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mariourquia/cre-skills-plugin - Page 3

SkillsMP has collected 180 skills from mariourquia/cre-skills-plugin. Open a skill to review its source and details.

mariourquia/cre-skills-plugin

Showing 40 of 180 collected skills.

occupation
Financial & Investment Analysts
description

Executive finance leader. Consumes reporting_finance_ops_lead rollups, portfolio_manager rollups, and asset_manager covenant views. Owns treasury posture, covenant-cushion decisions, refi / recap / workout decisions (jointly with CEO and portfolio_manager),…

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occupation
General & Operations Managers
description

Executive operations leader above director_of_operations and the regional / asset lines. Consumes the rollups from director_of_operations, asset_manager, third_party_manager_oversight_lead, and reporting_finance_ops_lead. Owns the weekly exec brief operating…

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occupation
First-Line Supervisors of Housekeeping & Janitorial Workers
description

On-site maintenance leader. Owns work order triage, P1 life-safety SLA, turn production, preventive maintenance execution, and vendor dispatch inside approved rate cards and thresholds. Routes life-safety scope changes, licensed engineering judgments, and…

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occupation
Financial Managers
description

Portfolio- and fund-level leader. Aggregates asset_manager outputs into portfolio performance and strategy. Owns portfolio concentration, same-store growth, debt-ladder posture, and investor-facing narrative. Approves asset-level recommendations requiring…

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occupation
Project Management Specialists
description

Evidence-driven implementation intake workflow for residential multifamily and related CRE operating environments. Guides sponsors, implementation leads, data teams, operations leaders, and reporting owners through source inventory, access readiness, export…

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occupation
Eligibility Interviewers, Government Programs
description

Coordinates the handoff from deal close to an operating asset. Fires when Dealpath emits the deal-close event (Handoff 1 + Handoff 3 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md). Drives AppFolio property setup, Intacct legal-entity…

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occupation
Construction Managers
description

Coordinates the transition from construction delivery to operating asset. Fires on Procore schedule_milestone `temp_co_received` or `final_co_received` (with units_ready_for_lease >= 1), or on AppFolio C/O recording (Handoff 8 in…

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occupation
Construction Managers
description

Weekly roll-up of the active development pipeline. Aggregates sites under contract, in entitlement, in design, in permitting, and in construction (by phase); tracks TCO/delivery target dates, baseline-vs-current schedule slip, baseline-vs-current cost slip,…

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occupation
Management Analysts
description

Operationalize the first 12-18 months post-delivery of a new-construction or gut-renovation asset: monthly tracker of lease-up velocity vs underwriting, concession depth vs market, approval-rate posture, traffic-source mix, broker-assist rate, model-unit…

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occupation
Market Research Analysts & Marketing Specialists
description

Weekly review of every deal in the pipeline by stage (sourcing, loi_signed, psa_signed, ic_approved, debt_term_sheet, close, funded). Produces a stage-by-stage scorecard, flags stalled deals beyond the overlay-defined aging threshold, surfaces IC-prep load…

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occupation
Logisticians
description

Pre-close shadow setup. Fires at IC approval (Handoff 1 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md) before the deal actually closes. Creates placeholder property in AppFolio (status: pre_acquisition), placeholder entity dim in Intacct,…

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occupation
Project Management Specialists
description

Per-deal closing discipline. Tracks PSA / financing key-date countdown (LOI expiry, PSA expiry, DD period end, financing contingency, close target, tax lookback), open contingencies and their evidence of removal, escrow funding status, and lender deliverable…

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occupation
Customer Service Representatives
description

Site deputy to the property manager. Owns resident ledger hygiene, move-in / move-out administration, application and screening workflow, delinquency triage up to legal-notice threshold, and rent-roll / AR data quality. Operates under the PM's direction and…

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occupation
First-Line Supervisors of Construction Trades & Extraction Workers
description

Owner-side construction execution leader during vertical construction and major renovations. Owns day-to-day coordination with the GC, schedule discipline, RFI and submittal flow, safety oversight, and punch-list closeout. Reports to development_manager…

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occupation
Architects, Except Landscape & Naval
description

Owner-side development leader for ground-up multifamily projects from entitlements through construction start. Owns project feasibility, design/scope definition, budget formation, soft-cost management, entitlement path, bidding strategy, and construction…

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occupation
General & Operations Managers
description

Corporate operations leader above regional managers. Owns operating policy, SOP library, training standards, cross-regional performance, and coordination with asset management on enterprise-level operating issues. Reviews escalations from regional managers…

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occupation
First-Line Supervisors of Construction Trades & Extraction Workers
description

Preconstruction and estimating lead. Produces estimates at conceptual, schematic, design-development, construction-documents, and GMP stages for ground-up and renovation scope. Owns the reconciliation between proposed scopes and the reference library…

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occupation
Real Estate Sales Agents
description

Funnel operator for a middle-market multifamily property. Owns lead-to-lease conversion, tour quality, new-lease pricing within pricing-overlay bounds, renewal outreach cadence, concession discipline, and site marketing execution. Routes pricing and…

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occupation
Business Operations Specialists, All Other
description

Site-level operator of a middle-market multifamily property. Owns daily operations, the resident experience, the leasing and renewal funnel, maintenance triage, rent collection, and site expense discipline. Executes inside overlays defined by the segment,…

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occupation
Property, Real Estate, & Community Association Managers
description

Multi-property operations leader covering a portfolio region. Owns site performance, staffing, training, policy adherence, and escalation triage for a set of properties. Consolidates site scorecards, drives corrective actions on underperformers, and is the…

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occupation
Accountants & Auditors
description

Finance operations and reporting leader. Owns the close calendar, variance reporting, forecast accuracy measurement, covenant calculations, investor / lender reporting packages, and reference-library updates for finance-domain references (COA, covenant calc…

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occupation
Compensation, Benefits, & Job Analysis Specialists
description

One paragraph: what the role does and when it triggers.

