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Jessie O. Lee

International Real Estate Investment Development & Finance Professional

Key Strengths

Highly accomplished real estate professional with 16 years of proven track record in lending, equity investment, portfolio management, redevelopment, land development and residential rental management.  Top notched industry connections with borrowers, institution & Ultra High Networth investors.  Multi-linguistic ability, professional level in English, Cantonese & Mandarin.

Expert in origination using organic lead generation and deal management system.

Superior analytical and organization skills to manage, analyse, present and underwrite deals.

Work experience

2005present

JOL Consulting 

Real Estate Management & Private Financing Consultant

Arrange for private equity and debt financing through UHN investors and alternative lenders

Consultation of Investment & development project feasibility, due diligence, investment and finished product marketing.

Originate loan amount of $2-500m for construction, land and commercial acqisition. 

Referral of private residential mortgage of owner occupied and investment properties.

Arrange for private equity financing of development and investment projects.

Manage investment portfolio for high networth investors and my own.

Educate stakeholders of key success factors in real estate investment/development and assisted them to rolling out operations to achieve positive cashflow.

Jan 2015June 2016

Resort Investment Consultant

Recap Investment Inc.

Spearheaded Opening of Chinese Division

Generating leads online and in person by networking to identify qualified individuals for investment properties purchase.

Presentation of investment opportunity through webinar.  Closing and post closing service.  Obtaining referrals.

Exceeding expectation throughout project by creating new ways of generating leads effectively.

Excellent customer service to build long term investors relationship.

Nov 2012Nov 2014

Online Marketing Manager

Senex Wealth Managemet

Digital Marketing Management & Business Development for Real Estate & Diamond Investment

Leads generation for real estate & rare diamond investment

Marketing Strategies initiatives through advertising, promotions and public relations

Spearhead digital marketing initiatives to enhance traditional marketing effort to double investors base

Research for networking, referral sources, online lead mining, CRM management, PR effort to source for new investor lists to increase fundraising capacity.

On target cost & time management for marketing campaigns to align with corporate profitability goals.

Managing online PR & SEO processes and contents management to ensure company's image is properly reflected.

Training of administrative staff to work in digital media.

Jan 2010Nov 2012

Business Development Executive

Millhouse Ventures Ltd.

Leads generation & fundraising for real estate & diamond investment:

Cold call to high networth investors for diamond & real estate investment opportunities

Maintain database of investors, networking & keep track of referral sources

Consistently exceeding quota by properly educating high networth investors the importance of including hard assets class in their portfolios.

Completion of $10m portfolio placed in US distressed real estate assets generation 10% per annum return for investors

Fluency in three languages to properly communicate to public about corporate goals and product knowledge.

Jun 2008Jan 2010

Director of Corporate Finance

Wildwood Capital Inc.

Dealmaker for corporate & real estate finance company:

Researched & sourced for corporate finance & commercial mortgage funding opportunities between $500k to $20m.

Conducted due diligence on deals & presented to principal of company and investors.

Closing of deal to ensure investees & borrowers have funding for growth & exit.

Networked with bankers, real estate developers, entrepreneurs, funders, investors, builders and borrowers.

Maintenance of corporate website, client database and marketing campaign.

Oct 2003Sep 2005

Officer of Investor Protection

Oasis Capital Real Estate Holdings Ltd.

Relationship builder & fundraising for private real estate investment:

Warm called to Asian & international investors to inform them of the most updated information of protecting their investment in Canada

Built relationship & obtained referral sources from investors to eventual fundraising

Successfully became top producer within 3 months of employment by communicating messages that truly benefited investors & have a hunter's instinct to ask for business.

Completed rounds of financing in 8 digits range placed in GTA real estate.

Nonprofit & Charitable Work

www.WildernessCommittee.org

Campaign for the environmental

Recruit donors through door to door canvassing, mall tabling and telemarketing

Consulting Portfolio 1:

Consulting Portfolio 2:

Squire Mortgage Investment Corporation 

Establish an investor base for high yield and real estate base mortgage investment.

Build marketing presentation from conceptualization to completion.

 

Professional Mortgage Training

CAAMP Mortgage Agent License 2008