. Coordinate the closing process by overseeing the disbursement of funds, review contracts with clients, and ensure that all aspects of the purchase agreement are met and all parties involved are satisfied. Show less

• 

  FEM Real Estate

  Sept 2018 - May 2021

  Financial Analyst / Manager

  Financial Analysis· Created discounted cash flow models utilizing Excel to ensure highest use and profitability· Compiled lease assumptions and incorporated in cash flows to capture accurate expenditures.· Prepared monthly P&L reports concerning debt service, rents and operating expenditures· Prepared quarterly reports for all assets in portfolio to reflect ROI and compare to forecasts· Performed due diligence and created RFPs on potential acquisitions and dispositions· Created forecast models for potential undertakings to predict future revenue and profitsOperations· Property Manager for various assets in portfolio.· Performed monthly reconciliations related to revenues and expenses for assets in portfolio · Project Manager that led the design efforts of FEM’s development project, South Beach at Long Branch. 47-unit luxury oceanfront condominiums worth upwards of $80 million. Show less

• 

  Pacific Western Bank

  May 2021 - Jun 2022

  Senior Financial Analyst

  · Perform financial modeling, strategic analysis, and forecasting on FP&A team· Utilize Oracle Essbase and Microsoft Excel to synthesize large pools of data and incorporate into financial models· Responsible for creating EOQ dividend recommendation presentation for senior management. Create / maintain quarterly financial model to assess the dividend's effect on budget quarterly results· Responsible for creating EOQ capital management presentation for senior management. Assess capital adequacy in stress scenarios and determine appropriate adjustments to capital actions· Responsible for creating and updating the financial reporting model for FTP (funds transfer pricing). Allocate corporate-level non-interest expense, non-interest income, and capital to individual business units. Report monthly on impacts to business-level profitability · Report on and create presentations for M&A transactions in the industry, utilizing S&P Market Intelligence. Deliver insights and conclusions on market trends and M&A activity to senior management· Create financial models and sensitives to assess (for example) changes in non-interest expense, share repurchases, loan growth, dividends, charge offs, etc. and corresponding effects on capital and earnings· Develop ad hoc financial analyses to provide business unit heads and senior management with accurate information to make informed decisions Show less

• 

  Quest Diagnostics

  Jun 2022 - now

  Senior Financial Analyst