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occupation
Compliance Officers
description

Owner-side oversight layer on third-party property managers (TPM). Evaluates TPM against PMA terms, SLA catalog, required-KPI list, and TPM scorecard. Runs audits on data integrity, policy adherence, and fiduciary behaviors. Serves as the owner's single voice…

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occupation
Purchasing Agents, Except Wholesale, Retail, & Farm Products
description

Normalizes and levels bids received for a defined scope. Performs apples-to-apples comparison across bidders by adjusting for included/excluded scope, allowances, alternates, and qualifications. Produces the level sheet, the recommended award, the scope…

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occupation
Cost Estimators
description

Produces line-item capex estimates for a defined scope using the capex library, labor rates, material costs, and overlay contingency and escalation. Output is a structured estimate suitable for bid leveling, prioritization, or budget inclusion.

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occupation
Project Management Specialists
description

Intake for capital project ideas from any source (PM, regional, AM, engineering, capex plan cycle). Scores each project against the overlay's priority rubric (life safety, deferred maintenance, renovation yield, risk mitigation, regulatory). Produces the…

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occupation
Cost Estimators
description

Reviews each proposed change order: validates scope basis, re-estimates cost, checks schedule impact, evaluates against contingency, recommends approval or rejection, and routes to the correct approval row by dollar threshold. Tracks…

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occupation
First-Line Supervisors of Construction Trades & Extraction Workers
description

Prepares weekly or biweekly construction-meeting packets (agenda, data summary, RFI and submittal log, COs, schedule status, safety) and tracks action items with owners and due dates. Closes the loop by updating status and surfacing stale items.

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occupation
Cost Estimators
description

Recomputes cost-to-complete from current actuals plus remaining scope plus overlay-derived escalation and contingency. Compares against prior CTC and the underwriting baseline. Identifies the driver (labor, material, scope, duration) and recommends…

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occupation
Bill & Account Collectors
description

Canonical delinquency-to-resolution playbook. Classifies every case by aging stage, proposes the next-step action per the overlay's playbook, generates draft resident communications with legal-review banners where jurisdictions treat them as notices, opens…

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occupation
Cost Estimators
description

Reviews a draw package end to end before lender submission. Validates construction cost to date, reconciles to the lender requisition, confirms lien waivers by vendor and period, verifies insurance endorsements, checks compliance attestations, and evaluates…

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occupation
Real Estate Brokers
description

Diagnostic review of the leasing funnel from lead through move-in. Identifies where the funnel is breaking (response time, tour conversion, application conversion, approval, move-in), quantifies exposure, surfaces fair-housing and screening-drift flags, and…

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occupation
Appraisers & Assessors of Real Estate
description

Checks freshness of market rent and concession references against overlay staleness threshold; organizes a refresh plan (comp sources, shop list, 3rd-party export, submarket coverage); produces the intake bundle for `workflows/rent_comp_intake` to process.…

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occupation
Customer Service Representatives
description

Coordinates every step from lease execution to resident in the unit. Confirms move-in readiness, generates document packets per jurisdiction overlay, schedules utility transfers, produces welcome communications, and closes the loop by marking the move-in…

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occupation
Customer Service Representatives
description

Coordinates every step from notice-to-vacate through unit transfer to the turn workflow. Produces the move-out inspection checklist, assembles the final ledger and statutorily-compliant security-deposit statement, handles damage charge disputes, and hands off…

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occupation
Logisticians
description

The plumbing for every gated action. Takes a pending `ApprovalRequest` and routes it to the correct approvers per the approval matrix row and org overlay, tracks SLA, and records the outcome to the approval audit log. Invoked by any workflow that opens an…

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occupation
Wholesale & Retail Buyers, Except Farm Products
description

Plans, prices, and executes the renewal cycle for leases in the renewal-offer window. Segments expiring leases into pricing tiers, computes per-tier offers using market_to_lease_gap and prior effective rent, checks every offer against policy bands, and…

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occupation
Appraisers & Assessors of Real Estate
description

Ingests inbound rent comp observations (shopped, 3rd-party, operator-reported), validates, normalizes, proposes updates to market_rent_benchmark files, and opens an approval if the magnitude delta crosses the overlay threshold. Follows the reference update…

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occupation
Project Management Specialists
description

Reviews current schedule against baseline, identifies critical-path risks, recomputes completion and stabilization probability, and routes a rebaseline proposal when warranted. Integrates with `workflows/cost_to_complete_review` and…

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occupation
Project Management Specialists
description

One paragraph: what the workflow does and when it triggers.

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Showing 40 of 180 collected skills.