Stephanie Luciano

Summary of Work Experience

Details of Work Experience

Office Manager/Realtor                                                                   Top
(March 07-Present)

Manage the daily office activities of a busy, multi-million dollar real estate professional and team including transaction coordination, extensive marketing, file and database administration, accounting utilizing QuickBooks Pro, computer and software management, and general administration of the office.  

Assist in the start-up of a new NE branch of Oregon First including creation and follow through of the business plan.  Start-up included assisting in the property selection, developing a financial plan for property improvements, scheduling and obtaining bids for construction, managing the business start-up with equipment, technology and office policies and procedures.

Accountant/Office Manager                                                            Top
(March 04-February 07)

Manage the daily financial and accounting activities of the office including weekly payroll for 17 employees and 12 regular sub-contractors, payroll taxes, accounts payable, accounts receivable, job costing for all construction jobs, monthly financial reports and closing.  Utilize ACCPAC and extensive MS Excel software.

Install and improve computer systems including software modification and hardware purchases such as digital cameras, color printers, copier networking.  Evaluate and implement services such as copier/networking contracts, wireless communications, dispatching and GPS navigation systems

Maintain 9000 sq ft office facilities including hiring janitorial, security, telephone systems, outside computer consultants, etc.  Oversee maintenance of truck fleet, manage fuel cards, cellular phones, digital cameras, etc.

Oversee team of three administrative assistants.  Assist in hiring employees and sub-contractor, manage human resources including insurance management, creating and improving employee documents.  Manage sub-contractor agreements and ensuring proper licensing, insurance/ bond, background/ credit history.

Established procedures, policies, forms, processes since branch inception including maintaining updates and creating new procedures, policies, forms as warranted

Commercial Property Management                                                   Top
(October 02-January 04)   
Assistant Real Estate Manager

Supported the Real Estate Manager with a portfolio of office, industrial and retail properties, including the operations and financial activities

Assisted in the planning, budgeting, and control of operating and capital expenditures.  Oversaw special billings, prepared forecasts and variance reports, coded and processed accounts payable

Reviewed leases, create lease abstracts, review rent rolls, ensure timely collection of rents and operating expense reimbursement, ensured compliance with lease terms, and tracked tenant improvements utilizing proper development cost reconciliation procedures

Managed tenant and vendor insurance reports, processed development cost reconciliations, construction fee notifications, and client billing forms, and completed common area maintenance reconciliations at year end

Created and maintained event calendars by property and ensure timely completion of budgeted improvements by obtaining bids, completing contracts and ensuring proper vendor set-up

Certified Public Accounting Firm 
(January 98-September 02)                                              
Office Manager

Oversee the management of nearly 3,000 client files, including ensuring timely processing of tax returns, accurate file maintenance, billing and accounts receivable, appointment scheduling and tracking

Strategically reorganized and maintained human resource processes, including employee handbook, policy and procedure manuals, employment contracts, job descriptions, personnel records, etc.   Hired, trained, coached, evaluated and motivated administrative staff, developed effective communication skills and team building through mentoring employees.  

Processed payroll, accounts payable, and accounts receivable; produced financial statements and other management reports.  Utilized QuickBooks Pro, Act! and Excel.

Negotiated contracts for computer systems, office equipment, security system, janitorial services, renovations, etc.  Ordered and maintained office supplies.

Created and prepared marketing materials (web site, ads, brochures, flyers)

Developed contact manager (Act!) to centralize data, schedule shareholder appointments, track compliance projects, maintain correspondence, and reduce administrative processes  

Trained staff on Microsoft products, contact management, time and billing system, e-mail, QuickBooks, internet access, and other software packages  

Maintained 22 client Microsoft NT network and 12 client training area , effectively coordinated the migration to Windows 2000 (server and workstation).  Analyzed, installed, and maintained several third party software packages.  Created and maintained web site and intranet site. 

Launched training department that provided QuickBooks software training to clients and prospective clients 

Assisted with the purchase of a 20,000 sq. ft. office/retail space for partial use by this office. It entailed the complete remodel of over 5,100 sq. ft. in which I assisted in the redesign, micromanaged the construction, negotiated contracts, moved tenants, offered for bid and oversaw the tenant improvements, leased vacant suites, and relocated our office.

With the new building purchase came commercial property management responsibilities including tenant relations, marketing and leasing, contract review, vendor contract negotiations, budgets, bookkeeping, property maintenance, etc. Property consisted of 13-18 tenants.  This office was the largest tenant with over 5,000 sq. ft. and the smallest consisting of 120 sq. ft. The building is an office/retail mix

Reviewed internal system processes to continually improve employee efficiency and overall effectiveness of processes                                                                                   Top

Real Estate 
Realtor, Assistant Commercial Property Manager

Sales (1996-1998 & 2004 - Present)

Achieved multi-million dollar production in less than 18 months (26 transactions)

Negotiated and prepared earnest money agreements and coordinated closings.  Advised sellers on curb appeal, showing strategies, and market conditions.  Assisted buyers and sellers with sale and purchase of real property.  Discovered alternative possibilities for buyers with financial challenges  

Designed ads, brochures, flyers, and newsletters

Provided training to associates on Microsoft applications, Realtor specific applications, web access, Quicken, and computer purchases  

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Management (1993-1995 & 2002-2004)  

Managed two retail properties with forty-seven tenants (100,000 SF)

Assisted with three office (154,000 SF), one industrial (74k SF), & two retail (142k SF) properties

Negotiated contracts for improvement projects, renovations,  janitorial services, etc.  Coordinated property maintenance and repair with contractors and staff  

Met with tenants regularly and managed plaza marketing association. Reviewed lease agreements; contacted delinquent tenants; processed five day notices as needed

Prepared budgets and management reports, coded and processed a/p, managed/collected a/r, ensured g/l reflected actual, transferred manual operations to computerized systems; created detailed, easy to use manuals, created linked spread sheets and database to reduce processing time 40%                     

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Financial Aid
Prior to 1994
Financial Aid Administrator

Responsible for the operation of multi-million dollar businesses, managing up to nine employees

Developed default prevention unit which included creation of policies and procedures, training and evaluating new staff, and initiating the production of computerized tracking systems

Created training presentation material and lead workshops for students and staff

Prepared management reports and budgets, reviewed student accounts.  Audited offices and ensured regulatory compliance  

Established new financial aid department for schools new to accepting financial aid.  This included establishing new policies and procedures based on government requirements, hiring staff, and developing new forms, filing systems, and reports

Determined student eligibility, processed accounts, maintained detailed files, worked with lenders, staff, parents, and students regarding accounts and routine information, processed data entry, and worked with strict deadlines in high pressure atmospheres

Encouraged and assisted new students acclimate to their new direction in life.  Explored their concerns and ambitions to ensure a good fit in their program of choice

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For more information contact: Stephanie

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